Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $938,267 (100.0% shares, 0.0% debt)

Holdings (112)

IEMG ISHARES CORE MSCI 7.3%
Value ($000) $68,226 Shares 1,363,425 Est. Cost $45.11 Unrealized
POWERSHARES KBW BANK 7.1%
Value ($000) $66,389 Shares 1,345,537 Est. Cost $35.62 Unrealized
PFF ISHARES U.S. PREFERRED 5.8%
Value ($000) $54,855 Shares 1,400,435 Est. Cost $39.60 Unrealized
QUAL ISHARS EDG MSCI USA QLTY 5.6%
Value ($000) $52,165 Shares 701,430 Est. Cost $73.16 Unrealized
IVV ISHARES CORE S&P 500 5.5%
Value ($000) $51,636 Shares 212,136 Est. Cost $226.29 Unrealized
HDV ISHARES CORE HIGH 5.0%
Value ($000) $46,562 Shares 560,115 Est. Cost $79.83 Unrealized
XLK TECHNOLOGY SELECT SECTOR 4.6%
Value ($000) $43,344 Shares 792,101 Est. Cost $35.36 Unrealized
IEFA ISHARES CORE MSCI EAFE 3.7%
Value ($000) $34,853 Shares 572,387 Est. Cost $59.32 Unrealized
COLUMBIA BEYOND BRICS 3.5%
Value ($000) $32,761 Shares 1,887,150 Est. Cost $14.85 Unrealized
HEFA ISHARES CURRENCY HEDG 3.3%
Value ($000) $30,795 Shares 1,083,585 Est. Cost $24.76 Unrealized
EEMA ISHARES MSCI EMERGING 3.2%
Value ($000) $29,740 Shares 458,665 Est. Cost $13.05 Unrealized
XLE ENERGY SELECT SECTOR 3.0%
Value ($000) $28,431 Shares 437,933 Est. Cost $76.86 Unrealized
VEU VANGUARD FTSE ALL WORLD 2.7%
Value ($000) $24,891 Shares 497,514 Est. Cost $45.40 Unrealized
VWO VANGUARD FTSE EMERGING 2.6%
Value ($000) $24,756 Shares 606,325 Est. Cost $38.60 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $23,216 Shares 161,201 Est. Cost $20.12 Unrealized +70.6%
POWERSHARES DYNAMIC 2.5%
Value ($000) $23,006 Shares 635,359 Est. Cost $27.91 Unrealized
HEEM ISHARES CURRENCY HEDG 2.3%
Value ($000) $21,681 Shares 899,635 Est. Cost $21.00 Unrealized
KBE SPDR S&P BANK ETF 1.9%
Value ($000) $18,282 Shares 420,076 Est. Cost $28.83 Unrealized
VLUE ISHARES EDG MSCI USA VAL 1.9%
Value ($000) $17,974 Shares 244,305 Est. Cost $73.25 Unrealized
IWY ISHARES RUSSELL TOP 200 1.9%
Value ($000) $17,450 Shares 270,625 Est. Cost $53.14 Unrealized
POWERSHARE FTSE RAFI US 1.7%
Value ($000) $16,233 Shares 157,040 Est. Cost $96.07 Unrealized
XLV SELECT SECTOR HEALTH 1.4%
Value ($000) $12,751 Shares 160,920 Est. Cost $70.42 Unrealized
IHI ISHARES US MEDICAL 1.2%
Value ($000) $11,709 Shares 70,276 Est. Cost $84.21 Unrealized
EWH ISHARES MSCI HONG KONG 1.2%
Value ($000) $11,593 Shares 494,806 Est. Cost $19.41 Unrealized
IHF ISHARES US HEALTHCARE 1.1%
Value ($000) $9,963 Shares 67,060 Est. Cost $134.35 Unrealized
XPH SPDR S&P PHARMACEUTICALS 1.0%
Value ($000) $9,517 Shares 221,160 Est. Cost $59.16 Unrealized
POWERSHARES DYNAMIC LRE 1.0%
Value ($000) $9,203 Shares 255,954 Est. Cost $21.61 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $8,935 Shares 264,819 Est. Cost $21.72 Unrealized +36.1%
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $8,816 Shares 281,665 Est. Cost $19.62 Unrealized +27.7%
OEF ISHARES S&P 100 ETF 0.9%
Value ($000) $8,424 Shares 78,807 Est. Cost $86.55 Unrealized
SON SONOCO PRODUCTS CO 0.9%
Value ($000) $8,018 Shares 155,925 Est. Cost $29.43 Unrealized +30.4%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,125 Shares 67,011 Est. Cost $39.86 Unrealized +72.0%
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $5,009 Shares 22,575 Est. Cost $127.11 Unrealized +45.2%
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $4,986 Shares 416,855 Est. Cost $17.53 Unrealized
EPP ISHARES MSCI PACIFIC EX 0.5%
Value ($000) $4,867 Shares 109,424 Est. Cost $43.77 Unrealized
VYM VANGUARD HIGH DIVIDEND 0.4%
Value ($000) $4,093 Shares 52,366 Est. Cost $61.37 Unrealized
