Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 8, 2017

Total Value ($000): $935,672 (100.0% shares, 0.0% debt)

Holdings (113)

HDV ISHARES CORE HIGH 8.0%
Value ($000) $74,472 Shares 888,050 Est. Cost $79.83 Unrealized
POWERSHARES KBW BANK 6.8%
Value ($000) $63,786 Shares 1,342,652 Est. Cost $35.62 Unrealized
PFF ISHARES U.S. PREFERRED 5.8%
Value ($000) $54,374 Shares 1,405,015 Est. Cost $39.60 Unrealized
IVV ISHARES CORE S&P 500 5.6%
Value ($000) $52,769 Shares 222,399 Est. Cost $226.29 Unrealized
IEMG ISHARES CORE MSCI 5.3%
Value ($000) $49,594 Shares 1,037,750 Est. Cost $43.56 Unrealized
XLK TECHNOLOGY SELECT SECTOR 4.7%
Value ($000) $43,519 Shares 816,361 Est. Cost $35.36 Unrealized
QUAL ISHARES EDGE MSCI USA 4.2%
Value ($000) $39,337 Shares 540,355 Est. Cost $72.80 Unrealized
XLE ENERGY SELECT SECTOR 3.4%
Value ($000) $31,479 Shares 450,328 Est. Cost $76.86 Unrealized
COLUMBIA BEYOND BRICS 3.3%
Value ($000) $30,540 Shares 1,907,550 Est. Cost $14.85 Unrealized
HEFA ISHARES CURRENCY HEDG 3.2%
Value ($000) $29,820 Shares 1,083,585 Est. Cost $24.76 Unrealized
EEMA ISHARES MSCI EMERGING 2.9%
Value ($000) $27,288 Shares 454,765 Est. Cost $13.05 Unrealized
OEF ISHARES S&P 100 ETF 2.7%
Value ($000) $25,492 Shares 243,487 Est. Cost $86.55 Unrealized
VEU VANGUARD FTSE ALL WORLD 2.5%
Value ($000) $23,737 Shares 496,269 Est. Cost $45.40 Unrealized
VWO VANGUARD FTSE EMERGING 2.5%
Value ($000) $23,328 Shares 587,310 Est. Cost $38.53 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $23,177 Shares 161,332 Est. Cost $20.12 Unrealized +51.3%
POWERSHARES DYNAMIC 2.4%
Value ($000) $22,608 Shares 639,919 Est. Cost $27.91 Unrealized
HEEM ISHARES CURRENCY HEDG 2.2%
Value ($000) $20,476 Shares 899,635 Est. Cost $21.00 Unrealized
KBE SPDR S&P BANK ETF 1.9%
Value ($000) $17,952 Shares 447,236 Est. Cost $28.83 Unrealized
IWY ISHARES RUSSELL TOP 200 1.8%
Value ($000) $16,567 Shares 269,255 Est. Cost $53.14 Unrealized
POWERSHARE FTSE RAFI US 1.7%
Value ($000) $16,092 Shares 157,040 Est. Cost $96.07 Unrealized
VLUE ISHARES EDGE MSCI USA 1.4%
Value ($000) $12,818 Shares 175,305 Est. Cost $73.12 Unrealized
XLV SELECT SECTOR HEALTH 1.3%
Value ($000) $11,872 Shares 159,660 Est. Cost $70.42 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $11,326 Shares 314,009 Est. Cost $21.72 Unrealized +36.6%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $11,304 Shares 334,440 Est. Cost $19.62 Unrealized +26.0%
LYB LYONDELLBASELL INDS F 1.2%
Value ($000) $11,047 Shares 121,140 Est. Cost $47.98 Unrealized +13.0%
EWH ISHARES MSCI HONG KONG 1.2%
Value ($000) $11,009 Shares 494,806 Est. Cost $19.41 Unrealized
IHI ISHARES US MEDICAL 1.2%
Value ($000) $10,988 Shares 72,566 Est. Cost $84.21 Unrealized
GM GENERAL MOTORS CO 1.2%
Value ($000) $10,959 Shares 309,930 Est. Cost $24.43 Unrealized +26.7%
XPH SPDR S&P PHARMACEUTICALS 1.0%
Value ($000) $9,504 Shares 227,195 Est. Cost $59.16 Unrealized
POWERSHARES DYNAMIC LRE 1.0%
Value ($000) $9,085 Shares 264,474 Est. Cost $21.61 Unrealized
IHF ISHARES US HEALTHCARE 1.0%
Value ($000) $9,001 Shares 67,125 Est. Cost $134.35 Unrealized
SON SONOCO PRODUCTS CO 0.9%
Value ($000) $8,252 Shares 155,925 Est. Cost $29.43 Unrealized +35.3%
IEFA ISHARES CORE MSCI EAFE 0.7%
Value ($000) $6,533 Shares 112,740 Est. Cost $52.90 Unrealized
VYM VANGUARD HIGH DIVIDEND 0.6%
Value ($000) $5,942 Shares 76,531 Est. Cost $61.37 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,906 Shares 67,236 Est. Cost $39.86 Unrealized +74.8%
GS GOLDMAN SACHS GROUP 0.6%
Value ($000) $5,186 Shares 22,575 Est. Cost $127.11 Unrealized +57.4%
