Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $1,125,072 (100.0% shares, 0.0% debt)

Holdings (143)

VWO VANGUARD FTSE EMERGING 5.2%
Value ($000) $58,242 Shares 1,396,356 Est. Cost $39.32 Unrealized
POWERSHARES ETF 4.9%
Value ($000) $54,773 Shares 1,904,485 Est. Cost $28.76 Unrealized
EEMV ISHARES MSCI ETF 4.0%
Value ($000) $45,046 Shares 753,270 Est. Cost $57.59 Unrealized
KBE SPDR S&P BANK ETF 3.9%
Value ($000) $43,408 Shares 1,360,341 Est. Cost $28.83 Unrealized
DEM WISDOMTREE EMERGING MKTS 3.1%
Value ($000) $34,498 Shares 722,020 Est. Cost $50.08 Unrealized
OEF ISHARES TR S&P 100 ETF 3.0%
Value ($000) $33,261 Shares 377,285 Est. Cost $81.83 Unrealized
EGSHARES ETF 2.9%
Value ($000) $32,993 Shares 1,483,510 Est. Cost $21.61 Unrealized
XLK SECTOR SPDR TECH SELECT 2.9%
Value ($000) $32,194 Shares 806,876 Est. Cost $31.56 Unrealized
VBR VANGUARD SMALL CAP VALUE 2.7%
Value ($000) $30,226 Shares 303,050 Est. Cost $101.43 Unrealized
PFF ISHARES U S PFD ETF 2.6%
Value ($000) $29,432 Shares 744,733 Est. Cost $39.37 Unrealized
EPP ISHARES MSCI PAC EX JAPN 2.5%
Value ($000) $28,629 Shares 621,414 Est. Cost $43.71 Unrealized
EEMA ISHARES MSCI ASIA ETF 2.4%
Value ($000) $27,181 Shares 464,790 Est. Cost $59.10 Unrealized
ALPS TRUST ETF 2.3%
Value ($000) $26,230 Shares 1,368,277 Est. Cost $18.48 Unrealized
POWERSHARES ETF 2.3%
Value ($000) $26,144 Shares 710,828 Est. Cost $34.92 Unrealized
CMI CUMMINS INC 2.2%
Value ($000) $25,094 Shares 190,137 Est. Cost $82.65 Unrealized +28.3%
IHI ISHARES MEDICAL DEVICES 1.9%
Value ($000) $21,518 Shares 216,481 Est. Cost $80.74 Unrealized
VYM VANGUARD WHITEHALL FUNDS 1.7%
Value ($000) $19,040 Shares 286,701 Est. Cost $60.24 Unrealized
POWERSHS EXCH TRAD FD TR 1.6%
Value ($000) $17,725 Shares 201,605 Est. Cost $88.29 Unrealized
USMV ISHARES MSCI ETF 1.6%
Value ($000) $17,536 Shares 465,400 Est. Cost $37.55 Unrealized
WISDOMTREE TRUST 1.5%
Value ($000) $17,364 Shares 245,220 Est. Cost $70.76 Unrealized
GLOBAL X MLP ETF 1.5%
Value ($000) $17,303 Shares 997,725 Est. Cost $17.16 Unrealized
POWERSHS EXCH TRAD FD TR 1.5%
Value ($000) $17,268 Shares 567,289 Est. Cost $26.55 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $16,980 Shares 168,536 Est. Cost $18.29 Unrealized +18.3%
ORCL ORACLE CORPORATION 1.5%
Value ($000) $16,380 Shares 427,900 Est. Cost $27.58 Unrealized +24.0%
EWH ISHARES MSCI HK ETF 1.4%
Value ($000) $15,898 Shares 781,989 Est. Cost $19.06 Unrealized
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $15,218 Shares 604,623 Est. Cost $16.61 Unrealized +6.6%
POWERSHARES ETF 1.3%
Value ($000) $15,164 Shares 505,975 Est. Cost $29.90 Unrealized
COP CONOCOPHILLIPS 1.2%
Value ($000) $13,557 Shares 177,171 Est. Cost $42.40 Unrealized +33.7%
POWERSHS EXCH TRAD FD TR 1.2%
Value ($000) $13,529 Shares 494,314 Est. Cost $21.61 Unrealized
JP MORGAN EXCH TRADED NT 1.1%
Value ($000) $12,737 Shares 239,955 Est. Cost $46.50 Unrealized
XPH SPDR S&P PHARMACEUTICALS 1.1%
Value ($000) $12,684 Shares 119,650 Est. Cost $84.29 Unrealized
CVX CHEVRON CORPORATION 1.1%
Value ($000) $12,205 Shares 102,286 Est. Cost $71.97 Unrealized +9.1%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $12,166 Shares 66,560 Est. Cost $106.19 Unrealized +17.6%
IBM INTL BUSINESS MACHINES 1.0%
Value ($000) $11,510 Shares 60,632 Est. Cost $118.94 Unrealized -3.9%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $10,967 Shares 101,152 Est. Cost $59.52 Unrealized +34.9%
