Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 12, 2013

Total Value ($000): $1,146,695 (100.0% shares, 0.0% debt)

Holdings (142)

PFF ISHARES S&P U S PFD FUND 5.5%
Value ($000) $62,555 Shares 1,592,547 Est. Cost $39.28 Unrealized
EEMV ISHARES MSCI ETF 5.0%
Value ($000) $57,454 Shares 1,006,021 Est. Cost $57.11 Unrealized
KBE SPDR S&P BANK ETF 4.7%
Value ($000) $53,717 Shares 1,870,364 Est. Cost $28.72 Unrealized
OEF ISHARES TR S&P 100 INDEX 4.2%
Value ($000) $48,448 Shares 673,363 Est. Cost $71.95 Unrealized
VWO VANGUARD FTSE EMERGING 4.0%
Value ($000) $46,359 Shares 1,194,974 Est. Cost $38.79 Unrealized
VYM VANGUARD WHITEHALL FUNDS 4.0%
Value ($000) $46,243 Shares 820,354 Est. Cost $56.37 Unrealized
JP MORGAN EXCH TRADED NT 3.2%
Value ($000) $36,511 Shares 782,835 Est. Cost $46.64 Unrealized
POWERSHS EXCH TRAD FD TR 2.7%
Value ($000) $31,440 Shares 1,465,725 Est. Cost $21.45 Unrealized
XLK SECTOR SPDR TECH SELECT 2.5%
Value ($000) $29,025 Shares 948,992 Est. Cost $30.59 Unrealized
REZ ISHARES FTSE NAREIT RES 2.2%
Value ($000) $25,720 Shares 502,545 Est. Cost $51.18 Unrealized
ISHARES MSCI SINGAPORE 2.1%
Value ($000) $23,525 Shares 1,839,293 Est. Cost $12.79 Unrealized
EWZ ISHARES MSCI BRAZIL INDX 2.0%
Value ($000) $23,507 Shares 535,954 Est. Cost $43.86 Unrealized
MARKET VECTORS ETF TRUST 1.9%
Value ($000) $22,076 Shares 431,252 Est. Cost $51.19 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $21,829 Shares 55,049 Est. Cost $13.16 Unrealized 0.0%
EPP ISHARES MSCI PAC EX JAPN 1.9%
Value ($000) $21,507 Shares 499,804 Est. Cost $43.03 Unrealized
CMI CUMMINS INC 1.8%
Value ($000) $20,427 Shares 188,333 Est. Cost $81.53 Unrealized 0.0%
IHI ISHARES MEDICAL DEVICES 1.8%
Value ($000) $20,304 Shares 258,551 Est. Cost $78.53 Unrealized
CAT CATERPILLAR INC 1.8%
Value ($000) $20,121 Shares 243,923 Est. Cost $61.55 Unrealized 0.0%
ISHARES MSCI TAIWAN INDX 1.6%
Value ($000) $17,782 Shares 1,336,955 Est. Cost $13.30 Unrealized
MARKET VECTORS ETF TRUST 1.5%
Value ($000) $17,161 Shares 593,196 Est. Cost $28.93 Unrealized
CEW WISDOMTREE EMERGING 1.5%
Value ($000) $16,910 Shares 843,395 Est. Cost $20.05 Unrealized
DLN WISDOMTREE LARGECAP DIV 1.5%
Value ($000) $16,744 Shares 279,945 Est. Cost $59.81 Unrealized
DEM WISDOMTREE EMERGING MKTS 1.3%
Value ($000) $15,434 Shares 319,355 Est. Cost $48.33 Unrealized
RYDEX ETF TRUST 1.3%
Value ($000) $15,249 Shares 166,514 Est. Cost $91.58 Unrealized
XLE SECTOR SPDR ENGY SELECT 1.3%
Value ($000) $15,023 Shares 191,871 Est. Cost $78.30 Unrealized
GLD SPDR GOLD TRUST 1.2%
Value ($000) $14,052 Shares 117,975 Est. Cost $119.11 Unrealized
UNP UNION PACIFIC CORP 1.2%
Value ($000) $13,913 Shares 90,180 Est. Cost $57.06 Unrealized 0.0%
ORCL ORACLE CORPORATION 1.2%
Value ($000) $13,864 Shares 451,437 Est. Cost $27.58 Unrealized 0.0%
IBM INTL BUSINESS MACHINES 1.1%
Value ($000) $12,469 Shares 65,246 Est. Cost $118.94 Unrealized 0.0%
CNI CANADIAN NATL RY CO F 1.1%
Value ($000) $12,205 Shares 125,475 Est. Cost $39.40 Unrealized 0.0%
DE DEERE & CO 1.0%
Value ($000) $11,427 Shares 140,645 Est. Cost $68.04 Unrealized 0.0%
EWH ISHARES MSCI HK IDX FD 1.0%
Value ($000) $11,120 Shares 606,823 Est. Cost $18.32 Unrealized
CVX CHEVRON CORPORATION 1.0%
Value ($000) $10,976 Shares 92,109 Est. Cost $71.30 Unrealized 0.0%
ABERDEEN ASIA PAC INCM 0.9%
