Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $1,207,977 (100.0% shares, 0.0% debt)

Holdings (135)

POWERSHARES ETF 5.3%
Value ($000) $63,606 Shares 2,285,530 Est. Cost $28.60 Unrealized
OEF ISHARES S&P 100 ETF 4.1%
Value ($000) $49,624 Shares 545,673 Est. Cost $84.64 Unrealized
KBE SPDR S&P BANK ETF 3.8%
Value ($000) $46,058 Shares 1,372,831 Est. Cost $28.83 Unrealized
EGSHARES BEYOND BRICS ETF 3.8%
Value ($000) $45,395 Shares 2,296,150 Est. Cost $20.96 Unrealized
EEMA ISHARES MSCI ASIA ETF 3.5%
Value ($000) $41,963 Shares 721,140 Est. Cost $58.78 Unrealized
XLE SECTOR SPDR ENGY SELECT 3.2%
Value ($000) $39,205 Shares 495,263 Est. Cost $79.38 Unrealized
EPP ISHARES MSCI PAC EX JAPN 3.1%
Value ($000) $37,318 Shares 849,096 Est. Cost $43.77 Unrealized
EEM ISHARES MSCI EMRG MKT FD 2.9%
Value ($000) $35,056 Shares 892,233 Est. Cost $39.53 Unrealized
XLK SECTOR SPDR TECH SELECT 2.8%
Value ($000) $33,739 Shares 815,936 Est. Cost $31.67 Unrealized
VBR VANGUARD SMALL CAP VALUE 2.7%
Value ($000) $32,199 Shares 304,425 Est. Cost $101.43 Unrealized
POWERSHARES ETF 2.6%
Value ($000) $31,619 Shares 827,517 Est. Cost $35.39 Unrealized
PFF ISHARES U S PFD ETF 2.6%
Value ($000) $31,210 Shares 791,328 Est. Cost $39.38 Unrealized
VWO VANGUARD FTSE EMERGING 2.6%
Value ($000) $31,085 Shares 776,741 Est. Cost $39.32 Unrealized
POWERSHS EXCH TRAD FD TR 2.5%
Value ($000) $30,570 Shares 334,355 Est. Cost $89.54 Unrealized
CMI CUMMINS INC 2.3%
Value ($000) $27,495 Shares 190,712 Est. Cost $82.65 Unrealized +26.5%
IHI ISHARES MEDICAL DEVICES 2.3%
Value ($000) $27,423 Shares 242,441 Est. Cost $84.21 Unrealized
GLOBAL X MLP ETF 2.0%
Value ($000) $24,176 Shares 1,516,700 Est. Cost $16.75 Unrealized
USMV ISHARES MSCI ETF 1.8%
Value ($000) $21,875 Shares 540,400 Est. Cost $37.95 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.8%
Value ($000) $21,781 Shares 316,816 Est. Cost $61.05 Unrealized
WISDOMTREE TRUST 1.8%
Value ($000) $21,271 Shares 286,078 Est. Cost $71.28 Unrealized
EWH ISHARES MSCI HK ETF 1.7%
Value ($000) $21,099 Shares 1,027,219 Est. Cost $19.41 Unrealized
ORCL ORACLE CORPORATION 1.6%
Value ($000) $19,243 Shares 427,900 Est. Cost $27.58 Unrealized +25.1%
AAPL APPLE INC 1.6%
Value ($000) $19,056 Shares 172,641 Est. Cost $18.42 Unrealized +30.7%
EEMV ISHARES MSCI ETF 1.5%
Value ($000) $18,595 Shares 328,360 Est. Cost $57.59 Unrealized
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $18,128 Shares 651,733 Est. Cost $16.73 Unrealized +9.4%
POWERSHARES EXCH TRAD FD TR 1.5%
Value ($000) $17,881 Shares 571,814 Est. Cost $26.55 Unrealized
VEU VANGUARD INTL EQTY INDEX 1.4%
Value ($000) $17,058 Shares 364,031 Est. Cost $46.63 Unrealized
POWERSHARES ETF 1.4%
Value ($000) $16,801 Shares 540,045 Est. Cost $29.98 Unrealized
POWERSHARES EXCH TRAD FD TR 1.1%
Value ($000) $13,881 Shares 474,419 Est. Cost $21.61 Unrealized
XPH SPDR S&P PHARMACEUTICALS 1.1%
Value ($000) $13,306 Shares 123,245 Est. Cost $84.98 Unrealized
MCHI ISHARES MSCI CHINA ETF 1.1%
Value ($000) $13,110 Shares 260,990 Est. Cost $50.23 Unrealized
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $13,050 Shares 67,770 Est. Cost $106.75 Unrealized +28.6%
COP CONOCOPHILLIPS 1.0%
