Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 9, 2015

Total Value ($000): $1,012,380 (100.0% shares, 0.0% debt)

Holdings (127)

HEEM ISHARES CURRENCY HEDG 6.0%
Value ($000) $60,709 Shares 2,890,885 Est. Cost $21.00 Unrealized
PFF ISHARES U.S. PREFERRED 4.9%
Value ($000) $49,432 Shares 1,280,628 Est. Cost $39.66 Unrealized
HEFA ISHARES CURRENCY HEDG 4.0%
Value ($000) $40,947 Shares 1,665,850 Est. Cost $24.58 Unrealized
KBE SPDR S&P BANK ETF 3.9%
Value ($000) $39,402 Shares 1,185,376 Est. Cost $28.83 Unrealized
OEF ISHARES S&P 100 ETF 3.8%
Value ($000) $38,213 Shares 450,734 Est. Cost $84.64 Unrealized
POWERSHARES KBW BANK 3.3%
Value ($000) $33,720 Shares 937,712 Est. Cost $35.50 Unrealized
EEMA ISHARES MSCI EMERGING 3.1%
Value ($000) $31,763 Shares 6,318,465 Est. Cost $12.25 Unrealized
XLK TECHNOLOGY SELECT SECTOR 3.0%
Value ($000) $30,385 Shares 769,251 Est. Cost $32.37 Unrealized
VBR VANGUARD SMALL CAP VALU 2.9%
Value ($000) $29,629 Shares 305,930 Est. Cost $101.50 Unrealized
XLE ENERGY SELECT SECTOR 2.9%
Value ($000) $29,401 Shares 480,402 Est. Cost $79.26 Unrealized
EGSHARES BEYOND BRICS 2.9%
Value ($000) $29,094 Shares 1,827,525 Est. Cost $20.86 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $23,842 Shares 216,154 Est. Cost $20.12 Unrealized +30.7%
USMV ISHARES MSCI USA MIN 2.1%
Value ($000) $21,394 Shares 540,400 Est. Cost $37.95 Unrealized
POWERSHARE FTSE RAFI US 2.1%
Value ($000) $20,986 Shares 253,120 Est. Cost $89.54 Unrealized
VYM VANGUARD HIGH DIVIDEND 2.0%
Value ($000) $20,656 Shares 329,711 Est. Cost $61.25 Unrealized
POWERSHARES DYNAMIC 1.9%
Value ($000) $19,249 Shares 687,214 Est. Cost $27.67 Unrealized
IWY ISHARES RUSSELL TOP 200 1.9%
Value ($000) $19,034 Shares 385,000 Est. Cost $49.44 Unrealized
EWH ISHARES MSCI HONG KONG 1.8%
Value ($000) $18,593 Shares 972,427 Est. Cost $19.41 Unrealized
POWERSHS SP 500 DWNSDE 1.8%
Value ($000) $18,327 Shares 762,355 Est. Cost $28.60 Unrealized
INTC INTEL CORP 1.8%
Value ($000) $17,838 Shares 591,846 Est. Cost $21.72 Unrealized +4.1%
CMI CUMMINS INC 1.8%
Value ($000) $17,821 Shares 164,128 Est. Cost $82.65 Unrealized +12.4%
GM GENERAL MOTORS CO 1.7%
Value ($000) $17,450 Shares 581,270 Est. Cost $24.43 Unrealized -1.1%
DOW CHEMICAL COMPANY 1.6%
Value ($000) $16,473 Shares 388,520 Est. Cost $46.99 Unrealized
CAT CATERPILLAR INC 1.5%
Value ($000) $15,583 Shares 238,419 Est. Cost $63.36 Unrealized -6.7%
HDV ISHARES CORE HIGH 1.5%
Value ($000) $14,959 Shares 214,990 Est. Cost $69.58 Unrealized
VEU VANGUARD FTSE ALL WORLD 1.5%
Value ($000) $14,861 Shares 348,594 Est. Cost $46.63 Unrealized
POWERSHARES RSL TP 200 1.5%
Value ($000) $14,743 Shares 541,625 Est. Cost $29.98 Unrealized
WADDELL & REED FINL 1.4%
Value ($000) $14,536 Shares 418,071 Est. Cost $44.37 Unrealized
IP INTERNATIONAL PAPER 1.4%
Value ($000) $14,101 Shares 373,135 Est. Cost $29.30 Unrealized -7.3%
LYB LYONDELLBASELL INDS F 1.4%
Value ($000) $13,676 Shares 164,055 Est. Cost $47.34 Unrealized +5.2%
SON SONOCO PRODUCTS CO 1.3%
