MW

MYCIO WEALTH PARTNERS, LLC

13F
MYCIO WEALTH PARTNERS, LLC
Last update 2024-10-25 46 Stocks (0 new)
Value $436.00 Mil Turnover 1 %
Countries:
Top Holdings: CB(62.43%)IVV(4.42%)IEFA(4.03%)AAPL(3.51%)SPY(3.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
MYCIO WEALTH PARTNERS, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CB 		Chubb Ltd
943,840
272194.020
-0.96%
62.430
-0.59%
0.230
+4.95%
+24.23%
112057.212
Insurance
IVV 		iShares Core S&P 500 ETF
33,440
19289.000
+2.24%
4.420
+0.10%
0.000
+14.77%
+25.31%
563822.801
 
IEFA 		iShares Core MSCI EAFE ETF
225,336
17587.510
+0.67%
4.030
+0.03%
0.010
+6.11%
+6.35%
123038.989
 
AAPL 		Apple Inc
65,727
15314.390
-0.01%
3.510
0%
0.000
+8.54%
+18.60%
3438547.416
Hardware
SPY 		S&P 500 ETF TRUST ETF
25,025
14358.300
+2.31%
3.290
+0.07%
0.000
+14.84%
+25.31%
616028.771
 
VIG 		Vanguard Dividend Appreciation FTF
52,271
10362.330
+1.23%
2.380
+0.03%
0.010
+10.77%
+18.40%
84941.923
 
EFA 		iShares MSCI EAFE ETF
120,947
10114.790
0%
2.320
0%
0.020
+5.88%
+6.53%
55963.410
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
89,131
9532.280
+1.44%
2.190
+0.03%
0.080
+7.12%
+11.24%
12564.528
 
VEA 		Vanguard FTSE Developed Markets ETF
154,257
8146.330
-1.02%
1.870
-0.02%
0.010
+6.28%
+6.30%
139519.377
 
IWF 		iShares Russell 1000 Growth ETF
19,372
7271.710
+11.72%
1.670
+0.18%
0.010
+19.44%
+31.06%
103283.312
 

MYCIO WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

MYCIO WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CB 		Chubb Ltd2024-09-30Reduce
-0.59%
●
252.51 ($274.15) 292.2
$277.99
1.40%
Reduce -0.96%
943,840
-9,129
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Add
+0.37%
●
50.72 ($54.13) 58.37
$57.22
5.71%
Add 133.77%
48,776
27,911
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Reduce
-0.18%
●
162.83 ($170.84) 179.16
$183.08
7.16%
Reduce -46.62%
4,870
-4,254
IWF 		iShares Russell 1000 Growth ETF2024-09-30Add
+0.18%
●
332.02 ($362.65) 382.76
$397.32
9.56%
Add 11.72%
19,372
2,032
IWD 		iShares Russell 1000 Value ETF2024-09-30Add
+0.11%
●
173.36 ($182.18) 189.8
$194.34
6.67%
Add 25.79%
12,076
2,476
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.10%
●
520.18 ($556.01) 576.82
$598.43
7.63%
Add 2.24%
33,440
734
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.07%
●
517.38 ($552.93) 573.76
$595.52
7.70%
Add 2.31%
25,025
564
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.03%
●
70.09 ($74.86) 78.74
$74.81
-0.06%
Add 0.67%
225,336
1,491
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2024-09-30Add
+0.03%
●
95.1 ($101.53) 106.76
$105.91
4.31%
Add 1.44%
89,131
1,266
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Add
+0.03%
●
181.77 ($190.41) 198.25
$201.75
5.96%
Add 1.23%
52,271
635

MYCIO WEALTH PARTNERS, LLC Total Holding History ($B)

To

MYCIO WEALTH PARTNERS, LLC's Asset Allocation

To

MYCIO WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MYCIO WEALTH PARTNERS, LLC's Hypothetical Growth since 2024-09-30

MYCIO WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MYCIO WEALTH PARTNERS, LLC's Holdings Heat Map

Size field:

MYCIO WEALTH PARTNERS, LLC's Holdings Bubble Chart

MYCIO WEALTH PARTNERS, LLC News

  • 1

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