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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 $417,259,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 939,579 $259,605,678 62.21%
2.
Ishares Trust
 IEF 31,219 $18,377,927 4.4%
3.
Ishares Tr - CORE MSCI EAFE
 236,882 $16,648,049 3.98%
4.
Apple Inc.
 AAPL 60,866 $15,242,064 3.65%
5.
Spdr S & P 500 Etf Trust
 SPY 25,990 $15,232,500 3.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)