Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 13, 2013

Total Value ($000): $1,187,119 (100.0% shares, 0.0% debt)

Holdings (146)

PFF ISHARES U S PFD ETF 5.4%
Value ($000) $63,530 Shares 1,671,849 Est. Cost $39.22 Unrealized
EEMV ISHARES MSCI ETF 5.2%
Value ($000) $61,350 Shares 1,044,786 Est. Cost $57.17 Unrealized
KBE SPDR S&P BANK ETF 4.7%
Value ($000) $55,366 Shares 1,843,699 Est. Cost $28.72 Unrealized
OEF ISHARES TR S&P 100 ETF 4.6%
Value ($000) $55,076 Shares 735,913 Est. Cost $72.20 Unrealized
VWO VANGUARD FTSE EMERGING 4.3%
Value ($000) $50,716 Shares 1,263,624 Est. Cost $38.87 Unrealized
VYM VANGUARD WHITEHALL FUNDS 3.7%
Value ($000) $44,419 Shares 772,646 Est. Cost $56.37 Unrealized
JP MORGAN EXCH TRADED NT 3.1%
Value ($000) $37,390 Shares 838,335 Est. Cost $46.50 Unrealized
DEM WISDOMTREE EMERGING MKTS 3.1%
Value ($000) $36,417 Shares 704,530 Est. Cost $50.17 Unrealized
POWERSHS EXCH TRAD FD TR 2.8%
Value ($000) $33,557 Shares 1,435,270 Est. Cost $21.45 Unrealized
XLK SECTOR SPDR TECH SELECT 2.7%
Value ($000) $32,214 Shares 1,005,437 Est. Cost $30.67 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $26,304 Shares 55,174 Est. Cost $13.16 Unrealized +8.5%
CMI CUMMINS INC 2.1%
Value ($000) $25,040 Shares 188,453 Est. Cost $81.53 Unrealized +9.3%
EPP ISHARES MSCI PAC EX JAPN 2.1%
Value ($000) $24,782 Shares 520,089 Est. Cost $43.21 Unrealized
REZ ISHARES RESIDENTIAL 2.1%
Value ($000) $24,683 Shares 514,550 Est. Cost $51.10 Unrealized
ISHARES MSCI SINGAPORE 2.1%
Value ($000) $24,546 Shares 1,838,644 Est. Cost $12.79 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 1.9%
Value ($000) $22,495 Shares 469,535 Est. Cost $43.86 Unrealized
IHI ISHARES MEDICAL DEVICES 1.9%
Value ($000) $22,103 Shares 260,991 Est. Cost $78.53 Unrealized
MARKET VECTORS ETF TRUST 1.8%
Value ($000) $21,096 Shares 410,987 Est. Cost $51.19 Unrealized
CAT CATERPILLAR INC 1.7%
Value ($000) $19,640 Shares 235,488 Est. Cost $61.55 Unrealized +0.1%
ISHARES MSCI TAIWAN ETF 1.6%
Value ($000) $18,610 Shares 1,336,955 Est. Cost $13.30 Unrealized
XLE SECTOR SPDR ENGY SELECT 1.3%
Value ($000) $15,842 Shares 191,076 Est. Cost $78.30 Unrealized
CEW WISDOMTREE EMERGING 1.3%
Value ($000) $15,244 Shares 757,280 Est. Cost $20.05 Unrealized
ORCL ORACLE CORPORATION 1.2%
Value ($000) $14,364 Shares 433,047 Est. Cost $27.58 Unrealized -1.9%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $14,113 Shares 90,850 Est. Cost $57.06 Unrealized +5.4%
MARKET VECTORS ETF TRUST 1.1%
Value ($000) $13,608 Shares 593,196 Est. Cost $28.93 Unrealized
DLN WISDOMTREE LARGECAP DIV 1.1%
Value ($000) $13,137 Shares 214,625 Est. Cost $59.81 Unrealized
CNI CANADIAN NATL RY CO F 1.1%
Value ($000) $12,907 Shares 127,330 Est. Cost $39.40 Unrealized +0.5%