Value ($000) $12,612 Shares 182,631 Est. Cost $42.60 Unrealized +14.7%
DEM WISDOMTREE EMERGING MKTS 1.0%
Value ($000) $12,464 Shares 295,632 Est. Cost $50.08 Unrealized
CVX CHEVRON CORPORATION 1.0%
Value ($000) $12,176 Shares 108,536 Est. Cost $71.89 Unrealized -1.9%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $11,995 Shares 100,692 Est. Cost $59.52 Unrealized +50.3%
ALPS TRUST ETF 1.0%
Value ($000) $11,577 Shares 660,762 Est. Cost $18.48 Unrealized
JP MORGAN EXCH TRADED NT 0.9%
Value ($000) $11,026 Shares 239,955 Est. Cost $46.50 Unrealized
IBM INTL BUSINESS MACHINES 0.9%
Value ($000) $10,303 Shares 64,220 Est. Cost $117.91 Unrealized -14.8%
FHI FEDERATED INVS PA CL B 0.8%
Value ($000) $10,176 Shares 309,025 Est. Cost $17.40 Unrealized +7.5%
INTC INTEL CORP 0.8%
Value ($000) $10,124 Shares 278,971 Est. Cost $19.37 Unrealized +37.5%
SEAGATE TECHNOLOGY ISIN 0.8%
Value ($000) $9,261 Shares 139,263 Est. Cost $57.15 Unrealized
IRON MOUNTAIN INC NEW 0.8%
Value ($000) $9,230 Shares 238,760 Est. Cost $34.25 Unrealized
SON SONOCO PRODUCTS CO 0.7%
Value ($000) $8,931 Shares 204,380 Est. Cost $28.07 Unrealized +1.7%
GOOGLE INC CL C NON VTG 0.7%
Value ($000) $8,353 Shares 15,868 Est. Cost $577.12 Unrealized
CNQ CANADIAN NATURAL RES F 0.6%
Value ($000) $7,470 Shares 241,896 Est. Cost $8.76 Unrealized +17.4%
CAT CATERPILLAR INC 0.6%
Value ($000) $7,385 Shares 80,684 Est. Cost $63.86 Unrealized +14.9%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $6,045 Shares 96,597 Est. Cost $39.86 Unrealized +12.2%
GM GENERAL MOTORS CO 0.5%
Value ($000) $5,945 Shares 170,290 Est. Cost $26.39 Unrealized -7.2%
ACTAVIS PLC F 0.5%
Value ($000) $5,816 Shares 22,595 Est. Cost $201.33 Unrealized
POWERSHARES ETF FD TR II 0.5%
Value ($000) $5,540 Shares 110,313 Est. Cost $35.91 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $5,341 Shares 81,623 Est. Cost $30.98 Unrealized +29.9%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $5,338 Shares 27,542 Est. Cost $127.11 Unrealized +18.7%
WISDOMTREE TR ETF 0.4%
Value ($000) $5,188 Shares 208,130 Est. Cost $24.56 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $5,050 Shares 92,120 Est. Cost $34.63 Unrealized +12.0%
ISHARES MSCI SINGAPORE 0.4%
Value ($000) $4,934 Shares 377,234 Est. Cost $12.80 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.4%
Value ($000) $4,705 Shares 113,049 Est. Cost $35.88 Unrealized
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $4,413 Shares 35,135 Est. Cost $90.58 Unrealized
EMB ISHARES JP MORGAN USD EMERG 0.4%
Value ($000) $4,375 Shares 39,880 Est. Cost $110.64 Unrealized
CNI CANADIAN NATL RY CO F 0.4%
Value ($000) $4,251 Shares 61,688 Est. Cost $43.00 Unrealized +30.1%
DE DEERE & CO 0.3%
Value ($000) $4,204 Shares 47,520 Est. Cost $68.14 Unrealized +3.6%
CSX C S X CORP 0.3%
Value ($000) $4,031 Shares 111,273 Est. Cost $6.85 Unrealized +43.7%
MARKET VECTORS OIL SVCS ETF 0.3%
Value ($000) $4,006 Shares 111,515 Est. Cost $46.00 Unrealized
CHIQ GLOBAL X EXCH TRADED FD 0.3%
Value ($000) $3,676 Shares 291,282 Est. Cost $14.14 Unrealized
MYLAN INC 0.3%
Value ($000) $3,633 Shares 64,442 Est. Cost $32.42 Unrealized
EWY ISHARES MSCI KOREA ETF 0.3%
Value ($000) $3,531 Shares 63,858 Est. Cost $53.71 Unrealized
