Wharton Business Group, LLC Sells in Q4 2024

Wharton Business Group, LLC

  • $2.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
-72.9K
- 87.97%
$211.27 - $239.8 $15.4M - $17.5M
9.97K $2.15M
IEMG
Ishares Inc

ETFs
-25.5K
- 1.71%
N/A
1.47M $76.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.52K
- 0.17%
$57.29 - $63.1 $87K - $95.8K
893K $51.3M
XLV
Select Sector Spdr Fund Health

ETFs
-971
- 0.41%
$136.28 - $154.74 $132K - $150K
236K $32.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-13K
- 1.02%
$176.42 - $186.91 $2.29M - $2.42M
1.25M $223M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-34.4K
- 7.1%
$44.04 - $49.49 $1.51M - $1.7M
450K $19.8M
IHF
Ishares Tr

ETFs
-520
- 0.15%
$47.41 - $56.83 $24.7K - $29.6K
335K $16.1M
Smurfit Westrock PLC
-60.5K
- 47.41%
N/A
67.1K $3.61M
CAT
Caterpillar Inc

Industrials
-2.01K
- 3.67%
$360.37 - $416.88 $724K - $838K
52.8K $19.2M
VUSB
Vanguard Bd Index Fds
-31.2K
- 2.11%
N/A
1.45M $71.9M
HDV
Ishares Core High Dividend ETF

ETFs
-235
- 0.14%
$110.82 - $121.28 $26K - $28.5K
172K $19.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-745
- 0.9%
$442.29 - $483.08 $330K - $360K
82.4K $37.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.88K
- 0.21%
$126.68 - $134.74 $238K - $253K
893K $114M
IDNA
Ishares Tr Genomics Immunology

ETFs
-282
- 0.1%
$22.38 - $25.53 $6.31K - $7.2K
271K $6.12M
UNP
Union Pacific Corp

Industrials
-75
- 0.26%
$223.15 - $249.32 $16.7K - $18.7K
28.4K $6.47M
XLI
Industrial Sector Spdr

ETFs
-35
- 0.03%
$131.76 - $143.99 $4.61K - $5.04K
123K $16.2M
CHIQ
Global X Msci China Consumer D

ETFs
-9.35K
- 8.66%
$18.98 - $25.0 $177K - $234K
98.6K $1.87M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 1.39%
$56.33 - $61.73 $140K - $154K
177K $10.1M
MSFT
Microsoft Corp

Technology
-542
- 2.98%
$406.35 - $454.46 $220K - $246K
17.6K $7.43M
VBR
Vanguard Small Cap Value ETF

ETFs
-724
- 1.16%
$197.36 - $217.3 $143K - $157K
61.9K $12.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.21K
- 1.6%
$88.59 - $94.57 $107K - $115K
74.7K $6.64M
BLK
Black Rock Inc.

Financial Services
-330
- 54.73%
$934.02 - $1065.26 $308K - $352K
273 $280K
IEFA
Ishares Tr

ETFs
-75
- 0.26%
$70.06 - $77.43 $5.25K - $5.81K
28.8K $2.03M
IDV
Ishares Tr

ETFs
-4.26K
- 11.84%
$27.03 - $29.92 $115K - $127K
31.7K $867K
EEMA
Ishares Msci Emerging Markets

ETFs
-640
- 3.11%
$71.65 - $82.07 $45.9K - $52.5K
20K $1.43M
ADBE
Adobe Inc.

Technology
-15
- 0.63%
$437.39 - $552.96 $6.56K - $8.29K
2.38K $1.06M
VHT
Vanguard Health Care ETF

ETFs
-105
- 2.28%
$250.81 - $283.3 $26.3K - $29.7K
4.51K $1.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.13K
- 13.29%
$33.39 - $37.66 $71K - $80K
13.9K $463K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.12K
- 22.34%
$100.38 - $107.86 $112K - $120K
3.88K $399K
DVYE
Ishares Emerging Markets Divid

ETFs
-920
- 7.63%
$25.42 - $29.74 $23.4K - $27.4K
11.1K $288K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-3.2K
- 3.7%
$43.67 - $47.04 $140K - $151K
83.2K $3.77M
JBHT
Hunt J B Transport Services Inc

Industrials
-208
- 2.28%
$164.22 - $197.19 $34.2K - $41K
8.91K $1.52M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.52K
- 13.14%
$22.65 - $23.8 $34.4K - $36.2K
10K $228K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-155
- 7.95%
$192.71 - $203.05 $29.9K - $31.5K
1.8K $347K
ILCG
Ishares Morningstar Growth ETF
-585
- 7.33%
N/A
7.4K $663K
FDX
Fedex Corp

Industrials
-360
- 1.96%
$260.5 - $305.15 $93.8K - $110K
18K $5.06M
Jacobs Solutions Inc
-995
- 1.52%
N/A
64.3K $8.59M
NVDA
Nvidia Corp

Technology
-1.12K
- 7.3%
$117.0 - $148.88 $130K - $166K
14.2K $1.9M
MS
Morgan Stanley

Financial Services
-25
- 0.38%
$104.42 - $134.99 $2.61K - $3.37K
6.62K $833K
CMI
Cummins Inc

Industrials
-2.34K
- 3.97%
$324.93 - $383.42 $759K - $895K
56.5K $19.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-113
- 1.12%
$370.24 - $418.94 $41.8K - $47.3K
9.95K $4M
KBE
Spdr S&P Bank ETF

ETFs
-15.5K
- 3.65%
$51.33 - $62.76 $797K - $974K
410K $22.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.17%
$180.88 - $232.93 $3.07K - $3.96K
10.3K $2.25M
C
Citigroup Inc

Financial Services
-175
- 0.34%
$61.31 - $72.5 $10.7K - $12.7K
51.8K $3.65M
GOOGL
Alphabet Inc.

Communication Services
-2.55K
- 6.79%
$161.86 - $196.66 $412K - $500K
34.9K $6.61M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-545
- 0.32%
$98.04 - $108.11 $53.4K - $58.9K
168K $17.1M
PWR
Quanta Services, Inc.

Industrials
-865
- 1.56%
$296.05 - $346.6 $256K - $300K
54.7K $17.3M
XLK
Technology Sector Spdr

ETFs
-5.1K
- 1.78%
$220.26 - $241.44 $1.12M - $1.23M
282K $65.5M
CSCO
Cisco Systems, Inc.

Technology
-435
- 0.31%
$52.45 - $60.02 $22.8K - $26.1K
140K $8.29M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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