Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 9, 2016

Total Value ($000): $1,010,841 (100.0% shares, 0.0% debt)

Holdings (128)

OEF ISHARES S&P 100 ETF 5.7%
Value ($000) $58,105 Shares 637,322 Est. Cost $86.55 Unrealized
HEEM ISHARES CURRENCY HEDG 5.1%
Value ($000) $51,348 Shares 2,567,420 Est. Cost $21.00 Unrealized
PFF ISHARES U.S. PREFERRED 4.9%
Value ($000) $49,637 Shares 1,277,648 Est. Cost $39.66 Unrealized
HEFA ISHARES CURRENCY HEDG 4.1%
Value ($000) $41,667 Shares 1,640,445 Est. Cost $24.58 Unrealized
KBE SPDR S&P BANK ETF 3.9%
Value ($000) $39,156 Shares 1,157,766 Est. Cost $28.83 Unrealized
POWERSHARES KBW BANK 3.6%
Value ($000) $36,785 Shares 978,582 Est. Cost $35.59 Unrealized
XLK TECHNOLOGY SELECT SECTOR 3.2%
Value ($000) $32,122 Shares 750,006 Est. Cost $32.37 Unrealized
XLE ENERGY SELECT SECTOR 3.0%
Value ($000) $30,692 Shares 508,825 Est. Cost $78.20 Unrealized
EEMA ISHARES MSCI EMERGING 2.8%
Value ($000) $28,088 Shares 557,305 Est. Cost $12.25 Unrealized
EGSHARES BEYOND BRICS 2.7%
Value ($000) $27,022 Shares 1,863,590 Est. Cost $20.74 Unrealized
VBR VANGUARD SMALL CAP VALU 2.6%
Value ($000) $26,394 Shares 267,230 Est. Cost $101.50 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $22,823 Shares 216,822 Est. Cost $20.12 Unrealized +27.9%
USMV ISHARES MSCI USA MIN 2.2%
Value ($000) $22,600 Shares 540,400 Est. Cost $37.95 Unrealized
POWERSHARE FTSE RAFI US 2.2%
Value ($000) $22,008 Shares 253,465 Est. Cost $89.54 Unrealized
VYM VANGUARD HIGH DIVIDEND 2.2%
Value ($000) $21,888 Shares 327,911 Est. Cost $61.25 Unrealized
POWERSHARES DYNAMIC 2.2%
Value ($000) $21,813 Shares 749,839 Est. Cost $27.79 Unrealized
IWY ISHARES RUSSELL TOP 200 2.1%
Value ($000) $20,728 Shares 387,155 Est. Cost $49.44 Unrealized
EWH ISHARES MSCI HONG KONG 1.9%
Value ($000) $19,274 Shares 972,427 Est. Cost $19.41 Unrealized
DOW CHEMICAL COMPANY 1.9%
Value ($000) $18,747 Shares 364,170 Est. Cost $46.99 Unrealized
HDV ISHARES CORE HIGH 1.8%
Value ($000) $18,522 Shares 252,310 Est. Cost $70.15 Unrealized
GM GENERAL MOTORS CO 1.8%
Value ($000) $17,758 Shares 522,135 Est. Cost $24.43 Unrealized +13.4%
LYB LYONDELLBASELL INDS F 1.6%
Value ($000) $16,359 Shares 190,010 Est. Cost $47.98 Unrealized +8.4%
INTC INTEL CORP 1.6%
Value ($000) $15,934 Shares 462,521 Est. Cost $21.72 Unrealized +22.7%
POWERSHARES RSL TP 200 1.5%
Value ($000) $15,349 Shares 535,650 Est. Cost $29.98 Unrealized
VEU VANGUARD FTSE ALL WORLD 1.5%
Value ($000) $15,316 Shares 352,824 Est. Cost $46.59 Unrealized
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $15,236 Shares 561,088 Est. Cost $19.62 Unrealized +2.8%
CAT CATERPILLAR INC 1.5%
Value ($000) $14,666 Shares 215,800 Est. Cost $63.36 Unrealized -13.9%
XPH SPDR S&P PHARMACEUTICALS 1.2%
Value ($000) $12,494 Shares 244,025 Est. Cost $65.66 Unrealized
VWO VANGUARD FTSE EMERGING 1.2%
Value ($000) $12,486 Shares 381,729 Est. Cost $39.32 Unrealized
CMI CUMMINS INC 1.2%
Value ($000) $12,387 Shares 140,742 Est. Cost $82.65 Unrealized -8.3%
POWERSHARES DYNAMIC LRE 1.2%
