Fund HoldingsWharton Business Group, LLC

Total Portfolio Value
$2.37M
Total Bought
$159.7K
Total Sold
$72.2K
Net Transaction
+$87.4K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II01,914,019+1,914,01901375.78%+137
ISHARES TR
MSCI EAFE MIN VL
1,688,6811,770,694+82,0131311496.27%+17
ISHARES TR0112,839+112,8390702.96%+70
ISHARES TR
FUTU AI TECH ETF
0966,302+966,3020401.67%+40
ISHARES INC2,288,1502,292,021+3,8711331446.07%+10
ISHARES TR
FUTU EXPO TE ETF
0202,875+202,8750130.56%+13
ISHARES TR
US INFRASTRUC
1,656,8751,695,780+38,90575833.52%+9
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0266,207+266,2070672.83%+67
ISHARES TR0197,634+197,6340492.06%+49
ISHARES TR
MSCI USA QLT FCT
01,211,543+1,211,54302219.34%+221
VANGUARD INTL EQUITY INDEX F893,152893,094-5854602.53%+6
GOLDMAN SACHS GROUP INC(GS)059,946+59,9460421.79%+42
VANGUARD WHITEHALL FDS890,518894,315+3,7971151195.03%+4
JPMORGAN CHASE & CO.(JPM)215,408194,443-20,96553562.38%+3
ISHARES TR
MSCI INTL QUALTY
755,800768,335+12,53530331.40%+3
ISHARES TR262,205302,630+40,42516190.80%+3
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0285,873+285,8730522.19%+52
ISHARES TR31,67042,170+10,500140.16%+3
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0168,139+168,1390190.81%+19
SPDR SERIES TRUST
ST STR SP BANK
0435,481+435,4810241.02%+24
BLACKROCK ETF TRUST II1,550,3651,583,135+32,77081843.53%+2
CINTAS CORP(CTAS)010,888+10,888020.10%+2
MICROSOFT CORP(MSFT)017,741+17,741090.37%+9
BANK AMERICA CORP0401,477+401,4770190.80%+19
ISHARES TR
CORE HIGH DV ETF
170,827195,333+24,50621230.97%+2
CATERPILLAR INC(CAT)050,658+50,6580200.82%+20
ISHARES TR
CYBERSECURITY
318,390318,135-25515170.71%+2
SPDR INDEX SHS FDS
ST STR INFRA ETF
248,765252,220+3,45515170.72%+2
ISHARES TR029,449+29,449090.37%+9
QUANTA SVCS INC040,055+40,0550150.64%+15
VANGUARD INTL EQUITY INDEX F0423,989+423,9890210.88%+21
CISCO SYS INC(CSCO)140,084140,534+4509100.41%+1
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
030,402+30,402010.05%+1
VANGUARD SPECIALIZED FUNDS115,398114,183-1,21522230.99%+1
NVIDIA CORPORATION(NVDA)015,711+15,711020.10%+2
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
493,135493,135020210.88%+1
SELECT SECTOR SPDR TR
ST STR FINL ETF
424,023420,672-3,35121220.93%+1
ISHARES TR16,15416,349+195340.16%+1
DIMENSIONAL ETF TRUST
WORLD EX US CORE
025,090+25,090010.03%+1
CITIGROUP INC(C)51,88851,823-65440.19%+1
ISHARES TR7,40043,675+36,275110.05%+1
ISHARES TR09,349+9,349040.17%+4
ALPHABET INC(GOOG)034,396+34,396060.25%+6
AMAZON COM INC(AMZN)011,555+11,555030.11%+3
TEXTRON INC(TXT)052,320+52,320040.18%+4
ISHARES TR75,55576,440+885340.15%0
CSX CORP(CSX)0126,685+126,685040.17%+4
JACOBS SOLUTIONS INC(J)063,000+63,000080.35%+8
META PLATFORMS INC(META)2,4242,4240120.08%0
ISHARES TR
CORE MSCI EAFE
28,48330,263+1,780230.11%0
ISHARES TR128,780133,950+5,170770.30%0
BLACKROCK INC(BLK)330603+273010.03%0
ASML HOLDING N V
N Y REGISTRY SHS
2,3402,285-55220.08%0
GENERAL MTRS CO(GM)0120,725+120,725060.25%+6
COSTCO WHSL CORP NEW(COST)0261+261000.01%0
GE VERNOVA INC(GEV)1,1381,135-3010.03%0
ALPHABET INC(GOOG)3,6904,586+896110.03%0
PAYPAL HLDGS INC(PYPL)02,975+2,975000.01%0
BOOKING HOLDINGS INC(BKNG)035+35000.01%0
ORACLE CORP(ORCL)4,3083,633-675110.03%0
ISHARES TR38,95338,9530110.06%0
INTUIT(INTU)1,0351,0350110.03%0
NEXTNAV INC(NN)56,36056,3600110.04%0
ADOBE INC(ADBE)02,801+2,801010.05%+1
WELLS FARGO CO NEW(WFC)17,69517,6950110.06%0
INNOVATIVE SOLUTIONS & SUPPO19,39519,3950000.01%0
UNION PAC CORP(UNP)027,536+27,536060.27%+6
ISHARES TR
US SML CAP EQT
22,12522,1250120.06%0
ISHARES TR
MSCI CHINA ETF
168,235168,2350990.39%0
ISHARES TR
GENOMICS IMMUN
0290,727+290,727060.25%+6
ISHARES INC
CUR HD MSCI EM
40,59540,5950110.05%0
SNOWFLAKE INC(SNOW)1,5701,375-195000.01%0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,6600010.02%0
AUTODESK INC1,4451,4450000.02%0
CUMMINS INC(CMI)054,086+54,0860180.75%+18
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
8,1458,845+700110.03%0
DISNEY WALT CO(DIS)2,7132,598-115000.01%0
ISHARES TR
ESG MSCI LEADR
3,8753,8750000.02%0
TEXAS INSTRS INC(TXN)1,7151,7150000.02%0
SPDR SERIES TRUST
ST STR SP PHARMA
48,20553,115+4,910220.09%0
WISDOMTREE TR(WT)10,34510,3450110.04%0
BANK NEW YORK MELLON CORP4,7804,7800000.02%0
INVESCO QQQ TR4264260000.01%0
ISHARES TR5,9605,9600000.02%0
INTERCONTINENTAL EXCHANGE IN(ICE)3,4603,385-75110.03%0
LOCKHEED MARTIN CORP(LMT)1,4951,4950110.03%0
VANGUARD INDEX FDS7657650000.01%0
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
2,8302,8300000.01%0
WISDOMTREE TR(WT)4,8854,8850000.02%0
ISHARES TR1,4411,496+55000.01%0
ISHARES INC7,5627,127-435000.01%0
INVESCO EXCH TRADED FD TR II5,2305,2300000.01%0
S & T BANCORP INC(STBA)26,05026,105+55110.04%0
VANGUARD WORLD FD5,4105,4100110.03%0
PNC FINL SVCS GROUP INC(PNC)2,6562,6560000.02%0
ZIONS BANCORPORATION N A(ZION)4,4604,4600000.01%0
FIRST COMWLTH FINL CORP PA(FCF)11,68511,6850000.01%0
VANGUARD INDEX FDS1,8581,8580000.01%0
BLACKROCK ENHANCED EQUITY DI(BDJ)19,00419,0040000.01%0
THE CIGNA GROUP(CI)1,5011,511+10010.02%0
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