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MYCIO WEALTH PARTNERS, LLC
MYCIO WEALTH PARTNERS, LLC
Latest filing: 2026-06-30
MYCIO WEALTH PARTNERS, LLC runs MYCIO WEALTH PARTNERS, LLC and currently holds 49 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $535.01M. Their top holdings are CB, IEFA, IVV, SPY, AAPL. The top five represent 78.4% of reported portfolio weight. MYCIO WEALTH PARTNERS, LLC ranks #478 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MYCIO WEALTH PARTNERS, LLC initiated 2 new positions. They added to 28 existing positions. They trimmed 9 positions. Their current best-performing preview position is QQQ with returns of +27.59%.
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49 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CB CHUBB LIMITED | 62.74% | $166.23 | $341.06 | +105.17% | Added +3.65% |
 IEFA ISHARES TR | 4.47% | $67.34 | $100.87 | +49.78% | Added +1.17% |
 IVV ISHARES TR | 4.38% | $372.24 | $769.30 | +106.67% | Added +0.59% |
 SPY STATE STR SPDR S&P 500 ETF T | 4.02% | $417.04 | $765.62 | +83.58% | Added +0.16% |
 AAPL APPLE INC | 2.80% | $145.53 | $309.35 | +112.57% | Trimmed -16.41% |
 EFA ISHARES TR | 2.38% | $63.44 | $108.26 | +70.64% | Trimmed -3.52% |
 VEA VANGUARD TAX-MANAGED FDS | 2.13% | $45.68 | $73.43 | +60.75% | Added +0.42% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.10% | $153.68 | $243.85 | +58.67% | Added +0.32% |
 NOBL PROSHARES TR | 1.98% | $43.99 | $58.75 | +33.54% | Added +103.39% |
 IWF ISHARES TR | 1.67% | $64.36 | $122.38 | +90.15% | Added +300.27% |
Showing 1-10 of 49