The Analysis of Wharton Business Group, LLC's Holdings

Currently, Wharton Business Group, LLC holds 140 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in BINC (+237.9K shares, valued at $12.7M), VEU (+80.9K shares, valued at $5.8M), IGSB (+85.4K shares, valued at $4.5M); decreased their positions in JPM (-27.2K shares, valued at $8.6M), GS (-9.6K shares, valued at $7.6M), KBWB (-79.9K shares, valued at $6.2M); initiated new positions in CNYA (+43.7K shares, valued at $1.5M), CGNX (+6.3K shares, valued at $284.0K), PLTR (+1.4K shares, valued at $264.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VLUE ISHARES TR1.2M shares-0.34%2025-09-302025-11-10

EFAV ISHARES TR1.8M shares-0.23%2025-09-302025-11-10

EEMV ISHARES INC2.3M shares-0.08%2025-09-302025-11-10

KBWB INVESCO EXCH TRADED FD TR II1.8M shares-4.18%2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS892.2K shares-0.24%2025-09-302025-11-10

AAPL APPLE INC436.1K shares-0.48%2025-09-302025-11-10

BINC BLACKROCK ETF TRUST II1.8M shares15.03%2025-09-302025-11-10

IFRA ISHARES TR1.7M shares1.14%2025-09-302025-11-10

Sponsored

IEMG ISHARES INC1.3M shares-0.35%2025-09-302025-11-10

IVV ISHARES TR112.6K shares-0.21%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR258.0K shares-3.09%2025-09-302025-11-10

VEU VANGUARD INTL EQUITY INDEX F974.0K shares9.06%2025-09-302025-11-10

VUSB VANGUARD BD INDEX FDS1.4M shares4.42%2025-09-302025-11-10

RSP INVESCO EXCHANGE TRADED FD T286.6K shares0.24%2025-09-302025-11-10

IWY ISHARES TR197.4K shares-0.12%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.167.3K shares-13.98%2025-09-302025-11-10

Sponsored

ARTY ISHARES TR989.0K shares2.35%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL82.0K shares-0.04%2025-09-302025-11-10

GS GOLDMAN SACHS GROUP INC50.4K shares-15.97%2025-09-302025-11-10

IQLT ISHARES TR767.6K shares-0.09%2025-09-302025-11-10

XLV SELECT SECTOR SPDR TR233.9K shares0.19%2025-09-302025-11-10

KBE SPDR SERIES TRUST432.9K shares-0.60%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS113.7K shares-0.42%2025-09-302025-11-10

CAT CATERPILLAR INC49.6K shares-2.13%2025-09-302025-11-10

Sponsored

HDV ISHARES TR190.2K shares-2.65%2025-09-302025-11-10

XLF SELECT SECTOR SPDR TR422.2K shares0.36%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F414.9K shares-2.14%2025-09-302025-11-10

