List of top 200 securities held by Wharton Business Group LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-02-04 11:46:11
Total Holdings: 135
Assets Under Management (AUM) :
$2,208,020,992 ($2.21B)
Reporting Manager: Ashleigh Swayze
Address:
110 N. PHOENIXVILLE PIKE
SUITE 300
MALVERN, PA 19355
Since : total money flow = , gains and losses =
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