Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 6, 2018

Total Value ($000): $1,007,081 (100.0% shares, 0.0% debt)

Holdings (101)

IEMG ISHARES INC 9.4%
Value ($000) $94,599 Shares 1,826,949 Est. Cost $46.90 Unrealized
QUAL ISHARES TR 7.4%
Value ($000) $74,084 Shares 819,787 Est. Cost $74.35 Unrealized
KBWB INVESCO EXCHANGE TRADED FD TR 6.6%
Value ($000) $66,031 Shares 1,221,432 Est. Cost $53.61 Unrealized
PFF ISHARES TR 5.9%
Value ($000) $59,004 Shares 1,589,120 Est. Cost $39.43 Unrealized
IVV ISHARES TR 5.6%
Value ($000) $55,993 Shares 191,277 Est. Cost $226.29 Unrealized
XLK SELECT SECTOR SPDR TR 5.3%
Value ($000) $53,072 Shares 704,532 Est. Cost $37.83 Unrealized
HDV ISHARES TR 4.4%
Value ($000) $43,950 Shares 485,416 Est. Cost $79.89 Unrealized
IEFA ISHARES TR 3.7%
Value ($000) $36,974 Shares 576,998 Est. Cost $59.48 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $34,440 Shares 152,565 Est. Cost $20.45 Unrealized +140.9%
XLE SELECT SECTOR SPDR TR 2.9%
Value ($000) $29,507 Shares 389,589 Est. Cost $76.86 Unrealized
EEMA ISHARES INC 2.8%
Value ($000) $27,774 Shares 409,407 Est. Cost $14.40 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.6%
Value ($000) $25,884 Shares 497,293 Est. Cost $45.47 Unrealized
XLV SELECT SECTOR SPDR TR 2.5%
Value ($000) $25,528 Shares 268,290 Est. Cost $74.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.5%
Value ($000) $24,999 Shares 609,737 Est. Cost $38.97 Unrealized
COLUMBIA ETF TR II 2.3%
Value ($000) $23,323 Shares 1,316,950 Est. Cost $14.85 Unrealized
HEFA ISHARES TR 2.3%
Value ($000) $22,977 Shares 767,440 Est. Cost $24.76 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $22,034 Shares 589,457 Est. Cost $35.66 Unrealized
VLUE ISHARES TR 2.1%
Value ($000) $21,507 Shares 244,817 Est. Cost $73.25 Unrealized
IHF ISHARES TR 2.1%
Value ($000) $20,691 Shares 103,535 Est. Cost $144.47 Unrealized
IWY ISHARES TR 2.0%
Value ($000) $19,777 Shares 231,530 Est. Cost $53.14 Unrealized
HEEM ISHARES INC 1.8%
Value ($000) $18,040 Shares 712,190 Est. Cost $21.00 Unrealized
KBE SPDR SERIES TRUST 1.6%
Value ($000) $15,956 Shares 342,616 Est. Cost $29.92 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $15,528 Shares 130,740 Est. Cost $112.60 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $13,538 Shares 278,271 Est. Cost $19.62 Unrealized +83.7%
INTC INTEL CORP 1.2%
Value ($000) $12,428 Shares 262,797 Est. Cost $21.72 Unrealized +91.1%
EWH ISHARES INC 1.2%
Value ($000) $11,718 Shares 489,888 Est. Cost $19.41 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $10,512 Shares 217,919 Est. Cost $44.98 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $10,444 Shares 45,913 Est. Cost $84.21 Unrealized
OEF ISHARES TR 0.9%
Value ($000) $9,128 Shares 70,424 Est. Cost $87.13 Unrealized
SON SONOCO PRODS CO 0.9%
Value ($000) $8,654 Shares 155,925 Est. Cost $29.43 Unrealized +46.7%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $7,542 Shares 66,836 Est. Cost $39.86 Unrealized +132.4%
PGF INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $6,945 Shares 381,815 Est. Cost $18.46 Unrealized
XPH SPDR SERIES TRUST 0.5%
Value ($000) $5,164 Shares 106,340 Est. Cost $58.24 Unrealized
EPP ISHARES INC 0.5%
Value ($000) $5,037 Shares 110,900 Est. Cost $43.81 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $4,973 Shares 22,179 Est. Cost $127.11 Unrealized +54.5%
ALPS ETF TR 0.5%
Value ($000) $4,715 Shares 441,465 Est. Cost $17.12 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $4,558 Shares 3,776 Est. Cost $40.53 Unrealized +48.3%
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,526 Shares 39,575 Est. Cost $37.58 Unrealized +168.2%
EWS ISHARES INC 0.4%
Value ($000) $3,978 Shares 163,898 Est. Cost $19.93 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $3,912 Shares 44,915 Est. Cost $61.93 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $3,676 Shares 34,095 Est. Cost $112.09 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $3,465 Shares 224,432 Est. Cost $13.31 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $2,813 Shares 65,693 Est. Cost $40.66 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $2,757 Shares 15,283 Est. Cost $90.58 Unrealized
WISDOMTREE TR 0.3%
Value ($000) $2,687 Shares 125,860 Est. Cost $23.21 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,543 Shares 18,143 Est. Cost $55.35 Unrealized +5.1%
VIG VANGUARD GROUP 0.1%