Value ($000) $10,840 Shares 1,748,346 Est. Cost $6.20 Unrealized
NATIONAL OILWELL VARCO 0.9%
Value ($000) $10,702 Shares 155,332 Est. Cost $68.90 Unrealized
VIG VANGUARD DIV APPRCIATION 0.9%
Value ($000) $10,282 Shares 155,323 Est. Cost $66.20 Unrealized
ILCG ISHARES MORNINGSTAR FUND 0.9%
Value ($000) $10,109 Shares 123,125 Est. Cost $82.10 Unrealized
POWERSHS EXCH TRAD FD TR 0.9%
Value ($000) $10,107 Shares 399,309 Est. Cost $25.31 Unrealized
MOS MOSAIC CO NEW 0.9%
Value ($000) $9,882 Shares 183,650 Est. Cost $46.26 Unrealized 0.0%
ILF ISHARES TR S&P LATN AMER 0.9%
Value ($000) $9,870 Shares 268,511 Est. Cost $36.76 Unrealized
FCX FREEPORT MCMORAN COPPER 0.8%
Value ($000) $9,419 Shares 341,145 Est. Cost $24.45 Unrealized 0.0%
COP CONOCOPHILLIPS 0.8%
Value ($000) $9,203 Shares 152,122 Est. Cost $39.96 Unrealized 0.0%
ALPS TRUST ETF 0.8%
Value ($000) $8,956 Shares 501,720 Est. Cost $17.85 Unrealized
POWERSHARES ETF 0.8%
Value ($000) $8,609 Shares 272,970 Est. Cost $31.54 Unrealized
SPDR S&P OIL & GAS EQUIP 0.7%
Value ($000) $8,562 Shares 218,631 Est. Cost $39.16 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $8,513 Shares 98,280 Est. Cost $49.85 Unrealized 0.0%
ELD WISDOMTREE EMERGING ETF 0.6%
Value ($000) $7,153 Shares 148,900 Est. Cost $48.04 Unrealized
ENSCO PLC CLASS A F 0.6%
Value ($000) $7,066 Shares 121,578 Est. Cost $58.12 Unrealized
HESS CORPORATION 0.6%
Value ($000) $7,032 Shares 105,760 Est. Cost $66.49 Unrealized
NOBLE CORP F 0.6%
Value ($000) $6,952 Shares 185,000 Est. Cost $37.58 Unrealized
SLB SCHLUMBERGER LTD F 0.6%
Value ($000) $6,848 Shares 95,565 Est. Cost $52.90 Unrealized 0.0%
CNQ CANADIAN NATURAL RES F 0.6%
Value ($000) $6,836 Shares 241,896 Est. Cost $8.76 Unrealized 0.0%
BUNGE LIMITED F 0.6%
Value ($000) $6,678 Shares 94,361 Est. Cost $70.77 Unrealized
AGRIUM INC F 0.6%
Value ($000) $6,567 Shares 75,517 Est. Cost $86.96 Unrealized
GLOBAL X NORWAY ETF 0.5%
Value ($000) $6,088 Shares 421,635 Est. Cost $14.44 Unrealized
XPH SPDR S&P PHARMACEUTICALS 0.4%
Value ($000) $5,087 Shares 72,160 Est. Cost $70.50 Unrealized
POWERSHARES ETF FD TR II 0.4%
Value ($000) $5,074 Shares 142,366 Est. Cost $35.64 Unrealized
FXI ISHARES FTSE CHINA 25 0.4%
Value ($000) $4,897 Shares 150,570 Est. Cost $32.52 Unrealized
EWY ISHARES MSCI KOREA IDX 0.4%
Value ($000) $4,473 Shares 84,085 Est. Cost $53.20 Unrealized
ACTAVIS INC 0.4%
Value ($000) $4,276 Shares 33,878 Est. Cost $126.22 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $3,930 Shares 162,202 Est. Cost $17.18 Unrealized 0.0%
EMB ISHARES TRUST ETF 0.3%
Value ($000) $3,693 Shares 33,720 Est. Cost $109.52 Unrealized
POWERSHARES ETF FD TR II 0.3%
Value ($000) $3,247 Shares 82,708 Est. Cost $39.26 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $3,203 Shares 41,025 Est. Cost $54.12 Unrealized 0.0%
MYLAN INC 0.3%
Value ($000) $3,181 Shares 102,505 Est. Cost $31.03 Unrealized
JOY GLOBAL INC 0.3%
Value ($000) $3,041 Shares 62,666 Est. Cost $48.53 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.3%
Value ($000) $2,900 Shares 34,645 Est. Cost $83.71 Unrealized
VHT VANGUARD HEALTH CARE 0.3%
Value ($000) $2,878 Shares 33,310 Est. Cost $86.40 Unrealized
CHIQ GLOBAL X EXCH TRADED FD 0.3%
Value ($000) $2,870 Shares 212,895 Est. Cost $13.48 Unrealized
GLOBAL X MLP ETF 0.2%
