Mycio Wealth Partners, LLC Closed Holding Positions

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DVY
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
3,591
$62.67 - $107.3 $225K - $385K
JNJ
Johnson & Johnson

Healthcare
Q1 2020 Filed on May 14, 2020
61,233
$111.14 - $153.99 $6.81M - $9.43M
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on May 14, 2020
1,768
N/A
KMPR
Kemper Corp

Financial Services
Q1 2020 Filed on May 14, 2020
4,000
$56.04 - $81.23 $224K - $325K
KEY
Keycorp

Financial Services
Q1 2020 Filed on May 14, 2020
14,652
$8.16 - $20.26 $120K - $297K
LLY
Eli Lilly & CO

Healthcare
Q1 2020 Filed on May 14, 2020
6,742
$119.05 - $147.35 $803K - $993K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 14, 2020
20,758
$27.78 - $65.08 $577K - $1.35M
MGA
Magna International Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
5,000
$24.22 - $55.51 $121K - $278K
MA
Mastercard Inc

Financial Services
Q1 2020 Filed on May 14, 2020
2,707
$203.3 - $344.56 $550K - $933K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
3,621
$137.1 - $217.46 $496K - $787K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2020 Filed on May 14, 2020
4,079
$121.75 - $210.58 $497K - $859K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2020 Filed on May 14, 2020
43,433
$49.11 - $85.52 $2.13M - $3.71M
Goldman Sachs Mlp Energy Ren
Q1 2020 Filed on May 14, 2020
10,000
N/A
GHC
Graham Holdings CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
341
$277.62 - $639.27 $94.7K - $218K
HEIA
Heico Crp Cl A
Q1 2020 Filed on May 14, 2020
10,254
N/A
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
10,369
$152.15 - $247.02 $1.58M - $2.56M
ITW
Illinois Tool Works Inc

Industrials
Q1 2020 Filed on May 14, 2020
2,848
$118.09 - $190.0 $336K - $541K
INTC
Intel Corp

Technology
Q1 2020 Filed on May 14, 2020
104,608
$44.61 - $68.47 $4.67M - $7.16M
IBM
International Business Machines Corp

Technology
Q1 2020 Filed on May 14, 2020
5,664
$90.6 - $149.87 $513K - $849K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2020 Filed on May 14, 2020
82,503
$25.12 - $38.29 $2.07M - $3.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2020 Filed on May 14, 2020
17,314
$52.32 - $81.58 $906K - $1.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2020 Filed on May 14, 2020
3,703
$36.14 - $52.65 $134K - $195K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,371
$82.97 - $131.79 $197K - $312K
MDT
Medtronic PLC

Healthcare
Q1 2020 Filed on May 14, 2020
5,462
$72.92 - $121.3 $398K - $663K
MRK
Merck & Co., Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
15,794
$63.36 - $87.82 $1M - $1.39M
TROW
Price T Rowe Group Inc

Financial Services
Q1 2020 Filed on May 14, 2020
2,403
$85.42 - $139.06 $205K - $334K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
10,803
$97.7 - $127.14 $1.06M - $1.37M
QCOM
Qualcomm Inc

Technology
Q1 2020 Filed on May 14, 2020
17,767
$60.91 - $95.91 $1.08M - $1.7M
Raytheon CO
Q1 2020 Filed on May 14, 2020
1,252
N/A
ROG
Rogers Corp

Technology
Q1 2020 Filed on May 14, 2020
100,173
$77.22 - $137.21 $7.74M - $13.7M
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 14, 2020
16,617
$20.14 - $55.75 $335K - $926K
CRM
Salesforce, Inc.

Technology
Q1 2020 Filed on May 14, 2020
2,193
$124.3 - $193.36 $273K - $424K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on May 14, 2020
81,386
$26.61 - $40.52 $2.17M - $3.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on May 14, 2020
341,059
$22.3 - $34.12 $7.61M - $11.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2020 Filed on May 14, 2020
3,416
$39.5 - $59.28 $135K - $203K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on May 14, 2020
43,308
$26.18 - $40.44 $1.13M - $1.75M
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 14, 2020
9,538
$22.29 - $38.7 $213K - $369K
PPG
Ppg Industries Inc

Basic Materials
Q1 2020 Filed on May 14, 2020
4,178
$72.5 - $131.6 $303K - $550K
POR
Portland General Electric CO

Utilities
Q1 2020 Filed on May 14, 2020
11,387
$39.72 - $62.46 $452K - $711K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
7,688
$41.93 - $59.68 $322K - $459K
NFLX
Netflix Inc

Communication Services
Q1 2020 Filed on May 14, 2020
4,701
$298.84 - $387.78 $1.4M - $1.82M
NKE
Nike, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
3,172
$62.8 - $104.58 $199K - $332K
NVO
Novo Nordisk A S

Healthcare
Q1 2020 Filed on May 14, 2020
8,400
$49.46 - $64.78 $415K - $544K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on May 14, 2020
5,201
$9.69 - $47.26 $50.4K - $246K
Office Depot Inc
Q1 2020 Filed on May 14, 2020
17,139
N/A
ORCL
Oracle Corp

Technology
Q1 2020 Filed on May 14, 2020
22,274
$39.8 - $55.73 $887K - $1.24M
PCAR
Paccar Inc

Industrials
Q1 2020 Filed on May 14, 2020
22,293
$49.91 - $79.51 $1.11M - $1.77M
PEP
Pepsico Inc

Consumer Defensive
Q1 2020 Filed on May 14, 2020
4,734
$103.93 - $146.99 $492K - $696K
PFE
Pfizer Inc

Healthcare
Q1 2020 Filed on May 14, 2020
55,880
$27.03 - $38.62 $1.51M - $2.16M
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