Mycio Wealth Partners, LLC
MYCIO WEALTH PARTNERS, LLC is an SEC-registered investment adviser headquartered in Philadelphia, Pennsylvania. Founded to serve individuals, families, and institutions, the firm provides comprehensive wealth management and advisory services. The firm holds a reputation for high-net-worth client relationships and a broad suite of portfolio and planning solutions. It operates with a team of experienced investment professionals and is recognized as a leading advisory practice in its region.
Investment Strategy
MYCIO Wealth Partners offers personalized investment advisory and wealth management services, emphasizing diversified portfolio construction, goal-based planning, and risk management to meet the unique needs of high-net-worth individuals, families, and institutional clients. Their investment approach combines rigorous research with active portfolio oversight, focusing on long-term capital appreciation while managing downside risk and adapting to changing market conditions.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CB | CHUBB LIMITED | 62.20% | $269.2M | 929,218 | $151.06 | $289.72 | +$1.0M |
I IEFA | ISHARES TR | 4.53% | $19.6M | 235,020 | $65.95 | $83.48 | +$1.5M |
I IVV | ISHARES TR | 4.46% | $19.3M | 31,123 | $366.70 | $620.90 | +$1.6M |
S SPY | SPDR S&P 500 ETF TR | 3.64% | $15.8M | 25,510 | $374.14 | $617.85 | +$974.1K |
A AAPL | APPLE INC | 2.94% | $12.7M | 61,996 | $145.49 | $205.17 | -$796.2K |