Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 10, 2015

Total Value ($000): $1,507,399 (100.0% shares, 0.0% debt)

Holdings (132)

OEF ISHARES S&P 100 ETF 27.8%
Value ($000) $418,857 Shares 460,774 Est. Cost $84.64 Unrealized
PFF ISHARES U.S. PREFERRED 3.4%
Value ($000) $50,990 Shares 1,301,763 Est. Cost $39.66 Unrealized
EEMA ISHARES MSCI EMERGING 3.4%
Value ($000) $50,818 Shares 843,740 Est. Cost $59.13 Unrealized
KBE SPDR S&P BANK ETF 3.0%
Value ($000) $44,502 Shares 1,227,316 Est. Cost $28.83 Unrealized
XLE ENERGY SELECT SECTOR 2.6%
Value ($000) $39,337 Shares 523,372 Est. Cost $79.26 Unrealized
EGSHARES BEYOND BRICS 2.5%
Value ($000) $37,481 Shares 1,963,375 Est. Cost $20.86 Unrealized
EEM ISHARES MSCI EMERGING 2.4%
Value ($000) $35,464 Shares 895,095 Est. Cost $39.53 Unrealized
EPP ISHARES MSCI PACIFIC EX 2.3%
Value ($000) $35,133 Shares 809,526 Est. Cost $43.77 Unrealized
VBR VANGUARD SMALL CAP VALU 2.2%
Value ($000) $33,328 Shares 309,140 Est. Cost $101.50 Unrealized
POWERSHARES KBW BANK 2.2%
Value ($000) $32,945 Shares 828,817 Est. Cost $35.44 Unrealized
XLK TECHNOLOGY SELECT SECTOR 2.1%
Value ($000) $32,353 Shares 781,476 Est. Cost $32.37 Unrealized
VWO VANGUARD FTSE EMERGING 2.1%
Value ($000) $31,320 Shares 766,153 Est. Cost $39.32 Unrealized
POWERSHARE FTSE RAFI US 1.9%
Value ($000) $28,287 Shares 311,945 Est. Cost $89.54 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $26,734 Shares 213,144 Est. Cost $20.03 Unrealized +42.5%
POWERSHARES DYNAMIC 1.6%
Value ($000) $23,873 Shares 783,259 Est. Cost $27.67 Unrealized
CMI CUMMINS INC 1.5%
Value ($000) $22,520 Shares 171,662 Est. Cost $82.65 Unrealized +24.4%
EWH ISHARES MSCI HONG KONG 1.5%
Value ($000) $21,938 Shares 972,427 Est. Cost $19.41 Unrealized
VYM VANGUARD HIGH DIVIDEND 1.5%
Value ($000) $21,925 Shares 325,676 Est. Cost $61.24 Unrealized
USMV ISHARES MSCI USA MIN 1.4%
Value ($000) $21,789 Shares 540,400 Est. Cost $37.95 Unrealized
CAT CATERPILLAR INC 1.4%
Value ($000) $21,116 Shares 248,946 Est. Cost $63.36 Unrealized +3.9%
WISDOMTREE TOTAL 1.4%
Value ($000) $21,089 Shares 286,078 Est. Cost $71.28 Unrealized
POWERSHS SP 500 DWNSDE 1.4%
Value ($000) $20,734 Shares 801,760 Est. Cost $28.60 Unrealized
VEU VANGUARD FTSE ALL WORLD 1.2%
Value ($000) $17,500 Shares 360,446 Est. Cost $46.63 Unrealized
EEMV ISHARES MSCI MARKETS MIN 1.1%
Value ($000) $17,282 Shares 299,623 Est. Cost $57.59 Unrealized
DOW CHEMICAL COMPANY 1.1%
Value ($000) $16,717 Shares 326,690 Est. Cost $47.86 Unrealized
POWERSHARES RSL TP 200 1.1%
Value ($000) $16,336 Shares 540,045 Est. Cost $29.98 Unrealized
GM GENERAL MOTORS CO 1.0%
Value ($000) $15,759 Shares 47,280 Est. Cost $27.48 Unrealized +1.3%
XPH SPDR S&P PHARMACEUTICALS 1.0%
Value ($000) $14,935 Shares 119,765 Est. Cost $84.98 Unrealized
WADDELL & REED FINL 1.0%
Value ($000) $14,889 Shares 314,711 Est. Cost $47.52 Unrealized
MCHI ISHARES MSCI CHINA ETF 1.0%
Value ($000) $14,681 Shares 261,970 Est. Cost $50.23 Unrealized
LYB LYONDELLBASELL INDS F 0.9%
Value ($000) $13,645 Shares 131,815 Est. Cost $46.73 Unrealized +20.1%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $13,593 Shares 245,231 Est. Cost $44.03 Unrealized +0.5%