EPP ISHARES MSCI PACIFIC EX 0.5%
Value ($000) $4,912 Shares 109,904 Est. Cost $43.77 Unrealized
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $4,763 Shares 374,730 Est. Cost $18.16 Unrealized
EEMV ISHR EDG MSCI MIN VOL 0.4%
Value ($000) $3,923 Shares 73,327 Est. Cost $57.46 Unrealized
WFC WELLS FARGO BK N A 0.4%
Value ($000) $3,793 Shares 68,154 Est. Cost $34.63 Unrealized +28.1%
EMB ISHARES JPMORGAN USD MTS 0.4%
Value ($000) $3,778 Shares 33,230 Est. Cost $110.64 Unrealized
EWS ISHARES MSCI SINGAPORE 0.4%
Value ($000) $3,760 Shares 164,823 Est. Cost $19.93 Unrealized
CHIQ GLOBAL X CHINA CONSUMER 0.4%
Value ($000) $3,435 Shares 258,832 Est. Cost $13.31 Unrealized
WISDOMTREE EMERGING 0.4%
Value ($000) $3,358 Shares 148,060 Est. Cost $23.21 Unrealized
VHT VANGUARD HEALTH CARE 0.3%
Value ($000) $3,137 Shares 22,768 Est. Cost $90.58 Unrealized
POWERSHARES FINANCIAL 0.3%
Value ($000) $3,109 Shares 166,595 Est. Cost $18.14 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,996 Shares 45,492 Est. Cost $31.26 Unrealized +85.0%
ABBV ABBVIE INC 0.3%
Value ($000) $2,871 Shares 44,060 Est. Cost $34.97 Unrealized +24.3%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $2,769 Shares 62,062 Est. Cost $27.70 Unrealized +31.8%
GOOGL ALPHABET INC. 0.3%
Value ($000) $2,671 Shares 3,151 Est. Cost $37.46 Unrealized +11.4%
XLI SELECT SECTOR INDUSTRIAL 0.3%
Value ($000) $2,586 Shares 39,750 Est. Cost $58.24 Unrealized
DOW CHEMICAL COMPANY 0.3%
Value ($000) $2,506 Shares 39,445 Est. Cost $46.99 Unrealized
WEC W E C ENERGY GROUP I 0.3%
Value ($000) $2,425 Shares 40,000 Est. Cost $33.96 Unrealized +30.5%
FXI ISHARES CHINA LARGE CAP 0.2%
Value ($000) $2,177 Shares 56,558 Est. Cost $35.88 Unrealized
VIG VANGUARD DIVIDEND 0.2%
Value ($000) $2,132 Shares 23,708 Est. Cost $71.09 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $2,110 Shares 19,648 Est. Cost $71.89 Unrealized +6.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,741 Shares 21,228 Est. Cost $55.35 Unrealized +1.4%
HAL HALLIBURTON CO HLDG 0.2%
Value ($000) $1,731 Shares 35,185 Est. Cost $35.15 Unrealized +28.4%
GOOG ALPHABET INC. 0.2%
Value ($000) $1,636 Shares 1,972 Est. Cost $36.16 Unrealized +12.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,613 Shares 12,953 Est. Cost $69.19 Unrealized +35.0%
VBR VANGUARD SMALL CAP VALUE 0.2%
Value ($000) $1,425 Shares 11,595 Est. Cost $101.50 Unrealized
APACHE CORP 0.1%
Value ($000) $1,359 Shares 26,436 Est. Cost $60.32 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $1,335 Shares 13,805 Est. Cost $91.05 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,268 Shares 9,630 Est. Cost $56.92 Unrealized +101.2%
POWERSHARES S&P SMALL 0.1%
Value ($000) $1,240 Shares 16,989 Est. Cost $35.91 Unrealized
HESS CORPORATION 0.1%
Value ($000) $1,237 Shares 25,650 Est. Cost $67.88 Unrealized
ECON COLUMBIA EMERGING MKTS 0.1%
Value ($000) $1,189 Shares 47,915 Est. Cost $22.14 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,056 Shares 21,174 Est. Cost $42.60 Unrealized -14.1%
XLF SELECT STR FINANCIAL 0.1%
Value ($000) $936 Shares 39,450 Est. Cost $21.63 Unrealized
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $861 Shares 100,690 Est. Cost $7.79 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $839 Shares 3,135 Est. Cost $149.44 Unrealized +38.4%
POWERSHARES RSSL TP 200 0.1%
Value ($000) $761 Shares 20,405 Est. Cost $30.08 Unrealized
STATOIL ASA F 0.1%
Value ($000) $712 Shares 41,460 Est. Cost $17.59 Unrealized
SPDR S&P OIL & GAS EQUIP 0.1%
Value ($000) $698 Shares 34,726 Est. Cost $41.90 Unrealized
BP BP PLC F 0.1%
