$246 Million is the total value of MYCIO WEALTH PARTNERS, LLC's 43 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXP | New | AMERICAN EXPRESS CO | $212,000 | – | 1,282 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-09
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.