Mycio Wealth Partners, LLC Portfolio Holdings
Mycio Wealth Partners, LLC
- $435 Million
- Q3 2024
Mycio Wealth Partners, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $435 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $272M, Ishares Core S&P 500 ETF with a value of $19.3M, Ishares Tr with a value of $17.6M, Apple Inc. with a value of $15.3M, and Spdr S&P 500 ETF Trust with a value of $14.4M.
Examining the 13F form we can see an increase of $43.4M in the current position value, from $391M to 435M.
Below you can find more details about Mycio Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$435 Million
Financial Services: $272 Million
ETFs: $130 Million
Technology: $16 Million
Industrials: $6.89 Million
Real Estate: $5.99 Million
Basic Materials: $2.08 Million
Communication Services: $1.37 Million
Utilities: $427,000
Other: $360,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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