Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 27, 2020

Total Value ($000): $884,696 (100.0% shares, 0.0% debt)

Holdings (101)

QUAL ISHARES TR 10.3%
Value ($000) $90,926 Shares 1,121,990 Est. Cost $77.64 Unrealized
IEMG ISHARES INC 10.2%
Value ($000) $90,506 Shares 2,236,373 Est. Cost $46.83 Unrealized
EFAV ISHARES TR 7.2%
Value ($000) $63,793 Shares 1,028,088 Est. Cost $68.19 Unrealized
XLK SELECT SECTOR SPDR TR 5.9%
Value ($000) $51,973 Shares 646,673 Est. Cost $41.76 Unrealized
IVV ISHARES TR 5.6%
Value ($000) $49,248 Shares 190,587 Est. Cost $226.29 Unrealized
KBWB INVESCO EXCHANGE-TRADED FD T 5.4%
Value ($000) $47,597 Shares 1,419,948 Est. Cost $52.10 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $32,295 Shares 126,999 Est. Cost $21.88 Unrealized +224.9%
HDV ISHARES TR 3.2%
Value ($000) $28,515 Shares 398,539 Est. Cost $81.88 Unrealized
XLV SELECT SECTOR SPDR TR 3.2%
Value ($000) $28,076 Shares 316,957 Est. Cost $79.43 Unrealized
VLUE ISHARES TR 3.1%
Value ($000) $27,087 Shares 429,952 Est. Cost $72.43 Unrealized
EEMV ISHARES INC 3.0%
Value ($000) $26,464 Shares 564,018 Est. Cost $46.92 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.7%
Value ($000) $23,977 Shares 584,522 Est. Cost $46.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.6%
Value ($000) $23,234 Shares 692,523 Est. Cost $39.06 Unrealized
IWY ISHARES TR 2.4%
Value ($000) $21,325 Shares 253,241 Est. Cost $56.06 Unrealized
EEMA ISHARES INC 2.3%
Value ($000) $20,211 Shares 354,892 Est. Cost $15.04 Unrealized
HEFA ISHARES TR 2.0%
Value ($000) $18,098 Shares 747,525 Est. Cost $24.76 Unrealized
IHF ISHARES TR 2.0%
Value ($000) $17,855 Shares 107,105 Est. Cost $147.06 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $15,868 Shares 526,662 Est. Cost $35.66 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $14,255 Shares 263,393 Est. Cost $21.72 Unrealized +140.9%
KBE SPDR SER TR 1.3%
Value ($000) $11,214 Shares 415,966 Est. Cost $32.01 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $10,960 Shares 278,818 Est. Cost $19.62 Unrealized +86.9%
PFF ISHARES TR 1.2%
Value ($000) $10,675 Shares 335,278 Est. Cost $39.30 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $10,405 Shares 112,560 Est. Cost $112.60 Unrealized
MCHI ISHARES TR 1.2%
Value ($000) $10,222 Shares 178,550 Est. Cost $52.62 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $10,136 Shares 112,582 Est. Cost $62.86 Unrealized +64.8%
XLE SELECT SECTOR SPDR TR 1.1%
Value ($000) $9,846 Shares 338,801 Est. Cost $76.86 Unrealized
EWH ISHARES INC 1.1%
Value ($000) $9,768 Shares 489,888 Est. Cost $19.41 Unrealized
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $8,946 Shares 126,452 Est. Cost $76.18 Unrealized
HEEM ISHARES INC 1.0%
Value ($000) $8,844 Shares 414,645 Est. Cost $21.46 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $8,770 Shares 38,917 Est. Cost $88.63 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $8,750 Shares 199,999 Est. Cost $44.98 Unrealized
SON SONOCO PRODS CO 0.8%
Value ($000) $7,227 Shares 155,925 Est. Cost $29.43 Unrealized +46.5%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $5,523 Shares 53,418 Est. Cost $106.03 Unrealized
OEF ISHARES TR 0.6%
Value ($000) $4,920 Shares 41,475 Est. Cost $87.13 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $4,633 Shares 29,379 Est. Cost $37.58 Unrealized +316.0%
XPH SPDR SER TR 0.5%
Value ($000) $4,591 Shares 127,281 Est. Cost $55.00 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $4,559 Shares 3,924 Est. Cost $42.12 Unrealized +59.7%
EPP ISHARES INC 0.4%
Value ($000) $3,344 Shares 98,601 Est. Cost $43.81 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $3,294 Shares 34,075 Est. Cost $111.87 Unrealized
FXI ISHARES TR 0.3%
Value ($000) $2,286 Shares 60,908 Est. Cost $40.64 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $2,248 Shares 45,067 Est. Cost $58.39 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $2,243 Shares 138,697 Est. Cost $13.31 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $2,214 Shares 42,285 Est. Cost $52.36 Unrealized
WISDOMTREE TR 0.2%
Value ($000) $1,832 Shares 103,165 Est. Cost $23.21 Unrealized
ALPS ETF TR 0.2%
Value ($000) $1,689 Shares 491,105 Est. Cost $15.19 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $1,549 Shares 9,326 Est. Cost $90.58 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,246 Shares 639 Est. Cost $81.58 Unrealized +18.6%
GOOG ALPHABET INC 0.1%
