Wharton Business Group, LLC
CIK Number: 0001513126
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | iShares MSCI US... | 179.27 | -0.19% | 1.25M | -1.02% | 223.4M | 87.33 | 10.08% |
| 2 | VLUE | iShares MSCI US... | 111.42 | -0.57% | 1.3M | +0.41% | 136.84M | 90.85 | 6.18% |
| 3 | EEMV | iShares MSCI Em... | 62.39 | +0.47% | 2.26M | +24.80% | 131.12M | 57.06 | 5.92% |
| 4 | EFAV | iShares MSCI EA... | 82.57 | -0.65% | 1.67M | +35.70% | 117.95M | 68.46 | 5.32% |
| 5 | KBWB | Invesco KBW Ban... | 69.89 | +0.78% | 1.8M | -9.44% | 117.63M | 50.33 | 5.31% |
| 6 | VYM | Vanguard High D... | 130.95 | -0.51% | 892.92K | -0.21% | 113.93M | 110.57 | 5.14% |
| 7 | AAPL | Apple Inc. | 201.31 | +0.50% | 437.58K | -0.73% | 109.58M | 176.76 | 4.95% |
| 8 | IEMG | iShares Core MS... | 59.55 | +0.06% | 1.47M | -1.71% | 76.59M | 49.64 | 3.46% |
| 9 | IFRA | iShares U.S. In... | 48.20 | -1.3% | 1.56M | +3.84% | 72.19M | 40.01 | 3.26% |
| 10 | VUSB | Vanguard Ultra-... | 49.80 | +0.01% | 1.45M | -2.11% | 71.92M | 49.37 | 3.25% |
| 11 | XLK | Technology Sele... | 249.09 | +0.75% | 281.52K | -1.78% | 65.46M | 57.68 | 2.95% |
| 12 | BINC | Blackrock Etf T... | 52.66 | +0.01% | 1.22M | +5.29% | 63.61M | 51.58 | 2.87% |
| 13 | IVV | iShares Core S&... | 609.65 | +0.02% | 94.89K | -0.01% | 55.86M | 477 | 2.52% |
| 14 | JPM | JPMorgan Chase ... | 284.09 | +1.01% | 215.84K | -1.33% | 51.74M | 106.17 | 2.34% |
| 15 | VEU | Vanguard FTSE A... | 66.11 | -0.35% | 893.23K | -0.17% | 51.28M | 59.64 | 2.31% |
| 16 | RSP | Invesco S&P 500... | 178.88 | -0.72% | 282.85K | +1.49% | 49.56M | 154.24 | 2.24% |
| 17 | IWY | iShares Russell... | 240.90 | +0.31% | 194.67K | -4.21% | 45.8M | 166.52 | 2.07% |
| 18 | GS | The Goldman Sac... | 670.02 | +1.19% | 68.77K | +0.53% | 39.38M | 249.81 | 1.78% |
| 19 | BRK-B | Berkshire Hatha... | 486.36 | -1.44% | 82.42K | -0.9% | 37.36M | 320.65 | 1.69% |
| 20 | XLV | Health Care Sel... | 133.87 | +0.07% | 235.51K | -0.41% | 32.4M | 92.85 | 1.46% |
| 21 | IRBO | iShares Robotic... | 31.51 | -0.32% | 798.67K | +122.42% | 29.61M | 32.56 | 1.34% |
| 22 | IQLT | iShares MSCI In... | 42.37 | -0.49% | 755.8K | +2.37% | 28.05M | 37.35 | 1.27% |
| 23 | KBE | SPDR S&P Bank E... | 54.66 | -0.39% | 409.82K | -3.65% | 22.73M | 35.58 | 1.03% |
| 24 | VIG | Vanguard Divide... | 202.25 | -0.38% | 114.8K | +0.21% | 22.48M | 165.85 | 1.01% |
| 25 | XLF | Financial Selec... | 51.38 | -0.39% | 421.47K | -1.92% | 20.37M | 33.66 | 0.92% |
| 26 | PRF | Invesco FTSE RA... | 41.54 | -0.41% | 493.13K | 0.00% | 19.89M | 25.62 | 0.90% |
