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Wharton Business Group, Llc

13F Holdings
Filed: 2025-05-09
Portfolio Value
2.21M arrow_downward -0.21%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001513126
Filing Date
2025-05-09 16:01:48
Address
110 N. Phoenixville Pike
Malvern
PA
Prior Value
2.22M
Top 10 Holdings %
lock
Portfolio Value
Wharton Business Group, Llc
(13F - 2025-03-31)
Ishares Tr
QUAL
2025-05-09
Value
213.97K
Shares
1.25M
Portfolio %
9.68%
Ishares Tr
VLUE
2025-05-09
Value
138.81K
Shares
1.30M
Portfolio %
6.28%
Ishares Inc
EEMV
2025-05-09
Value
133.49K
Shares
2.29M
Portfolio %
6.04%
Ishares Tr
EFAV
2025-05-09
Value
131.32K
Shares
1.69M
Portfolio %
5.94%
Vanguard Whitehall Fds
VYM
2025-05-09
Value
114.84K
Shares
890.52K
Portfolio %
5.19%
Invesco Exch Traded Fd Tr Ii
KBWB
2025-05-09
Value
112.81K
Shares
1.80M
Portfolio %
5.10%
Apple Inc
AAPL
2025-05-09
Value
97.05K
Shares
436.54K
Portfolio %
4.39%
Blackrock Etf Trust Ii
BINC
2025-05-09
Value
81.21K
Shares
1.55M
Portfolio %
3.67%
Ishares Inc
IEMG
2025-05-09
Value
78.55K
Shares
1.46M
Portfolio %
3.55%
Ishares Tr
IFRA
2025-05-09
Value
74.67K
Shares
1.66M
Portfolio %
3.38%
Top Increases | Wharton Business Group, Llc
(2024-12-31 → 2025-03-31)
Blackrock Etf Trust Ii
BINC
2025-05-09
Value Change
arrow_upward 17.60K
Shares
arrow_upward 327.60K
Portfolio % Change
arrow_upward 0.80%
Portfolio %
3.67%
Ishares Tr
EFAV
2025-05-09
Value Change
arrow_upward 13.37K
Shares
arrow_upward 20.64K
Portfolio % Change
arrow_upward 0.62%
Portfolio %
5.94%
Berkshire Hathaway Inc Del
BRK-B
2025-05-09
Value Change
arrow_upward 6.51K
Shares
arrow_upward -45.00
Portfolio % Change
arrow_upward 0.30%
Portfolio %
1.98%
Vanguard Intl Equity Index F
VEU
2025-05-09
Value Change
arrow_upward 2.90K
Shares
arrow_upward -75.00
Portfolio % Change
arrow_upward 0.14%
Portfolio %
2.45%
Ishares Inc
EEMV
2025-05-09
Value Change
arrow_upward 2.37K
Shares
arrow_upward 27.11K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
6.04%
Ishares Tr
IFRA
2025-05-09
Value Change
arrow_upward 2.49K
Shares
arrow_upward 97.47K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
3.38%
Ishares Tr
VLUE
2025-05-09
Value Change
arrow_upward 1.98K
Shares
arrow_upward 6.25K
Portfolio % Change
arrow_upward 0.10%
Portfolio %
6.28%
Ishares Inc
IEMG
2025-05-09
Value Change
arrow_upward 1.96K
Shares
arrow_upward -10065.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
3.55%
Select Sector Spdr Tr
XLV
2025-05-09
Value Change
arrow_upward 1.96K
Shares
arrow_upward 380.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
1.55%
Ishares Tr
IQLT
2025-05-09
Value Change
arrow_upward 1.94K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
1.36%
Top Decreases | Wharton Business Group, Llc
(2024-12-31 → 2025-03-31)
Nanoviricides Inc
NNVC
2025-05-09
Value Change
arrow_downward -5.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Wisdomtree Tr
WTV
2025-05-09
Value Change
arrow_downward -7.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Wisdomtree Tr
DGRW
2025-05-09
Value Change
arrow_downward -11.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Intel Corp
INTC
2025-05-09
Value Change
arrow_downward -12.00
Shares
arrow_downward -2392.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Vanguard Index Fds
VTI
2025-05-09
Value Change
arrow_downward -12.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Texas Instrs Inc
TXN
2025-05-09
Value Change
arrow_downward -14.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Invesco Exchange Traded Fd T
SPGP
2025-05-09
Value Change
arrow_downward -14.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Intuit
INTU
2025-05-09
Value Change
arrow_downward -15.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.03%
First Comwlth Finl Corp Pa
FCF
2025-05-09
Value Change
arrow_downward -16.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Invesco Qqq Tr
QQQ
2025-05-09
Value Change
arrow_downward -18.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Wharton Business Group, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Wharton Business Group, Llc
(2024-12-31 → 2025-03-31)
Ge Vernova Inc
GEV
2025-05-09
Value
add_circle 347.00
Shares
1.14K
Portfolio %
0.02%
% Change
0.02%
Ishares Tr
IWD
2025-05-09
Value
add_circle 271.00
Shares
1.44K
Portfolio %
0.01%
% Change
0.01%
Alibaba Group Hldg Ltd
BABA
2025-05-09
Value
add_circle 251.00
Shares
1.90K
Portfolio %
0.01%
% Change
0.01%
Snowflake Inc
SNOW
2025-05-09
Value
add_circle 229.00
Shares
1.57K
Portfolio %
0.01%
% Change
0.01%
First Tr Exchange-Traded Fd
FBT
2025-05-09
Value
add_circle 204.00
Shares
1.20K
Portfolio %
0.01%
% Change
0.01%
Closed Positions | Wharton Business Group, Llc
(2024-12-31 → 2025-03-31)
Blackrock Inc
-
2025-02-04
Value
remove_circle 280.00
Shares
273.00
Previous %
0.02%
% Change
-0.02%
Cognex Corp
-
2025-02-04
Value
remove_circle 225.00
Shares
6.27K
Previous %
0.02%
% Change
-0.02%
Ishares Tr
-
2025-02-04
Value
remove_circle 347.00
Shares
1.79K
Previous %
0.02%
% Change
-0.02%
Paypal Hldgs Inc
-
2025-02-04
Value
remove_circle 254.00
Shares
2.98K
Previous %
0.02%
% Change
-0.02%
Proshares Tr
-
2025-02-04
Value
remove_circle 215.00
Shares
2.52K
Previous %
0.02%
% Change
-0.02%