Wharton Business Group, LLC Purchases and Sells in Q1 2025

Wharton Business Group, LLC

$2.21 Billion
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	328K + 26.79%	N/A	1.55M $81.2M
EFAV	20.6K + 1.24%	$69.81 - $78.9 $1.44M - $1.63M	1.69M $131M
IFRA	97.5K + 6.25%	$44.8 - $49.25 $4.37M - $4.8M	1.66M $74.7M
EEMV	27.1K + 1.2%	$57.07 - $59.29 $1.55M - $1.61M	2.29M $133M
VLUE	6.25K + 0.48%	$104.89 - $113.56 $655K - $709K	1.3M $139M
XLV	380 + 0.16%	$137.61 - $149.68 $52.3K - $56.9K	236K $34.4M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE VERNOVA INC	1.14K New	N/A	1.14K $347K
IWD	1.44K New	$182.82 - $196.21 $263K - $283K	1.44K $271K
BABA	1.9K New	$80.53 - $147.57 $153K - $280K	1.9K $251K
SNOW	1.57K New	$146.16 - $192.78 $229K - $303K	1.57K $229K
FBT	1.2K New	$164.86 - $182.19 $198K - $219K	1.2K $204K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.04K - 0.24%	$209.68 - $247.1 $217K - $256K	437K $97.1M
QUAL	-3.11K - 0.25%	$168.16 - $186.21 $522K - $578K	1.25M $214M
KBWB	-3.77K - 0.21%	$60.05 - $72.21 $227K - $272K	1.8M $113M
PWR	-350 - 0.64%	$236.71 - $358.03 $82.8K - $125K	54.3K $13.8M
VUSB	-64.2K - 4.43%	N/A	1.39M $69.1M
IVV	-242 - 0.26%	$554.06 - $615.85 $134K - $149K	94.6K $53.2M

Activity Summary All Purchases 39 New Holdings 5 Increased Positions 34 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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