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Mycio Wealth Partners

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

Top 5 stock holdings are CB, IVV, IEFA, AAPL, SPY, and represent 77.70% of Mycio Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IEMG, IWF, IWD, IVV, SPY, NOBL, VIG, IEFA, IWM, SDY.
Reduced shares in these 5 stocks: CB, RSP, VEA, BNL, AAPL.
Mycio Wealth Partners was a net buyer of stock by $479k.
Mycio Wealth Partners has $436M in assets under management (AUM), dropping by 11.37%.
Central Index Key (CIK): 0001371726

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

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Portfolio Holdings for Mycio Wealth Partners

Mycio Wealth Partners holds 46 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	62.4	$272M		944k	288.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$19M	+2%	33k	576.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$18M		225k	78.05	View chart
Apple (AAPL)	3.5	$15M		66k	233.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.3	$14M	+2%	25k	573.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$10M		52k	198.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$10M		121k	83.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.2	$9.5M		89k	106.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$8.1M		154k	52.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$7.3M	+11%	19k	375.37	View chart
Broadstone Net Lease (BNL)	1.4	$6.0M		316k	18.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$4.0M		46k	88.14	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.9	$4.0M		28k	142.04	View chart
Automatic Data Processing (ADP)	0.9	$3.8M		14k	276.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$3.5M		16k	220.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.3M		14k	237.22	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.1M		5.2k	584.56	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.8M	+133%	49k	57.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.4M		7.5k	314.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$2.3M	+25%	12k	189.80	View chart
Air Products & Chemicals (APD)	0.5	$2.1M		7.0k	297.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$1.4M		31k	45.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$1.2M		15k	78.37	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$1.1M		9.6k	119.55	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$1.1M		22k	51.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$997k		17k	57.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$873k	-46%	4.9k	179.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$872k		8.1k	107.65	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$865k		5.2k	166.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$789k		6.0k	132.25	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.2	$765k		37k	20.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$695k		4.2k	165.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$673k		4.0k	167.19	View chart
PPL Corporation (PPL)	0.1	$427k		13k	33.08	View chart
V.F. Corporation (VFC)	0.1	$361k		18k	19.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$354k		1.2k	284.04	View chart
NVIDIA Corporation (NVDA)	0.1	$350k		2.9k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$347k		710.00	488.07	View chart
Microsoft Corporation (MSFT)	0.1	$335k		779.00	430.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$309k		586.00	527.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$292k		1.1k	267.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$205k		777.00	263.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$134k		507.00	263.83	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$26k		258.00	101.87	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$24k		160.00	150.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$11k		57.00	199.39	View chart

Past Filings by Mycio Wealth Partners

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

Mycio Wealth Partners 2024 Q3 filed Oct. 25, 2024
Mycio Wealth Partners 2024 Q2 filed Aug. 12, 2024
Mycio Wealth Partners 2024 Q1 filed May 8, 2024
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

View all past filings

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