$946 Million is the total value of Wharton Business Group, LLC's 107 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DWDP | New | DOWDUPONT INC | $754,000 | – | 10,891 | +100.0% | 0.08% | – |
| IDV | New | ISHARES INTERNATIONALintl sel div etf | $450,000 | – | 13,325 | +100.0% | 0.05% | – |
| EFA | New | ISHARES MSCI EAFE ETFmsci eafe etf | $382,000 | – | 5,579 | +100.0% | 0.04% | – |
| DGRW | New | WISDOMTREE US QLT DIVus qtly div grt | $287,000 | – | 7,511 | +100.0% | 0.03% | – |
| DHR | New | DANAHER CORP | $268,000 | – | 3,122 | +100.0% | 0.03% | – |
| VUG | New | VANGUARD GROWTH ETFgrowth etf | $240,000 | – | 1,805 | +100.0% | 0.02% | – |
| BBT | New | BB&T CORPORATION | $225,000 | – | 4,785 | +100.0% | 0.02% | – |
| IBB | New | ISHARES NASDAQnasdaq biotech | $208,000 | – | 625 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TECHNOLOGY SELECT SECTORSPDR ETF | 42 | Q3 2023 | 6.4% |
| SPDR S&P BANK ETF IV | 42 | Q3 2023 | 5.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.8% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 1.8% |
| SPDR S&P PHARMACEUTICALSETF | 42 | Q3 2023 | 1.4% |
| ORACLE CORPORATION | 42 | Q3 2023 | 1.9% |
| GLOBAL X FDS | 42 | Q3 2023 | 0.5% |
| VANGUARD WORLD FDS | 42 | Q3 2023 | 0.4% |
| SELECT STR FINANCIAL SELECT SPDR ETF | 42 | Q3 2023 | 0.8% |
| MID PENN BANCORP INC | 42 | Q3 2023 | 0.1% |
View Wharton Business Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
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.