MYCIO WEALTH PARTNERS, LLC Portfolio Holdings
Q3 2025•47 long positions•$432.3M portfolio value
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Holding48 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Property & Casualty Financial Services | $262.2M 60.65% | -$102.7K Sold | 0.233% 928.9K shares | 929.2K → 928.9K −$102.7K | -0.04% | $112.53B Large Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $20.6M 4.76% | -$258.4K Sold | — 30.7K shares | 31.1K → 30.7K −$258.4K | -1.24% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $20.4M 4.73% | -$88.5K Sold | — 234.0K shares | 235.0K → 234.0K −$88.5K | -0.43% | — — | Q4 2017 Held for 8 years | |
ETF ETF | $16.5M 3.82% | -$465.0K Sold | — 24.8K shares | 25.5K → 24.8K −$465.0K | -2.74% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Consumer Electronics Technology | $15.8M 3.65% | -$27.8K Sold | 0.0% 61.9K shares | 62.0K → 61.9K −$27.8K | -0.18% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $11.8M 2.72% | — | — 125.9K shares | — | — | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Unknown Unknown | $10.1M 2.34% | +$34.1K Bought | — 46.9K shares | 46.7K → 46.9K +$34.1K | +0.34% | — — | Q4 2022 Held for 3 years | |
ETF ETF | $8.8M 2.04% | -$9.4K Sold | — 85.6K shares | 85.7K → 85.6K −$9.4K | -0.11% | — — | Q1 2018 Held for 7y 9m | |
ETF ETF | $8.7M 2.01% | -$25.2K Sold | — 145.3K shares | 145.7K → 145.3K −$25.2K | -0.29% | — — | Q3 2016 Held for 9y 3m | |
ETF ETF | $8.4M 1.94% | +$7.0K Bought | — 17.9K shares | 17.9K → 17.9K +$7.0K | +0.08% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
REIT - Diversified Real Estate | $5.1M 1.18% | -$617.5K Sold | 0.151% 285.9K shares | 320.5K → 285.9K −$617.5K | -10.78% | $3.4B Mid Cap | Q3 2020 Held for 5y 3m | |
ETF ETF | $4.5M 1.05% | +$9.6K Bought | — 47.1K shares | 47.0K → 47.1K +$9.6K | +0.21% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $4.2M 0.975% | +$25.1K Bought | — 30.1K shares | 29.9K → 30.1K +$25.1K | +0.6% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
Chemicals - Specialty Basic Materials | $3.9M 0.91% | — | 0.006% 14.4K shares | — | — | $60.7B Large Cap | Q3 2022 Held for 3y 3m | |
ETF ETF | $3.6M 0.832% | +$6.1K Bought | — 14.1K shares | 14.1K → 14.1K +$6.1K | +0.17% | — — | Q3 2015 Held for 10y 3m | |
Asset Management Financial Services | $3.6M 0.831% | — | 0.003% 27.7K shares | — | — | $115.78B Large Cap | Q2 2025 Held for 6 months | |
ETF ETF | $3.5M 0.799% | +$7.3K Bought | — 14.3K shares | 14.2K → 14.3K +$7.3K | +0.21% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $2.6M 0.61% | — | — 40.0K shares | — | — | — — | Q3 2018 Held for 7y 3m | |
Aerospace & Defense Industrials | $2.6M 0.604% | — | 0.002% 5.2K shares | — | — | $116.55B Large Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $1.8M 0.41% | — | — 8.7K shares | — | — | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $1.7M 0.395% | — | — 32.0K shares | — | — | — — | Q4 2021 Held for 4 years | |
ETF ETF | $1.2M 0.283% | — | — 18.0K shares | — | — | — — | Q4 2022 Held for 3 years | |
