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Home > Institutional Investor > Procyon Private Wealth Partners, Llc > Profile

Instuitional Investor - Procyon Private Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Procyon Private Wealth Partners, Llc
Portfolio Value $2,364,943,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd - MRNGSTR CAP ETF
 442,566 $124,940,757 5.28%
2.
Spdr Series Trust
 KRE 863,190 $77,479,971 3.28%
3.
Vanguard Index Fds
 197,544 $73,928,758 3.13%
4.
Apple Inc.
 AAPL 195,131 $64,982,563 2.75%
5.
Spdr Series Trust
 KRE 2,048,577 $56,315,388 2.38%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.