Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 10, 2016

Total Value ($000): $811,334 (100.0% shares, 0.0% debt)

Holdings (115)

PFF ISHARES U.S. PREFERRED 6.6%
Value ($000) $53,202 Shares 1,346,878 Est. Cost $39.67 Unrealized
OEF ISHARES S&P 100 ETF 6.2%
Value ($000) $50,053 Shares 521,767 Est. Cost $86.55 Unrealized
POWERSHARES KBW BANK 5.9%
Value ($000) $47,776 Shares 1,309,662 Est. Cost $35.21 Unrealized
XLK TECHNOLOGY SELECT SECTOR 4.2%
Value ($000) $34,409 Shares 720,146 Est. Cost $33.38 Unrealized
XLE ENERGY SELECT SECTOR 4.1%
Value ($000) $33,141 Shares 469,359 Est. Cost $76.86 Unrealized
EGSHARES BEYOND BRICS 3.8%
Value ($000) $30,892 Shares 1,910,465 Est. Cost $20.64 Unrealized
EEMA ISHARES MSCI EMERGING 3.3%
Value ($000) $26,554 Shares 462,205 Est. Cost $13.05 Unrealized
HDV ISHARES CORE HIGH 3.2%
Value ($000) $26,273 Shares 323,240 Est. Cost $74.98 Unrealized
IEMG ISHARES CORE MSCI 3.1%
Value ($000) $25,413 Shares 557,175 Est. Cost $43.60 Unrealized
HEFA ISHARES CURRENCY HEDG 2.9%
Value ($000) $23,804 Shares 959,470 Est. Cost $24.58 Unrealized
POWERSHARES DYNAMIC 2.9%
Value ($000) $23,372 Shares 742,424 Est. Cost $27.91 Unrealized
VYM VANGUARD HIGH DIVIDEND 2.9%
Value ($000) $23,366 Shares 323,901 Est. Cost $61.37 Unrealized
HEEM ISHARES CURRENCY HEDG 2.5%
Value ($000) $20,455 Shares 927,235 Est. Cost $21.00 Unrealized
KBE SPDR S&P BANK ETF 2.4%
Value ($000) $19,321 Shares 578,806 Est. Cost $28.83 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $18,540 Shares 164,002 Est. Cost $20.12 Unrealized +20.5%
VWO VANGUARD FTSE EMERGING 2.2%
Value ($000) $18,036 Shares 479,310 Est. Cost $38.59 Unrealized
USMV ISHARES EDGE MSCI MIN 2.2%
Value ($000) $17,509 Shares 385,400 Est. Cost $37.95 Unrealized
VBR VANGUARD SMALL CAP VALUE 1.9%
Value ($000) $15,149 Shares 136,895 Est. Cost $101.50 Unrealized
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $12,786 Shares 403,085 Est. Cost $19.62 Unrealized +17.5%
GM GENERAL MOTORS CO 1.5%
Value ($000) $12,399 Shares 390,280 Est. Cost $24.43 Unrealized +5.8%
DOW CHEMICAL COMPANY 1.5%
Value ($000) $12,381 Shares 238,180 Est. Cost $46.99 Unrealized
VEU VANGUARD FTSE ALL WORLD 1.5%
Value ($000) $12,095 Shares 266,244 Est. Cost $46.59 Unrealized
LYB LYONDELLBASELL INDS F 1.5%
Value ($000) $12,065 Shares 149,580 Est. Cost $47.98 Unrealized -6.0%
INTC INTEL CORP 1.5%
Value ($000) $11,834 Shares 313,479 Est. Cost $21.72 Unrealized +31.7%
POWERSHARES RSL TP 200 1.4%
Value ($000) $11,609 Shares 368,070 Est. Cost $29.98 Unrealized
EWH ISHARES MSCI HONG KONG 1.4%
Value ($000) $11,242 Shares 510,783 Est. Cost $19.41 Unrealized
IHI ISHARES US MEDICAL 1.4%
Value ($000) $11,138 Shares 76,611 Est. Cost $84.21 Unrealized
IWY ISHARES RUSSELL TOP 200 1.3%
Value ($000) $10,393 Shares 186,060 Est. Cost $49.44 Unrealized
SEAGATE TECHNOLOGY F 1.2%
Value ($000) $9,857 Shares 255,688 Est. Cost $50.10 Unrealized
POWERSHARES DYNAMIC LRE 1.1%
Value ($000) $8,913 Shares 281,339 Est. Cost $21.61 Unrealized
IP INTERNATIONAL PAPER 1.1%
Value ($000) $8,679 Shares 180,895 Est. Cost $29.30 Unrealized +0.7%
XPH SPDR S&P PHARMACEUTICALS 1.1%
Value ($000) $8,533 Shares 193,100 Est. Cost $63.62 Unrealized
SON SONOCO PRODUCTS CO 1.0%
Value ($000) $8,311 Shares 157,310 Est. Cost $29.43 Unrealized +27.9%
POWERSHARE FTSE RAFI US 0.9%
Value ($000) $7,276 Shares 77,740 Est. Cost $89.54 Unrealized
EEMV ISHARES EDGE MSCI MIN 0.8%
Value ($000) $6,873 Shares 127,129 Est. Cost $57.46 Unrealized
IHF ISHARES US HEALTHCARE 0.8%
Value ($000) $6,179 Shares 49,820 Est. Cost $137.46 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $5,927 Shares 89,009 Est. Cost $39.86 Unrealized +27.6%
