Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 9, 2018

Total Value ($000): $960,699 (100.0% shares, 0.0% debt)

Holdings (102)

IEMG ISHARES CORE MSCI EMERGING ETF 7.9%
Value ($000) $75,844 Shares 1,444,369 Est. Cost $45.61 Unrealized
QUAL ISHARS EDG MSCI USA QLTYFCTR ETF 7.1%
Value ($000) $68,505 Shares 820,912 Est. Cost $74.35 Unrealized
KBWB INVESCO KBW BANK ETF 6.8%
Value ($000) $65,742 Shares 1,226,295 Est. Cost $53.61 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 6.2%
Value ($000) $59,968 Shares 1,590,230 Est. Cost $39.43 Unrealized
IVV ISHARES CORE S&P 500 ETF 5.4%
Value ($000) $52,310 Shares 191,579 Est. Cost $226.29 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF 5.3%
Value ($000) $50,665 Shares 729,307 Est. Cost $37.83 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 4.3%
Value ($000) $41,350 Shares 486,526 Est. Cost $79.89 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.7%
Value ($000) $35,832 Shares 565,443 Est. Cost $59.39 Unrealized
COLUMBIA BEYOND BRICS ETF 3.4%
Value ($000) $32,729 Shares 1,887,150 Est. Cost $14.85 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 3.1%
Value ($000) $29,962 Shares 394,550 Est. Cost $76.86 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $29,028 Shares 156,814 Est. Cost $20.45 Unrealized +109.0%
EEMA ISHARES MSCI EMERGING MARKETS AS ETF 2.9%
Value ($000) $27,621 Shares 399,322 Est. Cost $13.05 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 2.7%
Value ($000) $25,654 Shares 494,884 Est. Cost $45.47 Unrealized
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF 2.4%
Value ($000) $22,720 Shares 767,440 Est. Cost $24.76 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.3%
Value ($000) $22,465 Shares 532,342 Est. Cost $38.68 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 2.3%
Value ($000) $22,227 Shares 266,315 Est. Cost $74.77 Unrealized
PWV INVESCO DYNAMIC LARGE CAP VALUE ETF 2.2%
Value ($000) $21,128 Shares 592,482 Est. Cost $35.66 Unrealized
VLUE ISHARES EDG MSCI USA VALFCTR ETF 2.1%
Value ($000) $20,224 Shares 244,817 Est. Cost $73.25 Unrealized
IHF ISHARES US HEALTHCARE PRO ETF 1.9%
Value ($000) $18,653 Shares 106,205 Est. Cost $144.47 Unrealized
HEEM ISHARES CURRENCY HEDG MSCI EMERG ETF 1.9%
Value ($000) $18,239 Shares 712,190 Est. Cost $21.00 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1.9%
Value ($000) $18,142 Shares 231,650 Est. Cost $53.14 Unrealized
KBE SPDR S&P BANK ETF 1.7%
Value ($000) $16,259 Shares 344,761 Est. Cost $29.92 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 1.5%
Value ($000) $14,721 Shares 130,740 Est. Cost $112.60 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $13,067 Shares 262,871 Est. Cost $21.72 Unrealized +107.4%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $11,976 Shares 278,331 Est. Cost $19.62 Unrealized +77.1%
EWH ISHARES MSCI HONG KONG ETF 1.2%
Value ($000) $11,889 Shares 491,096 Est. Cost $19.41 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 1.0%
Value ($000) $9,994 Shares 49,808 Est. Cost $84.21 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 1.0%
Value ($000) $9,835 Shares 218,644 Est. Cost $44.98 Unrealized
OEF ISHARES S&P 100 ETF 0.9%
Value ($000) $8,349 Shares 69,802 Est. Cost $87.13 Unrealized
SON SONOCO PRODUCTS CO 0.9%
Value ($000) $8,186 Shares 155,925 Est. Cost $29.43 Unrealized +34.4%
PGF INVESCO FINANCIAL PREFERRED ETF 0.7%
