Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 4, 2020

Total Value ($000): $1,076,043 (100.0% shares, 0.0% debt)

Holdings (118)

IEMG ISHARES INC 10.7%
Value ($000) $115,460 Shares 2,147,697 Est. Cost $47.09 Unrealized
QUAL ISHARES TR 9.1%
Value ($000) $97,605 Shares 966,383 Est. Cost $77.09 Unrealized
KBWB INVESCO EXCHNG TRADED FD TR 7.4%
Value ($000) $79,605 Shares 1,367,084 Est. Cost $52.81 Unrealized
IVV ISHARES TR 5.7%
Value ($000) $61,356 Shares 189,816 Est. Cost $226.29 Unrealized
XLK SELECT SECTOR SPDR TR 5.4%
Value ($000) $58,102 Shares 633,820 Est. Cost $40.97 Unrealized
HDV ISHARES TR 3.6%
Value ($000) $38,982 Shares 397,489 Est. Cost $81.88 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $37,897 Shares 129,056 Est. Cost $21.88 Unrealized +183.5%
EFAV ISHARES TR 3.5%
Value ($000) $37,698 Shares 505,740 Est. Cost $74.54 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $33,139 Shares 616,544 Est. Cost $46.39 Unrealized
XLV SELECT SECTOR SPDR TR 3.0%
Value ($000) $32,183 Shares 315,953 Est. Cost $79.43 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.9%
Value ($000) $31,574 Shares 710,015 Est. Cost $39.06 Unrealized
VLUE ISHARES TR 2.9%
Value ($000) $30,830 Shares 343,582 Est. Cost $74.80 Unrealized
EEMA ISHARES INC 2.6%
Value ($000) $28,137 Shares 397,542 Est. Cost $15.04 Unrealized
IWY ISHARES TR 2.3%
Value ($000) $24,585 Shares 254,551 Est. Cost $56.06 Unrealized
HEFA ISHARES TR 2.2%
Value ($000) $23,229 Shares 761,235 Est. Cost $24.76 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $22,270 Shares 538,582 Est. Cost $35.66 Unrealized
IHF ISHARES TR 2.0%
Value ($000) $21,441 Shares 106,790 Est. Cost $147.06 Unrealized
IEFA ISHARES TR 2.0%
Value ($000) $21,284 Shares 326,237 Est. Cost $58.39 Unrealized
XLE SELECT SECTOR SPDR TR 2.0%
Value ($000) $21,079 Shares 351,081 Est. Cost $76.86 Unrealized
KBE SPDR SERIES TRUST 1.7%
Value ($000) $18,402 Shares 389,131 Est. Cost $32.36 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $15,828 Shares 264,463 Est. Cost $21.72 Unrealized +126.7%
PFF ISHARES TR 1.4%
Value ($000) $14,619 Shares 388,918 Est. Cost $39.30 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $14,262 Shares 112,560 Est. Cost $112.60 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $13,370 Shares 278,780 Est. Cost $19.62 Unrealized +96.5%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $12,395 Shares 88,920 Est. Cost $52.01 Unrealized +108.9%
EWH ISHARES INC 1.1%
Value ($000) $11,919 Shares 489,888 Est. Cost $19.41 Unrealized
MCHI ISHARES TR 1.1%
Value ($000) $11,443 Shares 178,550 Est. Cost $52.62 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $11,020 Shares 41,693 Est. Cost $88.63 Unrealized
HEEM ISHARES INC 1.0%
Value ($000) $10,980 Shares 414,645 Est. Cost $21.46 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $10,344 Shares 201,284 Est. Cost $44.98 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.9%
Value ($000) $9,720 Shares 103,726 Est. Cost $77.37 Unrealized
SON SONOCO PRODS CO 0.9%
Value ($000) $9,624 Shares 155,925 Est. Cost $29.43 Unrealized +61.6%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $7,808 Shares 33,958 Est. Cost $142.60 Unrealized +31.5%
OEF ISHARES TR 0.6%
Value ($000) $6,774 Shares 47,010 Est. Cost $87.13 Unrealized
XPH SPDR SERIES TRUST 0.6%
Value ($000) $6,013 Shares 131,671 Est. Cost $55.00 Unrealized
VIG VANGUARD GROUP 0.5%
Value ($000) $5,899 Shares 47,318 Est. Cost $106.37 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $5,291 Shares 3,950 Est. Cost $42.12 Unrealized +52.0%
ALPS ETF TR 0.5%
Value ($000) $4,854 Shares 571,105 Est. Cost $15.19 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,749 Shares 30,116 Est. Cost $37.58 Unrealized +270.5%
EPP ISHARES INC 0.4%
Value ($000) $4,609 Shares 99,554 Est. Cost $43.81 Unrealized
EWS ISHARES INC 0.4%
Value ($000) $3,956 Shares 163,898 Est. Cost $19.93 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $3,904 Shares 34,075 Est. Cost $111.87 Unrealized
CHIQ GLOBAL X FDS 0.2%
Value ($000) $2,566 Shares 138,697 Est. Cost $13.31 Unrealized
WISDOMTREE TR 0.2%
Value ($000) $2,423 Shares 103,165 Est. Cost $23.21 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,802 Shares 58,538 Est. Cost $23.46 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,796 Shares 9,369 Est. Cost $90.58 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,457 Shares 4,526 Est. Cost $241.96 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,340 Shares 1,002 Est. Cost $36.56 Unrealized +75.2%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,307 Shares 16,037 Est. Cost $58.24 Unrealized
BLACKROCK ENHANCED EQT DIV T 0.1%
Value ($000) $1,045 Shares 105,315 Est. Cost $7.83 Unrealized
PSCT INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $988 Shares 10,299 Est. Cost $82.29 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $892 Shares 6,113 Est. Cost $75.05 Unrealized +52.0%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $881 Shares 30,580 Est. Cost $13.38 Unrealized +61.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $855 Shares 2,195 Est. Cost $149.44 Unrealized +117.3%
FXI ISHARES TR 0.1%
Value ($000) $809 Shares 62,283 Est. Cost $40.64 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $771 Shares 417 Est. Cost $73.48 Unrealized +20.4%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $767 Shares 5,595 Est. Cost $105.72 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $729 Shares 18,083 Est. Cost $24.70 Unrealized +53.3%
PEP PEPSICO INC 0.1%
