Mycio Wealth Partners, LLC Top Holdings and 13F Report (2025) About Mycio Wealth Partners, LLCInvestment ActivityMycio Wealth Partners, LLC has $424.00 million in total holdings as of March 31, 2025.Mycio Wealth Partners, LLC owns shares of 50 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 4.73% of the portfolio was sold this quarter.This quarter, Mycio Wealth Partners, LLC has purchased 49 new stocks and bought additional shares in 17 stocks.Mycio Wealth Partners, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Chubb $268,204,265iShares Core MSCI EAFE ETF $18,088,728iShares Core S&P 500 ETF $17,692,256SPDR S&P 500 ETF Trust $14,787,094Apple $13,515,945 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $1,313,539 Holding46428R107 - iShares S&P GSCI Commodity-Indexed Trust $254,228 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $217,469 Holding Largest Purchases this Quarter Air Products and Chemicals 6,507 shares (about $1.92M)Vanguard Short-Term Bond ETF 16,780 shares (about $1.31M)ProShares S&P 500 Aristocrats ETF 3,645 shares (about $373.08K)iShares S&P GSCI Commodity-Indexed Trust 11,165 shares (about $254.23K)SPDR S&P 500 ETF Trust 444 shares (about $248.37K) Largest Sales this Quarter Chubb 51,456 shares (about $15.54M)iShares Russell 1000 Value ETF 3,260 shares (about $613.39K)iShares Russell 1000 Growth ETF 1,675 shares (about $604.81K)iShares Core MSCI Emerging Markets ETF 5,730 shares (about $309.25K)iShares Russell 2000 Value ETF 1,510 shares (about $228.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMycio Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBChubb$268,204,265$15,539,197 ▼-5.5%888,12363.3%FinanceIEFAiShares Core MSCI EAFE ETF$18,088,728$168,624 ▲0.9%239,1114.3%ETFIVViShares Core S&P 500 ETF$17,692,256$150,030 ▲0.9%31,4864.2%ETFSPYSPDR S&P 500 ETF Trust$14,787,094$248,372 ▲1.7%26,4343.5%FinanceAAPLApple$13,515,945$4,220 ▼0.0%60,8473.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$10,196,1140.0%124,7542.4%FinanceVIGVanguard Dividend Appreciation ETF$8,982,094$34,918 ▲0.4%46,3022.1%ETFNOBLProShares S&P 500 Aristocrats ETF$8,813,983$373,084 ▲4.4%86,1122.1%ETFVEAVanguard FTSE Developed Markets ETF$7,645,711$116,655 ▼-1.5%150,4171.8%ETFIWFiShares Russell 1000 Growth ETF$6,373,087$604,811 ▼-8.7%17,6501.5%ETFBNLBroadstone Net Lease$5,448,694$12,371 ▲0.2%319,7591.3%FinanceAPDAir Products and Chemicals$4,307,602$1,919,045 ▲80.3%14,6061.0%Basic MaterialsADPAutomatic Data Processing$4,222,7310.0%13,8211.0%Business ServicesSDYSPDR S&P Dividend ETF$4,032,980$24,287 ▲0.6%29,7241.0%ETFIWRiShares Russell Mid-Cap ETF$3,891,657$7,316 ▲0.2%45,7470.9%ETFIWMiShares Russell 2000 ETF$3,406,045$79,595 ▲2.4%17,0740.8%FinanceVBVanguard Small-Cap ETF$3,075,970$6,209 ▲0.2%13,8710.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,342,383$309,245 ▼-11.7%43,4020.6%ETFLMTLockheed Martin$2,336,2940.0%5,2300.6%AerospaceIWBiShares Russell 1000 ETF$1,951,683$122,076 ▼-5.9%6,3630.5%ETFIWDiShares Russell 1000 Value ETF$1,639,781$613,389 ▼-27.2%8,7150.4%ETFEEMiShares MSCI Emerging Markets ETF$1,385,3540.0%31,7010.3%FinanceBSVVanguard Short-Term Bond ETF$1,313,539$1,313,539 ▲New Holding16,7800.3%ETFEFViShares MSCI EAFE Value ETF$1,039,5180.0%17,6370.2%ETFRSPInvesco S&P 500 Equal Weight ETF$849,322$3,291 ▲0.4%4,9030.2%ETFEFGiShares MSCI EAFE Growth ETF$815,9150.0%8,1590.2%ETFIWSiShares Russell Mid-Cap Value ETF$757,127$2,646 ▲0.4%6,0100.2%ETFIYLDiShares Morningstar Multi-Asset Income ETF$743,7030.0%37,0370.2%ETFGOOGLAlphabet$598,3030.0%3,8690.1%Computer and TechnologyGOOGAlphabet$590,8620.0%3,7820.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$557,937$228,007 ▼-29.0%3,6950.1%ETFPPLPPL$466,3970.0%12,9160.1%UtilitiesIJRiShares Core S&P Small-Cap ETF$360,774$1,046 ▲0.3%3,4500.1%ETFVTWOVanguard Russell 2000 ETF$351,6340.0%4,3600.1%ETFQQQInvesco QQQ$332,9340.0%7100.1%FinanceVOOVanguard S&P 500 ETF$303,904$1,028 ▲0.3%5910.1%ETFNVDANVIDIA$294,7940.0%2,7200.1%Computer and TechnologyVFCVF$283,229$1,552 ▲0.6%18,2490.1%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$275,762$252 ▲0.1%1,0950.1%ETFMSFTMicrosoft$259,3950.0%6910.1%Computer and TechnologyGSGiShares S&P GSCI Commodity-Indexed Trust$254,228$254,228 ▲New Holding11,1650.1%FinanceVIOOVanguard S&P Small-Cap 600 ETF$217,469$217,469 ▲New Holding2,2530.1%ETFVONGVanguard Russell 1000 Growth ETF$216,3870.0%2,3320.1%ETFVVVanguard Large-Cap ETF$199,7130.0%7770.0%ETFVNQVanguard Real Estate ETF$199,1880.0%2,2000.0%ETFIWOiShares Russell 2000 Growth ETF$190,777$127,951 ▼-40.1%7470.0%ETFVOVanguard Mid-Cap ETF$131,1210.0%5070.0%ETFIYRiShares U.S. Real Estate ETF$24,7040.0%2580.0%ETFIYMiShares U.S. Basic Materials ETF$21,5680.0%1600.0%ETFVBRVanguard Small-Cap Value ETF$10,6740.0%570.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$1,282,367 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$1,092,995 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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