Wharton Business Group, LLC Diversified Active

CIK: 0001513126 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 11, 2021

Total Value ($000): $1,219,704 (100.0% shares, 0.0% debt)

Holdings (116)

QUAL ISHARES TR 10.2%
Value ($000) $124,193 Shares 1,068,691 Est. Cost $77.64 Unrealized
IEMG ISHARES INC 8.0%
Value ($000) $97,811 Shares 1,576,574 Est. Cost $46.83 Unrealized
EFAV ISHARES TR 6.4%
Value ($000) $77,546 Shares 1,056,337 Est. Cost $68.19 Unrealized
AAPL APPLE INC 6.3%
Value ($000) $77,317 Shares 582,692 Est. Cost $88.40 Unrealized +32.4%
IVV ISHARES TR 5.8%
Value ($000) $71,297 Shares 189,929 Est. Cost $226.29 Unrealized
EEMV ISHARES INC 5.5%
Value ($000) $66,642 Shares 1,091,068 Est. Cost $49.52 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 5.3%
Value ($000) $64,887 Shares 1,287,956 Est. Cost $52.10 Unrealized
XLK SELECT SECTOR SPDR TR 5.2%
Value ($000) $63,420 Shares 487,774 Est. Cost $41.76 Unrealized
VLUE ISHARES TR 3.9%
Value ($000) $47,179 Shares 542,848 Est. Cost $74.81 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.8%
Value ($000) $34,096 Shares 584,239 Est. Cost $46.39 Unrealized
XLV SELECT SECTOR SPDR TR 2.7%
Value ($000) $32,641 Shares 287,737 Est. Cost $79.43 Unrealized
IWY ISHARES TR 2.5%
Value ($000) $30,027 Shares 225,701 Est. Cost $56.06 Unrealized
EEMA ISHARES INC 2.3%
Value ($000) $28,568 Shares 326,562 Est. Cost $15.04 Unrealized
HEFA ISHARES TR 1.9%
Value ($000) $22,630 Shares 742,700 Est. Cost $24.76 Unrealized
EWH ISHARES INC 1.8%
Value ($000) $22,388 Shares 908,587 Est. Cost $21.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $21,842 Shares 435,877 Est. Cost $39.06 Unrealized
XLI SELECT SECTOR SPDR TR 1.7%
Value ($000) $20,277 Shares 228,990 Est. Cost $86.41 Unrealized
IHF ISHARES TR 1.6%
Value ($000) $19,825 Shares 84,475 Est. Cost $147.06 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $19,309 Shares 151,959 Est. Cost $68.55 Unrealized +43.2%
EXI ISHARES TR 1.5%
Value ($000) $18,604 Shares 174,305 Est. Cost $106.73 Unrealized
VYM VANGUARD WHITEHALL FDS 1.3%
Value ($000) $15,910 Shares 173,865 Est. Cost $77.00 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $14,993 Shares 112,560 Est. Cost $112.60 Unrealized
MCHI ISHARES TR 1.2%
Value ($000) $14,457 Shares 178,550 Est. Cost $52.62 Unrealized
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $14,404 Shares 54,621 Est. Cost $166.21 Unrealized +18.5%
HDV ISHARES TR 1.2%
Value ($000) $14,085 Shares 160,659 Est. Cost $81.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $12,980 Shares 55,981 Est. Cost $191.26 Unrealized +15.1%
VBR VANGUARD INDEX FDS 1.0%
Value ($000) $12,684 Shares 89,195 Est. Cost $110.45 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $12,027 Shares 177,974 Est. Cost $44.98 Unrealized
PFF ISHARES TR 0.9%
Value ($000) $10,908 Shares 283,254 Est. Cost $38.96 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $10,742 Shares 32,821 Est. Cost $88.63 Unrealized
KBE SPDR SER TR 0.8%
Value ($000) $9,877 Shares 236,180 Est. Cost $32.01 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $8,573 Shares 222,326 Est. Cost $35.66 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $7,691 Shares 54,480 Est. Cost $107.17 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $6,584 Shares 147,133 Est. Cost $19.62 Unrealized +79.8%
OEF ISHARES TR 0.5%
Value ($000) $6,122 Shares 35,665 Est. Cost $87.13 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $5,742 Shares 3,276 Est. Cost $42.12 Unrealized +98.2%
HEEM ISHARES INC 0.5%
