Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 30, 2019

Total Value ($000): $997,830 (100.0% shares, 0.0% debt)

Holdings (100)

IEMG ISHARES INC 10.6%
Value ($000) $105,283 Shares 2,147,757 Est. Cost $47.09 Unrealized
QUAL ISHARES TR 9.0%
Value ($000) $90,100 Shares 975,108 Est. Cost $77.09 Unrealized
KBWB INVESCO EXCHNG TRADED FD TR 7.2%
Value ($000) $72,061 Shares 1,398,694 Est. Cost $52.81 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $56,703 Shares 189,946 Est. Cost $226.29 Unrealized
XLK SELECT SECTOR SPDR TR 5.4%
Value ($000) $53,774 Shares 667,755 Est. Cost $40.97 Unrealized
IEFA ISHARES TR 5.3%
Value ($000) $53,336 Shares 873,365 Est. Cost $58.39 Unrealized
HDV ISHARES TR 3.9%
Value ($000) $38,597 Shares 409,909 Est. Cost $81.88 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.2%
Value ($000) $31,519 Shares 631,649 Est. Cost $46.39 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $30,200 Shares 134,838 Est. Cost $21.88 Unrealized +129.6%
VWO VANGUARD INTL EQUITY INDEX F 2.9%
Value ($000) $28,486 Shares 707,560 Est. Cost $39.06 Unrealized
VLUE ISHARES TR 2.8%
Value ($000) $28,175 Shares 343,432 Est. Cost $74.80 Unrealized
EEMA ISHARES INC 2.6%
Value ($000) $25,478 Shares 399,722 Est. Cost $15.04 Unrealized
XLV SELECT SECTOR SPDR TR 2.4%
Value ($000) $23,727 Shares 263,248 Est. Cost $74.94 Unrealized
HEFA ISHARES TR 2.3%
Value ($000) $22,951 Shares 766,570 Est. Cost $24.76 Unrealized
XLE SELECT SECTOR SPDR TR 2.3%
Value ($000) $22,721 Shares 383,806 Est. Cost $76.86 Unrealized
HEEM ISHARES INC 2.3%
Value ($000) $22,682 Shares 921,270 Est. Cost $21.46 Unrealized
IWY ISHARES TR 2.2%
Value ($000) $22,183 Shares 254,796 Est. Cost $56.06 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $21,598 Shares 563,467 Est. Cost $35.66 Unrealized
KBE SPDR SERIES TRUST 1.8%
Value ($000) $18,061 Shares 418,466 Est. Cost $32.36 Unrealized
IHF ISHARES TR 1.7%
Value ($000) $16,614 Shares 102,745 Est. Cost $144.94 Unrealized
PFF ISHARES TR 1.5%
Value ($000) $15,003 Shares 399,773 Est. Cost $39.30 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $13,746 Shares 278,205 Est. Cost $19.62 Unrealized +118.1%
INTC INTEL CORP 1.4%
Value ($000) $13,524 Shares 262,458 Est. Cost $21.72 Unrealized +98.0%
PRF INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $13,448 Shares 114,105 Est. Cost $112.60 Unrealized
EWH ISHARES INC 1.1%
Value ($000) $11,120 Shares 489,888 Est. Cost $19.41 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $10,228 Shares 86,905 Est. Cost $50.70 Unrealized +87.5%
IHI ISHARES TR 1.0%
Value ($000) $10,175 Shares 41,153 Est. Cost $86.33 Unrealized
MCHI ISHARES TR 1.0%
Value ($000) $10,013 Shares 178,550 Est. Cost $52.62 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $9,863 Shares 204,034 Est. Cost $44.98 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.9%
Value ($000) $9,436 Shares 106,348 Est. Cost $77.37 Unrealized
SON SONOCO PRODS CO 0.9%
Value ($000) $9,076 Shares 155,925 Est. Cost $29.43 Unrealized +61.4%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $6,923 Shares 33,408 Est. Cost $141.86 Unrealized +26.6%
OEF ISHARES TR 0.7%
Value ($000) $6,615 Shares 50,305 Est. Cost $87.13 Unrealized
VIG VANGUARD GROUP 0.6%
Value ($000) $5,668 Shares 47,398 Est. Cost $106.37 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $5,374 Shares 38,651 Est. Cost $37.58 Unrealized +245.7%
ALPS ETF TR 0.5%
Value ($000) $4,628 Shares 506,340 Est. Cost $16.04 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $4,496 Shares 3,682 Est. Cost $40.53 Unrealized +45.0%
EPP ISHARES INC 0.4%
Value ($000) $4,453 Shares 99,554 Est. Cost $43.81 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $3,862 Shares 34,075 Est. Cost $111.87 Unrealized
EWS ISHARES INC 0.4%
Value ($000) $3,802 Shares 163,898 Est. Cost $19.93 Unrealized
XPH SPDR SERIES TRUST 0.4%
Value ($000) $3,647 Shares 102,471 Est. Cost $57.66 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $3,406 Shares 212,367 Est. Cost $13.31 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $2,604 Shares 65,418 Est. Cost $40.64 Unrealized
WISDOMTREE TR 0.3%
Value ($000) $2,497 Shares 116,745 Est. Cost $23.21 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,700 Shares 60,703 Est. Cost $23.46 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,571 Shares 9,369 Est. Cost $90.58 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,471 Shares 1,207 Est. Cost $36.56 Unrealized +60.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,281 Shares 18,143 Est. Cost $55.35 Unrealized -2.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,270 Shares 4,281 Est. Cost $237.38 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,245 Shares 16,037 Est. Cost $58.24 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,096 Shares 9,238 Est. Cost $71.89 Unrealized +27.3%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $987 Shares 7,660 Est. Cost $105.72 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $958 Shares 2,455 Est. Cost $149.44 Unrealized +111.8%
