$967 Million is the total value of MYCIO WEALTH PARTNERS, LLC's 279 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 33.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CB | Buy | CHUBB LIMITED | $131,990,000 | -5.0% | 1,039,130 | +2.3% | 13.64% | -12.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $95,472,000 | +8.6% | 351,933 | +5.3% | 9.87% | -0.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $45,016,000 | +5.0% | 672,180 | +9.2% | 4.65% | -3.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $25,024,000 | +4.8% | 164,655 | +1.3% | 2.59% | -3.9% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $18,127,000 | +18.2% | 422,534 | +21.9% | 1.87% | +8.3% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $17,336,000 | +14.1% | 585,592 | +10.7% | 1.79% | +4.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $17,261,000 | +9.7% | 105,400 | +1.7% | 1.78% | +0.6% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $15,622,000 | +4263.7% | 116,462 | +3591.3% | 1.62% | +3937.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $12,247,000 | +7.7% | 85,170 | +2.0% | 1.27% | -1.2% |
| BDN | Buy | BRANDYWINE RLTY TRsh ben int new | $9,619,000 | +8.8% | 569,844 | +2.3% | 0.99% | -0.4% |
| PFF | Buy | ISHARES TRs&p us pfd stk | $8,709,000 | +238.5% | 230,954 | +237.1% | 0.90% | +210.3% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $6,955,000 | +45.1% | 111,570 | +44.9% | 0.72% | +33.1% |
| ATRS | New | ANTARES PHARMA INC | $6,278,000 | – | 2,433,500 | +100.0% | 0.65% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $6,225,000 | +12.3% | 59,951 | +11.6% | 0.64% | +2.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,441,000 | -3.9% | 36,600 | +1.5% | 0.46% | -11.9% |
| AMZN | Buy | AMAZON COM INC | $4,389,000 | +37.8% | 2,582 | +17.4% | 0.45% | +26.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,341,000 | +12.9% | 3,844 | +3.7% | 0.45% | +3.5% |
| XOM | Buy | EXXON MOBIL CORP | $3,925,000 | +15.0% | 47,439 | +3.7% | 0.41% | +5.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,733,000 | +8.3% | 3,346 | +0.2% | 0.39% | -0.8% |
| VFC | Buy | V F CORP | $3,625,000 | +14.6% | 44,466 | +4.2% | 0.38% | +5.0% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,191,000 | – | 18,590 | +100.0% | 0.33% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $2,713,000 | +7.5% | 26,035 | +13.5% | 0.28% | -1.8% |
| VOO | Buy | VANGUARD INDEX FDS | $2,696,000 | +19.3% | 10,803 | +15.8% | 0.28% | +9.4% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,621,000 | +228.0% | 39,719 | +217.2% | 0.27% | +201.1% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,509,000 | +0.5% | 24,706 | +0.5% | 0.26% | -8.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,460,000 | -2.0% | 13,180 | +4.8% | 0.25% | -10.2% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,442,000 | +285.2% | 6,880 | +271.1% | 0.25% | +250.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,168,000 | +1.2% | 17,859 | +0.0% | 0.22% | -7.4% |
| VSM | Buy | VERSUM MATLS INC | $2,124,000 | -0.7% | 57,175 | +0.6% | 0.22% | -8.7% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $2,054,000 | -3.0% | 113,547 | +0.0% | 0.21% | -11.3% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,989,000 | – | 19,522 | +100.0% | 0.21% | – |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,982,000 | +12.4% | 74,568 | +16.6% | 0.20% | +3.0% |
