Mycio Wealth Partners, LLC Top Holdings and 13F Report (2025) About Mycio Wealth Partners, LLCInvestment ActivityMycio Wealth Partners, LLC has $417.26 million in total holdings as of December 31, 2024.Mycio Wealth Partners, LLC owns shares of 49 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.92% of the portfolio was purchased this quarter.About 1.74% of the portfolio was sold this quarter.This quarter, Mycio Wealth Partners, LLC has purchased 46 new stocks and bought additional shares in 21 stocks.Mycio Wealth Partners, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Chubb $259,605,678iShares Core S&P 500 ETF $18,377,927iShares Core MSCI EAFE ETF $16,648,049Apple $15,242,064SPDR S&P 500 ETF Trust $15,232,500 Largest New Holdings this Quarter iShares Core S&P Small-Cap ETF $396,302 HoldingVanguard Russell 2000 ETF $389,479 HoldingVanguard Russell 1000 Growth ETF $240,896 HoldingVanguard Real Estate ETF $195,976 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 11,546 shares (about $811.45K)SPDR S&P 500 ETF Trust 965 shares (about $565.58K)iShares Core S&P Small-Cap ETF 3,440 shares (about $396.30K)Vanguard Russell 2000 ETF 4,360 shares (about $389.48K)Air Products and Chemicals 1,099 shares (about $318.75K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,221 shares (about $1.31M)Apple 4,861 shares (about $1.22M)Vanguard Dividend Appreciation ETF 6,149 shares (about $1.20M)Chubb 4,261 shares (about $1.18M)ProShares S&P 500 Aristocrats ETF 6,664 shares (about $663.40K) 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$259,605,678$1,177,314 ▼-0.5%939,57962.2%FinanceIVViShares Core S&P 500 ETF$18,377,927$1,307,453 ▼-6.6%31,2194.4%ETFIEFAiShares Core MSCI EAFE ETF$16,648,049$811,452 ▲5.1%236,8824.0%ETFAAPLApple$15,242,064$1,217,292 ▼-7.4%60,8663.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,232,500$565,578 ▲3.9%25,9903.7%FinanceEFAiShares MSCI EAFE ETF$9,432,622$287,846 ▲3.1%124,7542.3%FinanceVIGVanguard Dividend Appreciation ETF$9,032,123$1,204,166 ▼-11.8%46,1222.2%ETFNOBLProShares S&P 500 Aristocrats ETF$8,209,605$663,402 ▼-7.5%82,4672.0%ETFIWFiShares Russell 1000 Growth ETF$7,760,656$18,875 ▼-0.2%19,3251.9%ETFVEAVanguard FTSE Developed Markets ETF$7,302,694$73,882 ▼-1.0%152,7121.8%ETFBNLBroadstone Net Lease$5,059,864$44,725 ▲0.9%319,0331.2%FinanceADPAutomatic Data Processing$4,045,822$4,684 ▼-0.1%13,8211.0%Business ServicesIWRiShares Russell Mid-Cap ETF$4,036,396$9,017 ▲0.2%45,6611.0%ETFSDYSPDR S&P Dividend ETF$3,902,910$173,184 ▲4.6%29,5450.9%ETFIWMiShares Russell 2000 ETF$3,684,613$134,127 ▲3.8%16,6750.9%FinanceVBVanguard Small-Cap ETF$3,326,098$11,293 ▲0.3%13,8430.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,565,651$18,590 ▲0.7%49,1320.6%ETFLMTLockheed Martin$2,541,4670.0%5,2300.6%AerospaceAPDAir Products and Chemicals$2,349,034$318,754 ▲15.7%8,0990.6%Basic MaterialsIWDiShares Russell 1000 Value ETF$2,216,925$18,698 ▼-0.8%11,9750.5%ETFIWBiShares Russell 1000 ETF$2,178,123$251,929 ▼-10.4%6,7610.5%ETFEEMiShares MSCI Emerging Markets ETF$1,325,755$21,245 ▲1.6%31,7010.3%FinanceBIVVanguard Intermediate-Term Bond ETF$1,282,367$172,701 ▲15.6%17,1600.3%ETFFLOTiShares Floating Rate Bond ETF$1,092,9950.0%21,4820.3%ETFEFViShares MSCI EAFE Value ETF$925,408$16,056 ▲1.8%17,6370.2%ETFRSPInvesco S&P 500 Equal Weight ETF$855,777$2,453 ▲0.3%4,8840.2%ETFIWNiShares Russell 2000 Value ETF$854,541$3,612 ▲0.4%5,2050.2%ETFEFGiShares MSCI EAFE Growth ETF$790,050$5,616 ▲0.7%8,1590.2%ETFIWSiShares Russell Mid-Cap Value ETF$774,610$3,492 ▲0.5%5,9890.2%ETFGOOGLAlphabet$732,402$61,333 ▼-7.7%3,8690.2%Computer and TechnologyIYLDiShares Morningstar Multi-Asset Income ETF$721,4810.0%37,0370.2%ETFGOOGAlphabet$720,245$46,658 ▼-6.1%3,7820.2%Computer and TechnologyPPLPPL$419,2540.0%12,9160.1%UtilitiesIJRiShares Core S&P Small-Cap ETF$396,302$396,302 ▲New Holding3,4400.1%ETFVFCVF$389,480$1,524 ▲0.4%18,1490.1%Consumer DiscretionaryVTWOVanguard Russell 2000 ETF$389,479$389,479 ▲New Holding4,3600.1%ETFNVDANVIDIA$365,269$21,486 ▼-5.6%2,7200.1%Computer and TechnologyQQQInvesco QQQ$362,9740.0%7100.1%FinanceIWOiShares Russell 2000 Growth ETF$359,291$864 ▲0.2%1,2480.1%ETFVOOVanguard S&P 500 ETF$317,491$1,617 ▲0.5%5890.1%ETFVBKVanguard Small-Cap Growth ETF$306,255$560 ▲0.2%1,0940.1%ETFMSFTMicrosoft$291,257$37,092 ▼-11.3%6910.1%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$240,896$240,896 ▲New Holding2,3320.1%ETFVVVanguard Large-Cap ETF$209,5570.0%7770.1%ETFVNQVanguard Real Estate ETF$195,976$195,976 ▲New Holding2,2000.0%ETFVOVanguard Mid-Cap ETF$133,9140.0%5070.0%ETFIYRiShares U.S. Real Estate ETF$24,0100.0%2580.0%ETFIYMiShares U.S. Basic Materials ETF$20,7890.0%1600.0%ETFVBRVanguard Small-Cap Value ETF$11,2790.0%570.0%ETFACWIiShares MSCI ACWI ETF$0$1,147,561 ▼-100.0%00.0%ManufacturingShowing 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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