Value ($000) $11,934 Shares 381,414 Est. Cost $21.61 Unrealized
SON SONOCO PRODUCTS CO 1.2%
Value ($000) $11,839 Shares 289,671 Est. Cost $29.43 Unrealized +0.8%
SEAGATE TECHNOLOGY F 1.1%
Value ($000) $11,302 Shares 308,293 Est. Cost $50.10 Unrealized
IP INTERNATIONAL PAPER 1.1%
Value ($000) $10,676 Shares 283,170 Est. Cost $29.30 Unrealized -15.0%
IHF ISHARES US HEALTHCARE 1.0%
Value ($000) $10,121 Shares 81,395 Est. Cost $137.46 Unrealized
EEMV ISHARES MSCI MARKETS MIN 1.0%
Value ($000) $9,866 Shares 202,756 Est. Cost $57.59 Unrealized
GAP GAP INC 1.0%
Value ($000) $9,820 Shares 397,555 Est. Cost $18.60 Unrealized 0.0%
IHI ISHARES US MEDICAL 1.0%
Value ($000) $9,802 Shares 80,031 Est. Cost $84.21 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value ($000) $8,618 Shares 95,802 Est. Cost $71.89 Unrealized -18.7%
COP CONOCOPHILLIPS 0.7%
Value ($000) $7,328 Shares 156,941 Est. Cost $42.60 Unrealized -9.9%
IBM IBM CORP 0.7%
Value ($000) $7,158 Shares 52,014 Est. Cost $117.91 Unrealized -25.8%
IEMG ISHARES CORE MSCI 0.6%
Value ($000) $6,267 Shares 159,100 Est. Cost $39.85 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $6,058 Shares 91,749 Est. Cost $39.86 Unrealized +24.6%
EPP ISHARES MSCI PACIFIC EX 0.6%
Value ($000) $5,853 Shares 152,469 Est. Cost $43.77 Unrealized
ALLERGAN PLC F 0.6%
Value ($000) $5,659 Shares 18,110 Est. Cost $271.78 Unrealized
CNQ CANADIAN NATURAL RES F 0.5%
Value ($000) $5,281 Shares 241,896 Est. Cost $8.76 Unrealized -17.4%
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $4,800 Shares 26,630 Est. Cost $127.11 Unrealized +18.9%
WFC WELLS FARGO & CO 0.4%
Value ($000) $4,546 Shares 83,635 Est. Cost $34.63 Unrealized +17.9%
ALPS ALERIAN MLP ETF 0.4%
Value ($000) $4,269 Shares 354,270 Est. Cost $18.48 Unrealized
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $4,230 Shares 31,830 Est. Cost $90.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,997 Shares 18,405 Est. Cost $149.44 Unrealized +10.7%
EMB ISHARES JPMORGAN USD MTS 0.4%
Value ($000) $3,904 Shares 36,910 Est. Cost $110.64 Unrealized
WESTROCK CO 0.4%
Value ($000) $3,785 Shares 82,975 Est. Cost $45.62 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.4%
Value ($000) $3,688 Shares 69,580 Est. Cost $55.20 Unrealized
FXI ISHARES CHINA LARGE CAP 0.4%
Value ($000) $3,651 Shares 103,452 Est. Cost $35.88 Unrealized
ISHARES MSCI SINGAPORE 0.3%
Value ($000) $3,389 Shares 329,647 Est. Cost $12.80 Unrealized
HAL HALLIBURTON CO HLDG 0.3%
Value ($000) $3,361 Shares 98,735 Est. Cost $35.15 Unrealized -11.9%
ABBV ABBVIE INC 0.3%
Value ($000) $3,244 Shares 54,764 Est. Cost $30.98 Unrealized +22.5%
FHI FEDERATED INVS PA 0.3%
Value ($000) $3,204 Shares 111,820 Est. Cost $18.67 Unrealized +0.8%
VIG VANGUARD DIVIDEND 0.3%
Value ($000) $2,897 Shares 37,253 Est. Cost $71.09 Unrealized
MYLAN NV F 0.3%
Value ($000) $2,765 Shares 51,134 Est. Cost $60.32 Unrealized
APACHE CORP 0.3%
Value ($000) $2,661 Shares 59,836 Est. Cost $60.32 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,644 Shares 47,660 Est. Cost $30.75 Unrealized +49.3%
