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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 $1,066,533,461
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,349,276 $39,425,859 3.7%
2.
Microsoft Corp
 MSFT 71,869 $35,748,340 3.35%
3.
Apple Inc.
 AAPL 159,111 $32,642,443 3.06%
4.
American Centy Etf Tr
 296,786 $32,385,288 3.04%
5.
Spdr Series Trust
 444,020 $32,275,788 3.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)