Wharton Business Group, LLC Reduced Holdings in Q1 2025

Wharton Business Group, LLC

  • $2.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.04K
- 0.24%
$209.68 - $247.1 $217K - $256K
437K $97.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.11K
- 0.25%
$168.16 - $186.21 $522K - $578K
1.25M $214M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-3.77K
- 0.21%
$60.05 - $72.21 $227K - $272K
1.8M $113M
PWR
Quanta Services, Inc.

Industrials
-350
- 0.64%
$236.71 - $358.03 $82.8K - $125K
54.3K $13.8M
VUSB
Vanguard Bd Index Fds
-64.2K
- 4.43%
N/A
1.39M $69.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-242
- 0.26%
$554.06 - $615.85 $134K - $149K
94.6K $53.2M
CMI
Cummins Inc

Industrials
-405
- 0.72%
$312.92 - $386.07 $127K - $156K
56.1K $17.6M
GS
Goldman Sachs Group Inc

Financial Services
-37
- 0.05%
$524.81 - $672.19 $19.4K - $24.9K
68.7K $37.6M
CAT
Caterpillar Inc

Industrials
-270
- 0.51%
$326.75 - $407.63 $88.2K - $110K
52.5K $17.4M
Smurfit Westrock PLC
-18.1K
- 27.04%
N/A
49K $2.28M
GOOGL
Alphabet Inc.

Communication Services
-695
- 1.99%
$154.33 - $206.19 $107K - $143K
34.2K $5.46M
MSFT
Microsoft Corp

Technology
-121
- 0.69%
$375.39 - $447.2 $45.4K - $54.1K
17.5K $6.57M
FDX
Fedex Corp

Industrials
-405
- 2.25%
$230.33 - $281.53 $93.3K - $114K
17.6K $4.28M
GM
General Motors CO

Consumer Cyclical
-45
- 0.04%
$45.22 - $54.92 $2.03K - $2.47K
121K $5.68M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-663
- 6.66%
$360.07 - $417.26 $239K - $277K
9.29K $3.35M
OEF
Ishares S&P 100 ETF

ETFs
-165
- 0.6%
N/A
27.6K $7.47M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-7.65K
- 9.19%
$42.24 - $47.29 $323K - $362K
75.6K $3.23M
UNP
Union Pacific Corp

Industrials
-2.17K
- 7.63%
$225.21 - $254.42 $488K - $551K
26.2K $6.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7.89K
- 56.91%
$32.74 - $36.2 $258K - $286K
5.98K $209K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16K
- 3.57%
$42.5 - $46.71 $682K - $749K
434K $19.6M
XLI
Industrial Sector Spdr

ETFs
-388
- 0.32%
$128.78 - $141.67 $50K - $55K
122K $16M
ORCL
Oracle Corp

Technology
-50
- 1.15%
$139.81 - $186.47 $6.99K - $9.32K
4.31K $602K
EEMA
Ishares Msci Emerging Markets

ETFs
-2.07K
- 10.35%
$69.51 - $77.24 $144K - $160K
17.9K $1.33M
MS
Morgan Stanley

Financial Services
-290
- 4.38%
$111.68 - $141.08 $32.4K - $40.9K
6.33K $739K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.28K
- 4.38%
$87.68 - $94.52 $287K - $310K
71.5K $6.55M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.31K
- 4.37%
$30.73 - $32.26 $40.1K - $42.1K
28.6K $879K
INTC
Intel Corp

Technology
-2.39K
- 14.82%
$19.1 - $27.39 $45.7K - $65.5K
13.8K $312K
WFC
Wells Fargo & Company

Financial Services
-5
- 0.03%
$66.78 - $81.42 $334 - $407
17.7K $1.27M
IEFA
Ishares Tr

ETFs
-340
- 1.18%
$69.57 - $78.65 $23.7K - $26.7K
28.5K $2.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.4K
- 0.27%
$126.11 - $135.06 $303K - $325K
891K $115M
JPM
Jpmorgan Chase & CO

Financial Services
-427
- 0.2%
$225.19 - $279.95 $96.2K - $120K
215K $52.8M
MCHI
Ishares Msci China ETF

ETFs
-1.09K
- 0.64%
$43.71 - $58.65 $47.6K - $63.9K
168K $9.15M
HDV
Ishares Core High Dividend ETF

ETFs
-760
- 0.44%
$110.86 - $121.12 $84.3K - $92.1K
171K $20.7M
IEMG
Ishares Inc

ETFs
-10.1K
- 0.69%
N/A
1.46M $78.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-75
- 0.01%
$56.51 - $62.98 $4.24K - $4.72K
893K $54.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-45
- 0.05%
$442.66 - $534.52 $19.9K - $24.1K
82.4K $43.9M
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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