Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $848,521 (100.0% shares, 0.0% debt)

Holdings (97)

IEMG ISHARES INC 11.3%
Value ($000) $96,210 Shares 2,040,506 Est. Cost $46.93 Unrealized
QUAL ISHARES TR 7.1%
Value ($000) $60,099 Shares 782,942 Est. Cost $74.35 Unrealized
KBWB INVESCO EXCHNG TRADED FD TR 6.7%
Value ($000) $57,061 Shares 1,297,437 Est. Cost $53.05 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $48,317 Shares 192,030 Est. Cost $226.29 Unrealized
IEFA ISHARES TR 5.5%
Value ($000) $46,292 Shares 841,666 Est. Cost $58.07 Unrealized
XLK SELECT SECTOR SPDR TR 5.1%
Value ($000) $43,410 Shares 700,387 Est. Cost $37.83 Unrealized
HDV ISHARES TR 4.4%
Value ($000) $37,500 Shares 444,421 Est. Cost $79.89 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $25,573 Shares 671,202 Est. Cost $38.89 Unrealized
EEMA ISHARES INC 3.0%
Value ($000) $25,260 Shares 415,117 Est. Cost $15.04 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $24,015 Shares 152,243 Est. Cost $20.45 Unrealized +125.0%
VEU VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $23,390 Shares 513,163 Est. Cost $45.47 Unrealized
XLV SELECT SECTOR SPDR TR 2.6%
Value ($000) $22,372 Shares 258,605 Est. Cost $74.77 Unrealized
XLE SELECT SECTOR SPDR TR 2.6%
Value ($000) $22,357 Shares 389,713 Est. Cost $76.86 Unrealized
HEEM ISHARES INC 2.5%
Value ($000) $21,242 Shares 922,360 Est. Cost $21.46 Unrealized
HEFA ISHARES TR 2.3%
Value ($000) $19,808 Shares 767,440 Est. Cost $24.76 Unrealized
VLUE ISHARES TR 2.2%
Value ($000) $18,899 Shares 260,428 Est. Cost $73.21 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $18,484 Shares 566,477 Est. Cost $35.66 Unrealized
IHF ISHARES TR 2.0%
Value ($000) $16,629 Shares 100,665 Est. Cost $144.47 Unrealized
IWY ISHARES TR 1.9%
Value ($000) $16,471 Shares 229,566 Est. Cost $53.14 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $13,279 Shares 130,740 Est. Cost $112.60 Unrealized
PFF ISHARES TR 1.5%
Value ($000) $13,004 Shares 379,888 Est. Cost $39.43 Unrealized
KBE SPDR SERIES TRUST 1.5%
Value ($000) $12,994 Shares 347,891 Est. Cost $30.03 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $12,333 Shares 262,797 Est. Cost $21.72 Unrealized +85.0%
CSCO CISCO SYS INC 1.4%
Value ($000) $12,057 Shares 278,271 Est. Cost $19.62 Unrealized +88.1%
EWH ISHARES INC 1.3%
Value ($000) $11,057 Shares 489,888 Est. Cost $19.41 Unrealized
MCHI ISHARES TR 1.1%
Value ($000) $9,432 Shares 179,245 Est. Cost $52.62 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $8,568 Shares 206,604 Est. Cost $44.98 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $8,445 Shares 86,506 Est. Cost $50.70 Unrealized +72.7%
IHI ISHARES TR 1.0%
Value ($000) $8,367 Shares 41,873 Est. Cost $84.21 Unrealized
SON SONOCO PRODS CO 1.0%
Value ($000) $8,284 Shares 155,925 Est. Cost $29.43 Unrealized +45.6%
OEF ISHARES TR 0.9%
Value ($000) $7,347 Shares 65,871 Est. Cost $87.13 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $5,588 Shares 33,449 Est. Cost $141.86 Unrealized +20.5%
EPP ISHARES INC 0.5%
Value ($000) $4,514 Shares 110,900 Est. Cost $43.81 Unrealized
ALPS ETF TR 0.5%
Value ($000) $4,420 Shares 506,340 Est. Cost $16.04 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $4,020 Shares 39,575 Est. Cost $37.58 Unrealized +166.1%
GOOGL ALPHABET INC 0.5%
Value ($000) $3,946 Shares 3,776 Est. Cost $40.53 Unrealized +32.3%
COLUMBIA ETF TR II 0.5%
Value ($000) $3,908 Shares 248,670 Est. Cost $14.85 Unrealized
XPH SPDR SERIES TRUST 0.4%
Value ($000) $3,707 Shares 101,225 Est. Cost $58.24 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $3,639 Shares 35,020 Est. Cost $111.87 Unrealized
EWS ISHARES INC 0.4%
Value ($000) $3,622 Shares 163,898 Est. Cost $19.93 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $3,503 Shares 44,915 Est. Cost $61.93 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $2,993 Shares 39,187 Est. Cost $76.38 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $2,911 Shares 224,432 Est. Cost $13.31 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $2,595 Shares 66,403 Est. Cost $40.64 Unrealized
WISDOMTREE TR 0.3%
