Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 2, 2017

Total Value ($000): $946,412 (100.0% shares, 0.0% debt)

Holdings (107)

IEMG ISHARES CORE MSCI 7.9%
Value ($000) $74,352 Shares 1,376,380 Est. Cost $45.11 Unrealized
POWERSHARES KBW BANK 7.0%
Value ($000) $66,607 Shares 1,300,917 Est. Cost $35.62 Unrealized
QUAL ISHARS EDG MSCI USA QLTY 6.0%
Value ($000) $56,790 Shares 736,190 Est. Cost $73.35 Unrealized
PFF ISHARES U.S. PREFERRED 5.8%
Value ($000) $54,848 Shares 1,413,235 Est. Cost $39.60 Unrealized
IVV ISHARES CORE S&P 500 5.6%
Value ($000) $53,333 Shares 210,861 Est. Cost $226.29 Unrealized
HDV ISHARES CORE HIGH 5.0%
Value ($000) $47,389 Shares 572,690 Est. Cost $79.89 Unrealized
XLK TECHNOLOGY SELECT SECTOR 4.8%
Value ($000) $45,314 Shares 766,731 Est. Cost $35.36 Unrealized
IEFA ISHARES CORE MSCI EAFE 3.9%
Value ($000) $37,267 Shares 580,750 Est. Cost $59.39 Unrealized
COLUMBIA BEYOND BRICS 3.6%
Value ($000) $33,686 Shares 1,887,150 Est. Cost $14.85 Unrealized
HEFA ISHARES CURRENCY HEDG 3.3%
Value ($000) $31,438 Shares 1,086,310 Est. Cost $24.76 Unrealized
EEMA ISHARES MSCI EMERGING 3.0%
Value ($000) $28,701 Shares 412,430 Est. Cost $13.05 Unrealized
XLE ENERGY SELECT SECTOR 3.0%
Value ($000) $28,109 Shares 410,471 Est. Cost $76.86 Unrealized
VEU VANGUARD FTSE ALL WORLD 2.7%
Value ($000) $25,822 Shares 489,893 Est. Cost $45.40 Unrealized
VWO VANGUARD FTSE EMERGING 2.6%
Value ($000) $24,560 Shares 563,701 Est. Cost $38.60 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $24,396 Shares 158,294 Est. Cost $20.12 Unrealized +79.7%
POWERSHARES DYNAMIC 2.5%
Value ($000) $23,255 Shares 622,467 Est. Cost $27.91 Unrealized
HEEM ISHARES CURRENCY HEDG 2.5%
Value ($000) $23,202 Shares 899,635 Est. Cost $21.00 Unrealized
VLUE ISHARES EDG MSCI USA VAL 2.0%
Value ($000) $18,890 Shares 244,305 Est. Cost $73.25 Unrealized
IWY ISHARES RUSSELL TOP 200 1.9%
Value ($000) $18,323 Shares 270,175 Est. Cost $53.14 Unrealized
POWERSHARE FTSE RAFI US 1.8%
Value ($000) $16,827 Shares 157,040 Est. Cost $96.07 Unrealized
KBE SPDR S&P BANK ETF 1.7%
Value ($000) $15,671 Shares 347,556 Est. Cost $28.83 Unrealized
XLV SELECT SECTOR HEALTH 1.4%
Value ($000) $13,129 Shares 160,635 Est. Cost $70.42 Unrealized
EWH ISHARES MSCI HONG KONG 1.3%
Value ($000) $12,217 Shares 494,806 Est. Cost $19.41 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $10,097 Shares 265,154 Est. Cost $21.72 Unrealized +36.2%
XPH SPDR S&P PHARMACEUTICALS 1.0%
Value ($000) $9,436 Shares 221,765 Est. Cost $59.16 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $9,379 Shares 278,885 Est. Cost $19.62 Unrealized +25.9%
POWERSHARES DYNAMIC LRE 1.0%
Value ($000) $9,246 Shares 237,509 Est. Cost $21.61 Unrealized
IHF ISHARES US HEALTHCARE 0.9%
Value ($000) $8,950 Shares 60,580 Est. Cost $134.35 Unrealized
IHI ISHARES US MEDICAL 0.9%
Value ($000) $8,896 Shares 53,261 Est. Cost $84.21 Unrealized
OEF ISHARES S&P 100 ETF 0.9%
Value ($000) $8,048 Shares 72,312 Est. Cost $86.55 Unrealized
SON SONOCO PRODUCTS CO 0.8%
Value ($000) $7,866 Shares 155,925 Est. Cost $29.43 Unrealized +25.9%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,404 Shares 67,047 Est. Cost $39.86 Unrealized +84.8%
GS GOLDMAN SACHS GROUP 0.6%
Value ($000) $5,347 Shares 22,542 Est. Cost $127.11 Unrealized +47.9%
EPP ISHARES MSCI PACIFIC EX 0.5%
Value ($000) $5,025 Shares 108,675 Est. Cost $43.77 Unrealized
