Mycio Wealth Partners as of Sept. 30, 2017
Portfolio Holdings for Mycio Wealth Partners
Mycio Wealth Partners holds 249 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Chubb (CB) | 17.4 | $154M | 1.1M | 142.55 | |
iShares S&P 500 Index (IVV) | 11.0 | $97M | 384k | 252.93 | |
Spdr S&p 500 Etf (SPY) | 9.6 | $85M | 338k | 251.20 | |
Wabtec Corporation (WAB) | 6.3 | $56M | 739k | 75.75 | |
Air Products & Chemicals (APD) | 4.9 | $44M | 288k | 151.22 | |
iShares MSCI EAFE Index Fund (EFA) | 3.9 | $35M | 507k | 68.48 | |
SPDR S&P Dividend (SDY) | 3.6 | $32M | 346k | 91.33 | |
Apple (AAPL) | 2.9 | $26M | 165k | 154.12 | |
Eagle Pt Cr (ECC) | 2.7 | $24M | 1.2M | 20.69 | |
iShares Russell 1000 Index (IWB) | 2.7 | $24M | 170k | 139.88 | |
iShares Russell 2000 Index (IWM) | 1.6 | $14M | 96k | 148.18 | |
Ishares Tr hdg msci eafe (HEFA) | 1.5 | $13M | 451k | 28.94 | |
Vanguard Europe Pacific ETF (VEA) | 1.4 | $13M | 294k | 43.41 | |
Dentsply Sirona (XRAY) | 1.4 | $13M | 212k | 59.81 | |
iShares Russell 1000 Growth Index (IWF) | 1.2 | $11M | 85k | 125.06 | |
Rogers Corporation (ROG) | 1.1 | $10M | 75k | 133.28 | |
PPL Corporation (PPL) | 1.1 | $9.5M | 250k | 37.95 | |
Brandywine Realty Trust (BDN) | 1.0 | $8.5M | 489k | 17.49 | |
Celgene Corporation | 0.9 | $7.7M | 53k | 145.76 | |
iShares Russell Midcap Index Fund (IWR) | 0.9 | $7.7M | 39k | 197.14 | |
Facebook Inc cl a (META) | 0.8 | $6.9M | 40k | 170.86 | |
Erie Indemnity Company (ERIE) | 0.6 | $5.2M | 43k | 120.56 | |
Johnson & Johnson (JNJ) | 0.5 | $4.7M | 36k | 130.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $4.5M | 101k | 44.81 | |
Vanguard Value ETF (VTV) | 0.5 | $4.5M | 45k | 99.81 | |
MiMedx (MDXG) | 0.5 | $4.1M | 345k | 11.88 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $4.0M | 67k | 60.04 | |
Exxon Mobil Corporation (XOM) | 0.4 | $3.7M | 45k | 81.99 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $3.6M | 3.7k | 973.62 | |
Microsoft Corporation (MSFT) | 0.4 | $3.3M | 44k | 74.50 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $3.2M | 3.4k | 959.00 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $2.9M | 76k | 38.81 | |
V.F. Corporation (VFC) | 0.3 | $2.7M | 43k | 63.57 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.6M | 27k | 95.52 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.3 | $2.5M | 24k | 101.79 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $2.5M | 11k | 230.77 | |
Berkshire Hathaway (BRK.B) | 0.3 | $2.3M | 13k | 183.34 | |
Lockheed Martin Corporation (LMT) | 0.3 | $2.4M | 7.7k | 310.34 | |
GlaxoSmithKline | 0.3 | $2.4M | 60k | 40.61 | |
Versum Matls | 0.2 | $2.2M | 57k | 38.82 | |
Walt Disney Company (DIS) | 0.2 | $2.1M | 21k | 98.57 | |
UnitedHealth (UNH) | 0.2 | $2.1M | 11k | 195.87 | |
People's United Financial | 0.2 | $2.0M | 113k | 18.14 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $2.1M | 17k | 118.51 | |
Celanese Corporation (CE) | 0.2 | $2.0M | 20k | 104.27 | |
Aon | 0.2 | $2.0M | 14k | 146.07 | |
Duke Energy (DUK) | 0.2 | $2.0M | 24k | 83.90 | |