Value ($000) $2,503 Shares 125,860 Est. Cost $23.21 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,522 Shares 9,474 Est. Cost $90.58 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $1,309 Shares 13,368 Est. Cost $71.09 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,294 Shares 11,345 Est. Cost $105.72 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,246 Shares 1,203 Est. Cost $36.56 Unrealized +45.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,237 Shares 18,143 Est. Cost $55.35 Unrealized +1.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,196 Shares 50,223 Est. Cost $22.68 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,070 Shares 4,281 Est. Cost $237.38 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,033 Shares 16,037 Est. Cost $58.24 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,005 Shares 9,238 Est. Cost $71.89 Unrealized +17.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $828 Shares 13,275 Est. Cost $42.60 Unrealized +25.4%
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $810 Shares 104,275 Est. Cost $7.83 Unrealized
PSCT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $790 Shares 11,444 Est. Cost $82.29 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $684 Shares 18,083 Est. Cost $24.70 Unrealized +63.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $681 Shares 5,280 Est. Cost $69.19 Unrealized +65.0%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $656 Shares 28,515 Est. Cost $12.96 Unrealized +56.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $643 Shares 2,455 Est. Cost $149.44 Unrealized +67.3%
DOWDUPONT INC 0.1%
Value ($000) $538 Shares 10,062 Est. Cost $69.23 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $517 Shares 10,990 Est. Cost $35.66 Unrealized +11.2%
ECON COLUMBIA ETF TR II 0.1%
Value ($000) $507 Shares 24,875 Est. Cost $22.68 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $490 Shares 10,406 Est. Cost $54.68 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $482 Shares 6,974 Est. Cost $65.98 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $475 Shares 2,994 Est. Cost $84.17 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $464 Shares 5,050 Est. Cost $70.06 Unrealized +6.7%
PFE PFIZER INC 0.1%
Value ($000) $454 Shares 10,399 Est. Cost $21.58 Unrealized +39.2%
ORCL ORACLE CORP 0.1%
Value ($000) $450 Shares 9,965 Est. Cost $28.57 Unrealized +51.0%
EEM ISHARES TR 0.1%
Value ($000) $433 Shares 11,078 Est. Cost $38.24 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $431 Shares 3,900 Est. Cost $82.10 Unrealized +10.4%
DGRW WISDOMTREE TR 0.0%
Value ($000) $411 Shares 10,710 Est. Cost $38.94 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $388 Shares 4,955 Est. Cost $91.05 Unrealized
MMM 3M CO 0.0%
Value ($000) $381 Shares 2,000 Est. Cost $114.03 Unrealized +12.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $377 Shares 2,125 Est. Cost $103.73 Unrealized +44.7%
BAC BANK AMER CORP 0.0%
Value ($000) $366 Shares 14,855 Est. Cost $15.07 Unrealized +51.2%
IDV ISHARES TR 0.0%
Value ($000) $361 Shares 12,580 Est. Cost $33.77 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $332 Shares 221 Est. Cost $57.64 Unrealized +44.2%
DHR DANAHER CORP DEL 0.0%
Value ($000) $322 Shares 3,122 Est. Cost $71.08 Unrealized +23.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $311 Shares 2,656 Est. Cost $58.08 Unrealized +70.4%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $302 Shares 2,380 Est. Cost $63.36 Unrealized +76.0%
NFLX NETFLIX INC 0.0%
Value ($000) $268 Shares 1,000 Est. Cost $27.22 Unrealized +9.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $267 Shares 7,985 Est. Cost $24.43 Unrealized +28.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $264 Shares 2,405 Est. Cost $93.27 Unrealized +17.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $254 Shares 1,020 Est. Cost $186.37 Unrealized +26.1%
SHY ISHARES TR 0.0%
Value ($000) $253 Shares 3,020 Est. Cost $83.77 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $252 Shares 20,855 Est. Cost $8.62 Unrealized +23.2%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $252 Shares 9,025 Est. Cost $23.05 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $249 Shares 3,355 Est. Cost $49.73 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $242 Shares 1,805 Est. Cost $132.96 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $233 Shares 5,887 Est. Cost $17.68 Unrealized +98.1%
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $220 Shares 20,160 Est. Cost $15.23 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $219 Shares 4,790 Est. Cost $50.73 Unrealized
BLACKROCK INC 0.0%
Value ($000) $211 Shares 538 Est. Cost $385.72 Unrealized
NANOVIRICIDES INC 0.0%
Value ($000) $73 Shares 363,513 Est. Cost $2.19 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $43 Shares 19,395 Est. Cost $7.55 Unrealized -70.0%