Value ($000) $7,048 Shares 381,815 Est. Cost $18.46 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,969 Shares 66,877 Est. Cost $39.86 Unrealized +123.4%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.5%
Value ($000) $5,000 Shares 108,675 Est. Cost $43.77 Unrealized
GS GOLDMAN SACHS GROUP 0.5%
Value ($000) $4,892 Shares 22,179 Est. Cost $127.11 Unrealized +57.9%
XPH SPDR S&P PHARMACEUTICALSETF 0.5%
Value ($000) $4,600 Shares 106,965 Est. Cost $58.24 Unrealized
ALPS ALERIAN MLP ETF 0.5%
Value ($000) $4,458 Shares 441,465 Est. Cost $17.12 Unrealized
GOOGL ALPHABET INC. CLASS A 0.4%
Value ($000) $4,271 Shares 3,782 Est. Cost $40.53 Unrealized +33.2%
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,249 Shares 43,097 Est. Cost $37.58 Unrealized +138.8%
CHIQ GLOBAL X CHINA CONSUMER ETF 0.4%
Value ($000) $3,999 Shares 224,432 Est. Cost $13.31 Unrealized
EWS ISHARES MSCI SINGAPORE CAPPED ETF 0.4%
Value ($000) $3,931 Shares 163,898 Est. Cost $19.93 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.4%
Value ($000) $3,797 Shares 45,720 Est. Cost $61.93 Unrealized
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.4%
Value ($000) $3,640 Shares 34,095 Est. Cost $112.09 Unrealized
WISDOMTREE EMERGING MARKETS ETF 0.3%
Value ($000) $2,876 Shares 125,860 Est. Cost $23.21 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.3%
Value ($000) $2,663 Shares 61,973 Est. Cost $40.53 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.3%
Value ($000) $2,450 Shares 15,400 Est. Cost $90.58 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,503 Shares 18,168 Est. Cost $55.35 Unrealized +1.4%
GOOG ALPHABET INC. CLASS C 0.2%
Value ($000) $1,484 Shares 1,330 Est. Cost $36.16 Unrealized +48.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,400 Shares 13,783 Est. Cost $71.09 Unrealized
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.1%
Value ($000) $1,387 Shares 52,183 Est. Cost $22.68 Unrealized
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.1%
Value ($000) $1,285 Shares 17,942 Est. Cost $58.24 Unrealized
ECON COLUMBIA EMERGING MKTS CONSUMER ETF 0.1%
Value ($000) $1,218 Shares 50,025 Est. Cost $22.68 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $1,182 Shares 9,356 Est. Cost $71.89 Unrealized +24.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $1,161 Shares 4,281 Est. Cost $237.38 Unrealized
VBR VANGUARD SMALL CAP VALUEETF 0.1%
Value ($000) $1,125 Shares 8,285 Est. Cost $102.24 Unrealized
PSCT INVESCO S&P SMALLCAP INFORM TECH ETF 0.1%
Value ($000) $1,022 Shares 12,419 Est. Cost $82.29 Unrealized
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $957 Shares 104,275 Est. Cost $7.83 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $937 Shares 13,469 Est. Cost $42.60 Unrealized +21.6%
FTV FORTIVE CORP DISC 00500 0.1%
Value ($000) $932 Shares 1,558 Est. Cost $46.29 Unrealized 0.0%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $927 Shares 26,577 Est. Cost $12.43 Unrealized +121.4%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $903 Shares 8,595 Est. Cost $91.05 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $782 Shares 18,083 Est. Cost $24.70 Unrealized +76.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $729 Shares 2,469 Est. Cost $149.44 Unrealized +75.7%
DOWDUPONT INC 0.1%
Value ($000) $668 Shares 10,145 Est. Cost $69.23 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $643 Shares 5,306 Est. Cost $69.19 Unrealized +45.5%
BK BANK OF NY MELLON CO 0.1%
Value ($000) $602 Shares 11,165 Est. Cost $35.66 Unrealized +25.0%