Value ($000) $686 Shares 5,019 Est. Cost $88.82 Unrealized +27.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $674 Shares 3,177 Est. Cost $212.15 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $631 Shares 5,050 Est. Cost $70.06 Unrealized +50.2%
ILCG ISHARES TR 0.1%
Value ($000) $629 Shares 2,994 Est. Cost $84.17 Unrealized
BAC BANK AMER CORP 0.1%
Value ($000) $607 Shares 17,240 Est. Cost $16.60 Unrealized +67.4%
META FACEBOOK INC 0.1%
Value ($000) $585 Shares 2,852 Est. Cost $192.35 Unrealized 0.0%
EEM ISHARES TR 0.1%
Value ($000) $552 Shares 12,296 Est. Cost $39.17 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $546 Shares 9,778 Est. Cost $54.68 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $533 Shares 10,990 Est. Cost $39.22 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $516 Shares 9,738 Est. Cost $28.57 Unrealized +76.5%
IBB ISHARES TR 0.0%
Value ($000) $484 Shares 4,020 Est. Cost $115.94 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $479 Shares 3,122 Est. Cost $109.98 Unrealized +11.8%
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $462 Shares 19,675 Est. Cost $22.68 Unrealized
MMM 3M CO 0.0%
Value ($000) $454 Shares 2,575 Est. Cost $113.52 Unrealized -1.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $424 Shares 2,656 Est. Cost $58.08 Unrealized +106.9%
IDV ISHARES TR 0.0%
Value ($000) $422 Shares 12,580 Est. Cost $33.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $416 Shares 4,500 Est. Cost $85.74 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $405 Shares 10,331 Est. Cost $21.58 Unrealized +23.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $398 Shares 5,698 Est. Cost $55.35 Unrealized -5.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $397 Shares 3,298 Est. Cost $71.89 Unrealized +24.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $395 Shares 2,000 Est. Cost $103.73 Unrealized +65.8%
CMI CUMMINS INC 0.0%
Value ($000) $394 Shares 2,199 Est. Cost $143.84 Unrealized +5.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $384 Shares 4,520 Est. Cost $70.68 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $381 Shares 1,974 Est. Cost $177.67 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $378 Shares 7,520 Est. Cost $35.66 Unrealized +12.0%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $351 Shares 2,380 Est. Cost $63.36 Unrealized +94.1%
CI CIGNA CORP NEW 0.0%
Value ($000) $333 Shares 1,626 Est. Cost $143.34 Unrealized +17.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $329 Shares 2,273 Est. Cost $93.27 Unrealized +45.5%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $329 Shares 1,805 Est. Cost $133.40 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $324 Shares 1,000 Est. Cost $27.22 Unrealized +8.9%
WTV WISDOMTREE TR 0.0%
Value ($000) $318 Shares 3,355 Est. Cost $49.73 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $310 Shares 940 Est. Cost $294.23 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $305 Shares 1,036 Est. Cost $187.15 Unrealized +26.4%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $303 Shares 20,855 Est. Cost $8.62 Unrealized +29.6%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $302 Shares 1,975 Est. Cost $138.46 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $298 Shares 1,625 Est. Cost $162.05 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $297 Shares 2,315 Est. Cost $103.75 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $295 Shares 1,388 Est. Cost $183.95 Unrealized
INTU INTUIT 0.0%
Value ($000) $294 Shares 1,122 Est. Cost $251.45 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $293 Shares 5,737 Est. Cost $17.68 Unrealized +121.1%
AMGN AMGEN INC 0.0%
Value ($000) $285 Shares 1,183 Est. Cost $182.69 Unrealized 0.0%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $284 Shares 9,025 Est. Cost $23.05 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $265 Shares 2,000 Est. Cost $118.09 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $256 Shares 2,250 Est. Cost $102.09 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $253 Shares 1,200 Est. Cost $178.42 Unrealized 0.0%
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $252 Shares 20,160 Est. Cost $15.23 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $245 Shares 2,328 Est. Cost $69.09 Unrealized +34.7%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $240 Shares 3,800 Est. Cost $50.73 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $239 Shares 800 Est. Cost $272.58 Unrealized 0.0%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $236 Shares 115 Est. Cost $1931.44 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $234 Shares 1,246 Est. Cost $172.55 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $228 Shares 1,175 Est. Cost $165.56 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $223 Shares 1,858 Est. Cost $107.64 Unrealized
BLACKROCK INC 0.0%
Value ($000) $220 Shares 438 Est. Cost $502.28 Unrealized
EQT EQT CORP 0.0%
Value ($000) $218 Shares 20,011 Est. Cost $11.99 Unrealized -23.9%
EFA ISHARES TR 0.0%
Value ($000) $211 Shares 3,045 Est. Cost $69.29 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $209 Shares 2,555 Est. Cost $63.99 Unrealized +11.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $206 Shares 700 Est. Cost $271.52 Unrealized 0.0%
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $113 Shares 19,395 Est. Cost $7.55 Unrealized -36.0%
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $46 Shares 18,176 Est. Cost $4.37 Unrealized -48.3%