Wharton Business Group, LLC Incresed Positions in Q1 2025

Wharton Business Group, LLC

  • $2.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
328K
+ 26.79%
N/A
1.55M $81.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20.6K
+ 1.24%
$69.81 - $78.9 $1.44M - $1.63M
1.69M $131M
IFRA
Ishares Tr

ETFs
97.5K
+ 6.25%
$44.8 - $49.25 $4.37M - $4.8M
1.66M $74.7M
EEMV
Ishares Msci Emerging Markets

ETFs
27.1K
+ 1.2%
$57.07 - $59.29 $1.55M - $1.61M
2.29M $133M
VLUE
Ishares Msci Usa Value Factor

ETFs
6.25K
+ 0.48%
$104.89 - $113.56 $655K - $709K
1.3M $139M
XLV
Select Sector Spdr Fund Health

ETFs
380
+ 0.16%
$137.61 - $149.68 $52.3K - $56.9K
236K $34.4M
SOXX
Ishares Semiconductor ETF

ETFs
6.19K
+ 62.04%
$188.17 - $235.81 $1.16M - $1.46M
16.2K $3.04M
XLF
Financial Sector Spdr

ETFs
2.56K
+ 0.61%
$47.32 - $52.19 $121K - $133K
424K $21.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.31K
+ 1.67%
$58.32 - $65.09 $251K - $280K
262K $15.7M
PWV
Invesco Exchange Traded Fd Tr

ETFs
2.34K
+ 1.32%
$56.58 - $60.89 $132K - $142K
179K $10.7M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
21.1K
+ 7.1%
$46.77 - $52.97 $987K - $1.12M
318K $15M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
4.36K
+ 9.94%
$42.3 - $45.81 $184K - $200K
48.2K $2.11M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
955
+ 0.75%
$51.52 - $52.37 $49.2K - $50K
129K $6.74M
LLY
Eli Lilly & CO

Healthcare
60
+ 9.92%
$725.72 - $929.72 $43.5K - $55.8K
665 $549K
MGV
Vanguard Mega Cap Value

ETFs
360
+ 7.13%
$123.61 - $133.01 $44.5K - $47.9K
5.41K $697K
VHT
Vanguard Health Care ETF

ETFs
20
+ 0.44%
$254.06 - $273.83 $5.08K - $5.48K
4.53K $1.2M
EMB
Ishares Tr

ETFs
80
+ 0.19%
$88.64 - $92.03 $7.09K - $7.36K
42.2K $3.79M
C
Citigroup Inc

Financial Services
60
+ 0.12%
$67.23 - $84.63 $4.03K - $5.08K
51.9K $3.68M
ASML
Asml Holding Nv

Technology
142
+ 6.46%
$662.63 - $776.99 $94.1K - $110K
2.34K $1.55M
STBA
S&T Bancorp Inc

Financial Services
51
+ 0.2%
$35.43 - $41.22 $1.81K - $2.1K
26.1K $965K
GOOG
Alphabet Inc.

Communication Services
430
+ 13.19%
$156.06 - $207.71 $67.1K - $89.3K
3.69K $576K
JBHT
Hunt J B Transport Services Inc

Industrials
417
+ 4.68%
$146.12 - $186.55 $60.9K - $77.8K
9.33K $1.43M
VIG
Vanguard Dividend Appreciation

ETFs
595
+ 0.52%
N/A
115K $22.4M
ADBE
Adobe Inc.

Technology
4
+ 0.17%
$377.84 - $464.11 $1.51K - $1.86K
2.39K $915K
AMZN
Amazon Com Inc

Consumer Cyclical
515
+ 5.02%
$190.26 - $242.06 $98K - $125K
10.8K $2.05M
IDNA
Ishares Tr Genomics Immunology

ETFs
14.9K
+ 5.49%
$20.49 - $23.63 $304K - $351K
285K $5.85M
RSP
Invesco S&P 500 Equal Weight E

ETFs
385
+ 0.14%
$169.43 - $182.84 $65.2K - $70.4K
283K $49.1M
VBR
Vanguard Small Cap Value ETF

ETFs
381
+ 0.62%
$183.02 - $207.75 $69.7K - $79.2K
62.3K $11.6M
Jacobs Solutions Inc
870
+ 1.35%
N/A
65.2K $7.88M
BAC
Bank Of America Corp

Financial Services
178
+ 0.04%
$39.61 - $47.74 $7.05K - $8.5K
402K $16.8M
IRBO
Ishares Robotics & Artificial

ETFs
53.7K
+ 6.72%
N/A
852K $26.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.24K
+ 0.63%
$210.19 - $243.33 $260K - $301K
196K $41.3M
XLK
Technology Sector Spdr

ETFs
2.3K
+ 0.82%
$206.38 - $242.18 $474K - $556K
284K $58.8M
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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