Counsel

0001513126-24-000001.txt : 20240513 0001513126-24-000001.hdr.sgml : 20240513 20240513101452 ACCESSION NUMBER: 0001513126-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wharton Business Group, LLC CENTRAL INDEX KEY: 0001513126 ORGANIZATION NAME: IRS NUMBER: 943489948 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14403 FILM NUMBER: 24937362 BUSINESS ADDRESS: STREET 1: 110 N. PHOENIXVILLE PIKE STREET 2: SUITE 300 CITY: MALVERN STATE: PA ZIP: 19355 BUSINESS PHONE: 484-328-3590 MAIL ADDRESS: STREET 1: 110 N. PHOENIXVILLE PIKE STREET 2: SUITE 300 CITY: MALVERN STATE: PA ZIP: 19355 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001513126 XXXXXXXX 03-31-2024 03-31-2024 Wharton Business Group, LLC

110 N. PHOENIXVILLE PIKE SUITE 300 MALVERN PA 19355

13F HOLDINGS REPORT 028-14403 N Ashleigh Swayze Counsel 6463953900 Ashleigh Swayze Newtown PA 05-13-2024 0 135 2079303 false INFORMATION TABLE 2 Wharton13f_1q2024.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 468 1350 SH SOLE 0 0 1350 ADOBE INC COM 00724F101 1208 2393 SH SOLE 0 0 2393 ALPHABET INC CAP STK CL A 02079K305 5996 39727 SH SOLE 0 0 39727 ALPHABET INC CAP STK CL C 02079K107 496 3260 SH SOLE 0 0 3260 AMAZON COM INC COM 023135106 1865 10338 SH SOLE 0 0 10338 AMGEN INC COM 031162100 320 1124 SH SOLE 0 0 1124 APPLE INC COM 037833100 77047 449308 SH SOLE 0 0 449308 ASML HOLDING N V N Y REGISTRY SHS N07059210 2499 2575 SH SOLE 0 0 2575 AUTODESK INC COM 052769106 376 1445 SH SOLE 0 0 1445 BANK AMERICA CORP COM 060505104 13807 364103 SH SOLE 0 0 364103 BANK NEW YORK MELLON CORP COM 064058100 275 4780 SH SOLE 0 0 4780 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30583 72726 SH SOLE 0 0 72726 BLACKROCK ENHANCED EQUITY DI COM 09251A104 157 19004 SH SOLE 0 0 19004 BLACKROCK ETF TRUST 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