Value ($000) $1,480 Shares 13,368 Est. Cost $71.09 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,410 Shares 51,123 Est. Cost $22.68 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,407 Shares 17,942 Est. Cost $58.24 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,402 Shares 1,175 Est. Cost $36.16 Unrealized +64.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,245 Shares 4,281 Est. Cost $237.38 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,144 Shares 9,356 Est. Cost $71.89 Unrealized +22.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,115 Shares 8,000 Est. Cost $102.24 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,043 Shares 13,469 Est. Cost $42.60 Unrealized +32.3%
PSCT INVESCO EXCHANGE TRADED FD TR 0.1%
Value ($000) $1,014 Shares 12,069 Est. Cost $82.29 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $990 Shares 104,275 Est. Cost $7.83 Unrealized
ECON COLUMBIA ETF TR II 0.1%
Value ($000) $905 Shares 40,635 Est. Cost $22.68 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $853 Shares 8,115 Est. Cost $91.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $849 Shares 2,455 Est. Cost $149.44 Unrealized +76.8%
STBA S & T BANCORP INC 0.1%
Value ($000) $784 Shares 18,083 Est. Cost $24.70 Unrealized +83.3%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $775 Shares 26,577 Est. Cost $12.43 Unrealized +100.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $730 Shares 5,280 Est. Cost $69.19 Unrealized +56.1%
DOWDUPONT INC 0.1%
Value ($000) $649 Shares 10,099 Est. Cost $69.23 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $619 Shares 10,406 Est. Cost $54.68 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $569 Shares 11,165 Est. Cost $35.66 Unrealized +19.7%
EFG ISHARES TR 0.1%
Value ($000) $558 Shares 6,974 Est. Cost $65.98 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $556 Shares 2,994 Est. Cost $84.17 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $514 Shares 9,965 Est. Cost $28.57 Unrealized +52.5%
PFE PFIZER INC 0.0%
Value ($000) $458 Shares 10,399 Est. Cost $21.58 Unrealized +28.1%
BAC BANK AMER CORP 0.0%
Value ($000) $438 Shares 14,855 Est. Cost $15.07 Unrealized +69.0%
PEP PEPSICO INC 0.0%
Value ($000) $436 Shares 3,900 Est. Cost $82.10 Unrealized +10.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $429 Shares 9,670 Est. Cost $39.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $421 Shares 2,000 Est. Cost $114.03 Unrealized +15.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $420 Shares 5,050 Est. Cost $70.06 Unrealized -3.2%
EEM ISHARES TR 0.0%
Value ($000) $413 Shares 9,627 Est. Cost $38.12 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $410 Shares 12,580 Est. Cost $33.77 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $407 Shares 203 Est. Cost $55.38 Unrealized +69.8%
NFLX NETFLIX INC 0.0%
Value ($000) $374 Shares 1,000 Est. Cost $27.22 Unrealized +33.3%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $363 Shares 2,380 Est. Cost $63.36 Unrealized +90.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $362 Shares 2,656 Est. Cost $58.08 Unrealized +88.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $355 Shares 2,125 Est. Cost $103.73 Unrealized +30.0%
DHR DANAHER CORP DEL 0.0%
Value ($000) $339 Shares 3,122 Est. Cost $71.08 Unrealized +23.9%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $337 Shares 20,855 Est. Cost $8.62 Unrealized +47.6%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $294 Shares 9,025 Est. Cost $23.05 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $292 Shares 3,355 Est. Cost $49.73 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $291 Shares 1,805 Est. Cost $132.96 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $281 Shares 2,405 Est. Cost $93.27 Unrealized +14.3%
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $274 Shares 20,160 Est. Cost $15.23 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $274 Shares 5,887 Est. Cost $17.68 Unrealized +120.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $271 Shares 1,020 Est. Cost $186.37 Unrealized +23.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $269 Shares 7,985 Est. Cost $24.43 Unrealized +35.4%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $261 Shares 4,790 Est. Cost $50.73 Unrealized
BLACKROCK INC 0.0%
Value ($000) $254 Shares 538 Est. Cost $385.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $254 Shares 1,680 Est. Cost $117.66 Unrealized -13.9%
IBB ISHARES TR 0.0%
Value ($000) $229 Shares 1,875 Est. Cost $182.04 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $224 Shares 1,203 Est. Cost $171.24 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $207 Shares 3,045 Est. Cost $68.47 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $206 Shares 1,858 Est. Cost $110.87 Unrealized
NANOVIRICIDES INC 0.0%
Value ($000) $131 Shares 363,513 Est. Cost $2.19 Unrealized
SENOMYX INC 0.0%
Value ($000) $62 Shares 41,766 Est. Cost $0.84 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $49 Shares 19,395 Est. Cost $7.55 Unrealized -63.5%