$56.2 Billion is the total value of Wharton Business Group, LLC's 254 reported holdings in Q1 2012. The portfolio turnover from Q4 2011 to Q1 2012 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TECHNOLOGY SELECT SECTORSPDR ETF | 45 | Q2 2024 | 6.4% |
| SPDR S&P BANK ETF IV | 45 | Q2 2024 | 5.1% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 2.8% |
| CISCO SYSTEMS INC | 45 | Q2 2024 | 1.8% |
| SPDR S&P PHARMACEUTICALSETF | 45 | Q2 2024 | 1.4% |
| ORACLE CORPORATION | 45 | Q2 2024 | 1.9% |
| GLOBAL X FDS | 45 | Q2 2024 | 0.5% |
| SELECT STR FINANCIAL SELECT SPDR ETF | 45 | Q2 2024 | 1.0% |
| VANGUARD WORLD FDS | 45 | Q2 2024 | 0.4% |
| MID PENN BANCORP INC | 45 | Q2 2024 | 0.1% |
View Wharton Business Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-09 |
| 13F-HR/A | 2022-05-18 |
View Wharton Business Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.