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Home > Institutional Investor > Mycio Wealth Partners, Llc > Profile

Instuitional Investor - Mycio Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Mycio Wealth Partners, Llc
Portfolio Value $356,005,498
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 951,092 $214,946,792 60.37%
2.
Ishares Tr
 219,615 $15,449,898 4.33%
3.
Apple Inc.
 AAPL 65,917 $12,691,001 3.56%
4.
Ishares Trust
 IEF 25,624 $12,238,564 3.43%
5.
Spdr S & P 500 Etf Trust
 SPY 23,445 $11,143,704 3.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)