Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Procyon Private Wealth Partners

Latest statistics and disclosures from Procyon Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, AMZN, NVDA, SPBO, and represent 13.78% of Procyon Advisors's stock portfolio.
Added to shares of these 10 stocks: VFLO (+$9.2M), USFR (+$7.6M), VXF (+$6.5M), ICE (+$5.6M), MSFT (+$5.4M), NVDA (+$5.0M), SPBO, GOOGL, VWO, SPLG.
Started 78 new stock positions in PFG, SNA, IWP, PTON, MAS, OSK, VFLO, HAYW, TSN, TOST.
Reduced shares in these 10 stocks: COWZ (-$8.2M), SCHC (-$6.4M), IWB (-$5.7M), CALF (-$5.6M), SAP, VYMI, MBB, UNH, IWR, HON.
Sold out of its positions in TECH, CM, CNI, CE, DOW, GKOS, Globalstar, Powershares Qqq Trust, XSLV, IAU.
Procyon Advisors was a net buyer of stock by $138M.
Procyon Advisors has $1.7B in assets under management (AUM), dropping by 5.02%.
Central Index Key (CIK): 0001804329

Tip: Access up to 7 years of quarterly data

Positions held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Procyon Advisors

Procyon Advisors holds 595 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Procyon Advisors has 595 total positions. Only the first 250 positions are shown.

