Wharton Business Group, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.22 Billion distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $223M, Ishares Msci Usa Value Factor with a value of $137M, Ishares Msci Emerging Markets with a value of $131M, Ishares Msci Eafe Min Vol Fact with a value of $118M, and Invesco ETF Tr Ii Kbw Bank ETF with a value of $118M.
Examining the 13F form we can see an decrease of $11.2M in the current position value, from $2.23B to 2.22B.
Wharton Business Group, LLC is based out at Malvern, PA
Below you can find more details about Wharton Business Group, LLC portfolio as well as his latest detailed transactions.