Value ($000) $5,691 Shares 185,200 Est. Cost $21.46 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $4,420 Shares 38,130 Est. Cost $112.30 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,413 Shares 19,843 Est. Cost $37.58 Unrealized +448.2%
XPH SPDR SER TR 0.4%
Value ($000) $4,390 Shares 84,325 Est. Cost $55.00 Unrealized
CHIQ GLOBAL X FDS 0.3%
Value ($000) $4,064 Shares 114,222 Est. Cost $13.31 Unrealized
IHAK ISHARES TR 0.3%
Value ($000) $3,867 Shares 95,836 Est. Cost $31.21 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value ($000) $3,705 Shares 122,251 Est. Cost $20.83 Unrealized +13.6%
ARTY ISHARES TR 0.3%
Value ($000) $3,655 Shares 91,732 Est. Cost $29.68 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $2,885 Shares 52,300 Est. Cost $53.09 Unrealized
FXI ISHARES TR 0.2%
Value ($000) $2,493 Shares 53,683 Est. Cost $40.64 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $2,480 Shares 36,529 Est. Cost $67.89 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $2,216 Shares 32,081 Est. Cost $58.39 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,172 Shares 667 Est. Cost $83.83 Unrealized +90.3%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,911 Shares 64,818 Est. Cost $23.41 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,829 Shares 7,810 Est. Cost $174.23 Unrealized +18.6%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $1,533 Shares 6,853 Est. Cost $90.58 Unrealized
CGNX COGNEX CORP 0.1%
Value ($000) $1,204 Shares 15,000 Est. Cost $60.95 Unrealized +13.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,119 Shares 7,110 Est. Cost $82.33 Unrealized +54.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,104 Shares 2,953 Est. Cost $241.96 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,058 Shares 21,246 Est. Cost $21.72 Unrealized +102.6%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $1,047 Shares 47,805 Est. Cost $14.82 Unrealized +23.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,008 Shares 4,330 Est. Cost $210.32 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $1,005 Shares 118,605 Est. Cost $7.74 Unrealized
IDNA ISHARES TR 0.1%
Value ($000) $970 Shares 21,110 Est. Cost $38.15 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $822 Shares 3,009 Est. Cost $193.06 Unrealized +41.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $703 Shares 5,050 Est. Cost $70.06 Unrealized +75.8%
LORDSTOWN MOTORS CORP 0.1%
Value ($000) $631 Shares 31,455 Est. Cost $20.06 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $621 Shares 1,750 Est. Cost $149.44 Unrealized +113.4%
GOOG ALPHABET INC 0.1%
Value ($000) $618 Shares 353 Est. Cost $36.56 Unrealized +129.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $585 Shares 1,170 Est. Cost $316.92 Unrealized +52.4%
PEP PEPSICO INC 0.0%
Value ($000) $582 Shares 3,926 Est. Cost $88.82 Unrealized +36.5%
DGRW WISDOMTREE TR 0.0%
Value ($000) $568 Shares 10,535 Est. Cost $39.22 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $562 Shares 4,875 Est. Cost $85.69 Unrealized +13.3%
ADSK AUTODESK INC 0.0%
Value ($000) $557 Shares 1,825 Est. Cost $165.83 Unrealized +58.9%
MS MORGAN STANLEY 0.0%
Value ($000) $540 Shares 7,873 Est. Cost $35.52 Unrealized +37.4%
INTU INTUIT 0.0%
Value ($000) $483 Shares 1,272 Est. Cost $253.04 Unrealized +34.5%
XYZ SQUARE INC 0.0%
Value ($000) $478 Shares 2,198 Est. Cost $76.56 Unrealized +154.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $466 Shares 2,560 Est. Cost $71.15 Unrealized +116.4%
IWF ISHARES TR 0.0%
Value ($000) $465 Shares 1,928 Est. Cost $216.80 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $463 Shares 1,597 Est. Cost $84.17 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $455 Shares 15,450 Est. Cost $29.24 Unrealized