| 27 | VWO | Vanguard Emergi... | 49.09 | +0.21% | 449.7K | -7.1% | 19.8M | 46.58 | 0.89% |
| 28 | CMI | Cummins Inc. | 319.07 | -1.48% | 56.51K | -3.97% | 19.7M | 207.67 | 0.89% |
| 29 | HDV | iShares Core Hi... | 115.94 | -0.58% | 171.59K | -0.14% | 19.26M | 93.44 | 0.87% |
| 30 | CAT | Caterpillar Inc... | 371.88 | -0.31% | 52.81K | -3.67% | 19.16M | 209.06 | 0.86% |
| 31 | BAC | Bank of America... | 46.88 | +0.46% | 401.37K | -4.4% | 17.64M | 37.75 | 0.80% |
| 32 | PWR | Quanta Services... | 374.03 | +0.48% | 54.66K | -1.56% | 17.27M | 187.07 | 0.78% |
| 33 | PWB | Invesco Dynamic... | 113.95 | -0.65% | 167.82K | -0.32% | 17.07M | 45.35 | 0.77% |
| 34 | XLI | Industrial Sele... | 143.78 | -0.88% | 122.83K | -0.03% | 16.18M | 103.12 | 0.73% |
| 35 | IHF | iShares U.S. He... | 47.28 | -0.94% | 335.03K | -0.15% | 16.08M | 58.05 | 0.73% |
| 36 | IHI | iShares U.S. Me... | 61.77 | -0.19% | 257.9K | -6.84% | 15.05M | 59.98 | 0.68% |
| 37 | GII | SPDR S&P Global... | 66.11 | -0.77% | 248.76K | +1.69% | 14.72M | 61.65 | 0.66% |
| 38 | IHAK | iShares Cyberse... | 52.29 | +0.99% | 297.3K | +0.76% | 14.51M | 40.79 | 0.65% |
| 39 | VBR | Vanguard Small ... | 192.71 | -0.89% | 61.87K | -1.16% | 12.26M | 175.23 | 0.55% |
| 40 | EXI | iShares Global ... | 160.31 | -0.84% | 84.69K | 0.00% | 11.96M | 123.49 | 0.54% |
| 41 | PWV | Invesco Dynamic... | 61.03 | -0.41% | 176.77K | -1.39% | 10.05M | 36.61 | 0.45% |
| 42 | J | Jacobs Engineer... | 128.13 | -1.09% | 64.3K | -1.52% | 8.59M | 97.14 | 0.39% |
| 43 | CSCO | Cisco Systems, ... | 68.17 | +0.41% | 140.08K | -0.31% | 8.29M | 26.81 | 0.37% |
| 44 | OEF | iShares S&P 100... | 298.53 | +0.35% | 27.73K | +3.90% | 8.01M | 221.21 | 0.36% |
| 45 | MCHI | iShares MSCI Ch... | 55.55 | -0.04% | 169.32K | 0.00% | 7.93M | 43.11 | 0.36% |
| 46 | MSFT | Microsoft Corpo... | 491.88 | +0.36% | 17.62K | -2.98% | 7.42M | 312.5 | 0.34% |
| 47 | USMV | iShares MSCI US... | 92.38 | -0.83% | 74.74K | -1.6% | 6.64M | 71.73 | 0.30% |
| 48 | GOOGL | Alphabet Inc. | 170.64 | +2.32% | 34.92K | -6.79% | 6.61M | 50.4 | 0.30% |
| 49 | IGSB | iShares 1-5 Yea... | 52.60 | -0.06% | 127.83K | +1.34% | 6.61M | 52.78 | 0.30% |
| 50 | UNP | Union Pacific C... | 226.86 | -0.46% | 28.39K | -0.26% | 6.47M | 209.06 | 0.29% |
| 51 | GM | General Motors ... | 48.16 | -1.71% | 120.77K | 0.00% | 6.43M | 33.29 | 0.29% |
| 52 | IDNA | iShares Genomic... | 20.71 | -0.7% | 270.62K | -0.1% | 6.12M | 28.5 | 0.28% |