IEFA ISHARES CORE MSCI EAFE 0.7%
Value ($000) $5,748 Shares 104,245 Est. Cost $52.74 Unrealized
EPP ISHARES MSCI PACIFIC EX 0.6%
Value ($000) $4,686 Shares 110,844 Est. Cost $43.77 Unrealized
ALPS ALERIAN MLP ETF 0.6%
Value ($000) $4,496 Shares 354,270 Est. Cost $18.48 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.5%
Value ($000) $4,315 Shares 36,810 Est. Cost $110.64 Unrealized
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $4,178 Shares 25,906 Est. Cost $127.11 Unrealized +5.3%
IVV ISHARES CORE S&P 500 0.5%
Value ($000) $3,916 Shares 17,999 Est. Cost $209.92 Unrealized
WFC WELLS FARGO BK N A 0.4%
Value ($000) $3,625 Shares 81,870 Est. Cost $34.63 Unrealized +6.4%
XLV SELECT SECTOR HEALTH 0.4%
Value ($000) $3,623 Shares 50,240 Est. Cost $72.05 Unrealized
ISHARES MSCI SINGAPORE 0.4%
Value ($000) $3,580 Shares 329,647 Est. Cost $12.80 Unrealized
WISDOMTREE EMERGING 0.4%
Value ($000) $3,362 Shares 148,060 Est. Cost $23.21 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $3,214 Shares 50,960 Est. Cost $31.73 Unrealized +38.4%
POWERSHARES FINANCIAL 0.4%
Value ($000) $3,174 Shares 166,595 Est. Cost $18.14 Unrealized
CHIQ GLOBAL X CHINA CONSUMER 0.4%
Value ($000) $3,149 Shares 258,832 Est. Cost $13.31 Unrealized
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $3,087 Shares 23,228 Est. Cost $90.58 Unrealized
FHI FEDERATED INVS PA 0.3%
Value ($000) $2,688 Shares 90,720 Est. Cost $18.67 Unrealized +7.5%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,611 Shares 45,324 Est. Cost $31.26 Unrealized +60.9%
FXI ISHARES CHINA LARGE CAP 0.3%
Value ($000) $2,572 Shares 67,659 Est. Cost $35.88 Unrealized
WESTROCK CO 0.3%
Value ($000) $2,493 Shares 51,420 Est. Cost $45.62 Unrealized
ALLERGAN PLC F 0.3%
Value ($000) $2,489 Shares 10,808 Est. Cost $271.78 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $2,442 Shares 62,157 Est. Cost $27.70 Unrealized +27.9%
WEC W E C ENERGY GROUP I 0.3%
Value ($000) $2,395 Shares 40,000 Est. Cost $33.96 Unrealized +35.9%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $2,153 Shares 20,923 Est. Cost $71.89 Unrealized -4.7%
VIG VANGUARD DIVIDEND 0.3%
Value ($000) $2,059 Shares 24,533 Est. Cost $71.09 Unrealized
GOOGL ALPHABET INC. 0.2%
Value ($000) $2,013 Shares 2,504 Est. Cost $36.71 Unrealized +5.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,808 Shares 20,718 Est. Cost $55.30 Unrealized +5.9%
APACHE CORP 0.2%
Value ($000) $1,688 Shares 26,436 Est. Cost $60.32 Unrealized
HAL HALLIBURTON CO HLDG 0.2%
Value ($000) $1,670 Shares 37,210 Est. Cost $35.15 Unrealized +3.5%
GUGGENHEIM CURRENCY AUS 0.2%
Value ($000) $1,582 Shares 20,650 Est. Cost $74.62 Unrealized
GOOG ALPHABET INC. 0.2%
Value ($000) $1,507 Shares 1,939 Est. Cost $35.61 Unrealized +5.8%
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $1,446 Shares 14,805 Est. Cost $91.05 Unrealized
HESS CORPORATION 0.2%
Value ($000) $1,375 Shares 25,650 Est. Cost $67.88 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.2%
Value ($000) $1,340 Shares 22,955 Est. Cost $55.20 Unrealized
POWERSHARES S&P SMALL 0.2%
Value ($000) $1,310 Shares 20,649 Est. Cost $35.91 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,238 Shares 28,489 Est. Cost $42.60 Unrealized -26.9%
SYK STRYKER CORP 0.1%
Value ($000) $1,121 Shares 9,630 Est. Cost $56.92 Unrealized +84.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,098 Shares 9,297 Est. Cost $59.76 Unrealized +56.6%
EGSHARES EMERGING 0.1%
Value ($000) $1,081 Shares 43,525 Est. Cost $23.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $992 Shares 4,140 Est. Cost $149.44 Unrealized +30.4%