EWH ISHARES MSCI HK ETF 1.0%
Value ($000) $12,172 Shares 607,702 Est. Cost $18.32 Unrealized
NATIONAL OILWELL VARCO 1.0%
Value ($000) $12,133 Shares 155,332 Est. Cost $68.90 Unrealized
IBM INTL BUSINESS MACHINES 1.0%
Value ($000) $11,511 Shares 62,159 Est. Cost $118.94 Unrealized -6.2%
ILCG ISHARES MORNINGSTAR 1.0%
Value ($000) $11,282 Shares 125,790 Est. Cost $82.26 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value ($000) $11,120 Shares 91,525 Est. Cost $71.30 Unrealized +2.5%
COP CONOCOPHILLIPS 0.9%
Value ($000) $10,691 Shares 153,802 Est. Cost $40.01 Unrealized +11.2%
POWERSHS EXCH TRAD FD TR 0.9%
Value ($000) $10,646 Shares 411,364 Est. Cost $25.33 Unrealized
DE DEERE & CO 0.9%
Value ($000) $10,534 Shares 129,430 Est. Cost $68.04 Unrealized -3.1%
VIG VANGUARD DIV APPRCIATION 0.9%
Value ($000) $10,498 Shares 150,813 Est. Cost $66.20 Unrealized
ABERDEEN ASIA PAC INCM 0.9%
Value ($000) $10,302 Shares 1,700,075 Est. Cost $6.20 Unrealized
ILF ISHARES TR LATIN AMER 0.9%
Value ($000) $10,099 Shares 263,881 Est. Cost $36.76 Unrealized
ALPS TRUST ETF 0.8%
Value ($000) $9,566 Shares 543,805 Est. Cost $17.83 Unrealized
GLD SPDR GOLD TRUST 0.7%
Value ($000) $8,683 Shares 67,741 Est. Cost $119.11 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $8,625 Shares 99,612 Est. Cost $49.81 Unrealized -4.9%
POWERSHARES ETF 0.7%
Value ($000) $8,577 Shares 268,535 Est. Cost $31.54 Unrealized
SPDR S&P OIL & GAS EQUIP 0.7%
Value ($000) $8,502 Shares 202,486 Est. Cost $39.16 Unrealized
SLB SCHLUMBERGER LTD F 0.7%
Value ($000) $8,444 Shares 95,565 Est. Cost $52.90 Unrealized +11.5%
HESS CORPORATION 0.7%
Value ($000) $8,179 Shares 105,760 Est. Cost $66.49 Unrealized
ELD WISDOMTREE EMERGING ETF 0.7%
Value ($000) $7,986 Shares 169,625 Est. Cost $47.92 Unrealized
CNQ CANADIAN NATURAL RES F 0.6%
Value ($000) $7,605 Shares 241,896 Est. Cost $8.76 Unrealized +5.2%
ENSCO PLC CLASS A F 0.6%
Value ($000) $7,516 Shares 139,828 Est. Cost $57.55 Unrealized
MOS MOSAIC CO NEW 0.6%
Value ($000) $7,337 Shares 170,538 Est. Cost $46.26 Unrealized -21.4%
BUNGE LIMITED F 0.6%
Value ($000) $7,163 Shares 94,361 Est. Cost $70.77 Unrealized
NOBLE CORP F 0.6%
Value ($000) $6,987 Shares 185,000 Est. Cost $37.58 Unrealized
GLOBAL X NORWAY ETF 0.6%
Value ($000) $6,594 Shares 421,635 Est. Cost $14.44 Unrealized
AGRIUM INC F 0.5%
Value ($000) $6,376 Shares 75,872 Est. Cost $86.96 Unrealized
FCX FREEPORT MCMORAN COPPER 0.5%
Value ($000) $6,001 Shares 181,406 Est. Cost $24.45 Unrealized +5.0%
FXI ISHARES CHINA LARGE-CAP 0.5%
Value ($000) $5,524 Shares 148,985 Est. Cost $32.52 Unrealized
XPH SPDR S&P PHARMACEUTICALS 0.5%
Value ($000) $5,419 Shares 70,410 Est. Cost $70.50 Unrealized
POWERSHARES ETF FD TR II 0.4%
