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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 $1,177,405,058
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 116,181 $43,688,870 3.71%
2.
Apple Inc.
 AAPL 223,655 $43,060,227 3.65%
3.
Ishares Tr
 752,879 $38,603,884 3.27%
4.
Amazon Com Inc
 AMZN 176,460 $26,811,329 2.27%
5.
Vanguard Whitehall Funds
 371,165 $24,678,750 2.09%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)