| 53 | FDX | FedEx Corporati... | 221.66 | -3.42% | 17.98K | -1.96% | 5.06M | 255.81 | 0.23% |
| 54 | XT | iShares Exponen... | 64.48 | +0.09% | 69.97K | +8.08% | 4.17M | 61.97 | 0.19% |
| 55 | CSX | CSX Corporation | 32.48 | -0.02% | 126.69K | +5.70% | 4.09M | 30.99 | 0.18% |
| 56 | TXT | Textron Inc. | 79.31 | +0.70% | 52.32K | 0.00% | 4M | 78.39 | 0.18% |
| 57 | IWF | iShares Russell... | 415.18 | +0.29% | 9.95K | -1.12% | 4M | 272.75 | 0.18% |
| 58 | XVV | iShares ESG Scr... | 46.78 | +0.03% | 83.2K | -3.7% | 3.77M | 31.16 | 0.17% |
| 59 | EMB | iShares J.P. Mo... | 91.86 | -0.09% | 42.09K | 0.00% | 3.75M | 107.94 | 0.17% |
| 60 | C | Citigroup Inc. | 82.64 | +1.85% | 51.83K | -0.34% | 3.65M | 54.22 | 0.16% |
| 61 | SW | Smurfit Westroc... | 42.56 | -2.16% | 67.09K | -47.41% | 3.61M | 49.42 | 0.16% |
| 62 | MPB | Mid Penn Bancor... | 27.61 | -0.14% | 84.34K | 0.00% | 2.43M | 21.8 | 0.11% |
| 63 | AMZN | Amazon.com, Inc... | 211.91 | -0.4% | 10.27K | -0.17% | 2.25M | 166.87 | 0.10% |
| 64 | SOXX | iShares Semicon... | 236.91 | +0.77% | 9.97K | -87.97% | 2.15M | 230.59 | 0.10% |
| 65 | IEFA | iShares Core MS... | 81.52 | -0.52% | 28.82K | -0.26% | 2.03M | 63.29 | 0.09% |
| 66 | NVDA | NVIDIA Corporat... | 154.01 | +4.13% | 14.15K | -7.3% | 1.9M | 21.6 | 0.09% |
| 67 | XPH | SPDR S&P Pharma... | 41.06 | -1.06% | 43.84K | 0.00% | 1.89M | 43.16 | 0.09% |
| 68 | CHIQ | Global X MSCI C... | 21.57 | -0.14% | 98.57K | -8.66% | 1.87M | 13.31 | 0.08% |
| 69 | ASML | ASML Holding N.... | 813.84 | +0.06% | 2.2K | 0.00% | 1.52M | 522.45 | 0.07% |
| 70 | JBHT | J.B. Hunt Trans... | 142.78 | -0.45% | 8.91K | -2.28% | 1.52M | 158.35 | 0.07% |
| 71 | SMLF | iShares MSCI US... | 66.63 | -0.77% | 22.13K | 0.00% | 1.49M | 55.09 | 0.07% |
| 72 | EEMA | iShares MSCI Em... | 82.51 | +0.12% | 19.96K | -3.11% | 1.43M | 82.02 | 0.06% |
| 73 | META | Meta Platforms,... | 708.40 | -0.53% | 2.42K | 0.00% | 1.42M | 213.69 | 0.06% |
| 74 | WFC | Wells Fargo & C... | 79.11 | +1.28% | 17.7K | 0.00% | 1.24M | 42.61 | 0.06% |
| 75 | CNYA | iShares MSCI Ch... | 28.80 | +0.86% | 43.67K | 0.00% | 1.22M | 26.46 | 0.06% |
| 76 | FXI | iShares China L... | 37.05 | -0.13% | 38.95K | 0.00% | 1.19M | 35.77 | 0.05% |
| 77 | VHT | Vanguard Health... | 247.70 | -0.04% | 4.51K | -2.28% | 1.14M | 96.01 | 0.05% |
| 78 | HEEM | iShares Currenc... | 30.06 | +0.27% | 40.59K | 0.00% | 1.1M | 21.46 | 0.05% |
| 79 | ADBE | Adobe Inc. | 387.20 | +1.27% | 2.38K | -0.63% | 1.06M | 381.07 | 0.05% |
| 80 | STBA | S&T Bancorp, In... | 37.30 | -0.11% | 26K | +0.18% | 994K | 31.08 | 0.04% |