Value ($000) $4,952 Shares 121,531 Est. Cost $35.64 Unrealized
EWY ISHARES MSCI KOREA ETF 0.4%
Value ($000) $4,644 Shares 75,509 Est. Cost $53.20 Unrealized
ACTAVIS INC 0.4%
Value ($000) $4,361 Shares 30,288 Est. Cost $126.22 Unrealized
POWERSHARES ETF FD TR II 0.3%
Value ($000) $3,867 Shares 85,248 Est. Cost $39.44 Unrealized
MYLAN INC 0.3%
Value ($000) $3,772 Shares 98,820 Est. Cost $31.03 Unrealized
EMB ISHARES TRUST ETF 0.3%
Value ($000) $3,725 Shares 34,170 Est. Cost $109.51 Unrealized
GENERAL ELECTRIC COMPANY 0.3%
Value ($000) $3,392 Shares 141,968 Est. Cost $23.35 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $3,331 Shares 145,345 Est. Cost $17.18 Unrealized -1.6%
MKT VECTORS OIL SERVICES 0.3%
Value ($000) $3,301 Shares 70,110 Est. Cost $43.37 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.3%
Value ($000) $3,228 Shares 35,770 Est. Cost $83.91 Unrealized
EPD ENTERPRISE PRD PRTNRS LP 0.3%
Value ($000) $3,206 Shares 52,515 Est. Cost $61.05 Unrealized
VHT VANGUARD HEALTH CARE 0.3%
Value ($000) $3,102 Shares 33,310 Est. Cost $86.40 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $3,092 Shares 38,220 Est. Cost $54.12 Unrealized +5.4%
CSX C S X CORP 0.3%
Value ($000) $3,054 Shares 118,665 Est. Cost $6.67 Unrealized +2.9%
JOY GLOBAL INC 0.2%
Value ($000) $2,916 Shares 57,136 Est. Cost $48.53 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $2,830 Shares 63,275 Est. Cost $26.74 Unrealized +1.6%
CHIQ GLOBAL X EXCH TRADED FD 0.2%
Value ($000) $2,750 Shares 180,322 Est. Cost $13.48 Unrealized
LEMB ISHARES ETF 0.2%
Value ($000) $2,747 Shares 55,046 Est. Cost $49.71 Unrealized
VEU VANGUARD INTL EQTY INDEX 0.2%
Value ($000) $2,634 Shares 54,197 Est. Cost $44.61 Unrealized
GLOBAL X MLP ETF 0.2%
Value ($000) $2,504 Shares 156,670 Est. Cost $16.29 Unrealized
BLACKROCK INC 0.2%
Value ($000) $2,451 Shares 9,057 Est. Cost $256.84 Unrealized
EFG ISHARES MSCI GROWTH ETF 0.2%
Value ($000) $2,342 Shares 34,369 Est. Cost $61.74 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $2,271 Shares 39,281 Est. Cost $40.44 Unrealized -7.3%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $2,150 Shares 33,225 Est. Cost $40.02 Unrealized +9.5%
WISCONSIN EGY CP HLDG CO 0.2%
Value ($000) $2,145 Shares 53,130 Est. Cost $40.99 Unrealized
WM WASTE MANAGEMENT INC DEL 0.2%
Value ($000) $2,125 Shares 51,530 Est. Cost $30.75 Unrealized +4.1%
NUE NUCOR CORP 0.2%
Value ($000) $2,103 Shares 42,899 Est. Cost $32.41 Unrealized +6.6%
MKT VECTORS SEMICONDUCTR 0.2%
Value ($000) $1,974 Shares 49,500 Est. Cost $37.70 Unrealized
TERRA NITROGEN CO LP 0.2%
Value ($000) $1,859 Shares 9,172 Est. Cost $214.02 Unrealized
SYY SYSCO CORPORATION 0.2%
Value ($000) $1,850 Shares 58,113 Est. Cost $24.30 Unrealized -1.3%
DU PONT E I DE NEMOUR&CO 0.2%
