HoldingsChannel.com
Wharton Business Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (QUAL) 1,121,990 +155,607 $90,926
     QUAL1,121,990+155,607$90,926
ISHARES INC (IEMG) 2,236,373 +88,676 $90,506
     IEMG2,236,373+88,676$90,506
ISHARES TR (EFAV) 1,028,088 +522,348 $63,793
     EFAV1,028,088+522,348$63,793
SELECT SECTOR SPDR TR (XLK) 646,673 +12,853 $51,973
     XLK646,673+12,853$51,973
ISHARES TR (IVV) 190,587 +771 $49,248
     IVV190,587+771$49,248
INVESCO EXCHANGE TRADED FD T (KBWB) 1,419,948 +52,864 $47,597
     KBWB1,419,948+52,864$47,597
APPLE INC 126,999 -2,057 $32,295
     AAPL126,999-2,057$32,295
ISHARES TR (HDV) 398,539 +1,050 $28,515
     HDV398,539+1,050$28,515
SELECT SECTOR SPDR TR (XLV) 316,957 +1,004 $28,076
     XLV316,957+1,004$28,076
ISHARES TR (VLUE) 429,952 +86,370 $27,087
     VLUE429,952+86,370$27,087
ISHARES INC (EEMV) 564,018 +564,018 $26,464
     EEMV564,018+564,018$26,464
VANGUARD INTL EQUITY INDEX F (VEU) 584,522 -32,022 $23,977
     VEU584,522-32,022$23,977
VANGUARD INTL EQUITY INDEX F (VWO) 692,523 -17,492 $23,234
     VWO692,523-17,492$23,234
ISHARES TR (IWY) 253,241 -1,310 $21,325
     IWY253,241-1,310$21,325
ISHARES INC (EEMA) 354,892 -42,650 $20,211
     EEMA354,892-42,650$20,211
ISHARES TR (HEFA) 747,525 -13,710 $18,098
     HEFA747,525-13,710$18,098
ISHARES TR (IHF) 107,105 +315 $17,855
     IHF107,105+315$17,855
INVESCO EXCHANGE TRADED FD T (PWV) 526,662 -11,920 $15,868
     PWV526,662-11,920$15,868
INTEL CORP 263,393 -1,070 $14,255
     INTC263,393-1,070$14,255
SPDR SER TR (KBE) 415,966 +26,835 $11,214
     KBE415,966+26,835$11,214
CISCO SYS INC 278,818 +38 $10,960
     CSCO278,818+38$10,960
ISHARES TR (PFF) 335,278 -53,640 $10,675
     PFF335,278-53,640$10,675
INVESCO EXCHANGE TRADED FD T (PRF) 112,560 UNCH $10,405
     PRF112,560UNCH$10,405
ISHARES TR (MCHI) 178,550 UNCH $10,222
     MCHI178,550UNCH$10,222
JPMORGAN CHASE & CO 112,582 +23,662 $10,136
     JPM112,582+23,662$10,136
SELECT SECTOR SPDR TR (XLE) 338,801 -12,280 $9,846
     XLE338,801-12,280$9,846
ISHARES INC (EWH) 489,888 UNCH $9,768
     EWH489,888UNCH$9,768
VANGUARD WHITEHALL FDS (VYM) 126,452 +22,726 $8,946
     VYM126,452+22,726$8,946
ISHARES INC (HEEM) 414,645 UNCH $8,844
     HEEM414,645UNCH$8,844
ISHARES TR (IHI) 38,917 -2,776 $8,770
     IHI38,917-2,776$8,770
INVESCO EXCHANGE TRADED FD T (PWB) 199,999 -1,285 $8,750
     PWB199,999-1,285$8,750
SONOCO PRODS CO 155,925 UNCH $7,227
     SON155,925UNCH$7,227
VANGUARD SPECIALIZED FUNDS (VIG) 53,418 +6,100 $5,523
     VIG53,418+6,100$5,523
ISHARES TR (OEF) 41,475 -5,535 $4,920
     OEF41,475-5,535$4,920
MICROSOFT CORP 29,379 -737 $4,633
     MSFT29,379-737$4,633
SPDR SER TR (XPH) 127,281 -4,390 $4,591
     XPH127,281-4,390$4,591
ALPHABET INC 3,924 -26 $4,559
     GOOGL3,924-26$4,559
ISHARES INC (EPP) 98,601 -953 $3,344
     EPP98,601-953$3,344
ISHARES TR (EMB) 34,075 UNCH $3,294
     EMB34,075UNCH$3,294
ISHARES TR (FXI) 60,908 -1,375 $2,286
     FXI60,908-1,375$2,286
ISHARES TR (IEFA) 45,067 -281,170 $2,248
     IEFA45,067-281,170$2,248
GLOBAL X FDS 138,697 UNCH $2,243
     CHIQ138,697UNCH$2,243
ISHARES TR (IGSB) 42,285 +42,285 $2,214
     IGSB42,285+42,285$2,214
WISDOMTREE TR 103,165 UNCH $1,832
     EMCG103,165UNCH$1,832
ALPS ETF TR (AMLP) 491,105 -80,000 $1,689
     AMLP491,105-80,000$1,689
VANGUARD WORLD FDS (VHT) 9,326 -43 $1,549
     VHT9,326-43$1,549
AMAZON COM INC 639 +222 $1,246
     AMZN639+222$1,246
ALPHABET INC 1,004 +2 $1,167
     GOOG1,004+2$1,167
SPDR S&P 500 ETF TR (SPY) 4,526 UNCH $1,167
     SPY4,526UNCH$1,167
SELECT SECTOR SPDR TR (XLF) 55,618 -2,920 $1,158
     XLF55,618-2,920$1,158

See Full List: All Stocks Held By Wharton Business Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wharton Business Group LLC

Size ($ in 1000's)
At 03/31/2020: $884,696
At 12/31/2019: $1,076,043

Wharton Business Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wharton Business Group LLC 13F filings. Link to 13F filings: SEC filings

Wharton Business Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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