$1.08 Billion is the total value of MYCIO WEALTH PARTNERS, LLC's 289 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 24.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $91,867,000 | -13.0% | 367,584 | +1.2% | 8.54% | -16.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $81,150,000 | +66.6% | 1,380,566 | +92.7% | 7.55% | +59.8% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $63,512,000 | +222.2% | 1,711,922 | +275.7% | 5.91% | +208.9% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $32,569,000 | -2.7% | 363,823 | +6.5% | 3.03% | -6.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $29,747,000 | +10.7% | 214,486 | +29.0% | 2.77% | +6.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $25,871,000 | +34.5% | 193,213 | +69.4% | 2.41% | +29.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $18,622,000 | +18.8% | 307,597 | +31.2% | 1.73% | +13.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $15,792,000 | +21.3% | 120,627 | +44.5% | 1.47% | +16.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $10,988,000 | -13.0% | 83,800 | +0.0% | 1.02% | -16.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $10,244,000 | +17.8% | 220,394 | +459.1% | 0.95% | +13.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $9,079,000 | +754.9% | 320,240 | +911.5% | 0.84% | +719.4% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $8,396,000 | +3218.6% | 85,713 | +3646.2% | 0.78% | +3024.0% |
| PPL | Buy | PPL CORP | $7,516,000 | -2.2% | 265,311 | +1.0% | 0.70% | -6.3% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $7,302,000 | +985.0% | 99,078 | +995.8% | 0.68% | +944.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,143,000 | +1042.9% | 129,873 | +1231.6% | 0.66% | +988.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $7,075,000 | +532.8% | 53,604 | +679.7% | 0.66% | +509.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $7,042,000 | +362.7% | 92,235 | +446.9% | 0.66% | +342.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,000,000 | +28.7% | 54,239 | +37.8% | 0.65% | +23.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $6,514,000 | +211.7% | 71,275 | +264.2% | 0.61% | +198.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $6,398,000 | +63.0% | 163,814 | +79.2% | 0.60% | +56.2% |
| BKNG | New | BOOKING HLDGS INC | $6,201,000 | – | 3,600 | +100.0% | 0.58% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $6,165,000 | +171.7% | 55,817 | +211.5% | 0.57% | +160.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,836,000 | +641.7% | 34,996 | +781.3% | 0.45% | +614.3% |
| MSFT | Buy | MICROSOFT CORP | $4,610,000 | -9.6% | 45,389 | +1.8% | 0.43% | -13.3% |
| VOO | Buy | VANGUARD INDEX FDS | $4,090,000 | +33.4% | 17,797 | +55.1% | 0.38% | +27.9% |
| EFV | Buy | ISHARES TReafe value etf | $4,015,000 | +349.6% | 88,795 | +416.3% | 0.37% | +328.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $3,912,000 | -5.7% | 65,528 | +9.9% | 0.36% | -9.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,531,000 | +17.6% | 17,296 | +23.3% | 0.33% | +12.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,475,000 | +0.4% | 22,525 | +21.0% | 0.32% | -3.9% |
| ACWI | New | ISHARES TRmsci acwi etf | $3,437,000 | – | 53,571 | +100.0% | 0.32% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,177,000 | +25.4% | 10,496 | +52.2% | 0.30% | +19.9% |
| XOM | Buy | EXXON MOBIL CORP | $3,043,000 | -15.8% | 44,629 | +4.9% | 0.28% | -19.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,798,000 | +128.0% | 40,511 | +164.4% | 0.26% | +118.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,788,000 | -8.0% | 28,560 | +6.4% | 0.26% | -11.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,528,000 | -10.1% | 42,195 | +5.6% | 0.24% | -13.9% |
| PFE | Buy | PFIZER INC | $2,054,000 | -0.1% | 47,042 | +0.7% | 0.19% | -4.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,806,000 | +213.0% | 47,405 | +237.0% | 0.17% | +200.0% |
