13F Filings for MYCIO WEALTH PARTNERS, LLC (CIK: 1371726)
View the most recent portfolio holdings disclosed by MYCIO WEALTH PARTNERS, LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
CB - CHUBB LIMITED(Class: COM) | 929.22K | $269.21M | 62.20% | Increased | 41.09K (4.0%, $1.01M) |
N/A - ISHARES TR(Class: CORE MSCI EAFE) | 235.02K | $19.62M | 4.53% | Decreased | 4.09K (1.0%, $1.53M) |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 31.12K | $19.32M | 4.46% | Decreased | 363 (1.0%, $1.63M) |
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 25.51K | $15.76M | 3.64% | Decreased | 924 (3.0%, $974.05K) |
AAPL - APPLE INC(Class: COM) | 62K | $12.72M | 2.94% | Increased | 1.15K (1.0%, $796.23K) |
EFA - ISHARES TR(Class: MSCI EAFE ETF) | 125.89K | $11.25M | 2.60% | Increased | 1.14K (0.0%, $1.06M) |
VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 46.73K | $9.57M | 2.21% | Increased | 425 (0.0%, $591.51K) |
N/A - PROSHARES TR(Class: SP 500 DV ARIST) | 85.65K | $8.64M | 2.00% | Decreased | 461 (0.0%, $171.07K) |
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 145.69K | $8.31M | 1.92% | Decreased | 4.72K (3.0%, $660.25K) |
IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 17.93K | $7.61M | 1.76% | Increased | 277 (1.0%, $1.24M) |
BNL - BROADSTONE NET LEASE INC(Class: COM) | 320.50K | $5.14M | 1.19% | Increased | 742 (0.0%, $304.65K) |
IWR - ISHARES TR(Class: RUS MID CAP ETF) | 47.02K | $4.32M | 1.00% | Increased | 1.27K (2.0%, $432.30K) |
ADP - AUTOMATIC DATA PROCESSING IN(Class: COM) | 13.82K | $4.26M | 0.98% | Unchanged | |
APD - AIR PRODS CHEMS INC(Class: COM) | 14.42K | $4.07M | 0.94% | Decreased | 182 (1.0%, $239.03K) |
SDY - SPDR SERIES TRUST(Class: SP DIVID ETF) | 29.92K | $4.06M | 0.94% | Increased | 195 (0.0%, $27.98K) |
KKR - KKR CO INC(Class: COM) | 27.65K | $3.68M | 0.85% | New | 27.65K ($3.68M) |
VB - VANGUARD INDEX FDS(Class: SMALL CP ETF) | 14.12K | $3.35M | 0.77% | Increased | 247 (1.0%, $269.80K) |
IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 14.24K | $3.07M | 0.71% | Decreased | 2.84K (16.0%, $333.87K) |
LMT - LOCKHEED MARTIN CORP(Class: COM) | 5.23K | $2.42M | 0.56% | Unchanged | |
IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 39.98K | $2.40M | 0.55% | Decreased | 3.42K (7.0%, $57.47K) |
IWD - ISHARES TR(Class: RUS 1000 VAL ETF) | 8.71K | $1.69M | 0.39% | Unchanged | |
EEM - ISHARES TR(Class: MSCI EMG MKT ETF) | 31.99K | $1.54M | 0.36% | Increased | 292 (0.0%, $157.98K) |
N/A - ISHARES TR(Class: EAFE VALUE ETF) | 18.02K | $1.14M | 0.26% | Increased | 388 (2.0%, $104.71K) |
N/A - ISHARES TR(Class: EAFE GRWTH ETF) | 8.24K | $922.93K | 0.21% | Increased | 81 (0.0%, $107.02K) |
RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 4.92K | $893.95K | 0.21% | Increased | 16 (0.0%, $44.62K) |