| NFLX | Buy | NETFLIX INC | $1,881,000 | +101.0% | 4,805 | +51.6% | 0.19% | +83.0% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $1,710,000 | +74.8% | 24,758 | +47.7% | 0.18% | +60.9% |
| QCOM | Buy | QUALCOMM INC | $1,678,000 | +1.6% | 29,908 | +0.4% | 0.17% | -7.0% |
| PFE | Buy | PFIZER INC | $1,610,000 | +2.7% | 44,380 | +0.5% | 0.17% | -6.2% |
| EXC | Buy | EXELON CORP | $1,546,000 | +10.4% | 36,280 | +1.1% | 0.16% | +1.3% |
| ARGO | New | ARGO GROUP INTL HLDGS LTD | $1,515,000 | – | 26,050 | +100.0% | 0.16% | – |
| TRHC | New | TABULA RASA HEALTHCARE INC | $1,494,000 | – | 23,401 | +100.0% | 0.15% | – |
| INTC | Buy | INTEL CORP | $1,456,000 | -4.5% | 29,300 | +0.1% | 0.15% | -12.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,433,000 | +354.9% | 17,168 | +343.5% | 0.15% | +311.1% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,392,000 | +4.9% | 15,734 | +2.5% | 0.14% | -4.0% |
| MDSO | Buy | MEDIDATA SOLUTIONS INC | $1,381,000 | +110.8% | 17,139 | +64.4% | 0.14% | +93.2% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,327,000 | +105.7% | 5,468 | +104.6% | 0.14% | +87.7% |
| ETM | Buy | ENTERCOM COMMUNICATIONS CORPcl a | $1,252,000 | +430.5% | 165,770 | +577.6% | 0.13% | +377.8% |
| CVX | Buy | CHEVRON CORP NEW | $1,238,000 | +29.5% | 9,795 | +16.8% | 0.13% | +18.5% |
| IBB | Buy | ISHARES TRnasdaq biotech | $1,165,000 | +21.2% | 10,604 | +17.8% | 0.12% | +11.1% |
| CI | Buy | CIGNA CORPORATION | $1,141,000 | +1.3% | 6,715 | +0.0% | 0.12% | -7.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,137,000 | +88.6% | 34,408 | +92.2% | 0.12% | +73.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,125,000 | -8.9% | 8,327 | +2.0% | 0.12% | -16.5% |
| FRA | Buy | BLACKROCK FLOAT RATE OME STR | $1,099,000 | -3.2% | 79,076 | +1.3% | 0.11% | -10.9% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $1,090,000 | +10.2% | 15,741 | +1.5% | 0.11% | +0.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,084,000 | +3.3% | 21,998 | +2.9% | 0.11% | -5.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,074,000 | +22.5% | 32,720 | +27.4% | 0.11% | +12.1% |
| DWDP | Buy | DOWDUPONT INC | $1,053,000 | +4.2% | 15,977 | +0.7% | 0.11% | -4.4% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $1,042,000 | -0.7% | 39,378 | +221.4% | 0.11% | -8.5% |
| BX | Buy | BLACKSTONE GROUP L P | $1,044,000 | +44.6% | 32,468 | +43.7% | 0.11% | +33.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,032,000 | +201.8% | 7,348 | +191.9% | 0.11% | +174.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,029,000 | -17.2% | 12,739 | +1.9% | 0.11% | -24.3% |
| MMM | Buy | 3M CO | $1,023,000 | -10.3% | 5,202 | +0.2% | 0.11% | -17.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,013,000 | +32.9% | 20,142 | +26.5% | 0.10% | +22.1% |
| EMR | Buy | EMERSON ELEC CO | $1,007,000 | +3.4% | 14,567 | +2.1% | 0.10% | -5.5% |
| WFC | Buy | WELLS FARGO CO NEW | $1,005,000 | +59.8% | 18,133 | +51.0% | 0.10% | +46.5% |
| SPXU | New | PROSHARES TRultrapro short s | $1,001,000 | – | 25,000 | +100.0% | 0.10% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $988,000 | +8.6% | 4,837 | +1.3% | 0.10% | -1.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $973,000 | +281.6% | 4,994 | +266.9% | 0.10% | +248.3% |