CMI CUMMINS INC52.9K shares-2.18%2025-09-302025-11-10

PRF INVESCO EXCHANGE TRADED FD T493.1K shares0.00%2025-09-302025-11-10

PWB INVESCO EXCHANGE TRADED FD T166.4K shares-1.03%2025-09-302025-11-10

BAC BANK AMERICA CORP388.2K shares-3.31%2025-09-302025-11-10

GII SPDR INDEX SHS FDS252.1K shares-0.05%2025-09-302025-11-10

Sponsored

IHF ISHARES TR335.8K shares0.00%2025-09-302025-11-10

PWR QUANTA SVCS INC39.5K shares-1.42%2025-09-302025-11-10

IHAK ISHARES TR311.7K shares-2.02%2025-09-302025-11-10

XT ISHARES TR202.9K shares0.00%2025-09-302025-11-10

XLI SELECT SECTOR SPDR TR93.8K shares-0.35%2025-09-302025-11-10

IGSB ISHARES TR219.3K shares63.73%2025-09-302025-11-10

VBR VANGUARD INDEX FDS54.7K shares-2.81%2025-09-302025-11-10

PWV INVESCO EXCHANGE TRADED FD T170.4K shares0.00%2025-09-302025-11-10

Sponsored

MCHI ISHARES TR166.9K shares-0.80%2025-09-302025-11-10

EXI ISHARES TR59.1K shares-0.20%2025-09-302025-11-10

OEF ISHARES TR29.2K shares-0.85%2025-09-302025-11-10

CSCO CISCO SYS INC140.5K shares0.00%2025-09-302025-11-10

J JACOBS SOLUTIONS INC61.9K shares-1.82%2025-09-302025-11-10

MSFT MICROSOFT CORP17.4K shares-1.80%2025-09-302025-11-10

GOOGL ALPHABET INC31.2K shares-9.19%2025-09-302025-11-10

GM GENERAL MTRS CO120.7K shares0.00%2025-09-302025-11-10

Sponsored

IDNA ISHARES TR285.8K shares-1.70%2025-09-302025-11-10

USMV ISHARES TR67.9K shares-0.85%2025-09-302025-11-10

UNP UNION PAC CORP27.3K shares-0.78%2025-09-302025-11-10

C CITIGROUP INC51.4K shares-0.74%2025-09-302025-11-10

CSX CSX CORP126.7K shares0.00%2025-09-302025-11-10

TXT TEXTRON INC52.3K shares0.00%2025-09-302025-11-10

SOXX ISHARES TR16.2K shares-0.70%2025-09-302025-11-10

IWF ISHARES TR9.2K shares-1.07%2025-09-302025-11-10

Sponsored

FDX FEDEX CORP18.1K shares1.23%2025-09-302025-11-10

EMB ISHARES TR42.2K shares469.86%2025-09-302025-11-10

XVV ISHARES TR76.4K shares0.00%2025-09-302025-11-10

QUAL ISHARES TR1.2M shares-0.83%2025-09-302025-11-10

NVDA NVIDIA CORPORATION15.7K shares0.00%2025-09-302025-11-10

IEFA ISHARES TR30.4K shares0.30%2025-09-302025-11-10

AMZN AMAZON COM INC11.5K shares-0.40%2025-09-302025-11-10

XPH SPDR SERIES TRUST51.0K shares-3.96%2025-09-302025-11-10

Sponsored

CHIQ GLOBAL X FDS98.6K shares0.00%2025-09-302025-11-10

CTAS CINTAS CORP10.9K shares0.00%2025-09-302025-11-10

ASML ASML HOLDING N V2.3K shares0.00%2025-09-302025-11-10

SW SMURFIT WESTROCK PLC44.6K shares0.00%2025-09-302025-11-10

META META PLATFORMS INC2.4K shares0.12%2025-09-302025-11-10

SMLF ISHARES TR22.1K shares0.00%2025-09-302025-11-10

CNYA ISHARES TR43.7K sharesnew addition2025-09-302025-11-10

WFC WELLS FARGO CO NEW17.7K shares-0.11%2025-09-302025-11-10

Sponsored

FXI ISHARES TR31.7K shares-18.61%2025-09-302025-11-10

IHI ISHARES TR302.4K shares-0.07%2025-09-302025-11-10

EEMA ISHARES INC13.0K shares-3.06%2025-09-302025-11-10

VHT VANGUARD WORLD FD4.5K shares-0.22%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST30.4K shares0.00%2025-09-302025-11-10

JBHT HUNT J B TRANS SVCS INC8.6K shares-1.89%2025-09-302025-11-10

GOOG ALPHABET INC4.6K shares0.00%2025-09-302025-11-10

HEEM ISHARES INC31.5K shares-22.43%2025-09-302025-11-10

Sponsored

ADBE ADOBE INC2.8K shares0.00%2025-09-302025-11-10

STBA S & T BANCORP INC26.2K shares0.20%2025-09-302025-11-10

DGRW WISDOMTREE TR10.3K shares0.00%2025-09-302025-11-10

ORCL ORACLE CORP3.2K shares-12.25%2025-09-302025-11-10

NN NEXTNAV INC56.4K shares0.00%2025-09-302025-11-10

DFAX DIMENSIONAL ETF TRUST25.1K shares0.00%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS9.8K shares11.36%2025-09-302025-11-10

MPB MID PENN BANCORP INC27.1K shares0.00%2025-09-302025-11-10

Sponsored

ILCG ISHARES TR7.4K shares-83.06%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP1.5K shares0.00%2025-09-302025-11-10

