Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $845,001 (100.0% shares, 0.0% debt)

Holdings (124)

PFF ISHARES U.S. PREFERRED 6.3%
Value ($000) $53,004 Shares 1,328,753 Est. Cost $39.68 Unrealized
OEF ISHARES S&P 100 ETF 6.0%
Value ($000) $50,533 Shares 543,952 Est. Cost $86.55 Unrealized
POWERSHARES KBW BANK 4.8%
Value ($000) $40,630 Shares 1,217,202 Est. Cost $35.11 Unrealized
HEEM ISHARES CURRENCY HEDG 4.8%
Value ($000) $40,291 Shares 1,940,800 Est. Cost $21.00 Unrealized
XLK TECHNOLOGY SELECT SECTOR 4.2%
Value ($000) $35,558 Shares 819,886 Est. Cost $33.38 Unrealized
EGSHARES BEYOND BRICS 3.5%
Value ($000) $29,689 Shares 1,914,200 Est. Cost $20.64 Unrealized
HEFA ISHARES CURRENCY HEDG 3.4%
Value ($000) $28,411 Shares 1,184,795 Est. Cost $24.58 Unrealized
XLE ENERGY SELECT SECTOR 3.1%
Value ($000) $26,356 Shares 386,220 Est. Cost $78.20 Unrealized
EEMA ISHARES MSCI EMERGING 2.9%
Value ($000) $24,492 Shares 468,930 Est. Cost $13.05 Unrealized
POWERSHARES DYNAMIC 2.9%
Value ($000) $24,335 Shares 790,104 Est. Cost $27.91 Unrealized
VYM VANGUARD HIGH DIVIDEND 2.8%
Value ($000) $23,692 Shares 331,546 Est. Cost $61.37 Unrealized
VBR VANGUARD SMALL CAP VALUE 2.5%
Value ($000) $20,708 Shares 196,640 Est. Cost $101.50 Unrealized
HDV ISHARES CORE HIGH 2.3%
Value ($000) $19,817 Shares 241,225 Est. Cost $72.84 Unrealized
USMV ISHARES EDGE MSCI MIN 2.1%
Value ($000) $17,809 Shares 385,400 Est. Cost $37.95 Unrealized
KBE SPDR S&P BANK ETF IV 2.1%
Value ($000) $17,767 Shares 582,911 Est. Cost $28.83 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $16,833 Shares 176,079 Est. Cost $20.12 Unrealized +12.4%
DOW CHEMICAL COMPANY 1.9%
Value ($000) $15,926 Shares 320,380 Est. Cost $46.99 Unrealized
VWO VANGUARD FTSE EMERGING 1.9%
Value ($000) $15,728 Shares 446,437 Est. Cost $38.66 Unrealized
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $15,196 Shares 529,660 Est. Cost $19.62 Unrealized +6.3%
GM GENERAL MOTORS CO 1.8%
Value ($000) $14,915 Shares 527,020 Est. Cost $24.43 Unrealized +1.6%
VEU VANGUARD FTSE ALL WORLD 1.7%
Value ($000) $14,518 Shares 338,814 Est. Cost $46.59 Unrealized
LYB LYONDELLBASELL INDS F 1.6%
Value ($000) $13,650 Shares 183,425 Est. Cost $47.98 Unrealized -0.9%
INTC INTEL CORP 1.6%
Value ($000) $13,611 Shares 414,969 Est. Cost $21.72 Unrealized +15.6%
SON SONOCO PRODUCTS CO 1.6%
Value ($000) $13,191 Shares 265,636 Est. Cost $29.43 Unrealized +16.8%
POWERSHARES FTSE RAFI 1.5%
Value ($000) $12,886 Shares 142,355 Est. Cost $89.54 Unrealized
IP INTERNATIONAL PAPER 1.4%
Value ($000) $11,902 Shares 280,840 Est. Cost $29.30 Unrealized -10.3%
IWY ISHARES RUSSELL TOP 200 1.4%
Value ($000) $11,577 Shares 215,060 Est. Cost $49.44 Unrealized
XPH SPDR S&P PHARMACEUTICALS 1.3%
Value ($000) $11,105 Shares 265,695 Est. Cost $63.62 Unrealized
POWERSHARES RSL TP 200 1.3%
Value ($000) $10,842 Shares 368,070 Est. Cost $29.98 Unrealized
IHI ISHARES US MEDICAL 1.3%