Value ($000) $13,332 Shares 353,256 Est. Cost $29.43 Unrealized -2.4%
VWO VANGUARD FTSE EMERGING 1.3%
Value ($000) $13,218 Shares 399,463 Est. Cost $39.32 Unrealized
XPH SPDR S&P PHARMACEUTICALS 1.1%
Value ($000) $11,267 Shares 240,140 Est. Cost $65.90 Unrealized
POWERSHARES DYNAMIC LRE 1.1%
Value ($000) $11,085 Shares 378,334 Est. Cost $21.61 Unrealized
EEMV ISHARES MSCI MARKETS MIN 1.1%
Value ($000) $11,069 Shares 222,186 Est. Cost $57.59 Unrealized
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $10,953 Shares 417,263 Est. Cost $19.44 Unrealized +0.7%
SEAGATE TECHNOLOGY PLC F 1.1%
Value ($000) $10,847 Shares 242,113 Est. Cost $53.77 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $10,121 Shares 188,370 Est. Cost $44.14 Unrealized 0.0%
IHF ISHARES US HEALTHCARE 0.9%
Value ($000) $9,582 Shares 77,350 Est. Cost $138.15 Unrealized
IHI ISHARES US MEDICAL 0.9%
Value ($000) $9,435 Shares 84,781 Est. Cost $84.21 Unrealized
IBM IBM CORP 0.8%
Value ($000) $8,023 Shares 55,343 Est. Cost $117.91 Unrealized -19.1%
COP CONOCOPHILLIPS 0.8%
Value ($000) $7,697 Shares 160,491 Est. Cost $42.60 Unrealized -13.6%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $7,668 Shares 97,212 Est. Cost $71.89 Unrealized -25.1%
EPP ISHARES MSCI PACIFIC EX 0.6%
Value ($000) $6,354 Shares 173,314 Est. Cost $43.77 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,594 Shares 91,749 Est. Cost $39.86 Unrealized +24.5%
ALLERGAN PLC F 0.5%
Value ($000) $4,922 Shares 18,110 Est. Cost $271.78 Unrealized
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $4,847 Shares 388,350 Est. Cost $18.48 Unrealized
CNQ CANADIAN NATURAL RES F 0.5%
Value ($000) $4,705 Shares 241,896 Est. Cost $8.76 Unrealized -19.3%
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $4,647 Shares 26,745 Est. Cost $127.11 Unrealized +25.0%
WFC WELLS FARGO & CO 0.4%
Value ($000) $4,295 Shares 83,635 Est. Cost $34.63 Unrealized +18.6%
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $4,227 Shares 34,490 Est. Cost $90.58 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.4%
Value ($000) $3,927 Shares 36,910 Est. Cost $110.64 Unrealized
FXI ISHARES CHINA LARGE CAP 0.4%
Value ($000) $3,701 Shares 104,352 Est. Cost $35.88 Unrealized
HAL HALLIBURTON CO HLDG 0.4%
Value ($000) $3,587 Shares 101,465 Est. Cost $35.15 Unrealized -8.5%
ISHARES MSCI SINGAPORE 0.3%
Value ($000) $3,519 Shares 345,995 Est. Cost $12.80 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.3%
Value ($000) $3,517 Shares 70,490 Est. Cost $55.20 Unrealized
DE DEERE & CO 0.3%
Value ($000) $3,160 Shares 42,705 Est. Cost $68.14 Unrealized +7.7%
ABBV ABBVIE INC 0.3%
Value ($000) $2,997 Shares 55,089 Est. Cost $30.98 Unrealized +37.3%
VIG VANGUARD DIVIDEND 0.3%
Value ($000) $2,839 Shares 38,503 Est. Cost $71.09 Unrealized
HESS CORPORATION 0.3%
Value ($000) $2,621 Shares 52,360 Est. Cost $67.88 Unrealized
MARKET VECTORS OIL 0.3%
Value ($000) $2,606 Shares 94,825 Est. Cost $46.00 Unrealized
APACHE CORP 0.2%