Woodward Governor Company (WWD) | 0.2 | $1.9M | 25k | 77.60 | |
Dowdupont | 0.2 | $1.8M | 26k | 69.22 | |
General Electric Company | 0.2 | $1.7M | 71k | 24.18 | |
Amazon (AMZN) | 0.2 | $1.7M | 1.8k | 961.19 | |
Pfizer (PFE) | 0.2 | $1.6M | 45k | 35.70 | |
Qualcomm (QCOM) | 0.2 | $1.6M | 30k | 51.83 | |
Paccar (PCAR) | 0.2 | $1.6M | 22k | 72.35 | |
Domino's Pizza (DPZ) | 0.2 | $1.6M | 7.9k | 198.50 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.6M | 19k | 80.14 | |
DaVita (DVA) | 0.2 | $1.5M | 25k | 59.40 | |
iShares MSCI EAFE Growth Index (EFG) | 0.2 | $1.5M | 20k | 77.39 | |
Home Depot (HD) | 0.2 | $1.4M | 8.6k | 163.53 | |
Proshares Trust Ultrapro Short S&p500 etf | 0.2 | $1.4M | 100k | 13.79 | |
Zayo Group Hldgs | 0.2 | $1.4M | 40k | 34.43 | |
Wells Fargo & Company (WFC) | 0.1 | $1.3M | 24k | 55.13 | |
NutriSystem | 0.1 | $1.3M | 23k | 55.92 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $1.3M | 15k | 84.90 | |
Willis Towers Watson (WTW) | 0.1 | $1.4M | 8.8k | 154.20 | |
3M Company (MMM) | 0.1 | $1.2M | 5.9k | 209.86 | |
Intel Corporation (INTC) | 0.1 | $1.3M | 33k | 38.08 | |
CIGNA Corporation | 0.1 | $1.3M | 6.7k | 186.92 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $1.2M | 8.5k | 145.48 | |
PNC Financial Services (PNC) | 0.1 | $1.2M | 8.6k | 134.78 | |
Blackstone | 0.1 | $1.2M | 36k | 33.37 | |
Merck & Co (MRK) | 0.1 | $1.1M | 17k | 64.03 | |
Arch Capital Group (ACGL) | 0.1 | $1.2M | 12k | 98.53 | |
Magellan Midstream Partners | 0.1 | $1.2M | 17k | 71.07 | |
Comcast Corporation (CMCSA) | 0.1 | $1.0M | 27k | 38.47 | |
Exelon Corporation (EXC) | 0.1 | $1.1M | 28k | 37.67 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $1.0M | 3.1k | 333.55 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $1.1M | 7.5k | 141.39 | |
BlackRock Floating Rate Income Strat. Fn (FRA) | 0.1 | $1.1M | 76k | 14.36 | |
Chevron Corporation (CVX) | 0.1 | $996k | 8.5k | 117.45 | |
Emerson Electric (EMR) | 0.1 | $934k | 15k | 62.83 | |
Philip Morris International (PM) | 0.1 | $986k | 8.9k | 111.11 | |
Royal Dutch Shell | 0.1 | $939k | 16k | 60.58 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $960k | 12k | 79.79 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $934k | 5.2k | 179.00 | |
Medidata Solutions | 0.1 | $936k | 12k | 78.06 | |
Altria (MO) | 0.1 | $914k | 14k | 63.41 | |
Amgen (AMGN) | 0.1 | $846k | 4.5k | 186.47 | |
International Business Machines (IBM) | 0.1 | $904k | 6.2k | 144.96 | |
Gilead Sciences (GILD) | 0.1 | $844k | 10k | 80.95 | |
EQT Corporation (EQT) | 0.1 | $920k | 14k | 65.25 | |
iShares MSCI EAFE Value Index (EFV) | 0.1 | $906k | 17k | 54.60 | |
WisdomTree Earnings 500 Fund (EPS) | 0.1 | $876k | 10k | 87.08 | |
United Parcel Service (UPS) | 0.1 | $784k | 6.5k | 120.02 | |
Verizon Communications (VZ) | 0.1 | $824k | 17k | 49.47 | |
Procter & Gamble Company (PG) | 0.1 | $831k | 9.1k | 91.00 | |
Novo Nordisk A/S (NVO) | 0.1 | $813k | 17k | 48.16 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $815k | 3.6k | 223.72 | |