Value ($000) $10,608 Shares 78,256 Est. Cost $84.21 Unrealized
EWH ISHARES MSCI HONG KONG 1.2%
Value ($000) $10,257 Shares 523,845 Est. Cost $19.41 Unrealized
POWERSHARES DYNAMIC LRE 1.2%
Value ($000) $9,745 Shares 312,134 Est. Cost $21.61 Unrealized
EEMV ISHARES EDGE MSCI MIN 1.1%
Value ($000) $8,951 Shares 173,508 Est. Cost $57.46 Unrealized
IEMG ISHARES CORE MSCI 1.1%
Value ($000) $8,903 Shares 212,795 Est. Cost $40.34 Unrealized
SEAGATE TECHNOLOGY F 0.9%
Value ($000) $7,280 Shares 298,838 Est. Cost $50.10 Unrealized
IHF ISHARES US HEALTHCARE 0.8%
Value ($000) $6,346 Shares 49,820 Est. Cost $137.46 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $5,558 Shares 89,444 Est. Cost $39.86 Unrealized +21.3%
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $4,506 Shares 354,270 Est. Cost $18.48 Unrealized
EPP ISHARES MSCI PACIFIC EX 0.5%
Value ($000) $4,478 Shares 114,224 Est. Cost $43.77 Unrealized
HAL HALLIBURTON CO HLDG 0.5%
Value ($000) $4,439 Shares 98,010 Est. Cost $35.15 Unrealized -2.9%
IEFA ISHARES CORE MSCI EAFE 0.5%
Value ($000) $4,319 Shares 83,225 Est. Cost $52.14 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.5%
Value ($000) $4,250 Shares 36,910 Est. Cost $110.64 Unrealized
ALLERGAN PLC F 0.5%
Value ($000) $4,043 Shares 17,495 Est. Cost $271.78 Unrealized
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $3,909 Shares 26,312 Est. Cost $127.11 Unrealized +0.6%
WFC WELLS FARGO BK N A 0.5%
Value ($000) $3,875 Shares 81,870 Est. Cost $34.63 Unrealized +7.5%
ABBV ABBVIE INC 0.4%
Value ($000) $3,687 Shares 59,555 Est. Cost $31.73 Unrealized +29.1%
ISHARES MSCI SINGAPORE 0.4%
Value ($000) $3,583 Shares 329,647 Est. Cost $12.80 Unrealized
IVV ISHARES CORE S&P 500 0.4%
Value ($000) $3,417 Shares 16,234 Est. Cost $209.08 Unrealized
POWERSHARES FINANCIAL 0.4%
Value ($000) $3,344 Shares 174,240 Est. Cost $18.14 Unrealized
APACHE CORP 0.4%
Value ($000) $3,331 Shares 59,836 Est. Cost $60.32 Unrealized
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $3,235 Shares 24,793 Est. Cost $90.58 Unrealized
WISDOMTREE EMERGING 0.4%
Value ($000) $3,160 Shares 150,120 Est. Cost $23.21 Unrealized
HESS CORPORATION 0.4%
Value ($000) $3,134 Shares 52,150 Est. Cost $67.88 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value ($000) $3,085 Shares 29,428 Est. Cost $71.89 Unrealized -7.1%
WESTROCK CO 0.4%
Value ($000) $3,044 Shares 78,300 Est. Cost $45.62 Unrealized
FHI FEDERATED INVS PA 0.3%
Value ($000) $2,772 Shares 96,301 Est. Cost $18.67 Unrealized +4.1%
XLI SELECT SECTOR INDUSTRIAL 0.3%
Value ($000) $2,705 Shares 48,300 Est. Cost $55.20 Unrealized
VIG VANGUARD DIVIDEND 0.3%
Value ($000) $2,664 Shares 32,003 Est. Cost $71.09 Unrealized
WEC W E C ENERGY GROUP I 0.3%
Value ($000) $2,622 Shares 40,160 Est. Cost $33.96 Unrealized +29.9%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $2,544 Shares 62,157 Est. Cost $27.70 Unrealized +24.9%
CHIQ GLOBAL X CHINA CONSUMER 0.3%