SPDR S&P OIL & GAS EQUIP 0.3%
Value ($000) $3,153 Shares 111,770 Est. Cost $41.90 Unrealized
LEMB ISHARES ETF 0.3%
Value ($000) $3,103 Shares 67,246 Est. Cost $49.55 Unrealized
MKT VECTORS SEMICONDUCTR 0.2%
Value ($000) $2,704 Shares 49,500 Est. Cost $37.70 Unrealized
EFG ISHARES MSCI GROWTH ETF 0.2%
Value ($000) $2,569 Shares 39,039 Est. Cost $62.91 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $2,475 Shares 44,585 Est. Cost $40.60 Unrealized 0.0%
VIG VANGUARD DIV APPRCIATION 0.2%
Value ($000) $2,400 Shares 29,573 Est. Cost $68.70 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,294 Shares 21,525 Est. Cost $54.12 Unrealized +31.5%
SYK STRYKER CORP 0.2%
Value ($000) $2,279 Shares 24,165 Est. Cost $56.92 Unrealized +36.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,256 Shares 48,560 Est. Cost $30.33 Unrealized +31.5%
WISCONSIN EGY CP HLDG CO 0.2%
Value ($000) $2,140 Shares 40,570 Est. Cost $40.99 Unrealized
POWERSHARES ETF FD TR II 0.2%
Value ($000) $2,089 Shares 70,385 Est. Cost $40.18 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $2,075 Shares 36,538 Est. Cost $30.02 Unrealized +31.1%
MARKET VECTORS AGRIBUS ETF 0.1%
Value ($000) $1,688 Shares 32,129 Est. Cost $51.32 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $1,614 Shares 40,665 Est. Cost $25.59 Unrealized +12.8%
GLOBAL X MSCI ETF 0.1%
Value ($000) $1,597 Shares 133,835 Est. Cost $14.53 Unrealized
GOOGLE INC CLASS A VTG 0.1%
Value ($000) $1,536 Shares 2,894 Est. Cost $880.65 Unrealized
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $1,523 Shares 16,469 Est. Cost $55.21 Unrealized +5.1%
REZ ISHARES RESIDENTIAL 0.1%
Value ($000) $1,467 Shares 24,901 Est. Cost $51.10 Unrealized
AGRIUM INC F 0.1%
Value ($000) $1,427 Shares 15,069 Est. Cost $87.04 Unrealized
C CITIGROUP INC NEW 0.1%
Value ($000) $1,384 Shares 25,577 Est. Cost $37.22 Unrealized +6.2%
XLF SECTOR SPDR FINCL SELECT 0.1%
Value ($000) $1,373 Shares 55,500 Est. Cost $20.54 Unrealized
PEG PUB SVC ENT GROUP INC 0.1%
Value ($000) $1,311 Shares 31,665 Est. Cost $24.76 Unrealized +10.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,302 Shares 72,770 Est. Cost $11.81 Unrealized +14.8%
PSX PHILLIPS 66 0.1%
Value ($000) $1,230 Shares 17,157 Est. Cost $41.22 Unrealized +19.3%
JOY GLOBAL INC 0.1%
Value ($000) $1,203 Shares 25,865 Est. Cost $50.94 Unrealized
IDV ISHARES TR INTL 0.1%
Value ($000) $1,192 Shares 35,390 Est. Cost $31.82 Unrealized
POWERSHS EXCH TRAD FD TR 0.1%
Value ($000) $1,160 Shares 23,111 Est. Cost $30.37 Unrealized
POWERSHS EXCH TRAD FD TR 0.1%
Value ($000) $1,140 Shares 62,430 Est. Cost $16.94 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,101 Shares 10,532 Est. Cost $59.76 Unrealized +29.4%
EBS EMERGENT BIOSOLUTIONS 0.1%
Value ($000) $1,074 Shares 39,427 Est. Cost $22.90 Unrealized +4.1%
MS MORGAN STANLEY 0.1%
Value ($000) $1,023 Shares 26,358 Est. Cost $17.53 Unrealized +50.4%
DOW CHEMICAL COMPANY 0.1%
Value ($000) $937 Shares 20,540 Est. Cost $46.07 Unrealized
BLACKROCK EHNCD EQTY DIV 0.1%
Value ($000) $897 Shares 110,480 Est. Cost $7.80 Unrealized
TEVA TEVA PHARM INDS LTD ADRF 0.1%
Value ($000) $816 Shares 14,189 Est. Cost $40.31 Unrealized