Vanguard REIT ETF (VNQ) | 0.1 | $755k | 9.1k | 83.07 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.1 | $783k | 17k | 46.79 | |
Gogo (GOGO) | 0.1 | $774k | 66k | 11.81 | |
Avangrid (AGR) | 0.1 | $828k | 18k | 47.43 | |
Coca-Cola Company (KO) | 0.1 | $730k | 16k | 44.96 | |
Cisco Systems (CSCO) | 0.1 | $683k | 20k | 33.64 | |
McKesson Corporation (MCK) | 0.1 | $684k | 4.5k | 153.57 | |
Pepsi (PEP) | 0.1 | $684k | 6.1k | 111.40 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $696k | 2.1k | 326.15 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $677k | 6.0k | 113.14 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $724k | 4.9k | 147.09 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $692k | 5.6k | 123.99 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $742k | 12k | 60.85 | |
Bank of America Corporation (BAC) | 0.1 | $636k | 25k | 25.33 | |
At&t (T) | 0.1 | $594k | 15k | 39.18 | |
Assured Guaranty (AGO) | 0.1 | $577k | 15k | 37.75 | |
Ametek (AME) | 0.1 | $601k | 9.1k | 65.99 | |
WSFS Financial Corporation (WSFS) | 0.1 | $620k | 13k | 48.77 | |
Financial Select Sector SPDR (XLF) | 0.1 | $625k | 24k | 25.85 | |
Alerian Mlp Etf | 0.1 | $607k | 54k | 11.22 | |
PowerShares DWA Technical Ldrs Pf | 0.1 | $611k | 13k | 48.62 | |
Kraft Heinz (KHC) | 0.1 | $650k | 8.4k | 77.59 | |
BP (BP) | 0.1 | $541k | 14k | 38.44 | |
Portland General Electric Company (POR) | 0.1 | $520k | 11k | 45.67 | |
Goldman Sachs (GS) | 0.1 | $500k | 2.1k | 236.97 | |
Arthur J. Gallagher & Co. (AJG) | 0.1 | $557k | 9.0k | 61.60 | |
Canadian Natl Ry (CNI) | 0.1 | $505k | 6.1k | 82.92 | |
Automatic Data Processing (ADP) | 0.1 | $505k | 4.6k | 109.12 | |
Aptar (ATR) | 0.1 | $533k | 6.2k | 86.25 | |
Netflix (NFLX) | 0.1 | $567k | 3.1k | 181.44 | |
Idera Pharmaceuticals | 0.1 | $550k | 247k | 2.23 | |
Getty Realty (GTY) | 0.1 | $519k | 18k | 28.62 | |
HEICO Corporation (HEI.A) | 0.1 | $500k | 6.6k | 76.17 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $519k | 3.6k | 143.29 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $540k | 4.4k | 124.11 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $572k | 13k | 43.56 | |
Schwab International Equity ETF (SCHF) | 0.1 | $555k | 17k | 33.46 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $525k | 7.8k | 67.32 | |
Time Warner | 0.1 | $400k | 3.9k | 102.49 | |
CSX Corporation (CSX) | 0.1 | $469k | 8.6k | 54.31 | |
Union Pacific Corporation (UNP) | 0.1 | $402k | 3.5k | 116.05 | |
CVS Caremark Corporation (CVS) | 0.1 | $447k | 5.5k | 81.39 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $403k | 6.3k | 64.20 | |
Visa (V) | 0.1 | $441k | 4.2k | 105.28 | |
Oracle Corporation (ORCL) | 0.1 | $478k | 9.9k | 48.32 | |
Entercom Communications | 0.1 | $458k | 40k | 11.45 | |
Enbridge (ENB) | 0.1 | $419k | 10k | 41.86 | |
EnerSys (ENS) | 0.1 | $409k | 5.9k | 69.15 | |
FMC Corporation (FMC) | 0.1 | $418k | 4.7k | 89.32 | |
Acacia Research Corporation (ACTG) | 0.1 | $478k | 105k | 4.55 | |