Value ($000) $2,344 Shares 59,856 Est. Cost $60.32 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,218 Shares 61,395 Est. Cost $27.58 Unrealized +19.3%
MYLAN N V F 0.2%
Value ($000) $2,153 Shares 53,469 Est. Cost $60.32 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,146 Shares 25,890 Est. Cost $55.75 Unrealized +14.4%
WEC W E C ENERGY GROUP I 0.2%
Value ($000) $2,119 Shares 40,570 Est. Cost $33.96 Unrealized +2.5%
MRK MERCK & CO INC 0.2%
Value ($000) $2,064 Shares 41,796 Est. Cost $31.29 Unrealized +22.7%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,052 Shares 46,360 Est. Cost $30.33 Unrealized +28.3%
CHIQ GLOBAL X CHINA CONSUMER 0.2%
Value ($000) $2,038 Shares 169,667 Est. Cost $14.17 Unrealized
WISDOMTREE EMERGING 0.2%
Value ($000) $2,022 Shares 104,735 Est. Cost $24.55 Unrealized
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $1,985 Shares 23,420 Est. Cost $92.34 Unrealized
GOOGLE INC 0.2%
Value ($000) $1,810 Shares 2,836 Est. Cost $880.65 Unrealized
SPDR S&P OIL & GAS EQUIP 0.2%
Value ($000) $1,619 Shares 91,060 Est. Cost $41.90 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,609 Shares 21,643 Est. Cost $55.30 Unrealized -11.2%
XLF SELECT STR FINANCIAL 0.2%
Value ($000) $1,606 Shares 70,890 Est. Cost $21.23 Unrealized
STATOIL ASA F 0.2%
Value ($000) $1,537 Shares 105,560 Est. Cost $17.59 Unrealized
POWERSHARES S&P SMALL 0.2%
Value ($000) $1,528 Shares 31,492 Est. Cost $35.91 Unrealized
GOOGLE INC 0.2%
Value ($000) $1,519 Shares 2,497 Est. Cost $577.12 Unrealized
BP BP PLC F 0.1%
Value ($000) $1,467 Shares 48,020 Est. Cost $39.11 Unrealized
POWERSHARES RSSL TP 200 0.1%
Value ($000) $1,289 Shares 40,525 Est. Cost $29.99 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1,195 Shares 15,555 Est. Cost $42.03 Unrealized +28.6%
POWERSHARES FINANCIAL 0.1%
Value ($000) $1,160 Shares 63,515 Est. Cost $16.97 Unrealized
REZ ISHARES RES REAL ESTATE 0.1%
Value ($000) $1,129 Shares 19,047 Est. Cost $51.10 Unrealized
MARKET VECTORS 0.1%
Value ($000) $1,067 Shares 21,387 Est. Cost $37.70 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,066 Shares 21,495 Est. Cost $37.22 Unrealized +9.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,037 Shares 5,000 Est. Cost $106.75 Unrealized +44.2%
SYK STRYKER CORP 0.1%
Value ($000) $935 Shares 9,935 Est. Cost $56.92 Unrealized +54.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $913 Shares 9,782 Est. Cost $59.76 Unrealized +21.3%
POWERSHARES 0.1%
Value ($000) $860 Shares 18,811 Est. Cost $30.37 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $851 Shares 54,595 Est. Cost $11.81 Unrealized +13.9%
MS MORGAN STANLEY 0.1%
Value ($000) $816 Shares 25,903 Est. Cost $17.53 Unrealized +55.5%
BLACKROCK ENHANCED EQT D 0.1%
Value ($000) $795 Shares 110,480 Est. Cost $7.80 Unrealized
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $760 Shares 23,175 Est. Cost $39.53 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $715 Shares 16,195 Est. Cost $44.03 Unrealized -15.2%
WMT WAL-MART STORES INC 0.1%