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $4,688 Shares 417,855 Est. Cost $17.53 Unrealized
EWS ISHARES MSCI SINGAPORE 0.4%
Value ($000) $4,004 Shares 163,898 Est. Cost $19.93 Unrealized
EMB ISHARES JPMORGAN USD MTS 0.4%
Value ($000) $3,869 Shares 33,230 Est. Cost $110.64 Unrealized
CHIQ GLOBAL X CHINA CONSUMER 0.4%
Value ($000) $3,853 Shares 224,432 Est. Cost $13.31 Unrealized
VYM VANGUARD HIGH DIVIDEND 0.4%
Value ($000) $3,780 Shares 46,626 Est. Cost $61.37 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $3,774 Shares 42,475 Est. Cost $34.97 Unrealized +53.4%
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $3,348 Shares 21,987 Est. Cost $90.58 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $3,182 Shares 42,723 Est. Cost $31.26 Unrealized +113.3%
WISDOMTREE EMERGING 0.3%
Value ($000) $3,173 Shares 125,860 Est. Cost $23.21 Unrealized
GOOGL ALPHABET INC. 0.3%
Value ($000) $3,145 Shares 3,230 Est. Cost $37.79 Unrealized +24.6%
POWERSHARES FINANCIAL 0.3%
Value ($000) $3,081 Shares 162,390 Est. Cost $18.14 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $2,993 Shares 61,899 Est. Cost $27.70 Unrealized +58.6%
WEC W E C ENERGY GROUP I 0.3%
Value ($000) $2,511 Shares 40,000 Est. Cost $33.96 Unrealized +43.7%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,929 Shares 16,416 Est. Cost $71.89 Unrealized +6.0%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $1,802 Shares 7,174 Est. Cost $237.38 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,752 Shares 21,373 Est. Cost $55.35 Unrealized -1.8%
GOOG ALPHABET INC. 0.2%
Value ($000) $1,708 Shares 1,781 Est. Cost $36.16 Unrealized +27.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,696 Shares 13,042 Est. Cost $69.19 Unrealized +51.7%
VIG VANGUARD DIVIDEND 0.2%
Value ($000) $1,505 Shares 15,873 Est. Cost $71.09 Unrealized
ECON COLUMBIA EMERGING MKTS 0.1%
Value ($000) $1,388 Shares 50,400 Est. Cost $22.39 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,368 Shares 9,630 Est. Cost $56.92 Unrealized +129.8%
XLF SELECT STR FINANCIAL 0.1%
Value ($000) $1,292 Shares 49,962 Est. Cost $22.36 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.1%
Value ($000) $1,274 Shares 17,942 Est. Cost $58.24 Unrealized
POWERSHARES S&P SMALL 0.1%
Value ($000) $1,190 Shares 15,059 Est. Cost $35.91 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.1%
Value ($000) $1,031 Shares 8,065 Est. Cost $101.50 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $984 Shares 10,520 Est. Cost $91.05 Unrealized
SU SUNCOR ENERGY INC F 0.1%
Value ($000) $918 Shares 26,210 Est. Cost $22.32 Unrealized +4.6%
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $913 Shares 100,690 Est. Cost $7.79 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $805 Shares 2,595 Est. Cost $149.44 Unrealized +59.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $795 Shares 15,890 Est. Cost $42.60 Unrealized -19.1%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $757 Shares 25,737 Est. Cost $11.94 Unrealized +78.6%
DOWDUPONT INC 0.1%
Value ($000) $754 Shares 10,891 Est. Cost $69.23 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $716 Shares 18,083 Est. Cost $24.70 Unrealized +48.8%
BK BANK OF NY MELLON CO 0.1%
Value ($000) $581 Shares 10,958 Est. Cost $35.50 Unrealized +17.8%
POWERSHARES 0.1%
Value ($000) $572 Shares 11,446 Est. Cost $30.37 Unrealized
EFG ISHARES MSCI EAFE GROWTH 0.1%
