Mycio Wealth Partners, LLC Portfolio Holdings by Sector
Mycio Wealth Partners, LLC
- $417 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
$259,605
62.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVV IEFA SPY EFA VIG NOBL IWF VEA 34 stocks |
$123,550
29.65% of portfolio
|
  21  
|
  7  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15,242
3.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$5,059
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,045
0.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$2,541
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$2,349
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1,452
0.35% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,325
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$419
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$389
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$365
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$291
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR IYM 2 stocks |
$44
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|