Value ($000) $2,733 Shares 167,760 Est. Cost $16.29 Unrealized
CLIFFS NATURAL RES INC 0.2%
Value ($000) $2,686 Shares 165,276 Est. Cost $16.25 Unrealized
CSX C S X CORP 0.2%
Value ($000) $2,656 Shares 114,540 Est. Cost $6.66 Unrealized 0.0%
RYDEX ETF TRUST 0.2%
Value ($000) $2,604 Shares 27,545 Est. Cost $94.54 Unrealized
MKT VECTORS OIL SERVICES 0.2%
Value ($000) $2,583 Shares 60,383 Est. Cost $42.78 Unrealized
GENERAL ELECTRIC COMPANY 0.2%
Value ($000) $2,581 Shares 111,278 Est. Cost $23.19 Unrealized
BLACKROCK INC 0.2%
Value ($000) $2,470 Shares 9,617 Est. Cost $256.84 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $2,314 Shares 39,281 Est. Cost $40.44 Unrealized 0.0%
LEMB ISHARES ETF 0.2%
Value ($000) $2,226 Shares 44,815 Est. Cost $49.67 Unrealized
VEU VANGUARD INTL EQTY INDEX 0.2%
Value ($000) $2,185 Shares 49,411 Est. Cost $44.22 Unrealized
WISDOMTREE TRUST 0.2%
Value ($000) $2,180 Shares 123,540 Est. Cost $17.65 Unrealized
WISCONSIN EGY CP HLDG CO 0.2%
Value ($000) $2,178 Shares 53,130 Est. Cost $40.99 Unrealized
EFG ISHARES MSCI GWTH IDX FD 0.2%
Value ($000) $2,122 Shares 34,369 Est. Cost $61.74 Unrealized
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $2,078 Shares 51,530 Est. Cost $30.75 Unrealized 0.0%
TERRA NITROGEN CO LP 0.2%
Value ($000) $1,963 Shares 9,172 Est. Cost $214.02 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $1,931 Shares 44,564 Est. Cost $32.41 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $1,928 Shares 35,355 Est. Cost $40.02 Unrealized 0.0%
MKT VECTORS SEMICONDUCTR 0.2%
Value ($000) $1,866 Shares 49,500 Est. Cost $37.70 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,785 Shares 43,170 Est. Cost $26.55 Unrealized 0.0%
SYK STRYKER CORP 0.2%
Value ($000) $1,725 Shares 26,675 Est. Cost $56.92 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,706 Shares 23,485 Est. Cost $57.67 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $1,697 Shares 36,538 Est. Cost $30.02 Unrealized 0.0%
SYY SYSCO CORPORATION 0.1%
Value ($000) $1,511 Shares 44,238 Est. Cost $24.40 Unrealized 0.0%
DU PONT E I DE NEMOUR&CO 0.1%
Value ($000) $1,501 Shares 28,589 Est. Cost $52.50 Unrealized
VALE VALE SA ADR F 0.1%
Value ($000) $1,445 Shares 109,863 Est. Cost $13.15 Unrealized
FHI FEDERATED INVS PA CL B 0.1%
Value ($000) $1,332 Shares 48,607 Est. Cost $14.54 Unrealized 0.0%
XLF SECTOR SPDR FINCL SELECT 0.1%
Value ($000) $1,297 Shares 66,720 Est. Cost $19.44 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,232 Shares 8,147 Est. Cost $120.06 Unrealized 0.0%
FOREST LABORATORIES INC 0.1%
Value ($000) $1,214 Shares 29,612 Est. Cost $41.00 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,200 Shares 22,738 Est. Cost $36.24 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,173 Shares 13,657 Est. Cost $59.66 Unrealized 0.0%
POTASH CORP SASK INC F 0.1%
Value ($000) $1,172 Shares 30,731 Est. Cost $38.14 Unrealized
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $1,147 Shares 15,312 Est. Cost $67.30 Unrealized 0.0%
IDV ISHARES TR DOW JONES 0.1%
Value ($000) $1,126 Shares 35,390 Est. Cost $31.82 Unrealized
GOOGLE INC CLASS A 0.1%
Value ($000) $1,108 Shares 1,259 Est. Cost $880.06 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,074 Shares 43,945 Est. Cost $17.33 Unrealized 0.0%
POWERSHS EXCH TRAD FD TR 0.1%
Value ($000) $998 Shares 34,550 Est. Cost $28.89 Unrealized
