Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mycio Wealth Partners

Latest statistics and disclosures from Mycio Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are CB, IEFA, AAPL, IVV, SPY, and represent 74.85% of Mycio Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVV, IEFA, NOBL, VEA, EFA, VIG, SPY, EEM, EFV, MSFT.
Reduced shares in these 8 stocks: CB (-$6.2M), SDY, AAPL, GOOGL, VFC, GOOG, IWM, IVZ.
Mycio Wealth Partners was a net seller of stock by $-8.9M.
Mycio Wealth Partners has $356M in assets under management (AUM), dropping by 6.41%.
Central Index Key (CIK): 0001371726

Tip: Access up to 7 years of quarterly data

Positions held by Mycio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Mycio Wealth Partners

Mycio Wealth Partners holds 47 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	60.4	$215M	-2%	951k	226.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.3	$15M		220k	70.35	View chart
Apple (AAPL)	3.6	$13M	-5%	66k	192.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$12M	+9%	26k	477.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$11M		23k	475.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.7	$9.5M		126k	75.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$8.8M		51k	170.40	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.3	$8.1M		86k	95.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$7.3M		153k	47.90	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.7	$6.0M	-33%	48k	124.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$5.8M		19k	303.17	View chart
Broadstone Net Lease (BNL)	1.5	$5.2M		304k	17.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$3.9M		19k	200.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.4M		16k	213.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$3.3M		43k	77.73	View chart
Automatic Data Processing (ADP)	0.9	$3.2M		14k	232.97	View chart
Royalty Pharma Shs Class A (RPRX)	0.9	$3.2M		114k	28.11	View chart
Lockheed Martin Corporation (LMT)	0.7	$2.4M		5.2k	453.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$2.0M		7.5k	262.27	View chart
Air Products & Chemicals (APD)	0.5	$1.9M		7.0k	273.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.9M		11k	165.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.4M		34k	40.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$1.1M		22k	50.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.0M		14k	77.37	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.0M		20k	50.58	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$977k		9.6k	101.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$877k		17k	52.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$796k		5.1k	155.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$778k		8.0k	96.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$761k		4.8k	157.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$736k		6.3k	116.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$598k	-24%	4.3k	139.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$582k	-21%	4.1k	140.93	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.2	$568k		28k	20.12	View chart
PPL Corporation (PPL)	0.1	$350k		13k	27.10	View chart
V.F. Corporation (VFC)	0.1	$349k	-33%	19k	18.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$313k		1.2k	252.25	View chart
Microsoft Corporation (MSFT)	0.1	$293k	+5%	779.00	376.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$291k		710.00	409.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$265k		606.00	436.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$263k		1.1k	241.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$170k		777.00	218.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$118k		507.00	232.64	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$24k		258.00	91.41	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$22k		160.00	138.16	View chart
Invesco SHS (IVZ)	0.0	$11k	-12%	605.00	17.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$10k		56.00	179.21	View chart

Past Filings by Mycio Wealth Partners

SEC 13F filings are viewable for Mycio Wealth Partners going back to 2010

Mycio Wealth Partners 2023 Q4 filed Jan. 30, 2024
Mycio Wealth Partners 2023 Q3 filed Nov. 7, 2023
Mycio Wealth Partners 2023 Q2 filed Aug. 4, 2023
Mycio Wealth Partners 2023 Q1 filed May 9, 2023
Mycio Wealth Partners 2022 Q4 filed Jan. 25, 2023
Mycio Wealth Partners 2022 Q3 filed Nov. 14, 2022
Mycio Wealth Partners 2022 Q2 filed Aug. 2, 2022
Mycio Wealth Partners 2022 Q1 filed May 9, 2022
Mycio Wealth Partners 2021 Q4 filed Feb. 8, 2022
Mycio Wealth Partners 2021 Q3 filed Nov. 10, 2021
Mycio Wealth Partners 2021 Q2 filed Aug. 9, 2021
Mycio Wealth Partners 2021 Q1 filed May 17, 2021
Mycio Wealth Partners 2020 Q4 filed Feb. 9, 2021
Mycio Wealth Partners 2020 Q3 filed Nov. 12, 2020
Mycio Wealth Partners 2020 Q2 filed Aug. 13, 2020
Mycio Wealth Partners 2020 Q1 filed May 14, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z