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.1%
Value ($000) $569 Shares 10,406 Est. Cost $54.68 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 0.1%
Value ($000) $549 Shares 6,974 Est. Cost $65.98 Unrealized
ILCG ISHARES MRNSTAR LRG CAP GRW ETF 0.1%
Value ($000) $522 Shares 2,994 Est. Cost $84.17 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $475 Shares 10,802 Est. Cost $28.57 Unrealized +44.1%
DGRW WISDOMTREE US QLT DIV GRW ETF 0.0%
Value ($000) $430 Shares 10,495 Est. Cost $39.00 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $426 Shares 3,917 Est. Cost $82.10 Unrealized -0.5%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $418 Shares 14,855 Est. Cost $15.07 Unrealized +64.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $417 Shares 9,627 Est. Cost $38.12 Unrealized
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.0%
Value ($000) $403 Shares 12,580 Est. Cost $33.77 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $396 Shares 5,078 Est. Cost $70.06 Unrealized -11.8%
MMM 3M CO 0.0%
Value ($000) $393 Shares 2,000 Est. Cost $114.03 Unrealized +14.1%
NFLX NETFLIX INC 0.0%
Value ($000) $391 Shares 1,000 Est. Cost $27.22 Unrealized +25.2%
PFE PFIZER INC 0.0%
Value ($000) $380 Shares 10,491 Est. Cost $21.58 Unrealized +12.6%
PNC PNC FINL SERVICES 0.0%
Value ($000) $359 Shares 2,656 Est. Cost $58.08 Unrealized +92.1%
AMZN AMAZON.COM INC 0.0%
Value ($000) $345 Shares 203 Est. Cost $55.38 Unrealized +43.3%
FCF 1ST COMNWLTH FINL CO 0.0%
Value ($000) $323 Shares 20,855 Est. Cost $8.62 Unrealized +36.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $322 Shares 2,380 Est. Cost $63.36 Unrealized +99.7%
MCD MC DONALDS CORP 0.0%
Value ($000) $318 Shares 2,031 Est. Cost $102.29 Unrealized +32.5%
GM GENERAL MOTORS CO 0.0%
Value ($000) $314 Shares 7,985 Est. Cost $24.43 Unrealized +43.4%
DHR DANAHER CORP 0.0%
Value ($000) $308 Shares 3,122 Est. Cost $71.08 Unrealized +21.0%
MS MORGAN STANLEY 0.0%
Value ($000) $279 Shares 5,887 Est. Cost $17.68 Unrealized +134.4%
WTV WSDMTRE US QULTY SHRHLDRYLD ETF 0.0%
Value ($000) $276 Shares 3,355 Est. Cost $49.73 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $270 Shares 1,805 Est. Cost $132.96 Unrealized
BLACKROCK INC 0.0%
Value ($000) $269 Shares 538 Est. Cost $385.72 Unrealized
JETS US GLOBAL JETS ETF ETF 0.0%
Value ($000) $261 Shares 9,025 Est. Cost $23.05 Unrealized
RIVERVIEW FINL 0.0%
Value ($000) $255 Shares 20,160 Est. Cost $15.23 Unrealized
UNH UNITEDHEALTH GRP INC 0.0%
Value ($000) $250 Shares 1,020 Est. Cost $186.37 Unrealized +13.8%
SPGP INVESCO RUSSELL TOP 200 PURE GROWTH ETF 0.0%
Value ($000) $243 Shares 4,790 Est. Cost $50.73 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $238 Shares 2,273 Est. Cost $92.49 Unrealized +5.1%
IBM IBM CORP 0.0%
Value ($000) $236 Shares 1,694 Est. Cost $117.66 Unrealized -15.0%
ANDEAVOR 0.0%
Value ($000) $211 Shares 1,615 Est. Cost $130.65 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $206 Shares 1,203 Est. Cost $171.24 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $205 Shares 1,875 Est. Cost $182.04 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $203 Shares 3,045 Est. Cost $68.47 Unrealized
NANOVIRICIDES INC 0.0%
Value ($000) $159 Shares 363,513 Est. Cost $2.19 Unrealized
ISSC INNOVATIVE SOLU&SUPT 0.0%
Value ($000) $56 Shares 19,395 Est. Cost $7.55 Unrealized -57.8%
SENOMYX INC 0.0%
Value ($000) $50 Shares 41,766 Est. Cost $0.84 Unrealized