Mycio Wealth Partners, LLC Portfolio Holdings by Sector
Mycio Wealth Partners, LLC
- $423 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
$268,204
63.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IEFA IVV SPY EFA NOBL VIG VEA IWF 35 stocks |
$121,442
28.68% of portfolio
|
  17  
|
  7  
|
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$13,515
3.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$5,448
1.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$4,307
1.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,222
1.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$2,336
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,385
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1,188
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$466
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$294
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$283
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$259
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR IYM 2 stocks |
$45
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|