| EFAV | New | ISHARES TRmin vol eafe etf | $1,690,000 | – | 25,352 | +100.0% | 0.16% | – |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $1,639,000 | -15.7% | 113,612 | +0.1% | 0.15% | -19.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,530,000 | +8.1% | 17,723 | +0.2% | 0.14% | +3.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,470,000 | -7.1% | 16,990 | +2.1% | 0.14% | -11.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,432,000 | +0.4% | 18,372 | +0.7% | 0.13% | -3.6% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,387,000 | -17.6% | 8,257 | +5.5% | 0.13% | -20.9% |
| NTRI | Buy | NUTRI SYS INC NEW | $1,293,000 | +49.5% | 29,464 | +26.2% | 0.12% | +42.9% |
| CI | New | CIGNA CORP NEW | $1,295,000 | – | 6,819 | +100.0% | 0.12% | – |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,286,000 | -11.4% | 5,516 | +0.5% | 0.12% | -14.9% |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,268,000 | – | 11,811 | +100.0% | 0.12% | – |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,273,000 | +51.5% | 11,190 | +80.7% | 0.12% | +45.7% |
| SPXS | New | DIREXION SHS ETF TRdly s&p500 br 3x | $1,163,000 | – | 37,767 | +100.0% | 0.11% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,113,000 | -15.9% | 16,058 | +5.8% | 0.10% | -19.5% |
| HYG | New | ISHARES TRiboxx hi yd etf | $1,094,000 | – | 13,493 | +100.0% | 0.10% | – |
| CVX | Buy | CHEVRON CORP NEW | $1,078,000 | -10.0% | 9,907 | +1.1% | 0.10% | -13.8% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,053,000 | – | 10,433 | +100.0% | 0.10% | – |
| ORCL | Buy | ORACLE CORP | $1,045,000 | +3.8% | 23,145 | +18.5% | 0.10% | -1.0% |
| JMST | New | JP MORGAN EXCHANGE TRADED FDultra shrt etf | $1,031,000 | – | 20,522 | +100.0% | 0.10% | – |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $997,000 | +8.6% | 30,671 | +27.8% | 0.09% | +4.5% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $986,000 | -13.6% | 8,430 | +0.7% | 0.09% | -17.1% |
| MMM | Buy | 3M CO | $976,000 | -9.3% | 5,123 | +0.3% | 0.09% | -12.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $977,000 | -6.8% | 14,645 | +13.9% | 0.09% | -10.8% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $983,000 | -9.1% | 36,797 | +1.4% | 0.09% | -13.3% |
| FRA | Buy | BLACKROCK FLOAT RATE OME STR | $973,000 | -12.0% | 81,792 | +2.0% | 0.09% | -15.9% |
| LLY | Buy | LILLY ELI & CO | $923,000 | +13.3% | 7,980 | +5.1% | 0.09% | +8.9% |
| WFC | Buy | WELLS FARGO CO NEW | $908,000 | -2.5% | 19,713 | +11.3% | 0.08% | -6.7% |
| QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $902,000 | – | 15,955 | +100.0% | 0.08% | – |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $869,000 | +9.0% | 11,060 | +8.3% | 0.08% | +5.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $869,000 | +27.6% | 9,459 | +15.6% | 0.08% | +22.7% |
| EMR | Buy | EMERSON ELEC CO | $871,000 | -22.0% | 14,571 | +0.0% | 0.08% | -25.0% |
| V | Buy | VISA INC | $826,000 | +23.3% | 6,263 | +40.2% | 0.08% | +18.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $797,000 | +7.1% | 23,394 | +11.3% | 0.07% | +2.8% |
| T | Buy | AT&T INC | $797,000 | +2.3% | 27,915 | +20.3% | 0.07% | -2.6% |
| STI | Buy | SUNTRUST BKS INC | $775,000 | -24.3% | 15,369 | +0.3% | 0.07% | -27.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $767,000 | +47.2% | 9,950 | +100.6% | 0.07% | +39.2% |
| KO | Buy | COCA COLA CO | $760,000 | +5.1% | 16,048 | +2.6% | 0.07% | +1.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $748,000 | +37.8% | 3,963 | +62.6% | 0.07% | +32.1% |
| MO | Buy | ALTRIA GROUP INC | $729,000 | -13.7% | 14,754 | +5.3% | 0.07% | -17.1% |
| DVA | Buy | DAVITA INC | $695,000 | -26.3% | 13,497 | +2.5% | 0.06% | -28.6% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $664,000 | -14.0% | 4,520 | +0.9% | 0.06% | -17.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $659,000 | +182.8% | 4,906 | +239.3% | 0.06% | +165.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $646,000 | +2.4% | 8,664 | +10.7% | 0.06% | -1.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $632,000 | -16.4% | 6,476 | +0.0% | 0.06% | -19.2% |
