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The Analysis of MYCIO WEALTH PARTNERS, LLC's Holdings & P&L

Currently, MYCIO WEALTH PARTNERS, LLC holds 49 types of securities in its portfolio with a total value $501.7M. In the most recent quarter, they have increased their positions in FXE (+88.8K shares, valued at $9.5M), N/A (+56.1K shares, valued at $5.2M), VEA (+13.6K shares, valued at $870.5K); decreased their positions in CB (-32.1K shares, valued at $10.5M), N/A (-52 shares, valued at $15.0K), N/A (-36 shares, valued at $10.3K); initiated new positions in FXE (+88.8K shares, valued at $9.5M).

1M P&L

-22.9M-4.29%

3M P&L

-21.7M-4.07%

HY P&L

+25.0M+5.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty309.8M

63.2%

2N/A152.0M

31.0%

3Consumer Electronics15.7M

3.2%

Top Industries by Stock Count

1N/A34 stocks

79.1%

2Specialty Chemicals1 stocks

2.3%

3Consumer Electronics1 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CB CHUBB LTD SWITZ950.4K shares-3.27%2026-03-312026-04-29

IEFA ISHARES TR244.6K shares2.92%2026-03-312026-04-29

IVV ISHARES TR31.1K shares0.53%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T28.8K shares0.18%2026-03-312026-04-29

AAPL APPLE INC61.9K shares0.00%2026-03-312026-04-29

EFA ISHARES TR127.1K shares0.00%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS159.3K shares9.32%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS47.3K shares0.31%2026-03-312026-04-29

Sponsored

NOBL PROSHARES TR92.9K shares7.99%2026-03-312026-04-29

FXE INVESCO CURRENCYSHARES EURO88.8K sharesnew addition2026-03-312026-04-29

KKR & CO INC KKR & CO INC83.7K shares202.83%2026-03-312026-04-29

IWF ISHARES TR18.0K shares0.08%2026-03-312026-04-29

BNL BROADSTONE NET LEASE INC292.4K shares2.01%2026-03-312026-04-29

IWR ISHARES TR49.7K shares7.67%2026-03-312026-04-29

SDY SPDR SERIES TRUST30.5K shares0.57%2026-03-312026-04-29

VB VANGUARD INDEX FDS14.2K shares0.19%2026-03-312026-04-29

Sponsored

IWM ISHARES TR14.4K shares0.28%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP5.2K shares0.00%2026-03-312026-04-29

IEMG ISHARES INC40.3K shares0.00%2026-03-312026-04-29

APD AIR PRODUCTS AND CHEMICALS I7.9K shares0.00%2026-03-312026-04-29

IWD ISHARES TR8.7K shares0.00%2026-03-312026-04-29

EEM ISHARES TR32.4K shares0.00%2026-03-312026-04-29

EFV ISHARES TR18.4K shares0.00%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.3K shares0.00%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC3.8K shares-1.35%2026-03-312026-04-29

ALPHABET INC ALPHABET INC3.7K shares-0.96%2026-03-312026-04-29

EFG ISHARES TR8.4K shares0.00%2026-03-312026-04-29

IWB ISHARES TR2.6K shares8.50%2026-03-312026-04-29

IWS ISHARES TR6.1K shares0.31%2026-03-312026-04-29

VTHR VANGUARD SCOTTSDALE FDS2.1K shares553.16%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS6.9K shares25.17%2026-03-312026-04-29

NVDA NVIDIA CORPORATION2.9K shares4.08%2026-03-312026-04-29

Sponsored

PPL PPL CORP12.9K shares0.00%2026-03-312026-04-29

IWN ISHARES TR2.4K shares0.29%2026-03-312026-04-29

VTWO VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR710 shares0.00%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS598 shares0.17%2026-03-312026-04-29

VBK VANGUARD INDEX FDS1.1K shares0.09%2026-03-312026-04-29

VTI VANGUARD INDEX FDS997 shares173.15%2026-03-312026-04-29

VFC V F CORP18.8K shares1.23%2026-03-312026-04-29

Sponsored

VONG VANGUARD SCOTTSDALE FDS2.6K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP718 shares1.70%2026-03-312026-04-29

VIOO VANGUARD ADMIRAL FDS INC2.3K shares0.00%2026-03-312026-04-29

VV VANGUARD INDEX FDS777 shares0.00%2026-03-312026-04-29

VO VANGUARD INDEX FDS719 shares0.14%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-04-29

IYM ISHARES TR160 shares0.00%2026-03-312026-04-29

IYR ISHARES TR258 shares0.00%2026-03-312026-04-29

Sponsored

VBR VANGUARD INDEX FDS58 shares0.00%2026-03-312026-04-29

CHUBB LTD SWITZ

-3.27%

Shares950.4K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

2.92%

Shares244.6K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.53%

Shares31.1K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.18%

Shares28.8K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.00%

Shares61.9K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

0.00%

Shares127.1K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

9.32%

Shares159.3K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

0.31%

Shares47.3K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

7.99%

Shares92.9K

Event2026-03-31

Filed2026-04-29

FXE

INVESCO CURRENCYSHARES EURO

New

Shares88.8K

Event2026-03-31

Filed2026-04-29

KKR & CO INC

202.83%

Shares83.7K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.08%

Shares18.0K

Event2026-03-31

Filed2026-04-29

BNL

BROADSTONE NET LEASE INC

2.01%

Shares292.4K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

7.67%

Shares49.7K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

0.57%

Shares30.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.19%

Shares14.2K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

0.28%

Shares14.4K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

0.00%

Shares40.3K

Event2026-03-31

Filed2026-04-29

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

0.00%

Shares32.4K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

0.00%

Shares18.4K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-1.35%

Shares3.8K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-0.96%

Shares3.7K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

8.50%

Shares2.6K

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

0.31%

Shares6.1K

Event2026-03-31

Filed2026-04-29

VTHR

VANGUARD SCOTTSDALE FDS

553.16%

Shares2.1K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

25.17%

Shares6.9K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

4.08%

Shares2.9K

Event2026-03-31

Filed2026-04-29

PPL

PPL CORP

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-29

IWN

ISHARES TR

0.29%

Shares2.4K

Event2026-03-31

Filed2026-04-29

VTWO

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

0.00%

Shares710

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.17%

Shares598

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

173.15%

Shares997

Event2026-03-31

Filed2026-04-29

VFC

V F CORP

1.23%

Shares18.8K

Event2026-03-31

Filed2026-04-29

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

1.70%

Shares718

Event2026-03-31

Filed2026-04-29

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares777

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.14%

Shares719

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IYM

ISHARES TR

0.00%

Shares160

Event2026-03-31

Filed2026-04-29

IYR

ISHARES TR

0.00%

Shares258

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.00%

Shares58

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available