EEMV ISHR EDG MSCI MIN VOL 0.4%
Value ($000) $4,062 Shares 73,327 Est. Cost $57.46 Unrealized
EWS ISHARES MSCI SINGAPORE 0.4%
Value ($000) $3,871 Shares 163,898 Est. Cost $19.93 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.4%
Value ($000) $3,800 Shares 33,230 Est. Cost $110.64 Unrealized
WFC WELLS FARGO BK N A 0.4%
Value ($000) $3,776 Shares 68,154 Est. Cost $34.63 Unrealized +21.8%
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $3,345 Shares 22,698 Est. Cost $90.58 Unrealized
CHIQ GLOBAL X CHINA CONSUMER 0.3%
Value ($000) $3,279 Shares 224,432 Est. Cost $13.31 Unrealized
POWERSHARES FINANCIAL 0.3%
Value ($000) $3,182 Shares 166,595 Est. Cost $18.14 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,148 Shares 45,667 Est. Cost $31.26 Unrealized +99.3%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $3,112 Shares 62,062 Est. Cost $27.70 Unrealized +44.8%
ABBV ABBVIE INC 0.3%
Value ($000) $3,108 Shares 42,865 Est. Cost $34.97 Unrealized +34.3%
WISDOMTREE EMERGING 0.3%
Value ($000) $2,916 Shares 125,860 Est. Cost $23.21 Unrealized
GOOGL ALPHABET INC. 0.3%
Value ($000) $2,902 Shares 3,121 Est. Cost $37.46 Unrealized +23.9%
XLI SELECT SECTOR INDUSTRIAL 0.3%
Value ($000) $2,707 Shares 39,750 Est. Cost $58.24 Unrealized
WEC W E C ENERGY GROUP I 0.3%
Value ($000) $2,455 Shares 40,000 Est. Cost $33.96 Unrealized +38.0%
FXI ISHARES CHINA LARGE CAP 0.2%
Value ($000) $2,241 Shares 56,428 Est. Cost $35.88 Unrealized
VIG VANGUARD DIVIDEND 0.2%
Value ($000) $1,893 Shares 20,428 Est. Cost $71.09 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,856 Shares 17,786 Est. Cost $71.89 Unrealized +1.8%
GOOG ALPHABET INC. 0.2%
Value ($000) $1,720 Shares 1,893 Est. Cost $36.16 Unrealized +25.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,714 Shares 12,953 Est. Cost $69.19 Unrealized +45.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,714 Shares 21,228 Est. Cost $55.35 Unrealized +0.2%
HAL HALLIBURTON CO HLDG 0.2%
Value ($000) $1,503 Shares 35,185 Est. Cost $35.15 Unrealized +10.0%
VBR VANGUARD SMALL CAP VALUE 0.2%
Value ($000) $1,433 Shares 11,655 Est. Cost $101.50 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,336 Shares 9,630 Est. Cost $56.92 Unrealized +119.2%
ECON COLUMBIA EMERGING MKTS 0.1%
Value ($000) $1,334 Shares 51,065 Est. Cost $22.39 Unrealized
APACHE CORP 0.1%
Value ($000) $1,267 Shares 26,436 Est. Cost $60.32 Unrealized
POWERSHARES S&P SMALL 0.1%
Value ($000) $1,157 Shares 15,639 Est. Cost $35.91 Unrealized
XLF SELECT STR FINANCIAL 0.1%
Value ($000) $1,144 Shares 46,355 Est. Cost $22.09 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $1,077 Shares 12,175 Est. Cost $91.05 Unrealized
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $886 Shares 100,690 Est. Cost $7.79 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $802 Shares 18,250 Est. Cost $42.60 Unrealized -16.7%
SU SUNCOR ENERGY INC F 0.1%
Value ($000) $765 Shares 26,210 Est. Cost $22.32 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $720 Shares 2,595 Est. Cost $149.44 Unrealized +46.1%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $707 Shares 2,922 Est. Cost $217.30 Unrealized
MPB MID PENN BANCORP INC 0.1%
Value ($000) $695 Shares 25,737 Est. Cost $11.94 Unrealized +73.7%
BP BP PLC F 0.1%
Value ($000) $680 Shares 19,620 Est. Cost $39.11 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $648 Shares 18,083 Est. Cost $24.70 Unrealized +41.4%
POWERSHARES RSSL TP 200 0.1%
Value ($000) $647 Shares 16,225 Est. Cost $30.08 Unrealized
BK BANK OF NY MELLON CO 0.1%
