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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, SPY, AAPL, and represent 76.72% of Mycio Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVV, BIV, RSP, CB, NVDA, BNL, IYLD, IWR, IEMG, SPY.
Started 2 new stock positions in NVDA, BIV.
Reduced shares in these 10 stocks: SDY, , IWM, IWF, IWD, EEM, IWS, GOOG, GOOGL, .
Sold out of its positions in VCSH, IVZ.
Mycio Wealth Partners was a net buyer of stock by $3.0M.
Mycio Wealth Partners has $397M in assets under management (AUM), dropping by 11.44%.
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 47 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	62.3	$247M		954k	259.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.3	$17M	+27%	33k	525.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$16M		221k	74.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$12M		24k	523.07	View chart
Apple (AAPL)	2.8	$11M		66k	171.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$10M		126k	79.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$9.4M		52k	182.61	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.2	$8.7M		86k	101.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$7.8M		155k	50.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$6.1M	-4%	18k	337.06	View chart
Broadstone Net Lease (BNL)	1.3	$5.0M	+5%	320k	15.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.1	$4.2M	-32%	32k	131.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$3.8M	+3%	45k	84.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.6M		16k	228.59	View chart
Automatic Data Processing (ADP)	0.9	$3.5M		14k	249.74	View chart
Royalty Pharma Shs Class A (RPRX)	0.9	$3.5M		114k	30.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$3.3M	-17%	16k	210.29	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.4M		5.2k	454.87	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.2M		7.5k	288.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.8M	-11%	10k	179.12	View chart
Air Products & Chemicals (APD)	0.4	$1.7M		7.0k	242.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.6M	+92%	9.3k	169.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$1.3M	-9%	31k	41.08	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.2M	+12%	23k	51.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$1.1M	NEW	15k	75.40	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$1.1M		22k	51.06	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$1.1M		9.6k	110.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$916k		17k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$834k		8.0k	103.79	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$816k		5.1k	158.80	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$742k	-6%	5.9k	125.34	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.2	$738k	+31%	37k	19.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$633k		4.2k	150.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$613k	-2%	4.0k	152.26	View chart
PPL Corporation (PPL)	0.1	$356k		13k	27.53	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$336k		1.2k	270.86	View chart
Microsoft Corporation (MSFT)	0.1	$328k		779.00	420.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$315k		710.00	444.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$292k		607.00	481.09	View chart
V.F. Corporation (VFC)	0.1	$286k		19k	15.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$284k		1.1k	260.73	View chart
NVIDIA Corporation (NVDA)	0.1	$246k	NEW	272.00	903.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$186k		777.00	239.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$127k		507.00	249.86	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$24k		160.00	147.73	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$23k		258.00	89.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$11k		56.00	192.04	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 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
Mycio Wealth Partners 2020 Q3 filed Nov. 12, 2020
Mycio Wealth Partners 2020 Q2 filed Aug. 13, 2020

View all past filings

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