Value ($000) $1,839 Shares 31,409 Est. Cost $53.05 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1,748 Shares 22,600 Est. Cost $57.67 Unrealized -1.2%
MRK MERCK & CO INC NEW 0.1%
Value ($000) $1,740 Shares 36,538 Est. Cost $30.02 Unrealized +3.2%
SYK STRYKER CORP 0.1%
Value ($000) $1,707 Shares 25,255 Est. Cost $56.92 Unrealized +4.4%
VALE VALE SA ADR F 0.1%
Value ($000) $1,683 Shares 107,836 Est. Cost $13.15 Unrealized
CLIFFS NATURAL RES INC 0.1%
Value ($000) $1,596 Shares 77,871 Est. Cost $16.25 Unrealized
FHI FEDERATED INVS PA CL B 0.1%
Value ($000) $1,388 Shares 51,117 Est. Cost $14.63 Unrealized +12.4%
XLF SECTOR SPDR FINCL SELECT 0.1%
Value ($000) $1,338 Shares 67,215 Est. Cost $19.44 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,290 Shares 10,115 Est. Cost $74.36 Unrealized +15.7%
IDV ISHARES TR INTL 0.1%
Value ($000) $1,283 Shares 35,390 Est. Cost $31.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,264 Shares 7,992 Est. Cost $120.06 Unrealized +5.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,215 Shares 14,017 Est. Cost $59.76 Unrealized +6.3%
FOREST LABORATORIES INC 0.1%
Value ($000) $1,212 Shares 28,322 Est. Cost $41.00 Unrealized
POWERSHS EXCH TRAD FD TR 0.1%
Value ($000) $1,185 Shares 33,785 Est. Cost $28.89 Unrealized
ZBH ZIMMER HOLDINGS INC 0.1%
Value ($000) $1,156 Shares 14,072 Est. Cost $67.30 Unrealized +5.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,124 Shares 21,743 Est. Cost $36.24 Unrealized +6.3%
MS MORGAN STANLEY 0.1%
Value ($000) $1,012 Shares 37,540 Est. Cost $17.33 Unrealized +13.4%
GOOGLE INC CLASS A 0.1%
Value ($000) $1,002 Shares 1,144 Est. Cost $880.06 Unrealized
EEM ISHARES MSCI EMRG MKT FD 0.1%
Value ($000) $986 Shares 24,205 Est. Cost $38.50 Unrealized
ISHARES MSCI ACWI ETF 0.1%
Value ($000) $973 Shares 18,500 Est. Cost $47.68 Unrealized
XME SPDR S&P METALS & MINING 0.1%
Value ($000) $921 Shares 25,135 Est. Cost $33.16 Unrealized
EWA ISHARES MSCI ETF 0.1%
Value ($000) $855 Shares 33,822 Est. Cost $22.59 Unrealized
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $829 Shares 27,495 Est. Cost $30.72 Unrealized 0.0%
RYDEX ETF TRUST 0.1%
Value ($000) $726 Shares 7,769 Est. Cost $91.58 Unrealized
SU SUNCOR ENERGY INC NEW F 0.1%
Value ($000) $716 Shares 20,023 Est. Cost $19.64 Unrealized +11.1%
STATOIL ASA ADR F 0.1%
Value ($000) $674 Shares 29,735 Est. Cost $20.68 Unrealized
POTASH CORP SASK INC F 0.1%
Value ($000) $673 Shares 21,503 Est. Cost $38.14 Unrealized
BLACKROCK EHNCD EQTY DIV 0.1%
Value ($000) $668 Shares 88,837 Est. Cost $7.61 Unrealized
POWERSHS DB MULTI SECTOR 0.1%
Value ($000) $664 Shares 26,243 Est. Cost $24.95 Unrealized
EWC ISHARES MSCI CDA ETF 0.1%
Value ($000) $657 Shares 23,190 Est. Cost $26.13 Unrealized
