The Analysis of MYCIO WEALTH PARTNERS, LLC's Holdings

Currently, MYCIO WEALTH PARTNERS, LLC holds 48 types of securities in its portfolio with a total value $483.0M. In the most recent quarter, they have increased their positions in CB (+53.7K shares, valued at $16.8M), SPY (+3.9K shares, valued at $2.7M), N/A (+2.3K shares, valued at $431.0K); decreased their positions in APD (-6.5K shares, valued at $1.6M), IWR (-926 shares, valued at $89.1K), N/A (-47 shares, valued at $14.7K); initiated new positions in VTI (+365 shares, valued at $122.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CB CHUBB LIMITED982.6K shares5.78%2025-12-312026-02-10

IEFA ISHARES TR237.6K shares1.54%2025-12-312026-02-10

IVV ISHARES TR30.9K shares0.57%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR28.7K shares15.78%2025-12-312026-02-10

AAPL APPLE INC61.9K shares0.03%2025-12-312026-02-10

EFA ISHARES TR127.1K shares0.95%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS47.2K shares0.64%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS145.7K shares0.29%2025-12-312026-02-10

Sponsored

NOBL PROSHARES TR86.0K shares0.54%2025-12-312026-02-10

IWF ISHARES TR18.0K shares0.09%2025-12-312026-02-10

BNL BROADSTONE NET LEASE INC286.6K shares0.23%2025-12-312026-02-10

IWR ISHARES TR46.2K shares-1.97%2025-12-312026-02-10

SDY SPDR SERIES TRUST30.3K shares0.69%2025-12-312026-02-10

VB VANGUARD INDEX FDS14.2K shares0.34%2025-12-312026-02-10

IWM ISHARES TR14.4K shares0.66%2025-12-312026-02-10

KKR & CO INC KKR & CO INC27.6K shares0.00%2025-12-312026-02-10

Sponsored

IEMG ISHARES INC40.3K shares0.72%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP5.2K shares0.19%2025-12-312026-02-10

APD AIR PRODS & CHEMS INC7.9K shares-45.40%2025-12-312026-02-10

IWD ISHARES TR8.7K shares0.00%2025-12-312026-02-10

EEM ISHARES TR32.4K shares1.34%2025-12-312026-02-10

EFV ISHARES TR18.4K shares2.27%2025-12-312026-02-10

ALPHABET INC ALPHABET INC3.9K shares-0.39%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.3K shares55.69%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC3.7K shares-1.24%2025-12-312026-02-10

EFG ISHARES TR8.4K shares1.60%2025-12-312026-02-10

IWB ISHARES TR2.4K shares0.13%2025-12-312026-02-10

IWS ISHARES TR6.1K shares0.46%2025-12-312026-02-10

NVDA NVIDIA CORPORATION2.8K shares2.72%2025-12-312026-02-10

PPL PPL CORP12.9K shares0.00%2025-12-312026-02-10

IWN ISHARES TR2.4K shares0.58%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR710 shares0.00%2025-12-312026-02-10

Sponsored

VTWO VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS5.5K shares1.30%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS597 shares0.67%2025-12-312026-02-10

MSFT MICROSOFT CORP706 shares2.17%2025-12-312026-02-10

VFC V F CORP18.6K shares0.48%2025-12-312026-02-10

VBK VANGUARD INDEX FDS1.1K shares0.27%2025-12-312026-02-10

VONG VANGUARD SCOTTSDALE FDS2.6K shares10.46%2025-12-312026-02-10

VIOO VANGUARD ADMIRAL FDS INC2.3K shares1.33%2025-12-312026-02-10

Sponsored

VV VANGUARD INDEX FDS777 shares0.00%2025-12-312026-02-10

VO VANGUARD INDEX FDS718 shares0.14%2025-12-312026-02-10

VNQ VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-02-10

VTI VANGUARD INDEX FDS365 sharesnew addition2025-12-312026-02-10

VTHR VANGUARD SCOTTSDALE FDS316 shares0.32%2025-12-312026-02-10

IYM ISHARES TR160 shares0.00%2025-12-312026-02-10

IYR ISHARES TR258 shares0.00%2025-12-312026-02-10

VBR VANGUARD INDEX FDS58 shares0.00%2025-12-312026-02-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available