MARKET VECTORS ETF TRUST 0.9%
Value ($000) $10,500 Shares 198,524 Est. Cost $51.32 Unrealized
XLE SECTOR SPDR ENGY SELECT 0.9%
Value ($000) $9,966 Shares 109,973 Est. Cost $80.16 Unrealized
CNQ CANADIAN NATURAL RES F 0.8%
Value ($000) $9,395 Shares 241,896 Est. Cost $8.76 Unrealized +47.7%
INTC INTEL CORP 0.8%
Value ($000) $9,212 Shares 264,571 Est. Cost $18.98 Unrealized +35.7%
GOOGLE INC CL C NON VTG 0.8%
Value ($000) $9,162 Shares 15,868 Est. Cost $577.12 Unrealized
FHI FEDERATED INVS PA CL B 0.8%
Value ($000) $8,957 Shares 305,080 Est. Cost $17.38 Unrealized +3.4%
NATIONAL OILWELL VARCO 0.8%
Value ($000) $8,835 Shares 116,091 Est. Cost $74.46 Unrealized
SPDR S&P OIL & GAS EQUIP 0.7%
Value ($000) $8,206 Shares 204,279 Est. Cost $41.90 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $7,856 Shares 79,329 Est. Cost $63.70 Unrealized +24.5%
SEAGATE TECHNOLOGY PLC F 0.7%
Value ($000) $7,795 Shares 136,103 Est. Cost $56.93 Unrealized
HAL HALLIBURTON CO HLDG CO 0.6%
Value ($000) $7,109 Shares 110,200 Est. Cost $55.20 Unrealized 0.0%
ABBV ABBVIE INC 0.6%
Value ($000) $6,625 Shares 114,699 Est. Cost $30.98 Unrealized +13.6%
SON SONOCO PRODUCTS CO 0.6%
Value ($000) $6,501 Shares 165,470 Est. Cost $27.96 Unrealized 0.0%
MKT VECTORS OIL SERVICES 0.5%
Value ($000) $6,107 Shares 123,100 Est. Cost $46.00 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $5,798 Shares 96,247 Est. Cost $39.86 Unrealized +8.2%
IRON MOUNTAIN INC NEW 0.5%
Value ($000) $5,722 Shares 175,260 Est. Cost $32.65 Unrealized
ACTAVIS PLC F 0.5%
Value ($000) $5,464 Shares 22,645 Est. Cost $201.33 Unrealized
POWERSHARES ETF FD TR II 0.5%
Value ($000) $5,376 Shares 119,896 Est. Cost $35.91 Unrealized
EEM ISHARES MSCI EMRG MKT FD 0.5%
Value ($000) $5,326 Shares 128,156 Est. Cost $40.94 Unrealized
WISDOMTREE TR ETF 0.5%
Value ($000) $5,212 Shares 208,130 Est. Cost $24.56 Unrealized
ISHARES MSCI SINGAPORE 0.5%
Value ($000) $5,169 Shares 387,513 Est. Cost $12.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $5,036 Shares 27,432 Est. Cost $127.11 Unrealized +10.6%
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $4,778 Shares 92,120 Est. Cost $34.63 Unrealized +8.0%
DE DEERE & CO 0.4%
Value ($000) $4,708 Shares 57,420 Est. Cost $68.14 Unrealized +1.8%
CNI CANADIAN NATL RY CO F 0.4%
Value ($000) $4,386 Shares 61,803 Est. Cost $43.00 Unrealized +31.3%
MYLAN INC 0.4%
Value ($000) $4,244 Shares 93,285 Est. Cost $32.42 Unrealized
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $4,092 Shares 34,980 Est. Cost $90.58 Unrealized
GM GENERAL MOTORS CO 0.4%
Value ($000) $4,074 Shares 127,565 Est. Cost $27.02 Unrealized -1.9%
FXI ISHARES CHINA LARGE-CAP 0.4%
Value ($000) $4,060 Shares 106,069 Est. Cost $35.50 Unrealized
EWY ISHARES MSCI KOREA ETF 0.4%
Value ($000) $4,002 Shares 66,140 Est. Cost $53.71 Unrealized
CHIQ GLOBAL X EXCH TRADED FD 0.4%
Value ($000) $3,973 Shares 291,282 Est. Cost $14.14 Unrealized
POWERSHARES ETF FD TR II 0.3%
Value ($000) $3,698 Shares 85,413 Est. Cost $40.18 Unrealized
EMB ISHARES TRUST ETF 0.3%
Value ($000) $3,677 Shares 32,580 Est. Cost $110.85 Unrealized
CSX C S X CORP 0.3%
Value ($000) $3,569 Shares 111,318 Est. Cost $6.85 Unrealized +25.9%
LEMB ISHARES ETF 0.3%
Value ($000) $3,265 Shares 67,246 Est. Cost $49.55 Unrealized
VEU VANGUARD INTL EQTY INDEX 0.3%