PAYX PAYCHEX INC 0.8%
Value ($000) $12,525 Shares 267,165 Est. Cost $35.29 Unrealized +0.4%
POWERSHARES DYNAMIC LRE 0.8%
Value ($000) $12,290 Shares 400,464 Est. Cost $21.61 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $11,939 Shares 392,541 Est. Cost $21.27 Unrealized +18.0%
IHF ISHARES US HEALTHCARE 0.7%
Value ($000) $11,029 Shares 77,150 Est. Cost $138.15 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $10,693 Shares 174,131 Est. Cost $42.60 Unrealized +8.9%
IHI ISHARES US MEDICAL 0.7%
Value ($000) $10,418 Shares 87,011 Est. Cost $84.21 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value ($000) $10,095 Shares 104,647 Est. Cost $71.89 Unrealized -7.6%
SEAGATE TECHNOLOGY PLC F 0.6%
Value ($000) $9,693 Shares 204,053 Est. Cost $55.45 Unrealized
IBM IBM CORP 0.6%
Value ($000) $9,034 Shares 55,540 Est. Cost $117.91 Unrealized -12.6%
IP INTERNATIONAL PAPER 0.6%
Value ($000) $8,771 Shares 184,305 Est. Cost $31.50 Unrealized 0.0%
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $6,980 Shares 448,587 Est. Cost $18.48 Unrealized
JP MORGAN CHASE ALERIAN 0.4%
Value ($000) $6,754 Shares 170,555 Est. Cost $46.50 Unrealized
CNQ CANADIAN NATURAL RES F 0.4%
Value ($000) $6,570 Shares 241,896 Est. Cost $8.76 Unrealized +9.6%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $6,205 Shares 91,572 Est. Cost $39.86 Unrealized +23.3%
GS GOLDMAN SACHS GROUP 0.4%
Value ($000) $5,623 Shares 26,932 Est. Cost $127.11 Unrealized +29.5%
WISDOMTREE EMERGING 0.4%
Value ($000) $5,332 Shares 218,535 Est. Cost $24.55 Unrealized
FXI ISHARES CHINA LARGE CAP 0.3%
Value ($000) $5,234 Shares 113,529 Est. Cost $35.88 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $4,994 Shares 74,329 Est. Cost $30.98 Unrealized +36.7%
SON SONOCO PRODUCTS CO 0.3%
Value ($000) $4,973 Shares 116,020 Est. Cost $30.89 Unrealized +2.1%
VHT VANGUARD HEALTH CARE 0.3%
Value ($000) $4,894 Shares 34,970 Est. Cost $90.58 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.3%
Value ($000) $4,857 Shares 89,850 Est. Cost $55.20 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.3%
Value ($000) $4,834 Shares 39,880 Est. Cost $110.64 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $4,704 Shares 83,635 Est. Cost $34.63 Unrealized +19.5%
ISHARES MSCI SINGAPORE 0.3%
Value ($000) $4,545 Shares 361,609 Est. Cost $12.80 Unrealized
CHIQ GLOBAL X CHINA CONSUMER 0.3%
Value ($000) $4,461 Shares 304,267 Est. Cost $14.17 Unrealized
HAL HALLIBURTON CO HLDG 0.3%
Value ($000) $4,370 Shares 101,465 Est. Cost $35.15 Unrealized +6.7%
DE DEERE & CO 0.3%
Value ($000) $4,192 Shares 43,194 Est. Cost $68.14 Unrealized +10.6%
MCD MC DONALDS CORP 0.3%
Value ($000) $3,780 Shares 39,765 Est. Cost $71.95 Unrealized +3.1%
MYLAN N V F 0.2%
Value ($000) $3,672 Shares 54,109 Est. Cost $60.32 Unrealized
HESS CORPORATION 0.2%
Value ($000) $3,502 Shares 52,360 Est. Cost $67.88 Unrealized
APACHE CORP 0.2%
Value ($000) $3,450 Shares 59,856 Est. Cost $60.32 Unrealized
MARKET VECTORS OIL 0.2%
Value ($000) $3,320 Shares 95,125 Est. Cost $46.00 Unrealized