Value ($000) $1,167 Shares 1,004 Est. Cost $36.56 Unrealized +84.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,167 Shares 4,526 Est. Cost $241.96 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,158 Shares 55,618 Est. Cost $23.46 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,043 Shares 17,682 Est. Cost $58.31 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $803 Shares 6,126 Est. Cost $75.05 Unrealized +60.1%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $776 Shares 38,330 Est. Cost $14.60 Unrealized +33.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $727 Shares 3,740 Est. Cost $209.48 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $710 Shares 108,705 Est. Cost $7.79 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $594 Shares 1,753 Est. Cost $149.44 Unrealized +124.1%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $557 Shares 5,062 Est. Cost $70.06 Unrealized +48.2%
PSCT INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $495 Shares 6,979 Est. Cost $82.29 Unrealized
STBA S & T BANCORP INC 0.1%
Value ($000) $494 Shares 18,083 Est. Cost $24.70 Unrealized +41.3%
META FACEBOOK INC 0.1%
Value ($000) $478 Shares 2,865 Est. Cost $192.35 Unrealized +1.1%
PEP PEPSICO INC 0.1%
Value ($000) $473 Shares 3,941 Est. Cost $88.82 Unrealized +26.9%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $465 Shares 21,912 Est. Cost $18.59 Unrealized +39.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $435 Shares 3,141 Est. Cost $109.98 Unrealized +19.4%
DGRW WISDOMTREE TR 0.0%
Value ($000) $428 Shares 10,990 Est. Cost $39.22 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $376 Shares 1,974 Est. Cost $185.89 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $376 Shares 1,000 Est. Cost $27.22 Unrealized +30.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $363 Shares 4,500 Est. Cost $85.74 Unrealized -2.1%
EEM ISHARES TR 0.0%
Value ($000) $338 Shares 9,916 Est. Cost $39.17 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $332 Shares 2,006 Est. Cost $103.73 Unrealized +65.7%
ORCL ORACLE CORP 0.0%
Value ($000) $332 Shares 6,866 Est. Cost $28.57 Unrealized +66.2%
ECL ECOLAB INC 0.0%
Value ($000) $308 Shares 1,974 Est. Cost $177.67 Unrealized -0.8%
PFE PFIZER INC 0.0%
Value ($000) $304 Shares 9,306 Est. Cost $21.58 Unrealized +19.7%
ADBE ADOBE INC 0.0%
Value ($000) $299 Shares 940 Est. Cost $294.23 Unrealized +16.3%
CMI CUMMINS INC 0.0%
Value ($000) $298 Shares 2,199 Est. Cost $143.84 Unrealized -6.3%
ILCG ISHARES TR 0.0%
Value ($000) $297 Shares 1,597 Est. Cost $84.17 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $288 Shares 1,626 Est. Cost $143.34 Unrealized +23.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $284 Shares 4,520 Est. Cost $70.68 Unrealized -4.6%
IDV ISHARES TR 0.0%
Value ($000) $284 Shares 12,580 Est. Cost $33.77 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $283 Shares 1,805 Est. Cost $133.40 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $281 Shares 3,165 Est. Cost $105.72 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $280 Shares 1,383 Est. Cost $182.62 Unrealized -0.2%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $276 Shares 2,380 Est. Cost $63.36 Unrealized +78.9%
MMM 3M CO 0.0%
Value ($000) $276 Shares 2,025 Est. Cost $113.52 Unrealized -6.7%
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $265 Shares 13,590 Est. Cost $22.68 Unrealized
INTU INTUIT 0.0%
Value ($000) $258 Shares 1,122 Est. Cost $251.45 Unrealized +3.8%
IBB ISHARES TR 0.0%
Value ($000) $257 Shares 2,385 Est. Cost $115.94 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $254 Shares 2,656 Est. Cost $58.08 Unrealized +86.5%
ADSK AUTODESK INC 0.0%
Value ($000) $254 Shares 1,625 Est. Cost $162.05 Unrealized +13.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $253 Shares 1,014 Est. Cost $187.15 Unrealized +33.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $231 Shares 2,315 Est. Cost $103.75 Unrealized -2.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $230 Shares 808 Est. Cost $272.36 Unrealized +2.0%
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $221 Shares 4,752 Est. Cost $54.68 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $221 Shares 2,283 Est. Cost $93.27 Unrealized +32.4%
WTV WISDOMTREE TR 0.0%
Value ($000) $217 Shares 3,355 Est. Cost $49.73 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $208 Shares 2,250 Est. Cost $102.09 Unrealized +2.0%
V VISA INC 0.0%
Value ($000) $201 Shares 1,246 Est. Cost $172.55 Unrealized +4.7%
EQT EQT CORPORATION 0.0%
Value ($000) $141 Shares 20,011 Est. Cost $11.99 Unrealized -45.1%
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $130 Shares 20,160 Est. Cost $15.23 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $107 Shares 11,685 Est. Cost $8.62 Unrealized +15.1%
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $104 Shares 18,176 Est. Cost $4.37 Unrealized +61.6%
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $62 Shares 19,395 Est. Cost $7.55 Unrealized -32.4%