Mycio Wealth Partners, LLC Portfolio Holdings

Mycio Wealth Partners, LLC

  • $423 Million
  • Q1 2025

Mycio Wealth Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $423 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $268M, Ishares Tr with a value of $18.1M, Ishares Core S&P 500 ETF with a value of $17.7M, Spdr S&P 500 ETF Trust with a value of $14.8M, and Apple Inc. with a value of $13.5M.

Examining the 13F form we can see an increase of $6.72M in the current position value, from $417M to 423M.

Below you can find more details about Mycio Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $423 Million
Financial Services: $268 Million
ETFs: $123 Million
Technology: $14.1 Million
Industrials: $6.56 Million
Real Estate: $5.45 Million
Basic Materials: $4.31 Million
Communication Services: $1.19 Million
Utilities: $466,000
Other: $283,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$268 Million 63.35% of portfolio
888,123
Q1 2025 Reduced 5.48%
$3.32T
$13.5 Million 3.19% of portfolio
60,847
Q1 2025 Reduced 0.03%
$3.01B
$5.45 Million 1.29% of portfolio
319,759
Q1 2025 Added 0.23%
$61.1B
$4.31 Million 1.02% of portfolio
14,606
Q1 2025 Added 80.34%
$134B
$4.22 Million 1.0% of portfolio
13,821
Q4 2024 Reduced 0.12%
$125B
$2.34 Million 0.55% of portfolio
5,230
Q3 2023 Added 0.97%
$1.01T
$590,000 0.14% of portfolio
3,782
Q4 2024 Reduced 6.08%
$993B
$598,000 0.14% of portfolio
3,869
Q4 2024 Reduced 7.73%
$25.8B
$466,000 0.11% of portfolio
12,916
Q4 2023 Added 0.72%
$5.56B
$283,000 0.07% of portfolio
18,249
Q1 2025 Added 0.55%
$335B
$294,000 0.07% of portfolio
2,720
Q4 2024 Reduced 5.56%
$3.42T
$259,000 0.06% of portfolio
691
Q4 2024 Reduced 11.3%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $423 Million
  • Prior Value $417 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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