Fund HoldingsWharton Business Group, LLC

Total Portfolio Value
$2.23M
Total Bought
$321.0K
Total Sold
$91.2K
Net Transaction
+$229.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II01,987,535+1,987,53501165.23%+116
VANGUARD WHITEHALL FDS0894,801+894,80101155.15%+115
ISHARES TR
MSCI USA VALUE
01,290,421+1,290,42101416.32%+141
ISHARES TR
US INFRASTRUC
01,501,800+1,501,8000713.17%+71
ISHARES TR082,889+82,8890190.86%+19
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0278,708+278,7080502.24%+50
VANGUARD INTL EQUITY INDEX F665,485894,746+229,26139562.53%+17
ISHARES TR
MSCI INTL QUALTY
390,835738,310+347,47515311.38%+15
SPDR INDEX SHS FDS
ST STR INFRA ETF
0244,630+244,6300150.68%+15
BLACKROCK ETF TRUST II912,3151,161,375+249,06048622.79%+15
ISHARES TR
MSCI INDIA ETF
0241,575+241,5750140.64%+14
ISHARES INC
MSCI EMRG CHN
0228,140+228,1400140.63%+14
ISHARES TR
FUTU AI TECH ETF
0359,087+359,0870120.55%+12
ISHARES TR
MSCI USA QLT FCT
1,263,2921,267,468+4,17621622710.21%+12
APPLE INC(AAPL)441,317440,809-508931034.61%+10
BERKSHIRE HATHAWAY INC DEL083,160+83,1600381.72%+38
GOLDMAN SACHS GROUP INC(GS)58,77768,412+9,63527341.52%+7
JPMORGAN CHASE & CO.(JPM)196,624218,755+22,13140462.07%+6
SMURFIT WESTROCK PLC(SW)0127,586+127,586060.28%+6
ISHARES INC
CORE MSCI EMKT
1,491,5491,492,179+63080863.85%+6
ISHARES TR
CYBERSECURITY
206,760295,060+88,30010140.65%+5
CATERPILLAR INC(CAT)054,818+54,8180210.96%+21
CUMMINS INC(CMI)058,841+58,8410200.88%+20
ISHARES TR95,11194,898-21352552.46%+3
SPDR SER TR
ST STR SP BANK
0425,346+425,3460221.01%+22
BANK AMERICA CORP353,726419,857+66,13114170.75%+3
QUANTA SVCS INC055,520+55,5200170.74%+17
ISHARES TR
FUTU EXPO TE ETF
27,27064,740+37,470240.18%+2
AMENTUM HOLDINGS INC065,295+65,295020.09%+2
SELECT SECTOR SPDR TR
ST STR CARE ETF
0236,480+236,4800361.64%+36
VANGUARD SPECIALIZED FUNDS113,773114,558+78521231.02%+2
ISHARES TR199,656203,216+3,56043452.01%+2
SELECT SECTOR SPDR TR
ST STR FINL ETF
0429,698+429,6980190.87%+19
SELECT SECTOR SPDR TR
ST STR INDL ETF
0122,863+122,8630170.75%+17
VANGUARD BD INDEX FDS
VANGUARD ULTRA
01,480,684+1,480,6840743.32%+74
ISHARES TR0335,550+335,5500190.86%+19
VANGUARD INTL EQUITY INDEX F495,520484,091-11,42922231.04%+1
ISHARES TR0276,850+276,8500160.74%+16
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0493,135+493,1350200.90%+20
ISHARES TR084,695+84,6950130.57%+13
CISCO SYS INC(CSCO)0140,519+140,519070.34%+7
ISHARES TR114,435126,140+11,705670.30%+1
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
168,364168,364016170.75%+1
MID PENN BANCORP INC(MPB)84,33884,3380230.11%+1
VANGUARD INDEX FDS062,593+62,5930130.56%+13
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
0179,262+179,2620100.47%+10
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
06,745+6,745010.02%+1
GLOBAL X FDS107,917107,9170220.10%+1
ISHARES TR
MSCI USA MIN ETF
075,955+75,955070.31%+7
ISHARES TR
GENOMICS IMMUN
0270,899+270,899070.30%+7
PAYPAL HLDGS INC(PYPL)02,975+2,975000.01%0
PNC FINL SVCS GROUP INC(PNC)02,656+2,656000.02%0
ISHARES TR38,95338,9530110.06%0
S & T BANCORP INC(STBA)25,90525,952+47110.05%0
ISHARES TR
MSCI CHINA A
43,67543,6750110.06%0
ZIONS BANCORPORATION N A(ZION)04,460+4,460000.01%0
FIRST TR EXCHANGE-TRADED FD01,200+1,200000.01%0
ISHARES TR42,22542,090-135440.18%0
ALIBABA GROUP HLDG LTD(BABA)01,900+1,900000.01%0
SPDR SER TR
ST STR SP PHARMA
043,845+43,845020.09%+2
ISHARES TR86,40086,4000440.17%0
LOCKHEED MARTIN CORP(LMT)1,4951,4950110.04%0
TEXTRON INC(TXT)052,320+52,320050.21%+5
META PLATFORMS INC(META)2,4872,424-63110.06%0
CSX CORP(CSX)0119,855+119,855040.19%+4
MORGAN STANLEY(MS)5,7896,649+860110.03%0
ORACLE CORP(ORCL)4,4694,358-111110.03%0
BLACKROCK INC(BLK)6036030010.03%0
ISHARES TR35,92535,9250110.05%0
INTERCONTINENTAL EXCHANGE IN(ICE)3,4963,460-36010.02%0
VANGUARD WORLD FD
HEALTH CAR ETF
4,6284,614-14110.06%0
ACCENTURE PLC IRELAND
SHS CLASS A
1,3571,350-7000.02%0
WELLTOWER INC(WELL)2,5552,5550000.01%0
PAYCHEX INC(PAYX)3,7153,7150000.02%0
BANK NEW YORK MELLON CORP4,7804,7800000.02%0
ISHARES INC
CUR HD MSCI EM
40,59540,5950110.05%0
WISDOMTREE TR(WT)10,34510,3450110.04%0
ISHARES TR29,89529,8950110.04%0
VANGUARD WORLD FD5,0505,0500110.03%0
DANAHER CORPORATION(DHR)2,1632,120-43110.03%0
ISHARES INC
ESG AWR MSCI EM
15,99015,9900110.03%0
ISHARES INC7,5627,5620000.02%0
JOHNSON & JOHNSON(JNJ)2,8102,8100000.02%0
FIRST COMWLTH FINL CORP PA(FCF)11,68511,6850000.01%0
UNITEDHEALTH GROUP INC(UNH)5045040000.01%0
WISDOMTREE TR(WT)4,8854,8850000.02%0
AUTODESK INC1,4821,445-37000.02%0
ISHARES TR5,9605,9600000.02%0
VANGUARD INDEX FDS1,8581,8580000.01%0
ISHARES TR
LOW CA OP MS ETF
1,9501,9500000.02%0
THE CIGNA GROUP(CI)1,5011,5010010.02%0
ISHARES TR
ESG MSCI LEADR
4,9904,9900010.02%0
ISHARES TR7,9857,9850110.03%0
ISHARES TR14,55514,5550000.01%0
INVESCO EXCHANGE TRADED FD T
BIOTECHNOLOGY
3,6163,6160000.01%0
ISHARES INC12,06012,0600000.02%0
MASTERCARD INCORPORATED(MA)565541-24000.01%0
TEXAS INSTRS INC(TXN)1,7251,715-10000.02%0
ISHARES TR2,3962,3960000.01%0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,6600000.02%0
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