MW

MYCIO WEALTH PARTNERS, LLC

13F
MYCIO WEALTH PARTNERS, LLC
Last update 2025-05-07 50 Stocks (3 new)
Value $424.00 Mil Turnover 1 %
Countries:
Top Holdings: CB(63.26%)IEFA(4.27%)IVV(4.17%)SPY(3.49%)AAPL(3.19%)
Summary Stock Picks Current Portfolio
MYCIO WEALTH PARTNERS, LLC Top Holdings of 2025-03-31 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
888,123
268,204.3
-5.48%
63.260
-3.41%
0.220
-3.63%
-1.33%
107,977.3
Insurance
IEFA
iShares Core MSCI EAFE ETF
239,111
18,088.7
+0.94%
4.270
+0.04%
0.010
+11.27%
+23.13%
146,655.7
 
IVV
iShares Core S&P 500 ETF
31,486
17,692.3
+0.86%
4.170
+0.04%
0.000
+16.52%
+9.05%
642,854.0
 
SPY
SPDR S&P 500 ETF Trust
26,434
14,787.1
+1.71%
3.490
+0.06%
0.000
+16.45%
+8.95%
654,934.0
 
AAPL
Apple Inc
60,847
13,516.0
-0.03%
3.190
0%
0.000
+2.95%
-14.24%
3,199,851.4
Hardware
EFA
iShares MSCI EAFE ETF
124,754
10,196.1
0%
2.400
0%
0.020
+10.54%
+22.45%
65,633.7
 
VIG
Vanguard Dividend Appreciation FTF
46,302
8,982.1
+0.39%
2.120
+0.01%
0.010
+11.16%
+7.43%
90,372.2
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
86,112
8,814.0
+4.42%
2.080
+0.09%
0.070
+7.70%
+6.20%
11,690.2
 
VEA
Vanguard FTSE Developed Markets ETF
150,417
7,645.7
-1.50%
1.800
-0.03%
0.010
+12.09%
+23.18%
162,665.8
 
IWF
iShares Russell 1000 Growth ETF
17,650
6,373.1
-8.67%
1.500
-0.16%
0.010
+21.91%
+9.21%
114,276.5
 

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 Ltd
2025-03-31
Reduce
Reduce
-3.41%
●
257.71 ($277.87) 301.99
$270.85
-2.53%
Reduce -5.48%
888,123
-51,456
APD
Air Products & Chemicals Inc
2025-03-31
Add
Add
+0.45%
●
283.24 ($308.4) 338.07
$295.93
-4.04%
Add 80.34%
14,606
6,507
BSV
Vanguard Short-Term Bond ETF
2025-03-31
New Buy
New Buy
+0.31%
●
76.94 ($77.63) 78.28
$78.34
0.91%
New holding
16,780
16,780
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Sold Out
Sold Out
-0.31%
●
73.78 ($75.44) 76.59
$76.67
1.62%
Sold Out
0
-17,160
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.26%
●
50.87 ($50.99) 51.09
$51.04
0.10%
Sold Out
0
-21,482
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.16%
●
360.07 ($394.62) 417.26
$437.67
10.91%
Reduce -8.67%
17,650
-1,675
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.14%
●
182.82 ($190.45) 196.21
$198.67
4.32%
Reduce -27.22%
8,715
-3,260
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-03-31
Add
Add
+0.09%
●
97.38 ($101.55) 104.52
$104.66
3.06%
Add 4.42%
86,112
3,645
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.07%
●
50.83 ($53.83) 55.94
$61.68
14.59%
Reduce -11.66%
43,402
-5,730
GSG
iShares S&P GSCI Commodity-Indexed Trust
iShares S&P GSCI Commodity-Indexed Trust
2025-03-31
New Buy
New Buy
+0.06%
●
21.84 ($22.48) 23.31
$22.59
0.47%
New holding
11,165
11,165

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 2025-03-31

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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