| EPS | Buy | WISDOMTREE TRus earnings 500 | $962,000 | +1.5% | 31,371 | +0.5% | 0.10% | -7.5% |
| TGTX | New | TG THERAPEUTICS INC | $923,000 | – | 70,200 | +100.0% | 0.10% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $892,000 | +138.5% | 10,685 | +119.8% | 0.09% | +119.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $887,000 | +246.5% | 32,073 | +206.2% | 0.09% | +217.2% |
| DVA | Buy | DAVITA INC | $890,000 | +8.3% | 12,823 | +2.9% | 0.09% | -1.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $868,000 | -7.5% | 6,214 | +1.7% | 0.09% | -15.1% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $843,000 | +14.7% | 23,997 | +9.5% | 0.09% | +4.8% |
| ORCL | Buy | ORACLE CORP | $810,000 | +72.7% | 18,385 | +79.3% | 0.08% | +58.5% |
| AME | Buy | AMETEK INC NEW | $748,000 | +8.1% | 10,368 | +13.8% | 0.08% | -1.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $702,000 | +96.6% | 10,101 | +85.3% | 0.07% | +82.5% |
| BAC | Buy | BANK AMER CORP | $692,000 | +2.8% | 24,544 | +9.4% | 0.07% | -5.3% |
| BP | Buy | BP PLCsponsored adr | $685,000 | +21.2% | 15,011 | +7.8% | 0.07% | +10.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $677,000 | +1.7% | 6,370 | +0.0% | 0.07% | -6.7% |
| LLY | Buy | LILLY ELI & CO | $667,000 | +144.3% | 7,816 | +121.1% | 0.07% | +122.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $663,000 | +5.1% | 8,495 | +6.8% | 0.07% | -2.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $665,000 | +8.0% | 9,042 | +1.5% | 0.07% | 0.0% |
| IWV | New | ISHARES TRrussell 3000 etf | $651,000 | – | 4,009 | +100.0% | 0.07% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $652,000 | +15.4% | 4,010 | +10.0% | 0.07% | +4.7% |
| CSCO | Buy | CISCO SYS INC | $652,000 | +3.5% | 15,154 | +3.1% | 0.07% | -5.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $634,000 | +9.1% | 7,781 | +1.1% | 0.07% | 0.0% |
| HEIA | Buy | HEICO CORP NEWcl a | $625,000 | +7.4% | 10,254 | +25.0% | 0.06% | -1.5% |
| IEFA | New | ISHARES TRcore msci eafe | $622,000 | – | 9,811 | +100.0% | 0.06% | – |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $596,000 | +21.6% | 10,619 | +26.1% | 0.06% | +12.7% |
| V | Buy | VISA INC | $598,000 | +18.7% | 4,514 | +7.2% | 0.06% | +8.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $580,000 | -6.6% | 13,740 | +3.9% | 0.06% | -14.3% |
| SFIX | New | STITCH FIX INC | $555,000 | – | 20,229 | +100.0% | 0.06% | – |
| IWN | Buy | ISHARES TRrus 2000 val etf | $552,000 | +10.6% | 4,182 | +2.2% | 0.06% | +1.8% |
| SHOP | New | SHOPIFY INCcl a | $549,000 | – | 3,761 | +100.0% | 0.06% | – |
| GILD | Buy | GILEAD SCIENCES INC | $544,000 | -5.9% | 7,674 | +0.1% | 0.06% | -13.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $544,000 | +65.3% | 10,674 | +65.1% | 0.06% | +51.4% |
| COP | Buy | CONOCOPHILLIPS | $523,000 | +135.6% | 7,510 | +100.3% | 0.05% | +116.0% |
| CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $523,000 | – | 9,865 | +100.0% | 0.05% | – |
| T | Buy | AT&T INC | $514,000 | +22.4% | 16,002 | +35.8% | 0.05% | +12.8% |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $501,000 | – | 3,096 | +100.0% | 0.05% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $501,000 | – | 8,643 | +100.0% | 0.05% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $491,000 | -8.7% | 2,227 | +4.3% | 0.05% | -16.4% |
