Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $981,590 (100.0% shares, 0.0% debt)

Holdings (101)

IEMG ISHARES INC 11.2%
Value ($000) $109,660 Shares 2,131,812 Est. Cost $47.09 Unrealized
QUAL ISHARES TR 9.1%
Value ($000) $89,060 Shares 973,648 Est. Cost $77.09 Unrealized
KBWB INVESCO EXCHNG TRADED FD TR 7.2%
Value ($000) $70,688 Shares 1,400,874 Est. Cost $52.81 Unrealized
IVV ISHARES TR 5.8%
Value ($000) $56,450 Shares 191,519 Est. Cost $226.29 Unrealized
IEFA ISHARES TR 5.5%
Value ($000) $54,437 Shares 886,600 Est. Cost $58.39 Unrealized
XLK SELECT SECTOR SPDR TR 5.1%
Value ($000) $49,984 Shares 640,490 Est. Cost $39.29 Unrealized
HDV ISHARES TR 3.4%
Value ($000) $33,337 Shares 352,769 Est. Cost $79.89 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $30,035 Shares 706,210 Est. Cost $39.06 Unrealized
VLUE ISHARES TR 2.8%
Value ($000) $27,883 Shares 343,432 Est. Cost $74.80 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $26,878 Shares 135,803 Est. Cost $21.88 Unrealized +113.1%
EEMA ISHARES INC 2.7%
Value ($000) $26,544 Shares 401,202 Est. Cost $15.04 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.6%
Value ($000) $25,522 Shares 500,524 Est. Cost $45.47 Unrealized
XLE SELECT SECTOR SPDR TR 2.5%
Value ($000) $24,418 Shares 383,266 Est. Cost $76.86 Unrealized
XLV SELECT SECTOR SPDR TR 2.5%
Value ($000) $24,369 Shares 263,048 Est. Cost $74.94 Unrealized
HEEM ISHARES INC 2.4%
Value ($000) $23,474 Shares 921,270 Est. Cost $21.46 Unrealized
HEFA ISHARES TR 2.3%
Value ($000) $22,859 Shares 766,570 Est. Cost $24.76 Unrealized
IWY ISHARES TR 2.2%
Value ($000) $21,861 Shares 254,796 Est. Cost $56.06 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $20,837 Shares 565,467 Est. Cost $35.66 Unrealized
IHF ISHARES TR 1.8%
Value ($000) $17,609 Shares 102,745 Est. Cost $144.94 Unrealized
KBE SPDR SERIES TRUST 1.6%
Value ($000) $15,363 Shares 354,311 Est. Cost $30.40 Unrealized
CSCO CISCO SYS INC 1.6%
Value ($000) $15,226 Shares 278,205 Est. Cost $19.62 Unrealized +130.3%
PFF ISHARES TR 1.5%
Value ($000) $14,581 Shares 395,688 Est. Cost $39.32 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $13,309 Shares 114,105 Est. Cost $112.60 Unrealized
EWH ISHARES INC 1.3%
Value ($000) $12,678 Shares 489,888 Est. Cost $19.41 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $12,564 Shares 262,458 Est. Cost $21.72 Unrealized +98.4%
MCHI ISHARES TR 1.1%
Value ($000) $10,615 Shares 178,550 Est. Cost $52.62 Unrealized
SON SONOCO PRODS CO 1.0%
Value ($000) $10,188 Shares 155,925 Est. Cost $29.43 Unrealized +70.0%
IHI ISHARES TR 1.0%
Value ($000) $10,133 Shares 42,093 Est. Cost $86.33 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $9,883 Shares 204,314 Est. Cost $44.98 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $9,721 Shares 86,951 Est. Cost $50.70 Unrealized +81.5%
OEF ISHARES TR 0.8%
Value ($000) $8,074 Shares 62,305 Est. Cost $87.13 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $6,844 Shares 33,449 Est. Cost $141.86 Unrealized +19.2%
EPP ISHARES INC 0.5%
Value ($000) $5,254 Shares 111,240 Est. Cost $43.81 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $5,221 Shares 38,971 Est. Cost $37.58 Unrealized +218.0%
ALPS ETF TR 0.5%
Value ($000) $4,987 Shares 506,340 Est. Cost $16.04 Unrealized
XPH SPDR SERIES TRUST 0.4%
Value ($000) $4,177 Shares 104,880 Est. Cost $57.66 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $4,079 Shares 46,685 Est. Cost $62.85 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $4,063 Shares 3,752 Est. Cost $40.53 Unrealized +41.8%
EWS ISHARES INC 0.4%
Value ($000) $4,048 Shares 163,898 Est. Cost $19.93 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $3,860 Shares 34,075 Est. Cost $111.87 Unrealized
CHIQ GLOBAL X FDS 0.4%
Value ($000) $3,449 Shares 212,367 Est. Cost $13.31 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $2,840 Shares 66,403 Est. Cost $40.64 Unrealized
WISDOMTREE TR 0.3%
Value ($000) $2,629 Shares 116,745 Est. Cost $23.21 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,653 Shares 9,504 Est. Cost $90.58 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,543 Shares 55,888 Est. Cost $23.07 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $1,487 Shares 12,913 Est. Cost $71.09 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,390 Shares 18,143 Est. Cost $55.35 Unrealized +2.8%
GOOG ALPHABET INC 0.1%
Value ($000) $1,312 Shares 1,214 Est. Cost $36.56 Unrealized +56.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,254 Shares 4,281 Est. Cost $237.38 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,242 Shares 16,037 Est. Cost $58.24 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,150 Shares 9,238 Est. Cost $71.89 Unrealized +25.5%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,000 Shares 7,660 Est. Cost $105.72 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $925 Shares 104,275 Est. Cost $7.83 Unrealized