Generac Holdings (GNRC) | 0.1 | $484k | 11k | 45.96 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $410k | 3.2k | 129.79 | |
Unifi (UFI) | 0.1 | $445k | 13k | 35.60 | |
Main Street Capital Corporation (MAIN) | 0.1 | $457k | 12k | 39.74 | |
Vanguard European ETF (VGK) | 0.1 | $478k | 8.2k | 58.27 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $429k | 3.5k | 121.63 | |
Rydex S&P MidCap 400 Pure Growth ETF | 0.1 | $457k | 3.2k | 144.39 | |
Vanguard Energy ETF (VDE) | 0.1 | $436k | 4.7k | 93.44 | |
Te Connectivity Ltd for (TEL) | 0.1 | $433k | 5.2k | 82.97 | |
Fnf (FNF) | 0.1 | $401k | 8.4k | 47.47 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $455k | 11k | 40.27 | |
BlackRock (BLK) | 0.0 | $335k | 750.00 | 446.67 | |
American Express Company (AXP) | 0.0 | $335k | 3.7k | 90.49 | |
Fidelity National Information Services (FIS) | 0.0 | $329k | 3.5k | 93.49 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $330k | 6.2k | 52.96 | |
McDonald's Corporation (MCD) | 0.0 | $370k | 2.4k | 156.78 | |
Abbott Laboratories (ABT) | 0.0 | $349k | 6.5k | 53.35 | |
Health Care SPDR (XLV) | 0.0 | $354k | 4.3k | 81.79 | |
Bristol Myers Squibb (BMY) | 0.0 | $396k | 6.2k | 63.78 | |
Boeing Company (BA) | 0.0 | $371k | 1.5k | 253.94 | |
Honeywell International (HON) | 0.0 | $328k | 2.3k | 141.56 | |
Target Corporation (TGT) | 0.0 | $316k | 5.4k | 58.99 | |
Ford Motor Company (F) | 0.0 | $370k | 31k | 11.96 | |
Illinois Tool Works (ITW) | 0.0 | $394k | 2.7k | 147.90 | |
Accenture (ACN) | 0.0 | $394k | 2.9k | 135.21 | |
Magna Intl Inc cl a (MGA) | 0.0 | $374k | 7.0k | 53.43 | |
SPDR Gold Trust (GLD) | 0.0 | $324k | 2.7k | 121.39 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $355k | 6.3k | 56.69 | |
Seneca Foods Corporation (SENEA) | 0.0 | $343k | 9.9k | 34.50 | |
KKR & Co | 0.0 | $315k | 16k | 20.36 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $327k | 3.5k | 93.67 | |
Vanguard Growth ETF (VUG) | 0.0 | $329k | 2.5k | 132.82 | |
Vanguard Pacific ETF (VPL) | 0.0 | $378k | 5.5k | 68.17 | |
Tortoise Energy Infrastructure | 0.0 | $319k | 11k | 29.00 | |
Citigroup (C) | 0.0 | $351k | 4.8k | 72.58 | |
Kemper Corp Del (KMPR) | 0.0 | $318k | 6.0k | 53.00 | |
Ishares Tr fltg rate nt (FLOT) | 0.0 | $329k | 6.5k | 50.90 | |
Abbvie (ABBV) | 0.0 | $365k | 4.1k | 88.79 | |
Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $362k | 10k | 35.04 | |
Actua Corporation | 0.0 | $354k | 23k | 15.29 | |
Golden Entmt (GDEN) | 0.0 | $317k | 13k | 24.38 | |
MasterCard Incorporated (MA) | 0.0 | $279k | 2.0k | 140.98 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $251k | 4.2k | 59.76 | |
Eli Lilly & Co. (LLY) | 0.0 | $267k | 3.1k | 85.41 | |
Autodesk (ADSK) | 0.0 | $281k | 2.5k | 112.40 | |
PPG Industries (PPG) | 0.0 | $228k | 2.1k | 108.57 | |
Becton, Dickinson and (BDX) | 0.0 | $273k | 1.4k | 195.70 | |
Capital One Financial (COF) | 0.0 | $289k | 3.4k | 84.58 | |
Marsh & McLennan Companies (MMC) | 0.0 | $268k | 3.2k | 83.75 | |
salesforce (CRM) | 0.0 | $265k | 2.8k | 93.54 | |