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $957 Shares 104,275 Est. Cost $7.83 Unrealized
PSCT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $934 Shares 10,889 Est. Cost $82.29 Unrealized
MPB MID PENN BANCORP INC 0.1%
Value ($000) $784 Shares 30,580 Est. Cost $13.38 Unrealized +51.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $756 Shares 13,275 Est. Cost $42.60 Unrealized +6.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $688 Shares 5,316 Est. Cost $69.19 Unrealized +59.0%
STBA S & T BANCORP INC 0.1%
Value ($000) $661 Shares 18,083 Est. Cost $24.70 Unrealized +47.2%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $628 Shares 5,050 Est. Cost $70.06 Unrealized +44.2%
ILCG ISHARES TR 0.1%
Value ($000) $573 Shares 2,994 Est. Cost $84.17 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $541 Shares 9,833 Est. Cost $28.57 Unrealized +76.3%
PEP PEPSICO INC 0.1%
Value ($000) $537 Shares 3,919 Est. Cost $82.10 Unrealized +33.2%
EFG ISHARES TR 0.1%
Value ($000) $524 Shares 6,514 Est. Cost $65.98 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $521 Shares 17,865 Est. Cost $16.60 Unrealized +48.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $496 Shares 10,990 Est. Cost $39.22 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $493 Shares 10,406 Est. Cost $54.68 Unrealized
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $456 Shares 20,805 Est. Cost $22.68 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $451 Shares 782 Est. Cost $71.08 Unrealized +71.3%
EEM ISHARES TR 0.0%
Value ($000) $441 Shares 10,783 Est. Cost $38.37 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $429 Shares 2,000 Est. Cost $103.73 Unrealized +78.1%
IDV ISHARES TR 0.0%
Value ($000) $387 Shares 12,580 Est. Cost $33.77 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $372 Shares 2,656 Est. Cost $58.08 Unrealized +85.4%
PFE PFIZER INC 0.0%
Value ($000) $371 Shares 10,331 Est. Cost $21.58 Unrealized +25.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $352 Shares 203 Est. Cost $57.64 Unrealized +60.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $340 Shares 7,520 Est. Cost $35.66 Unrealized +3.7%
MMM 3M CO 0.0%
Value ($000) $329 Shares 2,000 Est. Cost $114.03 Unrealized -3.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $301 Shares 2,380 Est. Cost $63.36 Unrealized +75.3%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $300 Shares 1,805 Est. Cost $133.40 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $296 Shares 2,273 Est. Cost $93.27 Unrealized +43.9%
WTV WISDOMTREE TR 0.0%
Value ($000) $293 Shares 3,355 Est. Cost $49.73 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $277 Shares 20,855 Est. Cost $8.62 Unrealized +18.9%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $272 Shares 2,328 Est. Cost $69.09 Unrealized +34.8%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $270 Shares 4,790 Est. Cost $50.73 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $268 Shares 1,000 Est. Cost $27.22 Unrealized +14.9%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $265 Shares 9,025 Est. Cost $23.05 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $256 Shares 3,020 Est. Cost $83.77 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $247 Shares 1,626 Est. Cost $143.34 Unrealized +3.9%
MS MORGAN STANLEY 0.0%
Value ($000) $245 Shares 5,737 Est. Cost $17.68 Unrealized +98.1%
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $235 Shares 20,160 Est. Cost $15.23 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $232 Shares 2,555 Est. Cost $63.99 Unrealized +11.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $227 Shares 1,203 Est. Cost $179.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $225 Shares 1,036 Est. Cost $187.15 Unrealized +16.0%
EQT EQT CORP 0.0%
Value ($000) $213 Shares 20,011 Est. Cost $11.99 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $210 Shares 1,442 Est. Cost $102.47 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $207 Shares 1,858 Est. Cost $107.64 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $206 Shares 2,070 Est. Cost $111.73 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $201 Shares 1,234 Est. Cost $138.18 Unrealized -1.5%
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $91 Shares 19,395 Est. Cost $7.55 Unrealized -33.6%
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $37 Shares 18,176 Est. Cost $4.37 Unrealized 0.0%