Value ($000) $3,197 Shares 64,931 Est. Cost $45.55 Unrealized
NOBLE CORP PLC F 0.3%
Value ($000) $3,017 Shares 135,795 Est. Cost $33.36 Unrealized
SYY SYSCO CORPORATION 0.2%
Value ($000) $2,793 Shares 73,585 Est. Cost $25.59 Unrealized +7.7%
ENSCO PLC CLASS A F 0.2%
Value ($000) $2,717 Shares 65,770 Est. Cost $56.12 Unrealized
EFG ISHARES MSCI GROWTH ETF 0.2%
Value ($000) $2,658 Shares 39,039 Est. Cost $62.91 Unrealized
MKT VECTORS SEMICONDUCTR 0.2%
Value ($000) $2,529 Shares 49,500 Est. Cost $37.70 Unrealized
PEG PUB SVC ENT GROUP INC 0.2%
Value ($000) $2,297 Shares 61,694 Est. Cost $24.76 Unrealized 0.0%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,251 Shares 48,560 Est. Cost $30.33 Unrealized +24.2%
POWERSHS EXCH TRAD FD TR 0.2%
Value ($000) $2,207 Shares 122,570 Est. Cost $16.94 Unrealized
GLOBAL X MSCI ETF 0.2%
Value ($000) $2,194 Shares 133,835 Est. Cost $14.53 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $2,166 Shares 36,538 Est. Cost $30.02 Unrealized +31.2%
VIG VANGUARD DIV APPRCIATION 0.2%
Value ($000) $2,036 Shares 26,453 Est. Cost $67.23 Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value ($000) $1,993 Shares 61,037 Est. Cost $24.58 Unrealized +28.7%
XME SPDR S&P METALS & MINING 0.2%
Value ($000) $1,970 Shares 53,540 Est. Cost $37.85 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,951 Shares 24,165 Est. Cost $56.92 Unrealized +26.4%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,888 Shares 21,525 Est. Cost $54.12 Unrealized +15.7%
AGRIUM INC F 0.2%
Value ($000) $1,856 Shares 20,852 Est. Cost $87.04 Unrealized
WISCONSIN EGY CP HLDG CO 0.2%
Value ($000) $1,745 Shares 40,570 Est. Cost $40.99 Unrealized
GOOGLE INC CLASS A VTG 0.2%
Value ($000) $1,703 Shares 2,894 Est. Cost $880.65 Unrealized
JOY GLOBAL INC 0.1%
Value ($000) $1,620 Shares 29,712 Est. Cost $50.94 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,602 Shares 19,702 Est. Cost $41.22 Unrealized +33.7%
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $1,429 Shares 15,189 Est. Cost $54.98 Unrealized +11.9%
REZ ISHARES RESIDENTIAL 0.1%
Value ($000) $1,334 Shares 26,086 Est. Cost $51.10 Unrealized
C CITIGROUP INC NEW 0.1%
Value ($000) $1,325 Shares 25,577 Est. Cost $37.22 Unrealized +0.6%
TERRA NITROGEN CO LP 0.1%
Value ($000) $1,324 Shares 9,172 Est. Cost $214.02 Unrealized
XLF SECTOR SPDR FINCL SELECT 0.1%
Value ($000) $1,281 Shares 55,285 Est. Cost $20.54 Unrealized
IDV ISHARES TR INTL 0.1%
Value ($000) $1,267 Shares 35,390 Est. Cost $31.82 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,158 Shares 67,915 Est. Cost $11.68 Unrealized +7.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,123 Shares 10,532 Est. Cost $59.76 Unrealized +26.5%
POWERSHS EXCH TRAD FD TR 0.1%
Value ($000) $1,093 Shares 23,638 Est. Cost $30.37 Unrealized
CLIFFS NATURAL RES INC 0.1%
Value ($000) $1,016 Shares 97,867 Est. Cost $14.72 Unrealized
EBS EMERGENT BIOSOLUTIONS 0.1%
Value ($000) $1,000 Shares 46,927 Est. Cost $22.90 Unrealized 0.0%
BLACKROCK EHNCD EQTY DIV 0.1%
Value ($000) $906 Shares 110,480 Est. Cost $7.80 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $891 Shares 25,768 Est. Cost $17.33 Unrealized +42.1%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $888 Shares 20,447 Est. Cost $43.84 Unrealized
TEVA TEVA PHARM INDS LTD ADRF 0.1%
Value ($000) $763 Shares 14,189 Est. Cost $40.31 Unrealized