| 81 | PFF | iShares Preferr... | 30.45 | -0.38% | 29.89K | 0.00% | 940K | 38.6 | 0.04% |
| 82 | IDV | iShares Interna... | 34.03 | -0.19% | 31.67K | -11.84% | 867K | 28.7 | 0.04% |
| 83 | DGRW | WisdomTree U.S.... | 82.39 | -0.42% | 10.35K | 0.00% | 837K | 58.84 | 0.04% |
| 84 | MS | Morgan Stanley | 137.81 | +1.41% | 6.62K | -0.38% | 833K | 98.95 | 0.04% |
| 85 | LMT | Lockheed Martin... | 458.75 | -0.32% | 1.5K | 0.00% | 726K | 355.41 | 0.03% |
| 86 | ORCL | Oracle Corporat... | 210.40 | -2.26% | 4.36K | 0.00% | 726K | 34.01 | 0.03% |
| 87 | ILCG | iShares Morning... | 94.99 | +0.22% | 7.4K | -7.33% | 663K | 71.82 | 0.03% |
| 88 | INTU | Intuit Inc. | 756.92 | -0.28% | 1.03K | 0.00% | 650K | 643.31 | 0.03% |
| 89 | VCSH | Vanguard Short-... | 79.28 | -0.03% | 8.14K | +20.76% | 635K | 79.18 | 0.03% |
| 90 | MGV | Vanguard Mega C... | 129.88 | -0.47% | 5.05K | 0.00% | 631K | 103.7 | 0.03% |
| 91 | GOOG | Alphabet Inc. | 171.71 | +2.37% | 3.26K | 0.00% | 621K | 44.08 | 0.03% |
| 92 | PAYX | Paychex, Inc. | 138.22 | -9.22% | 3.71K | 0.00% | 521K | 136.5 | 0.02% |
| 93 | ICE | Intercontinenta... | 180.57 | -0.15% | 3.46K | 0.00% | 516K | 93.21 | 0.02% |
| 94 | PNC | The PNC Financi... | 182.54 | +0.29% | 2.66K | 0.00% | 512K | 194.83 | 0.02% |
| 95 | DHR | Danaher Corpora... | 200.80 | +1.69% | 2.12K | 0.00% | 487K | 290.69 | 0.02% |
| 96 | VONG | Vanguard Russel... | 106.81 | +0.27% | 4.66K | 0.00% | 481K | 69.81 | 0.02% |
| 97 | ACN | Accenture plc | 294.60 | -2.04% | 1.35K | 0.00% | 475K | 216.01 | 0.02% |
| 98 | LLY | Eli Lilly and C... | 792.25 | +1.82% | 605 | 0.00% | 467K | 491.06 | 0.02% |
| 99 | ESGE | iShares ESG Awa... | 38.95 | +0.12% | 13.87K | -13.29% | 463K | 30.41 | 0.02% |
| 100 | ADSK | Autodesk, Inc. | 302.17 | -0.66% | 1.45K | 0.00% | 427K | 280.31 | 0.02% |
| 101 | CI | Cigna Corporati... | 315.57 | -0.4% | 1.5K | 0.00% | 414K | 229.63 | 0.02% |
| 102 | WTV | WisdomTree U.S.... | 84.72 | -1.11% | 4.88K | 0.00% | 408K | 59.33 | 0.02% |
| 103 | JNJ | Johnson & Johns... | 152.44 | +0.16% | 2.81K | 0.00% | 406K | 171.07 | 0.02% |
| 104 | SUSL | iShares ESG MSC... | 106.62 | +0.27% | 3.88K | -22.34% | 399K | 75.04 | 0.02% |
| 105 | BK | The Bank of New... | 89.86 | -1.47% | 4.78K | 0.00% | 367K | 45.52 | 0.02% |
| 106 | CRBN | iShares MSCI AC... | 207.46 | -0.36% | 1.79K | -7.95% | 347K | 139.75 | 0.02% |
| 107 | BLK | BlackRock, Inc. | 1017.99 | +1.30% | 330 | +100.00% | 338K | 1025.11 | 0.02% |
| 108 | EPP | iShares MSCI Pa... | 48.95 | +0.11% | 7.56K | 0.00% | 331K | 47.76 | 0.01% |