Baidu (BIDU) | 0.0 | $253k | 1.0k | 248.04 | |
Enterprise Products Partners (EPD) | 0.0 | $273k | 11k | 26.07 | |
Key (KEY) | 0.0 | $275k | 15k | 18.81 | |
Intuit (INTU) | 0.0 | $227k | 1.6k | 141.88 | |
Renasant (RNST) | 0.0 | $297k | 6.9k | 42.96 | |
F.N.B. Corporation (FNB) | 0.0 | $276k | 20k | 14.05 | |
Aqua America | 0.0 | $228k | 6.9k | 33.21 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $263k | 2.4k | 107.83 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $241k | 1.3k | 178.78 | |
iShares Russell 3000 Index (IWV) | 0.0 | $253k | 1.7k | 149.35 | |
Oneok (OKE) | 0.0 | $258k | 4.7k | 55.31 | |
Rydex S&P Equal Weight ETF | 0.0 | $246k | 2.6k | 95.61 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $249k | 3.1k | 79.86 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $266k | 3.6k | 74.12 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $268k | 5.1k | 52.62 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $291k | 3.1k | 94.82 | |
DNB Financial Corp | 0.0 | $264k | 7.5k | 35.20 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.0 | $285k | 12k | 24.77 | |
Crown Castle Intl (CCI) | 0.0 | $245k | 2.5k | 99.96 | |
Cable One (CABO) | 0.0 | $246k | 341.00 | 721.41 | |
Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $282k | 8.1k | 34.86 | |
Energy Transfer Partners | 0.0 | $281k | 15k | 18.30 | |
J.C. Penney Company | 0.0 | $134k | 35k | 3.81 | |
NVIDIA Corporation (NVDA) | 0.0 | $205k | 1.1k | 178.42 | |
Starbucks Corporation (SBUX) | 0.0 | $217k | 4.0k | 53.75 | |
BGC Partners | 0.0 | $145k | 10k | 14.50 | |
Pennsylvania R.E.I.T. | 0.0 | $137k | 13k | 10.50 | |
HEICO Corporation (HEI) | 0.0 | $206k | 2.3k | 89.68 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $206k | 3.8k | 53.98 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $202k | 4.0k | 50.50 | |
Powershares Etf Tr Ii s^p500 low vol | 0.0 | $216k | 4.7k | 45.85 | |
Ishares Inc em mkt min vol (EEMV) | 0.0 | $206k | 3.5k | 58.21 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $200k | 4.1k | 49.38 | |
Controladora Vuela Cia Spon Ad (VLRS) | 0.0 | $190k | 16k | 11.85 | |
Graham Hldgs (GHC) | 0.0 | $200k | 341.00 | 586.51 | |
Amber Road | 0.0 | $167k | 22k | 7.69 | |
Smart Sand (SND) | 0.0 | $153k | 23k | 6.80 | |
Office Depot | 0.0 | $74k | 16k | 4.56 | |
United States Oil Fund | 0.0 | $110k | 11k | 10.48 | |
Ferrellgas Partners | 0.0 | $55k | 11k | 5.14 | |
Nordic American Tanker Shippin (NAT) | 0.0 | $59k | 11k | 5.36 | |
PIMCO High Income Fund (PHK) | 0.0 | $98k | 12k | 8.35 | |
Western Asset Global High Income Fnd (EHI) | 0.0 | $117k | 11k | 10.29 | |
Gain Capital Holdings | 0.0 | $109k | 17k | 6.40 | |
New York Reit | 0.0 | $79k | 10k | 7.90 | |
Goldman Sachs Mlp Energy Ren | 0.0 | $70k | 10k | 7.00 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.0 | $115k | 11k | 10.45 | |
Sequential Brnds | 0.0 | $77k | 26k | 3.01 | |
Avon Products | 0.0 | $38k | 17k | 2.31 | |
Finisar Corporation | 0.0 | $6.1k | 76k | 0.08 | |
Millennium Cell (MCELQ) | 0.0 | $0 | 337k | 0.00 |