| EZU | New | ISHARES INCmsci eurzone etf | $470,000 | – | 11,469 | +100.0% | 0.05% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $455,000 | +31.1% | 2,313 | +16.9% | 0.05% | +20.5% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $449,000 | +123.4% | 8,716 | +128.2% | 0.05% | +100.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $432,000 | +63.6% | 3,460 | +16.9% | 0.04% | +50.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $440,000 | +14.0% | 3,241 | +8.8% | 0.04% | +2.3% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $432,000 | +16.4% | 7,800 | +32.8% | 0.04% | +7.1% |
| BA | Buy | BOEING CO | $429,000 | +11.1% | 1,277 | +8.5% | 0.04% | 0.0% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $405,000 | – | 5,338 | +100.0% | 0.04% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $400,000 | +25.4% | 4,077 | +19.3% | 0.04% | +13.9% |
| HON | Buy | HONEYWELL INTL INC | $393,000 | +19.5% | 2,730 | +19.9% | 0.04% | +10.8% |
| IEV | New | ISHARES TReurope etf | $400,000 | – | 8,950 | +100.0% | 0.04% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $387,000 | – | 6,660 | +100.0% | 0.04% | – |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $391,000 | -3.2% | 5,593 | +0.9% | 0.04% | -13.0% |
| CGW | New | INVESCO EXCHNG TRADED FD TRs&p gbl water | $377,000 | – | 11,252 | +100.0% | 0.04% | – |
| F | Buy | FORD MTR CO DEL | $368,000 | +5.7% | 33,241 | +5.8% | 0.04% | -2.6% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $356,000 | – | 4,972 | +100.0% | 0.04% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $337,000 | – | 4,588 | +100.0% | 0.04% | – |
| NKE | Buy | NIKE INCcl b | $334,000 | +30.5% | 4,200 | +8.6% | 0.04% | +20.7% |
| IYK | New | ISHARES TRu.s. cnsm gd etf | $340,000 | – | 2,871 | +100.0% | 0.04% | – |
| C | Buy | CITIGROUP INC | $330,000 | +1.2% | 4,925 | +2.5% | 0.03% | -8.1% |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $320,000 | – | 5,788 | +100.0% | 0.03% | – |
| ETP | Buy | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $315,000 | +24.5% | 16,540 | +6.2% | 0.03% | +13.8% |
| GLD | Buy | SPDR GOLD TRUST | $298,000 | +46.8% | 2,514 | +55.8% | 0.03% | +34.8% |
| NVDA | Buy | NVIDIA CORP | $302,000 | +4.1% | 1,275 | +1.8% | 0.03% | -6.1% |
| SFE | New | SAFEGUARD SCIENTIFICS INC | $297,000 | – | 23,241 | +100.0% | 0.03% | – |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $298,000 | +15.5% | 12,823 | +9.0% | 0.03% | +6.9% |
| EWU | Buy | ISHARES TRmsci uk etf new | $293,000 | +2.4% | 8,437 | +2.4% | 0.03% | -6.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $294,000 | +6.5% | 7,176 | +8.3% | 0.03% | -3.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $286,000 | -0.3% | 5,508 | +4.5% | 0.03% | -6.2% |
| DWM | New | WISDOMTREE TRintl equity fd | $276,000 | – | 5,224 | +100.0% | 0.03% | – |
| PPG | Buy | PPG INDS INC | $280,000 | +19.7% | 2,703 | +28.7% | 0.03% | +11.5% |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $276,000 | – | 4,373 | +100.0% | 0.03% | – |
| CVS | Buy | CVS HEALTH CORP | $284,000 | +3.6% | 4,409 | +0.0% | 0.03% | -6.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $268,000 | +3.9% | 1,992 | +0.1% | 0.03% | -3.4% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $259,000 | +24.5% | 4,141 | +20.2% | 0.03% | +17.4% |