| BP | Buy | BP PLCsponsored adr | $607,000 | -16.5% | 16,015 | +1.5% | 0.06% | -21.1% |
| CSX | Buy | CSX CORP | $568,000 | -14.2% | 9,135 | +2.2% | 0.05% | -17.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $546,000 | -20.2% | 9,000 | +0.2% | 0.05% | -22.7% |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $553,000 | – | 10,200 | +100.0% | 0.05% | – |
| IWN | Buy | ISHARES TRrus 2000 val etf | $523,000 | -6.1% | 4,863 | +16.1% | 0.05% | -9.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $512,000 | +47.1% | 7,828 | +70.6% | 0.05% | +41.2% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $503,000 | – | 5,278 | +100.0% | 0.05% | – |
| MCD | Buy | MCDONALDS CORP | $508,000 | +35.1% | 2,858 | +27.2% | 0.05% | +30.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $449,000 | +63.9% | 19,063 | +79.1% | 0.04% | +55.6% |
| SFE | Buy | SAFEGUARD SCIENTIFICS INC | $438,000 | +40.8% | 50,773 | +52.7% | 0.04% | +36.7% |
| HON | Buy | HONEYWELL INTL INC | $425,000 | -20.4% | 3,220 | +0.2% | 0.04% | -23.1% |
| BA | Buy | BOEING CO | $435,000 | -12.8% | 1,348 | +0.4% | 0.04% | -16.7% |
| WTR | Buy | AQUA AMERICA INC | $424,000 | +20.5% | 12,404 | +30.1% | 0.04% | +14.7% |
| RFG | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $409,000 | -20.1% | 3,108 | +0.3% | 0.04% | -24.0% |
| IYF | New | ISHARES TRu.s. finls etf | $412,000 | – | 3,874 | +100.0% | 0.04% | – |
| KKR | New | KKR & CO INCcl a | $404,000 | – | 20,579 | +100.0% | 0.04% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $394,000 | -9.2% | 4,128 | +1.3% | 0.04% | -11.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $392,000 | +17.0% | 1,925 | +35.1% | 0.04% | +12.5% |
| CRM | Buy | SALESFORCE COM INC | $388,000 | -11.6% | 2,833 | +2.5% | 0.04% | -16.3% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $369,000 | – | 2,210 | +100.0% | 0.03% | – |
| MGA | Buy | MAGNA INTL INC | $364,000 | +15.6% | 8,000 | +33.3% | 0.03% | +9.7% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $366,000 | -8.0% | 6,043 | +8.0% | 0.03% | -12.8% |
| AOR | New | ISHARES TRgrwt allocat etf | $346,000 | – | 8,382 | +100.0% | 0.03% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $349,000 | -25.6% | 2,091 | +0.0% | 0.03% | -28.9% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $340,000 | -12.4% | 6,735 | +0.6% | 0.03% | -15.8% |
| WM | Buy | WASTE MGMT INC DEL | $333,000 | -1.5% | 3,744 | +0.2% | 0.03% | -6.1% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $334,000 | -24.6% | 5,435 | +0.9% | 0.03% | -27.9% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $322,000 | -17.6% | 5,007 | +0.4% | 0.03% | -21.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $322,000 | -9.6% | 2,539 | +0.7% | 0.03% | -14.3% |
| KRE | Buy | SPDR SERIES TRUSTs&p regl bkg | $328,000 | -21.2% | 7,013 | +0.1% | 0.03% | -25.0% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $318,000 | – | 6,000 | +100.0% | 0.03% | – |
| IYK | Buy | ISHARES TRu.s. cnsm gd etf | $312,000 | -9.3% | 2,932 | +1.4% | 0.03% | -12.1% |
| NKE | Buy | NIKE INCcl b | $314,000 | +31.4% | 3,243 | +15.1% | 0.03% | +26.1% |
| PPG | Buy | PPG INDS INC | $308,000 | +4.4% | 3,008 | +11.2% | 0.03% | 0.0% |
| UFI | Buy | UNIFI INC | $308,000 | -13.0% | 13,500 | +8.0% | 0.03% | -14.7% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $299,000 | -23.5% | 5,205 | +0.7% | 0.03% | -26.3% |
| IYW | New | ISHARES TRu.s. tech etf | $293,000 | – | 1,834 | +100.0% | 0.03% | – |
| NVDA | Buy | NVIDIA CORP | $285,000 | -22.3% | 2,137 | +63.8% | 0.03% | -25.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $292,000 | +36.4% | 1,173 | +45.7% | 0.03% | +28.6% |
| ENB | Buy | ENBRIDGE INC | $279,000 | +4.1% | 8,967 | +8.1% | 0.03% | 0.0% |
| FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $276,000 | – | 15,365 | +100.0% | 0.03% | – |
| BLK | Buy | BLACKROCK INC | $266,000 | -16.4% | 676 | +0.1% | 0.02% | -19.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $264,000 | -14.0% | 2,069 | +0.7% | 0.02% | -16.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $267,000 | -4.6% | 6,688 | +2.5% | 0.02% | -7.4% |
| ET | New | ENERGY TRANSFER LP | $272,000 | – | 20,589 | +100.0% | 0.02% | – |
| IVE | Buy | ISHARES TRs&p 500 val etf | $256,000 | -11.4% | 2,531 | +1.4% | 0.02% | -14.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $258,000 | +0.4% | 1,153 | +9.5% | 0.02% | -4.0% |
| NEE | Buy | NEXTERA ENERGY INC | $259,000 | +4.9% | 1,492 | +1.4% | 0.02% | 0.0% |
| WSFS | Buy | WSFS FINL CORP | $254,000 | -19.4% | 6,703 | +0.3% | 0.02% | -22.6% |
| HSY | New | HERSHEY CO | $256,000 | – | 2,391 | +100.0% | 0.02% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $255,000 | – | 4,296 | +100.0% | 0.02% | – |
| SBUX | Buy | STARBUCKS CORP | $245,000 | +20.1% | 3,799 | +5.6% | 0.02% | +15.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $251,000 | -12.5% | 5,511 | +0.1% | 0.02% | -17.9% |
| PAYX | Buy | PAYCHEX INC | $236,000 | +0.4% | 3,622 | +13.4% | 0.02% | -4.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $239,000 | +17.2% | 5,077 | +29.0% | 0.02% | +10.0% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $237,000 | -19.9% | 4,388 | +0.2% | 0.02% | -24.1% |
| GPC | New | GENUINE PARTS CO | $235,000 | – | 2,445 | +100.0% | 0.02% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $239,000 | -15.8% | 1,996 | +0.2% | 0.02% | -21.4% |
| ETRN | New | EQUITRANS MIDSTREAM CORPORAT | $226,000 | – | 11,280 | +100.0% | 0.02% | – |
| GHC | New | GRAHAM HLDGS CO | $218,000 | – | 341 | +100.0% | 0.02% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $201,000 | – | 4,193 | +100.0% | 0.02% | – |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $207,000 | -13.4% | 1,800 | +0.6% | 0.02% | -17.4% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $204,000 | -14.6% | 1,515 | +0.7% | 0.02% | -17.4% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $201,000 | -17.6% | 2,011 | +1.0% | 0.02% | -20.8% |
| TPRE | New | THIRD PT REINS LTD | $156,000 | – | 16,211 | +100.0% | 0.02% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $166,000 | -14.9% | 18,969 | +4.0% | 0.02% | -21.1% |
| PEI | Buy | PENNSYLVANIA RL ESTATE INVTsh ben int | $147,000 | -30.3% | 24,745 | +11.2% | 0.01% | -30.0% |
| IDRA | New | IDERA PHARMACEUTICALS INC | $155,000 | – | 55,815 | +100.0% | 0.01% | – |
| FSK | Buy | FS KKR CAPITAL CORP | $145,000 | -25.3% | 27,945 | +1.5% | 0.01% | -31.6% |
| DNP | New | DNP SELECT INCOME FD | $123,000 | – | 11,817 | +100.0% | 0.01% | – |
| GCAP | Buy | GAIN CAP HLDGS INC | $109,000 | -4.4% | 17,751 | +0.8% | 0.01% | -9.1% |
| NLY | Buy | ANNALY CAP MGMT INC | $104,000 | -2.8% | 10,584 | +0.8% | 0.01% | 0.0% |
| AXAS | Buy | ABRAXAS PETE CORP | $82,000 | -45.7% | 75,686 | +17.0% | 0.01% | -46.7% |
| TWOU | New | 2U INC | $74,000 | – | 1,493 | +100.0% | 0.01% | – |
| ACB | New | AURORA CANNABIS INC | $68,000 | – | 13,634 | +100.0% | 0.01% | – |
| ODP | Buy | OFFICE DEPOT INC | $42,000 | -19.2% | 16,384 | +0.9% | 0.00% | -20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 11.2% |
| SPDR S&P 500 ETF TRTR UNIT | 45 | Q2 2024 | 10.3% |
| ISHARES TR MSCI EAFE FD | 45 | Q2 2024 | 7.5% |
| SPDR S&P DIVIDEND ETF IV | 45 | Q2 2024 | 4.3% |
| ISHARES TR RUSSELL2000 ETF | 45 | Q2 2024 | 2.4% |
| ISHARES TR RUSSELL 1000 | 45 | Q2 2024 | 2.8% |
| ISHARES TR | 45 | Q2 2024 | 2.5% |
| ISHARES TR RUSSELL 1000 | 45 | Q2 2024 | 1.6% |
| PPL CORPORATION | 45 | Q2 2024 | 1.1% |
| LOCKHEED MARTIN CORP | 45 | Q2 2024 | 1.4% |
View MYCIO WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-24 |
| 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 |
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.