PSCT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $911 Shares 10,889 Est. Cost $82.29 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $892 Shares 2,455 Est. Cost $149.44 Unrealized +87.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $810 Shares 13,275 Est. Cost $42.60 Unrealized +15.6%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $763 Shares 30,580 Est. Cost $13.38 Unrealized +48.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $740 Shares 5,316 Est. Cost $69.19 Unrealized +65.9%
STBA S & T BANCORP INC 0.1%
Value ($000) $678 Shares 18,083 Est. Cost $24.70 Unrealized +57.0%
ILCG ISHARES TR 0.1%
Value ($000) $574 Shares 2,994 Est. Cost $84.17 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $560 Shares 9,833 Est. Cost $28.57 Unrealized +72.0%
PBE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $557 Shares 10,406 Est. Cost $54.68 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $554 Shares 5,050 Est. Cost $70.06 Unrealized +29.2%
EFG ISHARES TR 0.1%
Value ($000) $526 Shares 6,514 Est. Cost $65.98 Unrealized
ECON COLUMBIA ETF TR II 0.1%
Value ($000) $521 Shares 22,845 Est. Cost $22.68 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $514 Shares 3,919 Est. Cost $82.10 Unrealized +27.6%
BAC BANK AMER CORP 0.1%
Value ($000) $507 Shares 17,490 Est. Cost $16.43 Unrealized +49.1%
DGRW WISDOMTREE TR 0.0%
Value ($000) $480 Shares 10,990 Est. Cost $39.22 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $448 Shares 10,331 Est. Cost $21.58 Unrealized +35.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $446 Shares 3,122 Est. Cost $71.08 Unrealized +61.7%
EEM ISHARES TR 0.0%
Value ($000) $441 Shares 10,278 Est. Cost $38.24 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $415 Shares 2,000 Est. Cost $103.73 Unrealized +63.7%
IDV ISHARES TR 0.0%
Value ($000) $386 Shares 12,580 Est. Cost $33.77 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $384 Shares 203 Est. Cost $57.64 Unrealized +61.6%
NFLX NETFLIX INC 0.0%
Value ($000) $367 Shares 1,000 Est. Cost $27.22 Unrealized +32.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $365 Shares 2,656 Est. Cost $58.08 Unrealized +79.3%
MMM 3M CO 0.0%
Value ($000) $347 Shares 2,000 Est. Cost $114.03 Unrealized +5.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $332 Shares 7,520 Est. Cost $35.66 Unrealized +8.8%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $324 Shares 2,380 Est. Cost $63.36 Unrealized +81.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $317 Shares 2,273 Est. Cost $93.27 Unrealized +37.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $295 Shares 1,805 Est. Cost $133.40 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $292 Shares 3,355 Est. Cost $49.73 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $281 Shares 20,855 Est. Cost $8.62 Unrealized +20.1%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $273 Shares 9,025 Est. Cost $23.05 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $269 Shares 4,790 Est. Cost $50.73 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $258 Shares 5,887 Est. Cost $17.68 Unrealized +105.2%
SHY ISHARES TR 0.0%
Value ($000) $256 Shares 3,020 Est. Cost $83.77 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $256 Shares 1,626 Est. Cost $143.34 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $253 Shares 1,036 Est. Cost $187.15 Unrealized +15.1%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $241 Shares 2,328 Est. Cost $69.09 Unrealized +17.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $230 Shares 3,069 Est. Cost $27.24 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $226 Shares 2,070 Est. Cost $111.73 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $225 Shares 1,203 Est. Cost $179.55 Unrealized
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $212 Shares 20,160 Est. Cost $15.23 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $211 Shares 1,234 Est. Cost $138.18 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $208 Shares 2,555 Est. Cost $63.99 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $206 Shares 1,858 Est. Cost $107.64 Unrealized
BLACKROCK INC 0.0%
Value ($000) $206 Shares 438 Est. Cost $470.32 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $200 Shares 3,045 Est. Cost $65.68 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $99 Shares 19,395 Est. Cost $7.55 Unrealized -46.9%
NANOVIRICIDES INC 0.0%
Value ($000) $87 Shares 363,513 Est. Cost $2.19 Unrealized