Fund HoldingsWharton Business Group, LLC

Total Portfolio Value
$2.22M
Total Bought
$139.2K
Total Sold
$177.9K
Net Transaction
-$38.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK ETF TRUST II01,222,765+1,222,7650642.87%+64
ISHARES TR
MSCI EAFE MIN VL
01,668,037+1,668,03701185.32%+118
ISHARES INC02,261,035+2,261,03501315.92%+131
ISHARES TR
FUTU AI TECH ETF
359,087798,667+439,58012301.34%+17
APPLE INC(AAPL)440,809437,576-3,2331031104.95%+7
JPMORGAN CHASE & CO.(JPM)218,755215,835-2,92046522.34%+6
GOLDMAN SACHS GROUP INC(GS)68,41268,773+36134391.78%+6
ISHARES TR
US INFRASTRUC
1,501,8001,559,400+57,60071723.26%+2
INVESCO EXCH TRADED FD TR II1,987,5351,799,937-187,5981161185.31%+1
ISHARES TR94,89894,886-1255562.52%+1
ISHARES TR203,216194,669-8,54745462.07%+1
GENERAL MTRS CO(GM)0120,770+120,770060.29%+6
BANK AMERICA CORP419,857401,368-18,48917180.80%+1
SELECT SECTOR SPDR TR
ST STR FINL ETF
429,698421,468-8,23019200.92%+1
CISCO SYS INC(CSCO)140,519140,084-435780.37%+1
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0281,521+281,5210652.95%+65
QUANTA SVCS INC55,52054,655-86517170.78%+1
ISHARES TR027,729+27,729080.36%+8
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
168,364167,819-54517170.77%0
ALPHABET INC(GOOG)034,921+34,921070.30%+7
CITIGROUP INC(C)051,828+51,828040.16%+4
BLACKROCK INC(BLK)0330+330000.02%0
AMAZON COM INC(AMZN)010,266+10,266020.10%+2
CINCINNATI FINL CORP(CINF)02,282+2,282000.01%0
WELLS FARGO CO NEW(WFC)017,700+17,700010.06%+1
SPDR SER TR
ST STR SP BANK
425,346409,821-15,52522231.03%0
ISHARES TR
FUTU EXPO TE ETF
64,74069,970+5,230440.19%0
VISA INC(V)0724+724000.01%0
ISHARES TR09,952+9,952040.18%+4
PROSHARES TR
ULTRA FNCLS NEW
02,520+2,520000.01%0
CUMMINS INC(CMI)58,84156,506-2,33520200.89%0
NEXTNAV INC(NN)010,000+10,000000.01%0
MORGAN STANLEY(MS)6,6496,624-25110.04%0
ISHARES TR
CYBERSECURITY
295,060297,295+2,23514150.65%0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
6,7458,145+1,400110.03%0
ALPHABET INC(GOOG)03,260+3,260010.03%+1
NVIDIA CORPORATION(NVDA)014,151+14,151020.09%+2
JACOBS SOLUTIONS INC(J)064,300+64,300090.39%+9
DISNEY WALT CO(DIS)02,713+2,713000.01%0
INNOVATIVE SOLUTIONS & SUPPO019,395+19,395000.01%0
FEDEX CORP(FDX)017,976+17,976050.23%+5
META PLATFORMS INC(META)2,4242,4240110.06%0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,6600000.02%0
ZIONS BANCORPORATION N A(ZION)4,4604,4600000.01%0
AUTODESK INC1,4451,4450000.02%0
ISHARES TR
US SML CAP EQT
022,125+22,125010.07%+1
BANK NEW YORK MELLON CORP4,7804,7800000.02%0
PAYCHEX INC(PAYX)3,7153,7150010.02%0
PAYPAL HLDGS INC(PYPL)2,9752,9750000.01%0
PNC FINL SVCS GROUP INC(PNC)2,6562,6560010.02%0
WISDOMTREE TR(WT)4,8854,8850000.02%0
INVESCO QQQ TR0426+426000.01%0
INTUIT(INTU)01,035+1,035010.03%+1
VANGUARD INDEX FDS0765+765000.01%0
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
02,830+2,830000.01%0
INVESCO EXCH TRADED FD TR II05,230+5,230000.01%0
NANOVIRICIDES INC015,736+15,736000.00%0
ACCENTURE PLC IRELAND
SHS CLASS A
1,3501,3500000.02%-0
FIRST COMWLTH FINL CORP PA(FCF)11,68511,6850000.01%-0
WELLTOWER INC(WELL)2,5552,5550000.01%-0
CHEVRON CORP NEW(CVX)02,219+2,219000.01%0
BLACKROCK ENHANCED EQUITY DI(BDJ)019,004+19,004000.01%0
ISHARES TR7,9857,400-585110.03%-0
VANGUARD INDEX FDS1,8581,8580000.01%-0
ORACLE CORP(ORCL)4,3584,3580110.03%-0
VANGUARD WORLD FD5,0505,0500110.03%-0
CONOCOPHILLIPS(COP)03,065+3,065000.01%0
WISDOMTREE TR(WT)10,34510,3450110.04%-0
COGNEX CORP(CGNX)06,270+6,270000.01%0
ISHARES TR2,3962,3960000.01%-0
ISHARES TR5,9605,9600000.01%-0
TEXAS INSTRS INC(TXN)1,7151,7150000.01%-0
ISHARES TR126,140127,825+1,685770.30%-0
ISHARES TR
LOW CA OP MS ETF
1,9501,795-155000.02%-0
ISHARES INC7,5627,5620000.01%-0
INTERCONTINENTAL EXCHANGE IN(ICE)3,4603,4600110.02%-0
UNITEDHEALTH GROUP INC(UNH)5045040000.01%-0
ISHARES TR
ESG AWRE USD ETF
010,045+10,045000.01%0
JOHNSON & JOHNSON(JNJ)2,8102,8100000.02%-0
CSX CORP(CSX)119,855126,685+6,830440.18%-0
HUNT J B TRANS SVCS INC(JBHT)08,909+8,909020.07%+2
ISHARES TR38,95338,9530110.05%-0
ISHARES TR86,40083,200-3,200440.17%-0
ISHARES TR29,89529,8950110.04%-0
INTEL CORP(INTC)016,143+16,143000.01%0
ISHARES INC
CUR HD MSCI EM
40,59540,5950110.05%-0
ISHARES INC12,06011,140-920000.01%-0
SPDR SER TR
ST STR SP PHARMA
43,84543,8450220.09%-0
ELI LILLY & CO(LLY)0605+605000.02%0
AMGEN INC(AMGN)01,176+1,176000.01%0
MID PENN BANCORP INC(MPB)84,33884,3380320.11%-0
S & T BANCORP INC(STBA)25,95225,999+47110.04%-0
DANAHER CORPORATION(DHR)2,1202,1200100.02%-0
THE CIGNA GROUP(CI)1,5011,5010100.02%-0
ISHARES TR
MSCI CHINA A
43,67543,6750110.06%-0
ISHARES TR
ESG MSCI LEADR
4,9903,875-1,115100.02%-0
ISHARES INC
ESG AWR MSCI EM
15,99013,865-2,125100.02%-0
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
493,135493,135020200.90%-0
LOCKHEED MARTIN CORP(LMT)1,4951,4950110.03%-0
VANGUARD WORLD FD
HEALTH CAR ETF
4,6144,509-105110.05%-0
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