XLF SELECT STR FINANCIAL 0.1%
Value ($000) $978 Shares 50,650 Est. Cost $21.63 Unrealized
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $894 Shares 113,315 Est. Cost $7.79 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $886 Shares 56,595 Est. Cost $11.77 Unrealized +2.5%
MYLAN NV F 0.1%
Value ($000) $869 Shares 22,803 Est. Cost $60.32 Unrealized
POWERSHARES RSSL TP 200 0.1%
Value ($000) $812 Shares 23,995 Est. Cost $30.08 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $801 Shares 24,992 Est. Cost $17.68 Unrealized +29.2%
C CITIGROUP INC 0.1%
Value ($000) $766 Shares 16,225 Est. Cost $37.22 Unrealized -8.2%
SPDR S&P OIL & GAS EQUIP 0.1%
Value ($000) $736 Shares 38,671 Est. Cost $41.90 Unrealized
BP BP PLC F 0.1%
Value ($000) $707 Shares 20,095 Est. Cost $39.11 Unrealized
STATOIL ASA F 0.1%
Value ($000) $697 Shares 41,460 Est. Cost $17.59 Unrealized
POWERSHARES 0.1%
Value ($000) $618 Shares 14,721 Est. Cost $30.37 Unrealized
NANOVIRICIDES INC 0.1%
Value ($000) $614 Shares 363,513 Est. Cost $2.19 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $600 Shares 2,772 Est. Cost $209.53 Unrealized
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $518 Shares 13,823 Est. Cost $38.12 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $495 Shares 17,083 Est. Cost $24.19 Unrealized +11.4%
EFG ISHARES MSCI EAFE GROWTH 0.1%
Value ($000) $466 Shares 6,819 Est. Cost $65.15 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $455 Shares 3,729 Est. Cost $84.17 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $439 Shares 14,819 Est. Cost $28.13 Unrealized
IBM IBM CORP 0.1%
Value ($000) $430 Shares 2,704 Est. Cost $117.66 Unrealized -13.5%
ETN EATON CORP PLC F 0.1%
Value ($000) $417 Shares 6,342 Est. Cost $52.90 Unrealized 0.0%
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $376 Shares 11,927 Est. Cost $22.90 Unrealized +26.9%
REZ ISHARES RESI REAL ESTATE 0.0%
Value ($000) $374 Shares 5,705 Est. Cost $60.77 Unrealized
MPB MID PENN BANCORP INC 0.0%
Value ($000) $329 Shares 16,887 Est. Cost $7.33 Unrealized +80.9%
WTV WISDOMTREE LARGECAP 0.0%
Value ($000) $323 Shares 5,085 Est. Cost $49.73 Unrealized
REYNOLDS AMERICAN 0.0%
Value ($000) $294 Shares 6,226 Est. Cost $55.55 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $283 Shares 2,207 Est. Cost $82.65 Unrealized +14.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $266 Shares 3,000 Est. Cost $63.36 Unrealized +4.2%
T A T & T INC 0.0%
Value ($000) $261 Shares 6,435 Est. Cost $12.27 Unrealized +32.8%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $251 Shares 2,786 Est. Cost $58.08 Unrealized +9.0%
PSX PHILLIPS 66 0.0%
Value ($000) $247 Shares 3,062 Est. Cost $42.30 Unrealized +28.6%
VLUE ISHARES EDGE MSCI USA 0.0%
Value ($000) $238 Shares 3,645 Est. Cost $65.29 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $237 Shares 3,465 Est. Cost $36.92 Unrealized +27.1%
XLRE REAL ESTATE SELECT SCTR 0.0%
Value ($000) $231 Shares 7,040 Est. Cost $32.81 Unrealized
RIVERVIEW FINANCIAL 0.0%
Value ($000) $230 Shares 20,160 Est. Cost $15.23 Unrealized
VZ VERIZON COMMUNICATN 0.0%
Value ($000) $230 Shares 4,428 Est. Cost $27.42 Unrealized +20.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $220 Shares 4,045 Est. Cost $44.03 Unrealized -3.9%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $219 Shares 3,308 Est. Cost $24.72 Unrealized +7.6%
JETS US GLOBAL JETS ETF 0.0%
Value ($000) $208 Shares 9,025 Est. Cost $23.05 Unrealized
SENOMYX INC 0.0%
Value ($000) $178 Shares 41,766 Est. Cost $2.61 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $62 Shares 19,395 Est. Cost $7.55 Unrealized -61.0%