MGV VANGUARD WORLD FD5.4K shares0.00%2025-09-302025-11-10

INTU INTUIT1.0K shares0.00%2025-09-302025-11-10

GEV GE VERNOVA INC1.1K shares0.00%2025-09-302025-11-10

ICE INTERCONTINENTAL EXCHANGE IN3.4K shares0.00%2025-09-302025-11-10

VONG VANGUARD SCOTTSDALE FDS4.7K shares0.00%2025-09-302025-11-10

PFF ISHARES TR17.3K shares0.00%2025-09-302025-11-10

Sponsored

PNC PNC FINL SVCS GROUP INC2.7K shares0.00%2025-09-302025-11-10

BK BANK NEW YORK MELLON CORP4.8K shares0.00%2025-09-302025-11-10

MS MORGAN STANLEY3.3K shares-7.26%2025-09-302025-11-10

LLY ELI LILLY & CO665 shares0.00%2025-09-302025-11-10

PAYX PAYCHEX INC3.7K shares0.00%2025-09-302025-11-10

ADSK AUTODESK INC1.4K shares0.00%2025-09-302025-11-10

SUSL ISHARES TR3.9K shares0.00%2025-09-302025-11-10

WTV WISDOMTREE TR4.9K shares0.00%2025-09-302025-11-10

Sponsored

CI THE CIGNA GROUP1.5K shares0.00%2025-09-302025-11-10

DHR DANAHER CORPORATION2.1K shares0.00%2025-09-302025-11-10

BLK BLACKROCK INC330 shares-45.27%2025-09-302025-11-10

INTC INTEL CORP11.5K shares-16.73%2025-09-302025-11-10

EFV ISHARES TR5.5K shares-7.47%2025-09-302025-11-10

EPP ISHARES INC7.1K shares0.00%2025-09-302025-11-10

VTV VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-10

CVX CHEVRON CORP NEW2.2K shares0.00%2025-09-302025-11-10

Sponsored

BABA ALIBABA GROUP HLDG LTD1.9K shares0.00%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND1.4K shares0.00%2025-09-302025-11-10

AMGN AMGEN INC1.2K shares0.00%2025-09-302025-11-10

TXN TEXAS INSTRS INC1.7K shares0.00%2025-09-302025-11-10

IWD ISHARES TR1.5K shares0.00%2025-09-302025-11-10

DIS DISNEY WALT CO2.6K shares0.00%2025-09-302025-11-10

COP CONOCOPHILLIPS3.1K shares0.00%2025-09-302025-11-10

Sponsored

CGNX COGNEX CORP6.3K sharesnew addition2025-09-302025-11-10

PSCT INVESCO EXCH TRADED FD TR II5.2K shares0.00%2025-09-302025-11-10

SNOW SNOWFLAKE INC1.2K shares-14.18%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-10

QQQ INVESCO QQQ TR426 shares0.00%2025-09-302025-11-10

ZION ZIONS BANCORPORATION N A4.5K shares0.00%2025-09-302025-11-10

VTI VANGUARD INDEX FDS765 shares0.00%2025-09-302025-11-10

V VISA INC724 shares0.00%2025-09-302025-11-10

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T2.2K shares-23.50%2025-09-302025-11-10

ISSC INNOVATIVE SOLUTIONS & SUPPO19.4K shares0.00%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW261 shares0.00%2025-09-302025-11-10

SUSC ISHARES TR10.0K shares0.00%2025-09-302025-11-10

WELL WELLTOWER INC1.3K shares0.00%2025-09-302025-11-10

ESGE ISHARES INC4.9K sharesnew addition2025-09-302025-11-10

ALL ALLSTATE CORP945 sharesnew addition2025-09-302025-11-10

VRT VERTIV HOLDINGS CO1.3K sharesnew addition2025-09-302025-11-10

Sponsored

IJH ISHARES TR3.1K sharesnew addition2025-09-302025-11-10

FCF FIRST COMWLTH FINL CORP PA11.7K shares0.00%2025-09-302025-11-10

BDJ BLACKROCK ENHANCED EQUITY DI19.0K shares0.00%2025-09-302025-11-10

NNVC NANOVIRICIDES INC15.7K shares0.00%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available