Value ($000) $677 Shares 19,620 Est. Cost $39.11 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $626 Shares 18,083 Est. Cost $24.70 Unrealized +47.6%
POWERSHARES 0.1%
Value ($000) $591 Shares 13,966 Est. Cost $30.37 Unrealized
BK BANK OF NY MELLON CO 0.1%
Value ($000) $591 Shares 12,503 Est. Cost $35.50 Unrealized +4.1%
EFG ISHARES MSCI EAFE GROWTH 0.1%
Value ($000) $586 Shares 8,434 Est. Cost $65.98 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $524 Shares 2,222 Est. Cost $209.53 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $491 Shares 3,729 Est. Cost $84.17 Unrealized
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $487 Shares 12,368 Est. Cost $38.12 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $473 Shares 5,266 Est. Cost $70.03 Unrealized 0.0%
IBM IBM CORP 0.1%
Value ($000) $471 Shares 2,704 Est. Cost $117.66 Unrealized -2.8%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $470 Shares 4,200 Est. Cost $81.92 Unrealized 0.0%
MPB MID PENN BANCORP INC 0.0%
Value ($000) $452 Shares 16,887 Est. Cost $7.33 Unrealized +174.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $442 Shares 14,819 Est. Cost $28.13 Unrealized
NANOVIRICIDES INC 0.0%
Value ($000) $407 Shares 363,513 Est. Cost $2.19 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $400 Shares 2,092 Est. Cost $113.65 Unrealized 0.0%
REZ ISHARES RESI REAL ESTATE 0.0%
Value ($000) $360 Shares 5,705 Est. Cost $60.77 Unrealized
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $346 Shares 11,927 Est. Cost $22.90 Unrealized +32.9%
ALLERGAN PLC F 0.0%
Value ($000) $337 Shares 1,409 Est. Cost $271.78 Unrealized
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $316 Shares 2,631 Est. Cost $58.08 Unrealized +57.2%
T A T & T INC 0.0%
Value ($000) $309 Shares 7,435 Est. Cost $12.87 Unrealized +30.1%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $308 Shares 9,000 Est. Cost $21.41 Unrealized 0.0%
MCD MC DONALDS CORP 0.0%
Value ($000) $304 Shares 2,345 Est. Cost $101.70 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $291 Shares 6,794 Est. Cost $17.68 Unrealized +94.4%
FCF 1ST COMNWLTH FINL CO 0.0%
Value ($000) $277 Shares 20,855 Est. Cost $8.62 Unrealized +19.0%
WTV WISDOMTREE LARGECAP 0.0%
Value ($000) $276 Shares 3,930 Est. Cost $49.73 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $258 Shares 3,610 Est. Cost $33.98 Unrealized +13.5%
JETS US GLOBAL JETS ETF ETF 0.0%
Value ($000) $253 Shares 9,025 Est. Cost $23.05 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $251 Shares 1,659 Est. Cost $82.65 Unrealized +41.9%
FHI FEDERATED INVS PA 0.0%
Value ($000) $247 Shares 9,380 Est. Cost $18.67 Unrealized -2.6%
DIS WALT DISNEY CO 0.0%
Value ($000) $244 Shares 2,148 Est. Cost $90.71 Unrealized +13.6%
RIVERVIEW FINANCIAL 0.0%
Value ($000) $240 Shares 20,160 Est. Cost $15.23 Unrealized
SEAGATE TECHNOLOGY F 0.0%
Value ($000) $235 Shares 5,125 Est. Cost $50.10 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $233 Shares 9,860 Est. Cost $11.77 Unrealized +64.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $228 Shares 2,460 Est. Cost $63.36 Unrealized +22.6%
BLACKROCK INC 0.0%
Value ($000) $217 Shares 566 Est. Cost $383.39 Unrealized
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $207 Shares 5,496 Est. Cost $29.92 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value ($000) $200 Shares 2,340 Est. Cost $71.26 Unrealized 0.0%
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $59 Shares 19,395 Est. Cost $7.55 Unrealized -54.8%
PGN1EUR PARAGON OFFSHORE PLC F 0.0%
Value ($000) $1 Shares 11,559 Est. Cost $0.09 Unrealized