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CIK: 0001371726
Total reported value
$535.0M
$535.0M
49 檔
60.8%
In Q4 2024, Mycio Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $535.0M, distributed across 49 disclosed stock positions.
In Q4 2024, Mycio Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 62.22% | +1.00% | -0.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.40% | +0.33% | -6.64% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.99% | +0.06% | +5.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.65% | -0.33% | -7.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.65% | +0.29% | +3.86% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.26% | -0.08% | +3.15% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.16% | +0.07% | -11.76% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.97% | +0.02% | -7.48% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.86% | +0.14% | -0.24% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.75% | +0.10% | -1.00% | |
| 11 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.21% | +0.07% | +0.89% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | — | -0.12% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.97% | +0.07% | +0.22% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.02% | +4.64% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | +0.11% | +3.78% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.07% | +0.34% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | -0.02% | +0.73% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.14% | — | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.56% | -0.03% | +15.70% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | +0.02% | -0.84% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | +0.02% | -10.37% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.32% | +0.05% | +1.63% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | — | +15.56% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.26% | — | — | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.22% | — | +1.77% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.29% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.20% | +0.02% | +0.42% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.19% | +0.01% | +0.72% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.19% | +0.01% | +0.45% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | -7.73% | |
| 31 | IYLD | Ishares Morningstar Multi-as | ETF-Other | 0.17% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.03% | -6.08% | |
| 33 | PPL | Ppl CORP | Stock-Utilities | 0.10% | -0.01% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.09% | — | — | |
| 35 | VFC | Vf CORP | Stock-Consumer Disc | 0.09% | — | +0.39% | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.09% | -0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.01% | -5.56% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.02% | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.09% | — | +0.24% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.01% | +0.51% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.07% | +0.01% | +0.18% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | -0.05% | EXIT | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.06% | — | — | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.05% | — | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | — | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.03% | — | — | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.01% | — | — | |
| 48 | IYM | Ishares U.s. Basic Materials | ETF-Other | — | — | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Mycio Wealth Partners, LLC reported a total U.S. public equity portfolio value of $535.0M across 49 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CB, IVV, IEFA) accounted for 60.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IJR
市值: $396.3K
Top Position Liquidated / Trimmed
ACWI
前期市值: $1.1M
During Q4 2024, Mycio Wealth Partners, LLC's top holdings by market value included CB (62.2%)、IVV (4.4%)、IEFA (4.0%). The largest single position, CB, represented 62.2% of total portfolio value.
In Q4 2024, Mycio Wealth Partners, LLC made 40 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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