Wharton Business Group, LLC Reduced Holdings in Q3 2025

Wharton Business Group, LLC

  • $2.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Jacobs Solutions Inc
-1.15K
- 1.82%
N/A
61.9K $0
IEMG
Ishares Inc

ETFs
-4.45K
- 0.35%
N/A
1.26M $67.7M
JPM
Jpmorgan Chase & CO

Financial Services
-27.2K
- 13.98%
$282.78 - $316.06 $7.69M - $8.59M
167K $52.8M
VIG
Vanguard Dividend Appreciation

ETFs
-475
- 0.42%
N/A
114K $20.7M
GS
Goldman Sachs Group Inc

Financial Services
-9.58K
- 15.97%
$696.56 - $806.32 $6.67M - $7.72M
50.4K $40.1M
ILCG
Ishares Morningstar Growth ETF
-36.3K
- 83.06%
N/A
7.4K $0
OEF
Ishares S&P 100 ETF

ETFs
-250
- 0.85%
N/A
29.2K $7.77M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-210
- 0.07%
$59.29 - $62.87 $12.5K - $13.2K
302K $18.2M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-6.44K
- 2.02%
$49.34 - $53.96 $318K - $347K
312K $16.3M
Blackrock Inc
-273
- 45.27%
N/A
330 $0
JBHT
Hunt J B Transport Services Inc

Industrials
-165
- 1.89%
$130.65 - $154.66 $21.6K - $25.5K
8.55K $1.15M
FXI
Ishares Tr

ETFs
-7.25K
- 18.61%
$36.18 - $41.62 $262K - $302K
31.7K $1.3M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-665
- 23.5%
$107.27 - $113.94 $71.3K - $75.8K
2.17K $245K
SNOW
Snowflake Inc.

Technology
-195
- 14.18%
$191.73 - $241.0 $37.4K - $47K
1.18K $266K
AMZN
Amazon Com Inc

Consumer Cyclical
-46
- 0.4%
$211.65 - $238.24 $9.74K - $11K
11.5K $2.53M
EFV
Msci Eafe Value ETF

ETFs
-445
- 7.47%
$62.79 - $68.42 $27.9K - $30.4K
5.52K $374K
VHT
Vanguard Health Care ETF

ETFs
-10
- 0.22%
$239.12 - $259.95 $2.39K - $2.6K
4.55K $1.18M
MS
Morgan Stanley

Financial Services
-255
- 7.26%
$139.09 - $161.16 $35.5K - $41.1K
3.26K $518K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-579
- 0.85%
$92.18 - $95.14 $53.4K - $55.1K
67.9K $6.46M
WFC
Wells Fargo & Company

Financial Services
-20
- 0.11%
$77.05 - $85.16 $1.54K - $1.7K
17.7K $1.48M
INTC
Intel Corp

Technology
-2.3K
- 16.73%
$19.31 - $35.5 $44.4K - $81.7K
11.5K $384K
EEMA
Ishares Msci Emerging Markets

ETFs
-410
- 3.06%
$81.98 - $92.25 $33.6K - $37.8K
13K $1.19M
ORCL
Oracle Corp

Technology
-445
- 12.25%
$218.96 - $328.33 $97.4K - $146K
3.19K $896K
UNP
Union Pacific Corp

Industrials
-215
- 0.78%
$214.91 - $237.16 $46.2K - $51K
27.3K $6.46M
MSFT
Microsoft Corp

Technology
-320
- 1.8%
$491.09 - $535.64 $157K - $171K
17.4K $9.02M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-2.11K
- 3.96%
$40.76 - $47.94 $85.8K - $101K
51K $2.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 1.07%
$420.11 - $472.68 $42K - $47.3K
9.25K $4.33M
HDV
Ishares Core High Dividend ETF

ETFs
-5.17K
- 2.65%
$118.16 - $123.66 $611K - $639K
190K $23.3M
EXI
Ishares Global Industrials ETF

ETFs
-120
- 0.2%
$164.53 - $172.75 $19.7K - $20.7K
59.1K $10.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.58K
- 2.81%
$195.41 - $212.37 $310K - $336K
54.7K $11.4M
SOXX
Ishares Semiconductor ETF

ETFs
-115
- 0.7%
$236.93 - $271.12 $27.2K - $31.2K
16.2K $4.4M
GII
Spdr S&P Global Infrasture ETF

ETFs
-135
- 0.05%
$66.35 - $69.9 $8.96K - $9.44K
252K $17.5M
XLI
Industrial Sector Spdr

ETFs
-325
- 0.35%
$147.94 - $154.99 $48.1K - $50.4K
93.8K $14.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-685
- 0.09%
$41.43 - $44.2 $28.4K - $30.3K
768K $33.9M
IDNA
Ishares Tr Genomics Immunology

ETFs
-4.95K
- 1.7%
$20.64 - $23.61 $102K - $117K
286K $6.75M
C
Citigroup Inc

Financial Services
-385
- 0.74%
$85.57 - $103.49 $32.9K - $39.8K
51.4K $5.22M
BAC
Bank Of America Corp

Financial Services
-13.3K
- 3.31%
$44.92 - $52.42 $597K - $697K
388K $20M
PWR
Quanta Services, Inc.

Industrials
-570
- 1.42%
$372.29 - $421.68 $212K - $240K
39.5K $16.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.16K
- 0.23%
$81.76 - $86.36 $340K - $359K
1.77M $150M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 0.04%
$459.11 - $506.91 $16.1K - $17.7K
82K $41.2M
KBE
Spdr S&P Bank ETF

ETFs
-2.62K
- 0.6%
$55.26 - $61.99 $145K - $162K
433K $25.7M
GOOGL
Alphabet Inc.

Communication Services
-3.16K
- 9.19%
$174.36 - $254.72 $551K - $805K
31.2K $7.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.09K
- 2.14%
$49.43 - $54.52 $449K - $496K
415K $22.5M
MCHI
Ishares Msci China ETF

ETFs
-1.34K
- 0.8%
$54.58 - $65.85 $73.1K - $88.2K
167K $11M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.73K
- 1.03%
$115.87 - $125.42 $200K - $217K
166K $20.9M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.72K
- 0.08%
$61.94 - $64.63 $107K - $111K
2.29M $146M
CAT
Caterpillar Inc

Industrials
-1.08K
- 2.13%
$390.92 - $477.15 $422K - $515K
49.6K $23.7M
CMI
Cummins Inc

Industrials
-1.18K
- 2.18%
$327.85 - $426.39 $387K - $503K
52.9K $22.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
-240
- 0.12%
$243.93 - $275.62 $58.5K - $66.1K
197K $54M
Activity Summary
Buys All Purchases 22 New Holdings 7 Increased Positions 15 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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