MYCIO WEALTH PARTNERS, LLC

Q3 2025 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$432,273
Net value change ($000)
-544 (-0.1%)
New positions
0
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,038 23.9%
IVV 1,248 6.5%
IEFA 812 4.1%
IWF 792 10.4%
SPY 768 4.9%
VIG 553 5.8%
EFA 501 4.5%
VEA 399 4.8%
IWM 380 12.4%
GOOGL 259 38.0%
Top Reduces (Value $000, Stocks/ETFs)
CB -7,044 -2.6%
ADP -4,262 -100.0%
APD -135 -3.3%
RSP -128 -14.3%
KKR -85 -2.3%
BNL -34 -0.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type