EWY ISHARES MSCI SOUTH KOREA 0.2%
Value ($000) $3,111 Shares 56,458 Est. Cost $53.71 Unrealized
VIG VANGUARD DIVIDEND 0.2%
Value ($000) $2,921 Shares 37,168 Est. Cost $70.99 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.2%
Value ($000) $2,750 Shares 39,354 Est. Cost $63.06 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,474 Shares 61,395 Est. Cost $27.58 Unrealized +34.1%
SPDR S&P OIL & GAS EQUIP 0.2%
Value ($000) $2,440 Shares 93,635 Est. Cost $41.90 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,377 Shares 41,756 Est. Cost $31.29 Unrealized +28.6%
IEMG ISHARES CORE MSCI 0.1%
Value ($000) $2,092 Shares 43,540 Est. Cost $48.05 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $2,086 Shares 47,250 Est. Cost $30.33 Unrealized +29.6%
FHI FEDERATED INVS PA 0.1%
Value ($000) $1,984 Shares 59,235 Est. Cost $17.67 Unrealized +19.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $1,927 Shares 21,525 Est. Cost $54.12 Unrealized +25.2%
BP BP PLC F 0.1%
Value ($000) $1,919 Shares 48,020 Est. Cost $39.11 Unrealized
STATOIL ASA F 0.1%
Value ($000) $1,890 Shares 105,560 Est. Cost $17.59 Unrealized
WEC W E C ENERGY GROUP I 0.1%
Value ($000) $1,824 Shares 40,570 Est. Cost $33.96 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,801 Shares 21,643 Est. Cost $55.30 Unrealized -1.8%
POWERSHARES S&P SMALL 0.1%
Value ($000) $1,682 Shares 31,692 Est. Cost $35.91 Unrealized
XLF SELECT STR FINANCIAL 0.1%
Value ($000) $1,647 Shares 67,540 Est. Cost $21.15 Unrealized
GOOGLE INC 0.1%
Value ($000) $1,532 Shares 2,836 Est. Cost $880.65 Unrealized
POWERSHARES RSSL TP 200 0.1%
Value ($000) $1,448 Shares 42,840 Est. Cost $29.99 Unrealized
REZ ISHARES RES REAL ESTATE 0.1%
Value ($000) $1,404 Shares 25,071 Est. Cost $51.10 Unrealized
GOOGLE INC 0.1%
Value ($000) $1,300 Shares 2,497 Est. Cost $577.12 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,245 Shares 15,450 Est. Cost $42.03 Unrealized +27.7%
C CITIGROUP INC 0.1%
Value ($000) $1,204 Shares 21,787 Est. Cost $37.22 Unrealized +9.0%
MARKET VECTORS 0.1%
Value ($000) $1,167 Shares 21,387 Est. Cost $37.70 Unrealized
POWERSHARES FINANCIAL 0.1%
Value ($000) $1,154 Shares 63,515 Est. Cost $16.97 Unrealized
POWERSHARES 0.1%
Value ($000) $1,098 Shares 18,811 Est. Cost $30.37 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,005 Shares 25,903 Est. Cost $17.53 Unrealized +62.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $973 Shares 5,235 Est. Cost $106.75 Unrealized +35.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $953 Shares 9,782 Est. Cost $59.76 Unrealized +24.7%
SYK STRYKER CORP 0.1%
Value ($000) $949 Shares 9,935 Est. Cost $56.92 Unrealized +47.2%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $929 Shares 54,595 Est. Cost $11.81 Unrealized +11.2%
BLACKROCK ENHANCED E 0.1%
Value ($000) $882 Shares 110,480 Est. Cost $7.80 Unrealized
JOY GLOBAL INC 0.1%
Value ($000) $832 Shares 22,970 Est. Cost $50.94 Unrealized
TEVA TEVA PHARM INDS LTD F 0.1%
