Mycio Wealth Partners, Llc Buys ProShares S&P 500 Dividend Aristocrats ETF, SPDR Dividend ETF, Vanguard Dividend Appreciation FTF, Sells VF Corp

Philadelphia, PA, based Investment company Mycio Wealth Partners, Llc (Current Portfolio) buys ProShares S&P 500 Dividend Aristocrats ETF, SPDR Dividend ETF, Vanguard Dividend Appreciation FTF, BTC iShares Morningstar Multi-Asset Income ETF, Vanguard S&P 500 ETF, sells VF Corp during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Mycio Wealth Partners, Llc. As of 2021Q2, Mycio Wealth Partners, Llc owns 43 stocks with a total value of $246 million. These are the details of the buys and sells.

For the details of MYCIO WEALTH PARTNERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mycio+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of MYCIO WEALTH PARTNERS, LLC
  1. Chubb Ltd (CB) - 1,002,145 shares, 64.77% of the total portfolio. Shares added by 3.89%
  2. Broadstone Net Lease Inc (BNL) - 575,976 shares, 5.48% of the total portfolio. Shares reduced by 1.35%
  3. BTC iShares Core MSCI EAFE ETF (IEFA) - 174,679 shares, 5.32% of the total portfolio. Shares added by 15.49%
  4. iShares Core S&P 500 ETF (IVV) - 17,366 shares, 3.04% of the total portfolio. Shares added by 1.81%
  5. S&P 500 ETF TRUST ETF (SPY) - 15,795 shares, 2.75% of the total portfolio. Shares added by 8.83%
New Purchase: BTC iShares Morningstar Multi-Asset Income ETF (IYLD)

Mycio Wealth Partners, Llc initiated holding in BTC iShares Morningstar Multi-Asset Income ETF. The purchase prices were between $23.06 and $24.12, with an estimated average price of $23.67. The stock is now traded at around $24.299900. The impact to a portfolio due to this purchase was 0.28%. The holding were 28,217 shares as of 2021-06-30.

New Purchase: American Express Co (AXP)

Mycio Wealth Partners, Llc initiated holding in American Express Co. The purchase prices were between $141.44 and $169.45, with an estimated average price of $156.26. The stock is now traded at around $161.400000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,282 shares as of 2021-06-30.

Added: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

Mycio Wealth Partners, Llc added to a holding in ProShares S&P 500 Dividend Aristocrats ETF by 60.01%. The purchase prices were between $85.84 and $92.96, with an estimated average price of $90.14. The stock is now traded at around $93.890000. The impact to a portfolio due to this purchase was 0.93%. The holding were 67,212 shares as of 2021-06-30.

Added: SPDR Dividend ETF (SDY)

Mycio Wealth Partners, Llc added to a holding in SPDR Dividend ETF by 81.49%. The purchase prices were between $118.03 and $127.47, with an estimated average price of $123.5. The stock is now traded at around $124.330000. The impact to a portfolio due to this purchase was 0.7%. The holding were 31,323 shares as of 2021-06-30.

Added: Vanguard Dividend Appreciation FTF (VIG)

Mycio Wealth Partners, Llc added to a holding in Vanguard Dividend Appreciation FTF by 22.66%. The purchase prices were between $146.42 and $155.96, with an estimated average price of $152.78. The stock is now traded at around $162.450000. The impact to a portfolio due to this purchase was 0.46%. The holding were 39,590 shares as of 2021-06-30.

Added: Vanguard S&P 500 ETF (VOO)

Mycio Wealth Partners, Llc added to a holding in Vanguard S&P 500 ETF by 46.95%. The purchase prices were between $363.07 and $393.52, with an estimated average price of $382.3. The stock is now traded at around $410.330000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,460 shares as of 2021-06-30.



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