Value ($000) $2,493 Shares 231,432 Est. Cost $13.44 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,441 Shares 47,694 Est. Cost $31.26 Unrealized +47.1%
FXI ISHARES CHINA LARGE CAP 0.3%
Value ($000) $2,315 Shares 67,659 Est. Cost $35.88 Unrealized
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $2,160 Shares 22,710 Est. Cost $91.05 Unrealized
MYLAN NV F 0.2%
Value ($000) $2,085 Shares 48,230 Est. Cost $60.32 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,030 Shares 21,653 Est. Cost $55.30 Unrealized +4.6%
XLF SELECT STR FINANCIAL 0.2%
Value ($000) $1,877 Shares 82,130 Est. Cost $21.63 Unrealized
STATOIL ASA F 0.2%
Value ($000) $1,827 Shares 105,560 Est. Cost $17.59 Unrealized
GOOGL ALPHABET INC. 0.2%
Value ($000) $1,762 Shares 2,504 Est. Cost $36.71 Unrealized -0.8%
BP BP PLC F 0.2%
Value ($000) $1,722 Shares 48,495 Est. Cost $39.11 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,619 Shares 6,525 Est. Cost $149.44 Unrealized +22.0%
GUGGENHEIM CURRENCY AUS 0.2%
Value ($000) $1,541 Shares 20,650 Est. Cost $74.62 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,479 Shares 33,929 Est. Cost $42.60 Unrealized -23.0%
POWERSHARES RSSL TP 200 0.2%
Value ($000) $1,350 Shares 41,140 Est. Cost $30.08 Unrealized
GOOG ALPHABET INC. 0.2%
Value ($000) $1,342 Shares 1,939 Est. Cost $35.61 Unrealized +0.1%
POWERSHARES S&P SMALL 0.2%
Value ($000) $1,327 Shares 23,894 Est. Cost $35.91 Unrealized
SPDR S&P OIL & GAS EQUIP 0.1%
Value ($000) $1,165 Shares 62,186 Est. Cost $41.90 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,154 Shares 9,630 Est. Cost $56.92 Unrealized +76.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,128 Shares 9,297 Est. Cost $59.76 Unrealized +45.7%
C CITIGROUP INC 0.1%
Value ($000) $911 Shares 21,495 Est. Cost $37.22 Unrealized -11.1%
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $893 Shares 113,315 Est. Cost $7.79 Unrealized
EGSHARES EMERGING 0.1%
Value ($000) $890 Shares 38,330 Est. Cost $23.22 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $780 Shares 10,288 Est. Cost $63.36 Unrealized -5.6%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $751 Shares 56,595 Est. Cost $11.77 Unrealized -3.7%
MS MORGAN STANLEY 0.1%
Value ($000) $717 Shares 27,593 Est. Cost $17.68 Unrealized +12.6%
WMT WAL-MART STORES INC 0.1%
Value ($000) $706 Shares 9,670 Est. Cost $20.88 Unrealized -6.5%
IBM IBM CORP 0.1%
Value ($000) $657 Shares 4,326 Est. Cost $117.66 Unrealized -19.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $643 Shares 12,320 Est. Cost $44.03 Unrealized -5.6%
SPY SPDR S&P 500 ETF IV 0.1%
Value ($000) $629 Shares 3,002 Est. Cost $209.53 Unrealized
VANECK VECTORS OIL SVCS 0.1%
Value ($000) $618 Shares 21,115 Est. Cost $29.27 Unrealized
NANOVIRICIDES INC 0.1%
Value ($000) $582 Shares 363,513 Est. Cost $2.19 Unrealized
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $547 Shares 15,913 Est. Cost $38.12 Unrealized