Internet Content & Information Communication Services | $940.6K 0.218% | — | 0.0% 3.9K shares | — | — | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $938.4K 0.217% | — | — 8.2K shares | — | — | — — | Q4 2022 Held for 3 years | |
Internet Content & Information Communication Services | $921.1K 0.213% | — | 0.0% 3.8K shares | — | — | $2.95T Mega Cap | Q2 2014 Held for 11y 6m | |
ETF ETF | $867.8K 0.201% | +$731.1 Bought | — 2.4K shares | 2.4K → 2.4K +$731.1 | +0.08% | — — | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $846.1K 0.196% | +$3.5K Bought | — 6.1K shares | 6.0K → 6.1K +$3.5K | +0.41% | — — | Q3 2015 Held for 10y 3m | |
ETF ETF | $766.5K 0.177% | -$166.8K Sold | — 4.0K shares | 4.9K → 4.0K −$166.8K | -17.87% | — — | Q4 2022 Held for 3 years | |
Semiconductors Technology | $507.5K 0.117% | — | 0.0% 2.7K shares | — | — | $4.54T Mega Cap | Q1 2024 Held for 1y 9m | |
Regulated Electric Utilities | $480.0K 0.111% | — | 0.002% 12.9K shares | — | — | $27.5B Large Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $426.9K 0.099% | +$1.9K Bought | — 2.4K shares | 2.4K → 2.4K +$1.9K | +0.46% | — — | Q4 2016 Held for 9 years | |
ETF ETF | $426.5K 0.099% | — | — 4.4K shares | — | — | — — | Q4 2024 Held for 1 year | |
ETF ETF | $426.3K 0.099% | — | — 710.0 shares | — | — | — — | Q4 2022 Held for 3 years | |
ETF ETF | $407.5K 0.094% | +$4.0K Bought | — 5.5K shares | 5.4K → 5.5K +$4.0K | +1.0% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $363.2K 0.084% | +$1.2K Bought | — 593.0 shares | 591.0 → 593.0 +$1.2K | +0.34% | — — | Q1 2021 Held for 4y 9m | |
Software - Infrastructure Technology | $357.9K 0.083% | — | 0.0% 691.0 shares | — | — | $3.85T Mega Cap | Q3 2023 Held for 2y 3m | |
ETF ETF | $326.5K 0.076% | +$595.2 Bought | — 1.1K shares | 1.1K → 1.1K +$595.2 | +0.18% | — — | Q4 2022 Held for 3 years | |
ETF ETF | $281.0K 0.065% | — | — 2.3K shares | — | — | — — | Q4 2024 Held for 1 year | |
Apparel - Manufacturers Consumer Cyclical | $266.9K 0.062% | +$1.6K Bought | 0.005% 18.5K shares | 18.4K → 18.5K +$1.6K | +0.59% | $5.6B Mid Cap | ≤ Q2 2013 Held for 12y 6m+ | |
ETF ETF | $248.9K 0.058% | — | — 2.3K shares | — | — | — — | Q1 2025 Held for 9 months | |
ETF ETF | $239.2K 0.055% | — | — 777.0 shares | — | — | — — | Q3 2018 Held for 7y 3m | |
ETF ETF | $210.6K 0.049% | +$293.7 Bought | — 717.0 shares | 716.0 → 717.0 +$293.7 | +0.14% | — — | Q2 2014 Held for 11y 6m | |
ETF ETF | $201.1K 0.047% | — | — 2.2K shares | — | — | — — | Q4 2024 Held for 1 year | |
ETF ETF | $92.6K 0.021% | +$294.1 Bought | — 315.0 shares | 314.0 → 315.0 +$294.1 | +0.32% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $25.0K 0.006% | — | — 258.0 shares | — | — | — — | Q2 2019 Held for 6y 6m | |
ETF ETF | $23.7K 0.005% | — | — 160.0 shares | — | — | — — | Q2 2019 Held for 6y 6m | |
ETF ETF | $12.0K 0.003% | +$207.1 Bought | — 58.0 shares | 57.0 → 58.0 +$207.1 | +1.75% | — — | Q3 2023 Held for 2y 3m | |
Staffing & Employment Services Industrials | - — | -$4.3M Sold | — - shares | 13.8K → 0 −$4.3M | Sold | $126.40B Large Cap | Q3 2021 Held for 4y 3m |
