Wharton Business Group, LLC Incresed Positions in Q3 2024

Wharton Business Group, LLC

  • $2.23 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
428K
+ 27.43%
$53.15 - $59.61 $22.7M - $25.5M
1.99M $116M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
148K
+ 19.85%
$117.9 - $128.2 $17.5M - $19M
895K $115M
VLUE
Ishares Msci Usa Value Factor

ETFs
174K
+ 15.62%
$99.14 - $109.18 $17.3M - $19M
1.29M $141M
IFRA
Ishares Tr

ETFs
410K
+ 37.54%
$41.55 - $46.97 $17M - $19.3M
1.5M $70.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
88K
+ 46.12%
$162.83 - $179.16 $14.3M - $15.8M
279K $49.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
229K
+ 34.45%
$56.47 - $63.69 $12.9M - $14.6M
895K $56.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
347K
+ 88.91%
$37.37 - $41.82 $13M - $14.5M
738K $30.6M
Blackrock ETF Trust Ii
249K
+ 27.3%
N/A
1.16M $62.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.18K
+ 0.33%
$162.64 - $179.3 $679K - $749K
1.27M $227M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.6K
+ 14.6%
$405.19 - $478.57 $4.29M - $5.07M
83.2K $38.3M
JPM
Jpmorgan Chase & CO

Financial Services
22.1K
+ 11.26%
$194.9 - $224.8 $4.31M - $4.98M
219K $46.1M
IEMG
Ishares Inc

ETFs
630
+ 0.04%
$53.64 - $53.64 $33.8K - $33.8K
1.49M $85.7M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
88.3K
+ 42.71%
$43.42 - $48.95 $3.83M - $4.32M
295K $14.4M
IRBO
Ishares Robotics & Artificial

ETFs
114K
+ 46.51%
$30.09 - $34.95 $3.43M - $3.98M
359K $12.3M
BAC
Bank Of America Corp

Financial Services
66.1K
+ 18.7%
$36.65 - $44.13 $2.42M - $2.92M
420K $16.7M
XT
Ishares Tr Exponential Technol

ETFs
37.5K
+ 137.4%
$54.51 - $61.59 $2.04M - $2.31M
64.7K $3.94M
XLV
Select Sector Spdr Fund Health

ETFs
321
+ 0.14%
$143.3 - $157.24 $46K - $50.5K
236K $36.4M
VIG
Vanguard Dividend Appreciation

ETFs
785
+ 0.69%
$182.15 - $182.15 $143K - $143K
115K $22.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.56K
+ 1.78%
$194.66 - $225.97 $693K - $804K
203K $44.7M
VUSB
Vanguard Bd Index Fds
20.6K
+ 1.41%
N/A
1.48M $73.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.07K
+ 3.0%
$54.38 - $59.77 $439K - $482K
277K $16.4M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.0%
$44.74 - $53.22 $44.7 - $53.2
141K $7.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.7K
+ 10.23%
$51.02 - $52.74 $597K - $617K
126K $6.64M
PNC
Pnc Financial Services Group, Inc.

Financial Services
964
+ 56.97%
$156.14 - $187.2 $151K - $180K
2.66K $491K
STBA
S&T Bancorp Inc

Financial Services
47
+ 0.18%
$32.48 - $45.61 $1.53K - $2.14K
26K $1.09M
MS
Morgan Stanley

Financial Services
860
+ 14.86%
$92.07 - $106.96 $79.2K - $92K
6.65K $693K
XLK
Technology Sector Spdr

ETFs
391
+ 0.14%
$197.34 - $237.68 $77.2K - $92.9K
287K $64.7M
INTC
Intel Corp

Technology
1
+ 0.01%
$18.9 - $34.87 $18.9 - $34.9
16.1K $379K
MSFT
Microsoft Corp

Technology
165
+ 0.92%
$395.15 - $467.56 $65.2K - $77.1K
18.2K $7.81M
ASML
Asml Holding Nv

Technology
3
+ 0.14%
$749.82 - $1098.95 $2.25K - $3.3K
2.2K $1.83M
FDX
Fedex Corp

Industrials
75
+ 0.41%
$254.64 - $313.52 $19.1K - $23.5K
18.3K $5.02M
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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