EEM ISHARES MSCI EMRG MKT FD 0.1%
Value ($000) $932 Shares 24,205 Est. Cost $38.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $890 Shares 8,210 Est. Cost $71.65 Unrealized 0.0%
ISHARES MSCI ACWI ETF 0.1%
Value ($000) $882 Shares 18,500 Est. Cost $47.68 Unrealized
XME SPDR S&P METALS & MINING 0.1%
Value ($000) $858 Shares 25,875 Est. Cost $33.16 Unrealized
EWA ISHARES MSCI AUS IDX FD 0.1%
Value ($000) $764 Shares 33,822 Est. Cost $22.59 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $747 Shares 7,693 Est. Cost $63.06 Unrealized 0.0%
BLACKROCK EHNCD EQTY DIV 0.1%
Value ($000) $676 Shares 88,837 Est. Cost $7.61 Unrealized
STATOIL ASA ADR F 0.1%
Value ($000) $615 Shares 29,735 Est. Cost $20.68 Unrealized
EWC ISHARES MSCI CDA IDX FD 0.1%
Value ($000) $606 Shares 23,190 Est. Cost $26.13 Unrealized
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $593 Shares 6,564 Est. Cost $53.69 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW F 0.1%
Value ($000) $590 Shares 20,023 Est. Cost $19.64 Unrealized 0.0%
TEVA TEVA PHARM INDS LTD ADRF 0.1%
Value ($000) $581 Shares 14,829 Est. Cost $39.18 Unrealized
POWERSHS DB MULTI SECTOR 0.1%
Value ($000) $577 Shares 23,173 Est. Cost $24.90 Unrealized
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $446 Shares 17,095 Est. Cost $26.09 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $430 Shares 5,605 Est. Cost $76.72 Unrealized
MGC VANGUARD MEG CAP ETF 0.0%
Value ($000) $398 Shares 7,280 Est. Cost $54.67 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $368 Shares 10,655 Est. Cost $26.70 Unrealized 0.0%
CME CME GROUP INC CL A 0.0%
Value ($000) $338 Shares 4,450 Est. Cost $39.16 Unrealized 0.0%
WTV WISDOMTREE TRUST 0.0%
Value ($000) $335 Shares 6,767 Est. Cost $49.50 Unrealized
IXJ ISHARES TR S&P GLOBAL 0.0%
Value ($000) $333 Shares 4,493 Est. Cost $74.12 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $320 Shares 7,130 Est. Cost $30.22 Unrealized 0.0%
IBB ISHARES NASDAQ BIO FD 0.0%
Value ($000) $317 Shares 1,825 Est. Cost $173.70 Unrealized
POWERSHARES ETF 0.0%
Value ($000) $309 Shares 12,415 Est. Cost $24.89 Unrealized
AIVI WISDOMTREE INTL DIV 0.0%
Value ($000) $300 Shares 7,482 Est. Cost $40.10 Unrealized
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $291 Shares 9,710 Est. Cost $29.97 Unrealized
SUSQUEHANNA BANCSHRS INC 0.0%
Value ($000) $244 Shares 18,985 Est. Cost $12.85 Unrealized
IWO ISHARES TR RUSSELL 2000 0.0%
Value ($000) $243 Shares 2,175 Est. Cost $111.72 Unrealized
KINDER MORGAN ENERGY LP 0.0%
Value ($000) $240 Shares 2,807 Est. Cost $85.50 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $239 Shares 9,838 Est. Cost $15.24 Unrealized 0.0%
HI-CRUSH PARTNERS LP 0.0%
Value ($000) $236 Shares 10,000 Est. Cost $23.60 Unrealized
LORILLARD INC 0.0%
Value ($000) $232 Shares 5,310 Est. Cost $43.69 Unrealized
RIVERVIEW FINANCIAL CORP 0.0%
Value ($000) $219 Shares 20,160 Est. Cost $10.86 Unrealized
BHP BHP BILLITON LTD ADR F 0.0%
Value ($000) $201 Shares 3,490 Est. Cost $57.59 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $188 Shares 16,887 Est. Cost $7.33 Unrealized 0.0%
EPI WISDOMTREE INDIA EARNING 0.0%
Value ($000) $185 Shares 11,425 Est. Cost $16.19 Unrealized
ISSC INNOVATIVE SOLU & SUPPRT 0.0%
Value ($000) $124 Shares 19,395 Est. Cost $7.55 Unrealized 0.0%