RYDEX ETF TRUST 0.1%
Value ($000) $650 Shares 6,729 Est. Cost $94.54 Unrealized
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $565 Shares 6,564 Est. Cost $53.69 Unrealized +0.9%
TEVA TEVA PHARM INDS LTD ADRF 0.0%
Value ($000) $560 Shares 14,829 Est. Cost $39.18 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $474 Shares 5,605 Est. Cost $76.72 Unrealized
MGC VANGUARD MEG CAP ETF 0.0%
Value ($000) $418 Shares 7,280 Est. Cost $54.67 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $401 Shares 12,055 Est. Cost $26.74 Unrealized +1.0%
IBB ISHARES NASDAQ BIO ETF 0.0%
Value ($000) $383 Shares 1,825 Est. Cost $173.70 Unrealized
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $362 Shares 12,050 Est. Cost $26.09 Unrealized
CME CME GROUP INC CL A 0.0%
Value ($000) $358 Shares 4,850 Est. Cost $39.58 Unrealized +11.8%
WTV WISDOMTREE TRUST 0.0%
Value ($000) $354 Shares 6,770 Est. Cost $49.50 Unrealized
POWERSHARES ETF 0.0%
Value ($000) $343 Shares 13,220 Est. Cost $24.95 Unrealized
IXJ ISHARES TR GLOBAL ETF 0.0%
Value ($000) $342 Shares 4,298 Est. Cost $74.12 Unrealized
AIVI WISDOMTREE INTL DIV 0.0%
Value ($000) $340 Shares 7,482 Est. Cost $40.10 Unrealized
LORILLARD INC 0.0%
Value ($000) $337 Shares 7,520 Est. Cost $44.02 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $336 Shares 7,130 Est. Cost $30.22 Unrealized +3.4%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $285 Shares 12,173 Est. Cost $15.56 Unrealized +8.8%
IWO ISHARES TR RUSSELL 2000 0.0%
Value ($000) $274 Shares 2,175 Est. Cost $111.72 Unrealized
EPI WISDOMTREE INDIA EARNING 0.0%
Value ($000) $265 Shares 17,295 Est. Cost $15.90 Unrealized
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $264 Shares 8,140 Est. Cost $29.97 Unrealized
HI-CRUSH PARTNERS LP 0.0%
Value ($000) $263 Shares 10,000 Est. Cost $23.60 Unrealized
WISDOMTREE TRUST 0.0%
Value ($000) $262 Shares 14,475 Est. Cost $17.65 Unrealized
SUSQUEHANNA BANCSHRS INC 0.0%
Value ($000) $238 Shares 18,985 Est. Cost $12.85 Unrealized
BHP BHP BILLITON LTD ADR F 0.0%
Value ($000) $224 Shares 3,366 Est. Cost $57.59 Unrealized
KINDER MORGAN ENERGY LP 0.0%
Value ($000) $224 Shares 2,807 Est. Cost $85.50 Unrealized
RIVERVIEW FINANCIAL CORP 0.0%
Value ($000) $212 Shares 20,160 Est. Cost $10.86 Unrealized
RIO RIO TINTO PLC SPON ADR F 0.0%
Value ($000) $210 Shares 4,304 Est. Cost $48.79 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $203 Shares 2,154 Est. Cost $63.06 Unrealized -3.1%
STBA S & T BANCORP INC 0.0%
Value ($000) $202 Shares 8,340 Est. Cost $23.22 Unrealized 0.0%
MPB MID PENN BANCORP INC 0.0%
Value ($000) $193 Shares 16,887 Est. Cost $7.33 Unrealized +8.4%
ISSC INNOVATIVE SOLU & SUPPRT 0.0%
Value ($000) $154 Shares 19,395 Est. Cost $7.55 Unrealized +2.8%