Great Valley Advisor Group, Inc. Sells in Q3 2025

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.87K
- 8.56%
$31.31 - $34.54 $58.5K - $64.5K
19.9K $671K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-350
- 0.68%
$117.65 - $120.08 $41.2K - $42K
51K $6.1M
VGSH
Vanguard

ETFs
-330
- 1.86%
$58.43 - $58.88 $19.3K - $19.4K
17.4K $1.02M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-448
- 2.61%
$48.72 - $50.73 $21.8K - $22.7K
16.7K $823K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.82K
- 1.29%
$25.83 - $26.47 $72.8K - $74.6K
216K $5.69M
IP
International Paper CO

Consumer Cyclical
-249
- 3.3%
$45.32 - $55.68 $11.3K - $13.9K
7.31K $338K
TROW
Price T Rowe Group Inc

Financial Services
-425
- 8.13%
$98.67 - $111.52 $41.9K - $47.4K
4.8K $492K
PFF
Ishares Trust Ishares Pfd And

ETFs
-859
- 5.27%
$30.67 - $32.13 $26.3K - $27.6K
15.5K $488K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-514
- 6.68%
$28.77 - $29.79 $14.8K - $15.3K
7.18K $212K
EEM
Ishares Msci Emerging Markets

ETFs
-833
- 12.44%
$48.07 - $53.4 $40K - $44.5K
5.86K $312K
TXN
Texas Instruments Inc

Technology
-47
- 1.83%
N/A
2.52K $490K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-266
- 6.82%
$85.93 - $92.12 $22.9K - $24.5K
3.64K $330K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-65
- 2.32%
$100.16 - $100.7 $6.51K - $6.55K
2.73K $275K
CCL
Carnival Corp

Consumer Cyclical
-606
- 4.22%
$28.37 - $32.49 $17.2K - $19.7K
13.8K $397K
CSM
Proshares Large Cap Core Plus

ETFs
-409
- 10.06%
$70.54 - $76.83 $28.9K - $31.4K
3.66K $280K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-276
- 4.19%
$60.96 - $64.31 $16.8K - $17.7K
6.32K $401K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-313
- 1.21%
$22.53 - $22.86 $7.05K - $7.16K
25.6K $582K
DHS
Wisdomtree Tr U.S

ETFs
-143
- 5.96%
$96.42 - $101.82 $13.8K - $14.6K
2.26K $227K
ADI
Analog Devices Inc

Technology
-45
- 3.64%
$220.68 - $255.63 $9.93K - $11.5K
1.19K $292K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-37
- 0.64%
N/A
5.78K $181K
VGIT
Vanguard Intermediate Term Tre

ETFs
-54
- 0.42%
$58.97 - $60.36 $3.18K - $3.26K
12.7K $759K
JGRO
J P Morgan Exchange Traded Fd
-9.61K
- 1.78%
N/A
530K $0
NXPI
Nxp Semiconductors N.V.

Technology
-72
- 4.09%
$205.16 - $239.07 $14.8K - $17.2K
1.69K $384K
Lam Research Corp
-2.54K
- 17.24%
N/A
12.2K $0
Morgan Stanley ETF Trust
-750
- 12.54%
N/A
5.23K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-1.43K
- 11.09%
N/A
11.4K $0
LAMR
Lamar Advertising CO

Real Estate
-10
- 0.54%
$114.98 - $128.82 $1.15K - $1.29K
1.83K $223K
Rbb Fd Inc
-999
- 9.09%
N/A
9.99K $0
Kenvue Inc
-67
- 0.56%
N/A
11.9K $0
Labcorp Holdings Inc
-30
- 1.35%
N/A
2.2K $0
Fidelity Covington Trust
-163
- 1.15%
N/A
14.1K $0
BYLD
Ishares Tr Yield Optimized Bd
-3.42K
- 13.13%
N/A
22.6K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.07K
- 3.65%
N/A
28.1K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-141
- 0.95%
N/A
14.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
-172
- 1.16%
N/A
14.6K $0
Grayscale Ethereum Mini Tr E
-1.44K
- 6.69%
N/A
20.1K $0
Ge Healthcare Technologies I
-5
- 0.14%
N/A
3.53K $0
FSCO
Fs Cr Opportunities Corp Com
-12.6K
- 13.19%
N/A
82.7K $0
First Tr Exchng Traded Fd Vi
-8
- 0.11%
N/A
7.07K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-412
- 7.11%
N/A
5.38K $0
AFLG
First Tr Exchange Traded Fd Vi
-175
- 0.94%
N/A
18.5K $0
First Tr Exchange Traded Fd
-9.29K
- 7.89%
N/A
108K $0
FTGS
First Tr Exchange Traded Fd Gr
-1.97K
- 6.95%
N/A
26.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-230
- 1.27%
N/A
17.9K $0
Blackrock ETF Trust Ii
-475
- 4.15%
N/A
11K $0
Fidelity Wise Origin Bitcoin
-21
- 0.13%
N/A
15.7K $0
VHT
Vanguard Health Care ETF

ETFs
-102
- 4.33%
$239.12 - $259.95 $24.4K - $26.5K
2.26K $585K
Barrick Mng Corp
-5.89K
- 8.84%
N/A
60.7K $0
AWK
American Water Works Company, Inc.

Utilities
-1
- 0.02%
$135.05 - $147.0 $135 - $147
4.5K $626K
Activity Summary
Buys All Purchases 525 New Holdings 68 Increased Positions 457 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email