Wharton Business Group, LLC Reduced Holdings in Q2 2025

Wharton Business Group, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-338
- 0.41%
$483.48 - $539.8 $163K - $182K
82K $39.8M
VUSB
Vanguard Bd Index Fds
-75.2K
- 5.43%
N/A
1.31M $65.3M
EMB
Ishares Tr

ETFs
-34.8K
- 82.45%
$86.54 - $92.62 $3.01M - $3.22M
7.4K $717K
XLV
Select Sector Spdr Fund Health

ETFs
-2.41K
- 1.02%
$128.77 - $144.3 $310K - $347K
233K $31.6M
IEMG
Ishares Inc

ETFs
-190K
- 13.06%
N/A
1.27M $75.8M
EXI
Ishares Global Industrials ETF

ETFs
-25.5K
- 30.11%
$129.37 - $165.38 $3.3M - $4.22M
59.2K $9.79M
XLI
Industrial Sector Spdr

ETFs
-28.3K
- 23.13%
$116.42 - $147.52 $3.3M - $4.18M
94.1K $13.9M
VLUE
Ishares Msci Usa Value Factor

ETFs
-91.5K
- 7.03%
$93.5 - $113.21 $8.55M - $10.4M
1.21M $137M
MPB
Mid Penn Bancorp Inc

Financial Services
-57.2K
- 67.86%
$24.01 - $29.27 $1.37M - $1.68M
27.1K $764K
VBR
Vanguard Small Cap Value ETF

ETFs
-5.95K
- 9.55%
$162.76 - $195.77 $968K - $1.16M
56.3K $11M
Smurfit Westrock PLC
-4.38K
- 8.95%
N/A
44.6K $1.93M
MS
Morgan Stanley

Financial Services
-2.82K
- 44.52%
$99.83 - $140.86 $282K - $397K
3.51K $495K
EEMA
Ishares Msci Emerging Markets

ETFs
-4.5K
- 25.12%
$64.59 - $83.0 $290K - $373K
13.4K $1.11M
WELL
Welltower Inc.

Real Estate
-1.26K
- 49.12%
$136.49 - $155.22 $171K - $195K
1.3K $200K
JNJ
Johnson & Johnson

Healthcare
-997
- 35.48%
$146.36 - $159.82 $146K - $159K
1.81K $277K
JBHT
Hunt J B Transport Services Inc

Industrials
-610
- 6.54%
$124.73 - $152.78 $76.1K - $93.2K
8.72K $1.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.99K
- 4.19%
$85.42 - $94.39 $256K - $283K
68.5K $6.42M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-8.74K
- 4.88%
$52.26 - $62.14 $457K - $543K
170K $10.6M
AMGN
Amgen Inc

Healthcare
-4
- 0.34%
$262.28 - $309.85 $1.05K - $1.24K
1.17K $327K
EPP
Ishares Inc

ETFs
-435
- 5.75%
$38.85 - $49.83 $16.9K - $21.7K
7.13K $352K
ICE
Intercontinental Exchange, Inc.

Financial Services
-75
- 2.17%
$151.62 - $183.47 $11.4K - $13.8K
3.39K $621K
DIS
Walt Disney CO

Communication Services
-115
- 4.24%
$81.72 - $124.01 $9.4K - $14.3K
2.6K $322K
CMI
Cummins Inc

Industrials
-2.02K
- 3.59%
$267.12 - $336.65 $538K - $678K
54.1K $17.7M
SNOW
Snowflake Inc.

Technology
-195
- 12.42%
$130.53 - $223.77 $25.5K - $43.6K
1.38K $308K
ORCL
Oracle Corp

Technology
-675
- 15.67%
$122.82 - $218.63 $82.9K - $148K
3.63K $794K
Ge Vernova Inc
-3
- 0.26%
N/A
1.14K $601K
ASML
Asml Holding Nv

Technology
-55
- 2.35%
$595.37 - $815.24 $32.7K - $44.8K
2.29K $1.83M
Jacobs Solutions Inc
-2.17K
- 3.33%
N/A
63K $8.28M
C
Citigroup Inc

Financial Services
-65
- 0.13%
$58.13 - $85.12 $3.78K - $5.53K
51.8K $4.41M
XLF
Financial Sector Spdr

ETFs
-3.35K
- 0.79%
$43.92 - $52.37 $147K - $175K
421K $22M
VIG
Vanguard Dividend Appreciation

ETFs
-1.22K
- 1.05%
N/A
114K $23.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.66K
- 2.23%
$39.89 - $49.46 $385K - $478K
424K $20.8M
PWR
Quanta Services, Inc.

Industrials
-14.3K
- 26.24%
$239.47 - $381.26 $3.41M - $5.43M
40.1K $15.1M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-255
- 0.08%
$42.95 - $53.21 $11K - $13.6K
318K $16.9M
CAT
Caterpillar Inc

Industrials
-1.88K
- 3.58%
$273.94 - $388.21 $515K - $730K
50.7K $19.5M
BAC
Bank Of America Corp

Financial Services
-69
- 0.02%
$34.39 - $47.46 $2.37K - $3.27K
401K $19M
JPM
Jpmorgan Chase & CO

Financial Services
-21K
- 9.73%
$210.28 - $289.91 $4.41M - $6.08M
194K $56.3M
GS
Goldman Sachs Group Inc

Financial Services
-8.79K
- 12.79%
$462.22 - $707.75 $4.06M - $6.22M
59.9K $42.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-58
- 0.01%
$54.19 - $67.22 $3.14K - $3.9K
893K $60M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.8K
- 3.18%
$152.42 - $182.82 $6.07M - $7.28M
1.21M $221M
XLK
Technology Sector Spdr

ETFs
-17.6K
- 6.21%
$179.73 - $253.23 $3.17M - $4.46M
266K $67M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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