Mycio Wealth Partners, LLC Closed Holding Positions

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
15,707
$59.98 - $89.64 $942K - $1.41M
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
5,537
$80.64 - $160.81 $447K - $890K
FNDB
Schwab Fundamental U S Broad M

ETFs
Q1 2020 Filed on May 14, 2020
8,939
$26.6 - $43.02 $238K - $385K
GOGO
Gogo Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
34,294
$1.8 - $6.25 $61.7K - $214K
ABT
Abbott Laboratories

Healthcare
Q1 2020 Filed on May 14, 2020
6,606
$62.82 - $91.86 $415K - $607K
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on May 14, 2020
859
$195.69 - $279.01 $168K - $240K
BLK
Black Rock Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
1,042
$327.42 - $572.48 $341K - $597K
BA
Boeing CO

Industrials
Q1 2020 Filed on May 14, 2020
4,463
$95.01 - $347.45 $424K - $1.55M
BP
Bp PLC

Energy
Q1 2020 Filed on May 14, 2020
13,894
$16.11 - $39.85 $224K - $554K
BDN
Brandywine Realty Trust

Real Estate
Q1 2020 Filed on May 14, 2020
669,897
$7.85 - $16.24 $5.26M - $10.9M
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2020 Filed on May 14, 2020
17,306
$46.4 - $67.43 $803K - $1.17M
CABO
Cable One, Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
364
$1161.98 - $1807.25 $423K - $658K
CNI
Canadian National Railway CO

Industrials
Q1 2020 Filed on May 14, 2020
6,210
$67.75 - $96.1 $421K - $597K
CE
Celanese Corp

Basic Materials
Q1 2020 Filed on May 14, 2020
14,148
$59.12 - $121.43 $836K - $1.72M
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 14, 2020
10,579
$54.22 - $121.43 $574K - $1.28M
CSCO
Cisco Systems, Inc.

Technology
Q1 2020 Filed on May 14, 2020
22,006
$33.2 - $49.93 $731K - $1.1M
BAC
Bank Of America Corp

Financial Services
Q1 2020 Filed on May 14, 2020
26,114
$18.08 - $35.64 $472K - $931K
Avon Prods Inc
Q1 2020 Filed on May 14, 2020
16,461
N/A
ABBV
Abb Vie Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
3,995
$64.5 - $97.79 $258K - $391K
ACN
Accenture PLC

Technology
Q1 2020 Filed on May 14, 2020
3,334
$143.69 - $215.92 $479K - $720K
Alps ETF Tr
Q1 2020 Filed on May 14, 2020
38,334
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
13,321
$31.38 - $51.25 $418K - $683K
AMZN
Amazon Com Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
3,335
$83.83 - $108.51 $280K - $362K
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
6,354
$18.78 - $54.47 $119K - $346K
AME
Ametek Inc

Industrials
Q1 2020 Filed on May 14, 2020
13,703
$58.21 - $101.86 $798K - $1.4M
AMGN
Amgen Inc

Healthcare
Q1 2020 Filed on May 14, 2020
3,744
$182.24 - $241.7 $682K - $905K
ATR
Aptargroup, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
5,879
$83.93 - $118.22 $493K - $695K
Aqua America Inc
Q1 2020 Filed on May 14, 2020
15,308
N/A
ACGL
Arch Capital Group Ltd.

Financial Services
Q1 2020 Filed on May 14, 2020
39,767
$23.26 - $48.18 $925K - $1.92M
T
At&T Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
90,962
$20.22 - $29.74 $1.84M - $2.71M
KO
Coca Cola CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
16,565
$37.56 - $60.13 $622K - $996K
CMCSA
Comcast Corp

Communication Services
Q1 2020 Filed on May 14, 2020
22,542
$33.37 - $47.5 $752K - $1.07M
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 14, 2020
19,473
$12.27 - $29.02 $239K - $565K
EQT
Eqt Corp

Energy
Q1 2020 Filed on May 14, 2020
14,100
$4.96 - $10.46 $69.9K - $147K
EXC
Exelon Corp

Utilities
Q1 2020 Filed on May 14, 2020
30,069
$21.38 - $35.93 $643K - $1.08M
XOM
Exxon Mobil Corp

Energy
Q1 2020 Filed on May 14, 2020
44,710
$31.45 - $70.9 $1.41M - $3.17M
META
Meta Platforms, Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
26,714
$146.01 - $223.23 $3.9M - $5.96M
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on May 14, 2020
3,403
$14.87 - $26.37 $50.6K - $89.7K
F
Ford Motor CO

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
12,714
$4.01 - $9.42 $51K - $120K
Gain Cap Hldgs Inc
Q1 2020 Filed on May 14, 2020
18,648
N/A
GNRC
Generac Holdings Inc.

Industrials
Q1 2020 Filed on May 14, 2020
9,680
$79.01 - $118.08 $765K - $1.14M
General Electric CO
Q1 2020 Filed on May 14, 2020
68,495
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
3,686
$62.63 - $80.22 $231K - $296K
MMM
3 M CO

Industrials
Q1 2020 Filed on May 14, 2020
5,809
$117.87 - $181.37 $685K - $1.05M
ENS
Ener Sys

Industrials
Q1 2020 Filed on May 14, 2020
5,915
$38.24 - $77.94 $226K - $461K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on May 14, 2020
8,967
$23.74 - $43.06 $213K - $386K
COP
Conocophillips

Energy
Q1 2020 Filed on May 14, 2020
3,716
$22.67 - $66.48 $84.2K - $247K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q1 2020 Filed on May 14, 2020
32,256
$3.2 - $13.34 $103K - $430K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2020 Filed on May 14, 2020
1,284
$279.85 - $324.08 $359K - $416K
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