| 109 | CINF | Cincinnati Fina... | 143.66 | -2.07% | 2.28K | +100.00% | 328K | 143.7 | 0.01% |
| 110 | INTC | Intel Corporati... | 22.18 | -1.66% | 16.14K | 0.00% | 324K | 51.49 | 0.01% |
| 111 | TXN | Texas Instrumen... | 205.30 | -0.25% | 1.72K | 0.00% | 322K | 188.5 | 0.01% |
| 112 | WELL | Welltower Inc. | 153.45 | -0.52% | 2.56K | 0.00% | 322K | 80.89 | 0.01% |
| 113 | CVX | Chevron Corpora... | 143.49 | -0.04% | 2.22K | 0.00% | 321K | 117.35 | 0.01% |
| 114 | VTV | Vanguard Value ... | 174.94 | -0.56% | 1.86K | 0.00% | 315K | 147.11 | 0.01% |
| 115 | EFV | iShares MSCI EA... | 62.38 | -0.6% | 5.96K | 0.00% | 313K | 46.09 | 0.01% |
| 116 | AMGN | Amgen Inc. | 280.20 | +0.98% | 1.18K | 0.00% | 306K | 228.77 | 0.01% |
| 117 | COP | ConocoPhillips | 89.22 | -0.18% | 3.06K | 0.00% | 304K | 67.77 | 0.01% |
| 118 | DIS | The Walt Disney... | 119.53 | +0.75% | 2.71K | 0.00% | 302K | 139.07 | 0.01% |
| 119 | SPGP | Invesco S&P 500... | 105.08 | -0.49% | 2.83K | 0.00% | 297K | 94.89 | 0.01% |
| 120 | DVYE | iShares Emergin... | 28.20 | -0.49% | 11.14K | -7.63% | 288K | 25.25 | 0.01% |
| 121 | UNH | UnitedHealth Gr... | 302.48 | -1.03% | 504 | 0.00% | 255K | 223.66 | 0.01% |
| 122 | PYPL | PayPal Holdings... | 73.07 | -0.69% | 2.98K | 0.00% | 254K | 78.03 | 0.01% |
| 123 | PSCT | Invesco S&P Sma... | 45.63 | -0.38% | 5.23K | 0.00% | 250K | 43.77 | 0.01% |
| 124 | ZION | Zions Bancorpor... | 50.18 | +0.18% | 4.46K | 0.00% | 242K | 47.22 | 0.01% |
| 125 | V | Visa Inc. | 345.83 | -1.65% | 724 | +100.00% | 229K | 316.04 | 0.01% |
| 126 | SUSC | iShares ESG USD... | 23.09 | -0.11% | 10.04K | -13.14% | 228K | 21.92 | 0.01% |
| 127 | CGNX | Cognex Corporat... | 30.73 | +0.05% | 6.27K | 0.00% | 225K | 77.76 | 0.01% |
| 128 | VTI | Vanguard Total ... | 299.23 | -0.16% | 765 | 0.00% | 222K | 268.05 | < 0.01% |
| 129 | QQQ | Invesco QQQ Tru... | 540.70 | +0.17% | 426 | 0.00% | 218K | 409.52 | < 0.01% |
| 130 | UYG | ProShares Ultra... | 91.98 | -1.01% | 2.52K | +100.00% | 215K | 85.46 | < 0.01% |
| 131 | IXJ | iShares Global ... | 85.37 | -0.37% | 2.4K | 0.00% | 206K | 86.72 | < 0.01% |
| 132 | FCF | First Commonwea... | 15.84 | -0.94% | 11.69K | 0.00% | 198K | 16.09 | < 0.01% |
| 133 | ISSC | Innovative Solu... | 13.05 | -2.25% | 19.39K | 0.00% | 166K | 6.65 | < 0.01% |
| 134 | NN | NextNav Inc. | 14.95 | +0.10% | 10K | +100.00% | 156K | 15.56 | < 0.01% |
| 135 | NNVC | NanoViricides, ... | 1.40 | -0.36% | 15.74K | 0.00% | 23K | 3.72 | < 0.01% |