Value ($000) $674 Shares 10,390 Est. Cost $20.88 Unrealized -9.4%
TEVA TEVA PHARM INDS LTD F 0.1%
Value ($000) $579 Shares 10,247 Est. Cost $40.31 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $567 Shares 5,064 Est. Cost $84.17 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $557 Shares 17,083 Est. Cost $24.19 Unrealized +26.6%
IBB ISHARES NASDAQ 0.1%
Value ($000) $554 Shares 1,825 Est. Cost $303.56 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $502 Shares 9,030 Est. Cost $70.64 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $452 Shares 9,490 Est. Cost $35.29 Unrealized -3.4%
FHI FEDERATED INVS PA 0.0%
Value ($000) $432 Shares 14,955 Est. Cost $17.67 Unrealized +12.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $419 Shares 16,608 Est. Cost $23.42 Unrealized
REYNOLDS AMERICAN 0.0%
Value ($000) $407 Shares 9,203 Est. Cost $55.82 Unrealized
MARKET VECTORS 0.0%
Value ($000) $396 Shares 8,642 Est. Cost $54.89 Unrealized
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $363 Shares 3,680 Est. Cost $67.80 Unrealized 0.0%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $357 Shares 4,006 Est. Cost $58.08 Unrealized +16.5%
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $340 Shares 11,927 Est. Cost $22.90 Unrealized +43.9%
IEMG ISHARES CORE MSCI 0.0%
Value ($000) $339 Shares 8,505 Est. Cost $48.05 Unrealized
WTV WISDOMTREE LARGECAP 0.0%
Value ($000) $313 Shares 5,085 Est. Cost $49.73 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $285 Shares 2,895 Est. Cost $71.95 Unrealized +4.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $280 Shares 3,170 Est. Cost $59.52 Unrealized +21.2%
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $274 Shares 6,298 Est. Cost $27.42 Unrealized -1.5%
MPB MID PENN BANCORP INC 0.0%
Value ($000) $274 Shares 16,887 Est. Cost $7.33 Unrealized +59.6%
CNI CANADIAN NATL RY CO F 0.0%
Value ($000) $272 Shares 4,790 Est. Cost $43.00 Unrealized +11.9%
RIVERVIEW FINANCIAL 0.0%
Value ($000) $248 Shares 20,160 Est. Cost $15.23 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.0%
Value ($000) $233 Shares 3,649 Est. Cost $63.06 Unrealized
ROM PROSHARES ULTRA 0.0%
Value ($000) $228 Shares 3,400 Est. Cost $103.97 Unrealized
CSX CSX CORP 0.0%
Value ($000) $217 Shares 8,070 Est. Cost $6.85 Unrealized +22.2%
POWERSHARES DYNAMIC 0.0%
Value ($000) $214 Shares 6,511 Est. Cost $26.71 Unrealized
ETN EATON CORP PLC F 0.0%
Value ($000) $213 Shares 4,152 Est. Cost $46.51 Unrealized 0.0%
JOY GLOBAL INC 0.0%
Value ($000) $213 Shares 14,291 Est. Cost $50.94 Unrealized
T A T & T INC 0.0%
Value ($000) $210 Shares 6,450 Est. Cost $12.22 Unrealized +0.4%
NATIONAL OILWELL VAR 0.0%
Value ($000) $200 Shares 5,306 Est. Cost $61.12 Unrealized
EKSO BIONICS HLDGS 0.0%
Value ($000) $109 Shares 93,081 Est. Cost $1.13 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $53 Shares 19,395 Est. Cost $7.55 Unrealized -61.1%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $3 Shares 11,559 Est. Cost $6.15 Unrealized