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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 $535,009,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chubb Ltd
 CB 985,086 $335,658,204 62.74%
2.
Ishares Trust
 HYG 247,421 $23,895,945 4.47%
3.
Ishares Trust
 IEF 31,261 $23,411,376 4.38%
4.
Spdr S & P 500 Etf Trust
 SPY 28,825 $21,525,909 4.02%
5.
Apple Inc.
 AAPL 51,748 $14,973,802 2.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.