Value ($000) $564 Shares 7,284 Est. Cost $65.98 Unrealized
EEM ISHARES MSCI EMERGING 0.1%
Value ($000) $547 Shares 12,213 Est. Cost $38.12 Unrealized
ILCG ISHARES MRNSTAR LRG CAP 0.1%
Value ($000) $546 Shares 3,729 Est. Cost $84.17 Unrealized
FXI ISHARES CHINA LARGE CAP 0.1%
Value ($000) $543 Shares 12,338 Est. Cost $35.88 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $488 Shares 5,360 Est. Cost $70.08 Unrealized +4.2%
EBS EMERGENT BIOSOLUTION 0.1%
Value ($000) $482 Shares 11,927 Est. Cost $22.90 Unrealized +58.0%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $454 Shares 4,077 Est. Cost $82.10 Unrealized +8.9%
IDV ISHARES INTERNATIONAL 0.0%
Value ($000) $450 Shares 13,325 Est. Cost $33.77 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $435 Shares 10,775 Est. Cost $24.43 Unrealized +29.3%
MMM 3M COMPANY 0.0%
Value ($000) $420 Shares 2,000 Est. Cost $113.65 Unrealized +14.3%
NANOVIRICIDES INC 0.0%
Value ($000) $414 Shares 363,513 Est. Cost $2.19 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $382 Shares 5,579 Est. Cost $68.47 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $368 Shares 15,217 Est. Cost $28.06 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $368 Shares 14,527 Est. Cost $14.39 Unrealized +38.7%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $359 Shares 10,070 Est. Cost $21.49 Unrealized +3.5%
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $355 Shares 2,631 Est. Cost $58.08 Unrealized +66.4%
MCD MC DONALDS CORP 0.0%
Value ($000) $313 Shares 2,000 Est. Cost $101.70 Unrealized +26.5%
MS MORGAN STANLEY 0.0%
Value ($000) $309 Shares 6,409 Est. Cost $17.68 Unrealized +105.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $307 Shares 2,460 Est. Cost $63.36 Unrealized +51.5%
FCF 1ST COMNWLTH FINL CO 0.0%
Value ($000) $295 Shares 20,855 Est. Cost $8.62 Unrealized +12.5%
DGRW WISDOMTREE US QLT DIV 0.0%
Value ($000) $287 Shares 7,511 Est. Cost $38.21 Unrealized
T A T & T INC 0.0%
Value ($000) $279 Shares 7,118 Est. Cost $13.05 Unrealized +19.6%
DHR DANAHER CORP 0.0%
Value ($000) $268 Shares 3,122 Est. Cost $71.08 Unrealized 0.0%
JETS US GLOBAL JETS ETF ETF 0.0%
Value ($000) $267 Shares 9,025 Est. Cost $23.05 Unrealized
WTV WISDOMTREE US LARGECAP 0.0%
Value ($000) $266 Shares 3,505 Est. Cost $49.73 Unrealized
RIVERVIEW FINANCIAL 0.0%
Value ($000) $259 Shares 20,160 Est. Cost $15.23 Unrealized
POWERSHARES RSSL TP 200 0.0%
Value ($000) $252 Shares 5,925 Est. Cost $30.08 Unrealized
EEMV ISHR EDG MSCI MIN VOL 0.0%
Value ($000) $251 Shares 4,324 Est. Cost $57.46 Unrealized
IBM IBM CORP 0.0%
Value ($000) $249 Shares 1,715 Est. Cost $117.66 Unrealized -17.7%
BLACKROCK INC 0.0%
Value ($000) $241 Shares 538 Est. Cost $383.39 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $240 Shares 1,805 Est. Cost $132.96 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $236 Shares 2,398 Est. Cost $92.49 Unrealized +4.8%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $225 Shares 5,859 Est. Cost $30.54 Unrealized +4.8%
BB&T CORPORATION 0.0%
Value ($000) $225 Shares 4,785 Est. Cost $47.02 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $213 Shares 1,270 Est. Cost $82.65 Unrealized +57.2%
IBB ISHARES NASDAQ 0.0%
Value ($000) $208 Shares 625 Est. Cost $332.80 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $71 Shares 19,395 Est. Cost $7.55 Unrealized -50.2%
SENOMYX INC 0.0%
Value ($000) $25 Shares 41,766 Est. Cost $0.84 Unrealized