Value ($000) $638 Shares 12,503 Est. Cost $35.50 Unrealized +6.9%
POWERSHARES 0.1%
Value ($000) $569 Shares 12,466 Est. Cost $30.37 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.1%
Value ($000) $539 Shares 7,284 Est. Cost $65.98 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $529 Shares 15,145 Est. Cost $24.43 Unrealized +18.9%
SPDR S&P OIL & GAS EQUIP 0.1%
Value ($000) $528 Shares 34,155 Est. Cost $41.90 Unrealized
DOW CHEMICAL COMPANY 0.1%
Value ($000) $526 Shares 8,345 Est. Cost $46.99 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $519 Shares 3,729 Est. Cost $84.17 Unrealized
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $512 Shares 12,368 Est. Cost $38.12 Unrealized
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $499 Shares 4,325 Est. Cost $82.10 Unrealized +7.4%
NANOVIRICIDES INC 0.1%
Value ($000) $491 Shares 363,513 Est. Cost $2.19 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $459 Shares 5,266 Est. Cost $70.03 Unrealized +0.2%
MMM 3M COMPANY 0.0%
Value ($000) $436 Shares 2,092 Est. Cost $113.65 Unrealized +9.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $426 Shares 15,765 Est. Cost $28.06 Unrealized
EBS EMERGENT BIOSOLUTION 0.0%
Value ($000) $404 Shares 11,927 Est. Cost $22.90 Unrealized +34.8%
REZ ISHARES RESI REAL ESTATE 0.0%
Value ($000) $371 Shares 5,705 Est. Cost $60.77 Unrealized
IBM IBM CORP 0.0%
Value ($000) $342 Shares 2,225 Est. Cost $117.66 Unrealized -11.8%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $329 Shares 2,631 Est. Cost $58.08 Unrealized +55.5%
MCD MC DONALDS CORP 0.0%
Value ($000) $322 Shares 2,100 Est. Cost $101.70 Unrealized +15.9%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $312 Shares 8,022 Est. Cost $30.54 Unrealized +4.5%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $306 Shares 9,098 Est. Cost $21.41 Unrealized +0.9%
MS MORGAN STANLEY 0.0%
Value ($000) $303 Shares 6,794 Est. Cost $17.68 Unrealized +89.8%
T A T & T INC 0.0%
Value ($000) $298 Shares 7,903 Est. Cost $13.05 Unrealized +22.0%
LYB LYONDELLBASELL INDS F 0.0%
Value ($000) $296 Shares 3,505 Est. Cost $47.98 Unrealized +3.8%
JETS US GLOBAL JETS ETF ETF 0.0%
Value ($000) $284 Shares 9,025 Est. Cost $23.05 Unrealized
RIVERVIEW FINANCIAL 0.0%
Value ($000) $272 Shares 20,160 Est. Cost $15.23 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $269 Shares 3,610 Est. Cost $33.98 Unrealized +15.6%
DIS WALT DISNEY CO 0.0%
Value ($000) $269 Shares 2,532 Est. Cost $92.49 Unrealized +10.8%
CMI CUMMINS INC 0.0%
Value ($000) $269 Shares 1,659 Est. Cost $82.65 Unrealized +49.8%
FCF 1ST COMNWLTH FINL CO 0.0%
Value ($000) $264 Shares 20,855 Est. Cost $8.62 Unrealized +10.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $264 Shares 2,460 Est. Cost $63.36 Unrealized +32.7%
ALLERGAN PLC F 0.0%
Value ($000) $255 Shares 1,049 Est. Cost $271.78 Unrealized
WTV WISDOMTREE US LARGECAP 0.0%
Value ($000) $254 Shares 3,505 Est. Cost $49.73 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $243 Shares 10,010 Est. Cost $11.88 Unrealized +60.8%
BLACKROCK INC 0.0%
Value ($000) $227 Shares 538 Est. Cost $383.39 Unrealized
DU PONT EI DE NEMOUR 0.0%
Value ($000) $212 Shares 2,623 Est. Cost $80.82 Unrealized
SEAGATE TECHNOLOGY F 0.0%
Value ($000) $149 Shares 3,855 Est. Cost $50.10 Unrealized
VANECK VECTORS OIL SVCS 0.0%
Value ($000) $105 Shares 4,230 Est. Cost $24.82 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $85 Shares 19,395 Est. Cost $7.55 Unrealized -52.0%
SENOMYX INC 0.0%
Value ($000) $35 Shares 41,766 Est. Cost $0.84 Unrealized