Value ($000) $761 Shares 12,872 Est. Cost $40.31 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $737 Shares 10,390 Est. Cost $20.88 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $730 Shares 6,825 Est. Cost $110.79 Unrealized
GLOBAL X MLP ETF 0.0%
Value ($000) $635 Shares 44,805 Est. Cost $16.75 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.0%
Value ($000) $601 Shares 5,064 Est. Cost $84.17 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $583 Shares 9,030 Est. Cost $70.64 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $561 Shares 20,428 Est. Cost $16.73 Unrealized +23.3%
STBA S & T BANCORP INC 0.0%
Value ($000) $505 Shares 17,083 Est. Cost $24.19 Unrealized +15.8%
MARKET VECTORS 0.0%
Value ($000) $463 Shares 8,394 Est. Cost $55.16 Unrealized
NATIONAL OILWELL VAR 0.0%
Value ($000) $443 Shares 9,181 Est. Cost $61.12 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $441 Shares 16,608 Est. Cost $23.42 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $438 Shares 4,590 Est. Cost $59.52 Unrealized +37.7%
CNI CANADIAN NATL RY CO F 0.0%
Value ($000) $435 Shares 7,528 Est. Cost $43.00 Unrealized +19.9%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $434 Shares 9,303 Est. Cost $27.42 Unrealized +3.3%
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $393 Shares 11,927 Est. Cost $22.90 Unrealized +35.4%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $383 Shares 4,006 Est. Cost $58.08 Unrealized +16.5%
WTV WISDOMTREE LARGECAP 0.0%
Value ($000) $337 Shares 5,085 Est. Cost $49.73 Unrealized
AIVI WISDOM TREE INTERNA DVD 0.0%
Value ($000) $268 Shares 6,297 Est. Cost $40.10 Unrealized
CSX CSX CORP 0.0%
Value ($000) $263 Shares 8,070 Est. Cost $6.85 Unrealized +43.5%
REYNOLDS AMERICAN 0.0%
Value ($000) $262 Shares 3,512 Est. Cost $74.60 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $261 Shares 16,887 Est. Cost $7.33 Unrealized +54.2%
ROM PROSHARES ULTRA 0.0%
Value ($000) $259 Shares 3,400 Est. Cost $103.97 Unrealized
SUSQUEHANNA BANCSHRS 0.0%
Value ($000) $258 Shares 18,266 Est. Cost $12.85 Unrealized
EGSHARES EMERGING 0.0%
Value ($000) $244 Shares 9,355 Est. Cost $26.40 Unrealized
POWERSHARES DYNAMIC 0.0%
Value ($000) $243 Shares 6,511 Est. Cost $26.71 Unrealized
RIVERVIEW FINANCIAL 0.0%
Value ($000) $242 Shares 20,160 Est. Cost $15.23 Unrealized
POWERSHARES S&P SMALLCA 0.0%
Value ($000) $210 Shares 7,940 Est. Cost $40.18 Unrealized
DON WISDOMTREE MIDCAP 0.0%
Value ($000) $210 Shares 2,545 Est. Cost $82.51 Unrealized
PWRSHRS DWA TECHNOLOGY 0.0%
Value ($000) $206 Shares 4,835 Est. Cost $29.97 Unrealized
IWO ISHARES RUSSELL 2000 0.0%
Value ($000) $205 Shares 1,329 Est. Cost $151.24 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $202 Shares 1,773 Est. Cost $100.00 Unrealized 0.0%
T A T & T INC 0.0%
Value ($000) $201 Shares 5,656 Est. Cost $12.21 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $200 Shares 2,340 Est. Cost $34.86 Unrealized 0.0%
EKSO BIONICS HLDGS 0.0%
Value ($000) $105 Shares 93,081 Est. Cost $1.13 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $64 Shares 19,395 Est. Cost $7.55 Unrealized -53.0%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $13 Shares 11,559 Est. Cost $6.15 Unrealized