Mycio Wealth Partners, LLC Top Holdings and 13F Report (2024) About Mycio Wealth Partners, LLCInvestment ActivityMycio Wealth Partners, LLC has $435.99 million in total holdings as of September 30, 2024.Mycio Wealth Partners, LLC owns shares of 46 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.93% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Mycio Wealth Partners, LLC has purchased 46 new stocks and bought additional shares in 20 stocks.Mycio Wealth Partners, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Chubb $272,194,018iShares Core S&P 500 ETF $19,289,002iShares Core MSCI EAFE ETF $17,587,506Apple $15,314,391SPDR S&P 500 ETF Trust $14,358,304 Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 27,911 shares (about $1.60M)iShares Russell 1000 Growth ETF 2,032 shares (about $762.76K)iShares Russell 1000 Value ETF 2,476 shares (about $469.94K)iShares Core S&P 500 ETF 734 shares (about $423.39K)SPDR S&P 500 ETF Trust 564 shares (about $323.60K) Largest Sales this Quarter Chubb 9,129 shares (about $2.63M)Invesco S&P 500 Equal Weight ETF 4,254 shares (about $762.12K)Vanguard FTSE Developed Markets ETF 1,585 shares (about $83.70K)Broadstone Net Lease 4,101 shares (about $77.71K)Apple 6 shares (about $1.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMycio Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBChubb$272,194,018$2,632,712 ▼-1.0%943,84062.4%FinanceIVViShares Core S&P 500 ETF$19,289,002$423,389 ▲2.2%33,4404.4%ETFIEFAiShares Core MSCI EAFE ETF$17,587,506$116,373 ▲0.7%225,3364.0%ETFAAPLApple$15,314,391$1,398 ▼0.0%65,7273.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$14,358,304$323,600 ▲2.3%25,0253.3%FinanceVIGVanguard Dividend Appreciation ETF$10,362,331$125,884 ▲1.2%52,2712.4%ETFEFAiShares MSCI EAFE ETF$10,114,7940.0%120,9472.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$9,532,281$135,395 ▲1.4%89,1312.2%ETFVEAVanguard FTSE Developed Markets ETF$8,146,333$83,704 ▼-1.0%154,2571.9%ETFIWFiShares Russell 1000 Growth ETF$7,271,714$762,757 ▲11.7%19,3721.7%ETFBNLBroadstone Net Lease$5,992,227$77,714 ▼-1.3%316,2131.4%FinanceIWRiShares Russell Mid-Cap ETF$4,015,538$6,082 ▲0.2%45,5590.9%ETFSDYSPDR S&P Dividend ETF$4,010,309$22,158 ▲0.6%28,2340.9%ETFADPAutomatic Data Processing$3,829,1140.0%13,8370.9%Business ServicesIWMiShares Russell 2000 ETF$3,549,208$24,739 ▲0.7%16,0680.8%FinanceVBVanguard Small-Cap ETF$3,272,660$6,168 ▲0.2%13,7960.8%ETFLMTLockheed Martin$3,057,2490.0%5,2300.7%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$2,800,231$1,602,371 ▲133.8%48,7760.6%ETFIWBiShares Russell 1000 ETF$2,371,504$5,659 ▲0.2%7,5430.5%ETFIWDiShares Russell 1000 Value ETF$2,291,993$469,938 ▲25.8%12,0760.5%ETFAPDAir Products and Chemicals$2,084,1800.0%7,0000.5%Basic MaterialsEEMiShares MSCI Emerging Markets ETF$1,430,5260.0%31,1930.3%FinanceBIVVanguard Intermediate-Term Bond ETF$1,163,7170.0%14,8490.3%ETFACWIiShares MSCI ACWI ETF$1,147,5610.0%9,5990.3%ManufacturingFLOTiShares Floating Rate Bond ETF$1,096,4320.0%21,4820.3%ETFEFViShares MSCI EAFE Value ETF$997,0800.0%17,3310.2%ETFRSPInvesco S&P 500 Equal Weight ETF$872,477$762,119 ▼-46.6%4,8700.2%ETFEFGiShares MSCI EAFE Growth ETF$872,0780.0%8,1010.2%ETFIWNiShares Russell 2000 Value ETF$864,556$3,837 ▲0.4%5,1830.2%ETFIWSiShares Russell Mid-Cap Value ETF$788,487$3,439 ▲0.4%5,9620.2%ETFIYLDiShares Morningstar Multi-Asset Income ETF$765,2220.0%37,0370.2%ETFGOOGLAlphabet$695,4100.0%4,1930.2%Computer and TechnologyGOOGAlphabet$673,2750.0%4,0270.2%Computer and TechnologyPPLPPL$427,2620.0%12,9160.1%UtilitiesVFCVF$360,666$1,676 ▲0.5%18,0780.1%Consumer DiscretionaryIWOiShares Russell 2000 Growth ETF$353,626$284 ▲0.1%1,2450.1%ETFNVDANVIDIA$349,7480.0%2,8800.1%Computer and TechnologyQQQInvesco QQQ$346,5300.0%7100.1%FinanceMSFTMicrosoft$335,2040.0%7790.1%Computer and TechnologyVOOVanguard S&P 500 ETF$308,979$1,582 ▲0.5%5860.1%ETFVBKVanguard Small-Cap Growth ETF$291,973$802 ▲0.3%1,0920.1%ETFVVVanguard Large-Cap ETF$204,5770.0%7770.0%ETFVOVanguard Mid-Cap ETF$133,7620.0%5070.0%ETFIYRiShares U.S. Real Estate ETF$26,2830.0%2580.0%ETFIYMiShares U.S. Basic Materials ETF$24,0250.0%1600.0%ETFVBRVanguard Small-Cap Value ETF$11,365$199 ▲1.8%570.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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