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Institutional Investment Manager
Wharton Business Group, LLC
Wharton Business Group, LLC (CIK: 0001513126) incorporated in Delaware, located at 110 N. Phoenixville Pike, Malvern, PA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Portfolio Summary: 109 holdings with a total value of $844,172,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 PHILLIPS 66 2,855 247,000 0.03% SH
102 VERIZON COMMUNICATIONS INC 4,613 246,000 0.03% SH
103 ALTRIA GROUP INC 3,610 244,000 0.03% SH
104 RIVERVIEW FINL CORP NEW 20,160 234,000 0.03% SH
105 DISNEY WALT CO 2,148 224,000 0.03% SH
106 BANK AMER CORP 9,860 218,000 0.03% SH
107 EMERSON ELEC CO 3,725 208,000 0.02% SH
108 INNOVATIVE SOLUTIONS & SUPPO 19,395 65,000 0.01% SH
109 Senomyx Inc 41,766 40,000 0.00% SH
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001513126-17-000001, filed 2017.02.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.