POWERSHARES 0.1%
Value ($000) $545 Shares 14,721 Est. Cost $30.37 Unrealized
XLV SELECT SECTOR HEALTH 0.1%
Value ($000) $526 Shares 7,340 Est. Cost $71.66 Unrealized
TEVA TEVA PHARM INDS LTD F 0.1%
Value ($000) $499 Shares 9,938 Est. Cost $40.31 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $480 Shares 4,740 Est. Cost $55.75 Unrealized +31.6%
IBB ISHARES NASDAQ 0.1%
Value ($000) $470 Shares 1,825 Est. Cost $260.82 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $467 Shares 14,819 Est. Cost $28.13 Unrealized
REZ ISHARES RESI REAL ESTATE 0.1%
Value ($000) $449 Shares 6,655 Est. Cost $60.77 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $437 Shares 3,729 Est. Cost $84.17 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $418 Shares 17,083 Est. Cost $24.19 Unrealized +4.9%
UPS UNITED PARCEL SRVC 0.0%
Value ($000) $396 Shares 3,680 Est. Cost $67.80 Unrealized +7.8%
CMI CUMMINS INC 0.0%
Value ($000) $389 Shares 3,459 Est. Cost $82.65 Unrealized +6.1%
REYNOLDS AMERICAN 0.0%
Value ($000) $359 Shares 6,658 Est. Cost $55.55 Unrealized
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $335 Shares 11,927 Est. Cost $22.90 Unrealized +71.2%
WTV WISDOMTREE LARGECAP 0.0%
Value ($000) $318 Shares 5,085 Est. Cost $49.73 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $311 Shares 5,805 Est. Cost $36.92 Unrealized +9.1%
EFG ISHARES MSCI EAFE GROWTH 0.0%
Value ($000) $302 Shares 4,609 Est. Cost $63.62 Unrealized
MOO VANECK VECTORS 0.0%
Value ($000) $298 Shares 6,207 Est. Cost $48.01 Unrealized
T A T & T INC 0.0%
Value ($000) $283 Shares 6,540 Est. Cost $12.27 Unrealized +23.2%
MCD MC DONALDS CORP 0.0%
Value ($000) $272 Shares 2,260 Est. Cost $72.20 Unrealized +37.3%
MPB MID PENN BANCORP INC 0.0%
Value ($000) $269 Shares 16,887 Est. Cost $7.33 Unrealized +59.2%
PSX PHILLIPS 66 0.0%
Value ($000) $257 Shares 3,242 Est. Cost $42.30 Unrealized +34.1%
ROM PROSHARES ULTRA 0.0%
Value ($000) $254 Shares 3,400 Est. Cost $103.97 Unrealized
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $247 Shares 4,428 Est. Cost $27.42 Unrealized +14.8%
RIVERVIEW FINANCIAL 0.0%
Value ($000) $244 Shares 20,160 Est. Cost $15.23 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $236 Shares 2,340 Est. Cost $38.22 Unrealized +4.9%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $227 Shares 2,786 Est. Cost $58.08 Unrealized +8.4%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $216 Shares 3,308 Est. Cost $24.72 Unrealized 0.0%
DIS WALT DISNEY CO 0.0%
Value ($000) $210 Shares 2,148 Est. Cost $92.18 Unrealized 0.0%
IJS ISHARES S&P SMALL CAP 0.0%
Value ($000) $201 Shares 1,720 Est. Cost $116.86 Unrealized
SENOMYX INC 0.0%
Value ($000) $115 Shares 41,766 Est. Cost $2.61 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $55 Shares 19,395 Est. Cost $7.55 Unrealized -63.2%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $9 Shares 11,559 Est. Cost $6.15 Unrealized