STBA S & T BANCORP INC 0.0%
Value ($000) $449 Shares 18,083 Est. Cost $24.70 Unrealized -10.6%
BLACKROCK INC 0.0%
Value ($000) $439 Shares 608 Est. Cost $549.31 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $433 Shares 11,761 Est. Cost $22.83 Unrealized +25.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $429 Shares 2,000 Est. Cost $103.73 Unrealized +86.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $429 Shares 2,615 Est. Cost $103.26 Unrealized +30.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $424 Shares 2,338 Est. Cost $94.57 Unrealized +48.3%
ORCL ORACLE CORP 0.0%
Value ($000) $419 Shares 6,478 Est. Cost $28.57 Unrealized +94.3%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $404 Shares 1,630 Est. Cost $197.55 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $396 Shares 2,656 Est. Cost $58.08 Unrealized +83.3%
CI CIGNA CORP NEW 0.0%
Value ($000) $381 Shares 1,832 Est. Cost $147.40 Unrealized +21.7%
EPP ISHARES INC 0.0%
Value ($000) $362 Shares 7,562 Est. Cost $43.81 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $359 Shares 1,375 Est. Cost $175.50 Unrealized +27.1%
MMM 3M CO 0.0%
Value ($000) $354 Shares 2,025 Est. Cost $113.52 Unrealized +3.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $352 Shares 1,004 Est. Cost $189.32 Unrealized +62.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $346 Shares 3,715 Est. Cost $70.68 Unrealized +8.8%
AMGN AMGEN INC 0.0%
Value ($000) $341 Shares 1,483 Est. Cost $183.23 Unrealized +7.1%
WTV WISDOMTREE TR 0.0%
Value ($000) $331 Shares 3,355 Est. Cost $49.73 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $328 Shares 2,155 Est. Cost $70.96 Unrealized +75.7%
ECON COLUMBIA ETF TR II 0.0%
Value ($000) $322 Shares 11,430 Est. Cost $22.68 Unrealized
V VISA INC 0.0%
Value ($000) $320 Shares 1,465 Est. Cost $174.76 Unrealized +12.9%
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $318 Shares 4,538 Est. Cost $54.68 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $301 Shares 135 Est. Cost $1497.60 Unrealized +26.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $289 Shares 811 Est. Cost $274.02 Unrealized +18.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $287 Shares 550 Est. Cost $8.06 Unrealized +65.6%
CMI CUMMINS INC 0.0%
Value ($000) $272 Shares 1,199 Est. Cost $177.97 Unrealized +11.4%
MRK MERCK & CO. INC 0.0%
Value ($000) $261 Shares 3,191 Est. Cost $65.93 Unrealized -1.6%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $255 Shares 2,080 Est. Cost $122.60 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $221 Shares 1,858 Est. Cost $118.95 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $220 Shares 1,250 Est. Cost $147.45 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $208 Shares 3,256 Est. Cost $103.48 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $205 Shares 3,903 Est. Cost $41.66 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $203 Shares 4,780 Est. Cost $33.17 Unrealized 0.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $202 Shares 1,200 Est. Cost $168.33 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $201 Shares 2,300 Est. Cost $70.11 Unrealized 0.0%
RIVERVIEW FINL CORP NEW 0.0%
Value ($000) $184 Shares 20,160 Est. Cost $15.23 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $128 Shares 11,685 Est. Cost $8.62 Unrealized -7.3%
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $126 Shares 19,395 Est. Cost $7.55 Unrealized -12.2%
NNVC NANOVIRICIDES INC 0.0%
Value ($000) $49 Shares 17,236 Est. Cost $4.37 Unrealized -16.7%
REMARK HLDGS INC 0.0%
Value ($000) $40 Shares 20,835 Est. Cost $1.92 Unrealized