LORILLARD INC 0.1%
Value ($000) $764 Shares 12,135 Est. Cost $51.64 Unrealized
MCD MC DONALDS CORP 0.1%
Value ($000) $731 Shares 7,800 Est. Cost $71.04 Unrealized -0.7%
POWERSHARES ETF 0.1%
Value ($000) $724 Shares 22,195 Est. Cost $27.01 Unrealized
ILCG ISHARES MORNINGSTAR 0.1%
Value ($000) $668 Shares 5,904 Est. Cost $84.17 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $642 Shares 17,553 Est. Cost $43.84 Unrealized
EWC ISHARES MSCI CDA ETF 0.0%
Value ($000) $597 Shares 20,695 Est. Cost $26.13 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $579 Shares 4,515 Est. Cost $76.72 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $571 Shares 5,120 Est. Cost $111.52 Unrealized
IBB ISHARES NASDAQ BIO ETF 0.0%
Value ($000) $554 Shares 1,825 Est. Cost $236.16 Unrealized
EWA ISHARES MSCI ETF 0.0%
Value ($000) $524 Shares 23,645 Est. Cost $22.59 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $509 Shares 17,083 Est. Cost $24.19 Unrealized +12.4%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $499 Shares 10,663 Est. Cost $27.24 Unrealized +1.6%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $432 Shares 3,800 Est. Cost $118.34 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $410 Shares 16,243 Est. Cost $23.35 Unrealized
PNC PNC FINL SERVICES GP INC 0.0%
Value ($000) $365 Shares 4,006 Est. Cost $58.08 Unrealized +5.6%
WTV WISDOMTREE TRUST 0.0%
Value ($000) $347 Shares 5,325 Est. Cost $49.73 Unrealized
ABERDEEN ASIA PAC INCM 0.0%
Value ($000) $325 Shares 58,538 Est. Cost $6.20 Unrealized
AIVI WISDOMTREE INTL DIV 0.0%
Value ($000) $308 Shares 7,157 Est. Cost $40.10 Unrealized
RIVERVIEW FINANCIAL NEW 0.0%
Value ($000) $307 Shares 20,160 Est. Cost $15.23 Unrealized
LYB LYONDELLBASELL INDS F 0.0%
Value ($000) $297 Shares 3,745 Est. Cost $47.78 Unrealized 0.0%
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $283 Shares 12,106 Est. Cost $24.58 Unrealized -1.3%
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $278 Shares 7,250 Est. Cost $29.97 Unrealized
NATIONAL OILWELL VARCO 0.0%
Value ($000) $274 Shares 4,176 Est. Cost $74.46 Unrealized
DU PONT E I DE NEMOUR&CO 0.0%
Value ($000) $269 Shares 3,639 Est. Cost $53.82 Unrealized
CME CME GROUP INC CL A 0.0%
Value ($000) $266 Shares 2,995 Est. Cost $39.58 Unrealized +37.2%
MPB MID PENN BANCORP INC 0.0%
Value ($000) $262 Shares 16,887 Est. Cost $7.33 Unrealized +48.7%
ROM PROSHARES ULTRA TECH 0.0%
Value ($000) $259 Shares 1,700 Est. Cost $131.76 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $249 Shares 6,325 Est. Cost $55.20 Unrealized -28.8%
SUSQUEHANNA BANCSHRS INC 0.0%
Value ($000) $245 Shares 18,266 Est. Cost $12.85 Unrealized
POWERSHS EXCH TRAD FD TR 0.0%
Value ($000) $227 Shares 6,511 Est. Cost $26.71 Unrealized
AIVL WISDOMTREE DIVIDEND 0.0%
Value ($000) $203 Shares 2,649 Est. Cost $76.63 Unrealized
ILF ISHARES TR LATIN AMER 0.0%
Value ($000) $200 Shares 6,275 Est. Cost $36.81 Unrealized
NOBLE CORP PLC F 0.0%
Value ($000) $195 Shares 11,775 Est. Cost $33.36 Unrealized
ISSC INNOVATIVE SOLU & SUPPRT 0.0%
Value ($000) $62 Shares 19,395 Est. Cost $7.55 Unrealized -60.6%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $39 Shares 13,965 Est. Cost $6.15 Unrealized