HESS CORPORATION 0.3%
Value ($000) $2,528 Shares 52,150 Est. Cost $67.88 Unrealized
WISDOMTREE EMERGING 0.2%
Value ($000) $2,357 Shares 121,965 Est. Cost $23.81 Unrealized
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $2,263 Shares 27,225 Est. Cost $91.05 Unrealized
CHIQ GLOBAL X CHINA CONSUMER 0.2%
Value ($000) $2,251 Shares 185,137 Est. Cost $14.00 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,235 Shares 61,170 Est. Cost $27.58 Unrealized +19.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,224 Shares 25,890 Est. Cost $55.75 Unrealized +17.0%
WEC W E C ENERGY GROUP I 0.2%
Value ($000) $2,082 Shares 40,570 Est. Cost $33.96 Unrealized +8.3%
DE DEERE & CO 0.2%
Value ($000) $1,910 Shares 25,043 Est. Cost $68.14 Unrealized -4.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,796 Shares 2,309 Est. Cost $36.73 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,688 Shares 21,653 Est. Cost $55.30 Unrealized -7.1%
XLF SELECT STR FINANCIAL 0.2%
Value ($000) $1,667 Shares 69,960 Est. Cost $21.23 Unrealized
POWERSHARES S&P SMALL 0.2%
Value ($000) $1,646 Shares 31,467 Est. Cost $35.91 Unrealized
BP BP PLC F 0.1%
Value ($000) $1,501 Shares 48,020 Est. Cost $39.11 Unrealized
STATOIL ASA F 0.1%
Value ($000) $1,474 Shares 105,560 Est. Cost $17.59 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,471 Shares 1,939 Est. Cost $35.61 Unrealized 0.0%
POWERSHARES RSSL TP 200 0.1%
Value ($000) $1,390 Shares 40,525 Est. Cost $29.99 Unrealized
POWERSHARES FINANCIAL 0.1%
Value ($000) $1,196 Shares 63,515 Est. Cost $16.97 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,112 Shares 21,495 Est. Cost $37.22 Unrealized +6.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,107 Shares 33,894 Est. Cost $28.13 Unrealized
SPDR S&P OIL & GAS EQUIP 0.1%
Value ($000) $1,105 Shares 63,011 Est. Cost $41.90 Unrealized
REZ ISHARES RES REAL ESTATE 0.1%
Value ($000) $1,081 Shares 17,032 Est. Cost $51.10 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,009 Shares 9,827 Est. Cost $59.76 Unrealized +27.1%
POWERSHARES 0.1%
Value ($000) $945 Shares 18,706 Est. Cost $30.37 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $923 Shares 9,935 Est. Cost $56.92 Unrealized +49.7%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $919 Shares 54,595 Est. Cost $11.81 Unrealized +14.8%
BLACKROCK ENHANCED EQT D 0.1%
Value ($000) $862 Shares 113,315 Est. Cost $7.79 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $824 Shares 25,903 Est. Cost $17.53 Unrealized +42.6%
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $772 Shares 23,971 Est. Cost $39.28 Unrealized
TEVA TEVA PHARM INDS LTD F 0.1%
Value ($000) $673 Shares 10,247 Est. Cost $40.31 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $637 Shares 10,390 Est. Cost $20.88 Unrealized -20.4%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $622 Shares 13,010 Est. Cost $44.03 Unrealized -17.1%
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $584 Shares 4,859 Est. Cost $84.17 Unrealized
