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Wharton Business Group, LLC Buys 3, Sells 2 in 1st Quarter

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May 19, 2022
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Wharton Business Group, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

110 N. PHOENIXVILLE PIKE MALVERN, PA 19355

As of the latest 13F report, the guru’s equity portfolio contained 132 stocks valued at a total of $1,649,000,000. The top holdings were VUSB(13.73%), QUAL(9.39%), and IEMG(6.61%).

According to GuruFocus data, these were Wharton Business Group, LLC’s top five trades of the quarter.

Vanguard Ultra-Short Bond ETF


During the quarter, Wharton Business Group, LLC bought 1,318,605 shares of BATS:VUSB for a total holding of 4,583,342. The trade had a 3.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.59.

On 05/19/2022, Vanguard Ultra-Short Bond ETF traded for a price of $49.3439 per share and a market cap of $2,551,081,000. The stock has returned -1.24% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares MSCI Emerging Markets ETF


The guru sold out of their 364,523-share investment in ARCA:EEM. Previously, the stock had a 1.1% weight in the equity portfolio. Shares traded for an average price of $47.19 during the quarter.

On 05/19/2022, iShares MSCI Emerging Markets ETF traded for a price of $41 per share and a market cap of $26,724,060,000. The stock has returned -23.31% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI Emerging Markets ETF has a price-earnings ratio of 12.58 and a price-book ratio of 1.79.

iShares MSCI EAFE Min Vol Factor ETF


During the quarter, Wharton Business Group, LLC bought 215,150 shares of BATS:EFAV for a total holding of 1,313,872. The trade had a 0.94% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.57.

On 05/19/2022, iShares MSCI EAFE Min Vol Factor ETF traded for a price of $66.37 per share and a market cap of $6,331,752,000. The stock has returned -10.30% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI EAFE Min Vol Factor ETF has a price-earnings ratio of 19.57 and a price-book ratio of 2.12.

Industrial Select Sector SPDR


During the quarter, Wharton Business Group, LLC bought 142,541 shares of ARCA:XLI for a total holding of 407,597. The trade had a 0.89% impact on the equity portfolio. During the quarter, the stock traded for an average price of $101.28.

On 05/19/2022, Industrial Select Sector SPDR traded for a price of $90.86 per share and a market cap of $13,417,383,000. The stock has returned -9.82% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Industrial Select Sector SPDR has a price-earnings ratio of 21.12 and a price-book ratio of 4.44.

Technology Select Sector SPDR ETF


Wharton Business Group, LLC reduced their investment in ARCA:XLK by 45,365 shares. The trade had a 0.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.75.

On 05/19/2022, Technology Select Sector SPDR ETF traded for a price of $130.79 per share and a market cap of $38,890,489,000. The stock has returned -0.53% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Technology Select Sector SPDR ETF has a price-earnings ratio of 25.36 and a price-book ratio of 8.35.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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