| BIDU | Buy | BAIDU INCspon adr rep a | $264,000 | +9.5% | 1,085 | +0.5% | 0.03% | 0.0% |
| HEI | Buy | HEICO CORP NEW | $262,000 | +5.2% | 3,588 | +25.0% | 0.03% | -3.6% |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $249,000 | – | 2,616 | +100.0% | 0.03% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $256,000 | – | 3,076 | +100.0% | 0.03% | – |
| NEAR | New | ISHARES US ETF TRsht mat bd etf | $241,000 | – | 4,802 | +100.0% | 0.02% | – |
| UPRO | Buy | PROSHARES TRultrpro s&p500 | $240,000 | +7.6% | 5,111 | +200.3% | 0.02% | 0.0% |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $246,000 | – | 9,501 | +100.0% | 0.02% | – |
| PEI | Buy | PENNSYLVANIA RL ESTATE INVTsh ben int | $245,000 | +94.4% | 22,259 | +70.4% | 0.02% | +78.6% |
| DFE | New | WISDOMTREE TReurope smcp dv | $238,000 | – | 3,646 | +100.0% | 0.02% | – |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $234,000 | +10.9% | 1,986 | +5.0% | 0.02% | 0.0% |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $226,000 | – | 4,762 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $223,000 | – | 2,675 | +100.0% | 0.02% | – |
| WM | Buy | WASTE MGMT INC DEL | $222,000 | +8.8% | 2,729 | +12.7% | 0.02% | 0.0% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $218,000 | – | 1,053 | +100.0% | 0.02% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $219,000 | – | 1,500 | +100.0% | 0.02% | – |
| RTN | Buy | RAYTHEON CO | $210,000 | -1.4% | 1,087 | +10.1% | 0.02% | -8.3% |
| LII | Buy | LENNOX INTL INC | $216,000 | -1.8% | 1,077 | +0.2% | 0.02% | -12.0% |
| BDX | New | BECTON DICKINSON & CO | $212,000 | – | 887 | +100.0% | 0.02% | – |
| WMT | Buy | WALMART INC | $214,000 | +2.4% | 2,504 | +6.3% | 0.02% | -8.3% |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $214,000 | – | 1,861 | +100.0% | 0.02% | – |
| AET | New | AETNA INC NEW | $202,000 | – | 1,100 | +100.0% | 0.02% | – |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $202,000 | +0.5% | 4,129 | +0.4% | 0.02% | -8.7% |
| FSK | New | FS INVT CORP | $202,000 | – | 27,539 | +100.0% | 0.02% | – |
| VLRS | Buy | CONTROLADORA VUELA CIA DE AVspon adr rp 10 | $164,000 | +25.2% | 32,256 | +101.1% | 0.02% | +13.3% |
| GCAP | Buy | GAIN CAP HLDGS INC | $132,000 | +13.8% | 17,450 | +1.7% | 0.01% | +7.7% |
| NLY | New | ANNALY CAP MGMT INC | $103,000 | – | 10,000 | +100.0% | 0.01% | – |
| APDN | Buy | APPLIED DNA SCIENCES INC | $32,000 | +45.5% | 25,000 | +66.7% | 0.00% | +50.0% |
| HMNY | New | HELIOS & MATHESON ANALYTICS | $6,000 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.2% |
| SPDR S&P 500 ETF TRTR UNIT | 42 | Q3 2023 | 10.3% |
| ISHARES TR MSCI EAFE FD | 42 | Q3 2023 | 7.5% |
| SPDR S&P DIVIDEND ETF IV | 42 | Q3 2023 | 4.3% |
| ISHARES TR RUSSELL2000 ETF | 42 | Q3 2023 | 2.4% |
| ISHARES TR RUSSELL 1000 | 42 | Q3 2023 | 2.8% |
| ISHARES TR | 42 | Q3 2023 | 2.5% |
| ISHARES TR RUSSELL 1000 | 42 | Q3 2023 | 1.5% |
| PPL CORPORATION | 42 | Q3 2023 | 1.1% |
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 1.4% |
View MYCIO WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
View MYCIO WEALTH PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.