MARKET VECTORS OIL 0.1%
Value ($000) $569 Shares 21,520 Est. Cost $46.00 Unrealized
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $569 Shares 9,030 Est. Cost $70.64 Unrealized
IVV ISHARES CORE S&P 500 0.1%
Value ($000) $546 Shares 2,665 Est. Cost $204.88 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $526 Shares 17,083 Est. Cost $24.19 Unrealized +34.0%
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $477 Shares 11,927 Est. Cost $22.90 Unrealized +52.3%
REYNOLDS AMERICAN 0.0%
Value ($000) $437 Shares 9,463 Est. Cost $55.55 Unrealized
ALPHABET INC-CL A 0.0%
Value ($000) $433 Shares 557 Est. Cost $880.65 Unrealized
ALPHABET INC-CL C 0.0%
Value ($000) $423 Shares 558 Est. Cost $577.12 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $405 Shares 7,665 Est. Cost $35.29 Unrealized +9.2%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $382 Shares 4,006 Est. Cost $58.08 Unrealized +15.7%
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $354 Shares 3,680 Est. Cost $67.80 Unrealized +4.2%
WTV WISDOMTREE LARGECAP 0.0%
Value ($000) $324 Shares 5,085 Est. Cost $49.73 Unrealized
MARKET VECTORS 0.0%
Value ($000) $289 Shares 6,207 Est. Cost $54.89 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $272 Shares 16,887 Est. Cost $7.33 Unrealized +63.3%
PSX PHILLIPS 66 0.0%
Value ($000) $271 Shares 3,308 Est. Cost $42.03 Unrealized +40.5%
ROM PROSHARES ULTRA 0.0%
Value ($000) $268 Shares 3,400 Est. Cost $103.97 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $267 Shares 2,260 Est. Cost $71.95 Unrealized +21.2%
RIVERVIEW FINANCIAL 0.0%
Value ($000) $266 Shares 20,160 Est. Cost $15.23 Unrealized
DU PONT EI DE NEMOUR 0.0%
Value ($000) $263 Shares 3,948 Est. Cost $66.62 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $253 Shares 4,655 Est. Cost $54.35 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.0%
Value ($000) $245 Shares 3,649 Est. Cost $63.06 Unrealized
CNI CANADIAN NATL RAILWY F 0.0%
Value ($000) $236 Shares 4,220 Est. Cost $43.00 Unrealized +12.9%
DON WISDOMTREE MIDCAP 0.0%
Value ($000) $235 Shares 2,915 Est. Cost $80.62 Unrealized
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $226 Shares 4,898 Est. Cost $27.42 Unrealized -1.8%
T A T & T INC 0.0%
Value ($000) $225 Shares 6,540 Est. Cost $12.22 Unrealized +1.7%
POWERSHARES DYNAMIC 0.0%
Value ($000) $225 Shares 6,511 Est. Cost $26.71 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $220 Shares 2,810 Est. Cost $59.52 Unrealized +14.7%
DHR DANAHER CORP 0.0%
Value ($000) $217 Shares 2,340 Est. Cost $38.22 Unrealized 0.0%
ETN EATON CORP PLC F 0.0%
Value ($000) $213 Shares 4,087 Est. Cost $46.51 Unrealized -7.5%
JOY GLOBAL INC 0.0%
Value ($000) $180 Shares 14,251 Est. Cost $50.94 Unrealized
EKSO BIONICS HLDGS 0.0%
Value ($000) $95 Shares 93,081 Est. Cost $1.13 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $54 Shares 19,395 Est. Cost $7.55 Unrealized -66.0%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $1 Shares 11,559 Est. Cost $6.15 Unrealized