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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 $424,001,329
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 888,123 $268,204,265 63.26%
2.
Ishares Tr - CORE MSCI EAFE
 239,111 $18,088,728 4.27%
3.
Ishares Trust
 IEF 31,486 $17,692,256 4.17%
4.
Spdr S & P 500 Etf Trust
 SPY 26,434 $14,787,094 3.49%
5.
Apple Inc.
 AAPL 60,847 $13,515,945 3.19%
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)