STATOIL ASA ADR F 0.1%
Value ($000) $739 Shares 27,210 Est. Cost $20.68 Unrealized
LORILLARD INC 0.1%
Value ($000) $727 Shares 12,135 Est. Cost $51.64 Unrealized
DOW CHEMICAL COMPANY 0.1%
Value ($000) $705 Shares 13,445 Est. Cost $46.31 Unrealized
POWERSHARES ETF 0.1%
Value ($000) $692 Shares 21,715 Est. Cost $26.88 Unrealized
SU SUNCOR ENERGY INC NEW F 0.1%
Value ($000) $667 Shares 18,438 Est. Cost $19.64 Unrealized +37.1%
EWC ISHARES MSCI CDA ETF 0.1%
Value ($000) $660 Shares 21,500 Est. Cost $26.13 Unrealized
EWA ISHARES MSCI ETF 0.1%
Value ($000) $651 Shares 27,207 Est. Cost $22.59 Unrealized
ILCG ISHARES MORNINGSTAR 0.1%
Value ($000) $603 Shares 5,539 Est. Cost $82.26 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $596 Shares 5,125 Est. Cost $118.34 Unrealized
ILF ISHARES TR LATIN AMER 0.1%
Value ($000) $593 Shares 16,085 Est. Cost $36.81 Unrealized
POTASH CORP SASK INC F 0.1%
Value ($000) $563 Shares 16,288 Est. Cost $37.80 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $554 Shares 12,484 Est. Cost $44.83 Unrealized -16.6%
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $531 Shares 4,515 Est. Cost $76.72 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $528 Shares 10,563 Est. Cost $27.24 Unrealized +2.1%
MCD MC DONALDS CORP 0.0%
Value ($000) $517 Shares 5,455 Est. Cost $71.25 Unrealized 0.0%
ABERDEEN ASIA PAC INCM 0.0%
Value ($000) $503 Shares 85,216 Est. Cost $6.20 Unrealized
IBB ISHARES NASDAQ BIO ETF 0.0%
Value ($000) $499 Shares 1,825 Est. Cost $236.16 Unrealized
CEW WISDOMTREE EMERGING 0.0%
Value ($000) $462 Shares 23,475 Est. Cost $20.05 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $418 Shares 16,323 Est. Cost $23.35 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $398 Shares 16,983 Est. Cost $24.19 Unrealized +1.7%
PNC PNC FINL SERVICES GP INC 0.0%
Value ($000) $343 Shares 4,006 Est. Cost $58.08 Unrealized +3.0%
AIVI WISDOMTREE INTL DIV 0.0%
Value ($000) $335 Shares 7,157 Est. Cost $40.10 Unrealized
WTV WISDOMTREE TRUST 0.0%
Value ($000) $326 Shares 5,325 Est. Cost $49.73 Unrealized
DGS WISDOMTREE TRUST 0.0%
Value ($000) $318 Shares 6,885 Est. Cost $46.62 Unrealized
ELD WISDOMTREE EMERGING ETF 0.0%
Value ($000) $311 Shares 6,980 Est. Cost $47.92 Unrealized
HI-CRUSH PARTNERS LP 0.0%
Value ($000) $301 Shares 5,845 Est. Cost $23.60 Unrealized
DU PONT E I DE NEMOUR&CO 0.0%
Value ($000) $261 Shares 3,639 Est. Cost $53.82 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $260 Shares 16,887 Est. Cost $7.33 Unrealized +50.6%
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $252 Shares 7,250 Est. Cost $29.97 Unrealized
ROM PROSHARES ULTRA TECH 0.0%
Value ($000) $242 Shares 1,700 Est. Cost $131.76 Unrealized
CME CME GROUP INC CL A 0.0%
Value ($000) $239 Shares 2,995 Est. Cost $39.58 Unrealized +21.0%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $226 Shares 36,739 Est. Cost $6.15 Unrealized
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $211 Shares 6,511 Est. Cost $26.71 Unrealized
DVN DEVON ENERGY CP NEW 0.0%
Value ($000) $206 Shares 3,015 Est. Cost $41.69 Unrealized +20.6%
DNOW NOW INC 0.0%
Value ($000) $201 Shares 6,619 Est. Cost $33.70 Unrealized -2.8%
SUSQUEHANNA BANCSHRS INC 0.0%
Value ($000) $190 Shares 18,985 Est. Cost $12.85 Unrealized
ISSC INNOVATIVE SOLU & SUPPRT 0.0%
Value ($000) $101 Shares 19,395 Est. Cost $7.55 Unrealized -20.6%