Mycio Wealth Partners is an investment fund managing more than $356 billion ran by James Biles. There are currently 22 companies in Mr. Biles’s portfolio. The largest investments include Chubb and Ishares Tr, together worth $276 billion.
$356 billion Assets Under Management (AUM)
As of 23rd January 2024, Mycio Wealth Partners’s top holding is 951,092 shares of Chubb currently worth over $215 billion and making up 60.4% of the portfolio value.Relative to the number of outstanding shares of Chubb, Mycio Wealth Partners owns more than approximately 0.1% of the company.In addition, the fund holds 603,089 shares of Ishares Tr worth $61.5 billion. The third-largest holding is Apple Inc worth $12.7 billion and the next is Spdr Sp 500 Etf Tr worth $11.1 billion, with 23,445 shares owned.
Currently, Mycio Wealth Partners's portfolio is worth at least $356 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mycio Wealth Partners
The Mycio Wealth Partners office and employees reside in Philadelphia, Pennsylvania. According to the last 13-F report filed with the SEC, James Biles serves as the Partner, Chief Compliance Officer at Mycio Wealth Partners.