Sign up to view all of the Procyon Advisors March 31, 2025 positions
Download the Procyon Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$54M		244k	222.13	View chart
Microsoft Corporation (MSFT)	3.1	$52M	+11%	137k	375.39	View chart
Amazon (AMZN)	2.5	$42M	+3%	222k	190.26	View chart
NVIDIA Corporation (NVDA)	2.4	$40M	+14%	370k	108.38	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	2.4	$40M	+11%	1.4M	29.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.0	$33M	+2%	363k	91.03	View chart
Meta Platforms Cl A (META)	2.0	$33M	+10%	56k	576.36	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.8	$29M	+11%	446k	65.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.7	$29M		549k	52.37	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.7	$28M	-2%	299k	93.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$27M	+17%	174k	154.64	View chart
Visa Com Cl A (V)	1.6	$26M	+6%	73k	350.46	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$24M	+4%	64k	370.82	View chart
JPMorgan Chase & Co. (JPM)	1.3	$22M		91k	245.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$21M	-3%	38k	559.39	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$21M	+13%	577k	35.64	View chart
Netflix (NFLX)	1.2	$20M	+11%	22k	932.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.2	$19M	+51%	111k	172.26	View chart
Tesla Motors (TSLA)	1.0	$17M	-5%	66k	259.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$16M	+6%	440k	36.41	View chart
Ishares Tr Faln Angls Usd (FALN)	0.9	$16M	+11%	586k	26.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$15M	-4%	113k	128.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$14M		27k	532.58	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$14M	-15%	187k	73.69	View chart
Oracle Corporation (ORCL)	0.8	$14M	+2%	98k	139.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$13M	+34%	296k	45.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$13M	-6%	36k	361.09	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$13M	+8%	138k	92.79	View chart
Home Depot (HD)	0.8	$13M	+2%	35k	366.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$12M	+5%	75k	156.23	View chart
Exxon Mobil Corporation (XOM)	0.7	$12M	+8%	99k	117.86	View chart
Broadcom (AVGO)	0.7	$11M	+2%	67k	167.43	View chart
Procter & Gamble Company (PG)	0.7	$11M		66k	170.42	View chart
UnitedHealth (UNH)	0.7	$11M	-11%	21k	523.75	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.6	$11M	-34%	286k	37.50	View chart
Johnson & Johnson (JNJ)	0.6	$10M	+14%	63k	163.51	View chart
Boeing Company (BA)	0.6	$10M	+32%	60k	170.55	View chart
Costco Wholesale Corporation (COST)	0.6	$10M	+5%	11k	945.81	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$10M		158k	63.00	View chart
salesforce (CRM)	0.6	$9.3M	+8%	35k	268.36	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.6	$9.2M	NEW	269k	34.28	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.5	$9.0M	+27%	19k	484.82	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$8.9M	+595%	177k	50.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$8.5M	-48%	156k	54.76	View chart
Qualcomm (QCOM)	0.5	$8.4M	+36%	55k	151.81	View chart
Tcw Etf Trust Transform System (PWRD)	0.5	$8.2M	+16%	118k	69.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$8.1M	+5%	29k	274.84	View chart
Shopify Cl A (SHOP)	0.5	$8.0M	+10%	84k	95.48	View chart
Waste Management (WM)	0.5	$8.0M	+3%	34k	231.51	View chart
Walt Disney Company (DIS)	0.5	$7.6M	+4%	77k	98.70	View chart
Intercontinental Exchange (ICE)	0.5	$7.5M	+300%	43k	172.50	View chart
Automatic Data Processing (ADP)	0.4	$7.4M	+14%	24k	305.53	View chart
Cisco Systems (CSCO)	0.4	$7.3M	+28%	121k	60.58	View chart
Chevron Corporation (CVX)	0.4	$7.1M	+9%	43k	163.77	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$7.0M		69k	100.62	View chart
Monster Beverage Corp (MNST)	0.4	$6.8M	+10%	116k	58.52	View chart
Abbvie (ABBV)	0.4	$6.7M	+15%	32k	209.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$6.7M	-6%	132k	50.83	View chart
Thermo Fisher Scientific (TMO)	0.4	$6.5M	+13%	13k	497.60	View chart
Autodesk (ADSK)	0.4	$6.5M	+6%	25k	261.80	View chart
Comcast Corp Cl A (CMCSA)	0.4	$6.2M	+21%	170k	36.32	View chart
O'reilly Automotive (ORLY)	0.4	$6.1M	+29%	4.3k	1432.64	View chart
Palantir Technologies Cl A (PLTR)	0.4	$6.1M	-11%	72k	84.40	View chart
Analog Devices (ADI)	0.4	$5.9M		30k	201.67	View chart
Union Pacific Corporation (UNP)	0.4	$5.9M	+6%	25k	236.24	View chart
Williams Companies (WMB)	0.4	$5.8M		97k	59.76	View chart
Enbridge (ENB)	0.3	$5.6M		126k	44.31	View chart
Coca-Cola Company (KO)	0.3	$5.5M	+9%	77k	71.62	View chart
Becton, Dickinson and (BDX)	0.3	$5.4M	+20%	24k	229.06	View chart
Analog Devices Put Put Option (Principal)	0.3	$5.4M		27k	201.56	View chart
Novo-nordisk A S Adr (NVO)	0.3	$5.4M	+39%	77k	69.44	View chart
Linde SHS (LIN)	0.3	$5.3M	+5%	11k	465.64	View chart
TJX Companies (TJX)	0.3	$5.2M	+3%	44k	119.32	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$5.2M	+14%	75k	69.52	View chart
Sempra Energy (SRE)	0.3	$5.2M	+23%	74k	70.17	View chart
Vulcan Materials Company (VMC)	0.3	$5.1M	+8%	22k	233.30	View chart
FedEx Corporation (FDX)	0.3	$5.1M	+7%	21k	243.78	View chart
Cme (CME)	0.3	$5.0M	+4%	19k	265.29	View chart
Travelers Companies (TRV)	0.3	$5.0M	+5%	19k	264.46	View chart
Raytheon Technologies Corp (RTX)	0.3	$4.9M	+4%	37k	132.46	View chart
Metropcs Communications (TMUS)	0.3	$4.9M	-6%	18k	266.71	View chart
Palo Alto Networks (PANW)	0.3	$4.8M	+6%	28k	170.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$4.8M	+11%	29k	166.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$4.8M	+13%	19k	251.78	View chart
Apollo Global Mgmt (APO)	0.3	$4.5M		33k	136.94	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.5M	+11%	8.1k	548.13	View chart
Northrop Grumman Corporation (NOC)	0.3	$4.4M	+43%	8.5k	512.03	View chart
Abbott Laboratories (ABT)	0.3	$4.3M	-4%	33k	132.65	View chart
Starbucks Corporation (SBUX)	0.3	$4.2M	+13%	43k	98.09	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$4.1M	+85%	6.5k	634.27	View chart
Merck & Co (MRK)	0.2	$4.1M	+15%	46k	89.76	View chart
Unilever Spon Adr New (UL)	0.2	$4.1M	+92%	68k	59.55	View chart
Capital One Financial (COF)	0.2	$4.0M	+6%	23k	179.30	View chart
Pepsi (PEP)	0.2	$4.0M	-12%	27k	149.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.0M	+4%	180k	22.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.9M	-17%	69k	57.14	View chart
Paypal Holdings (PYPL)	0.2	$3.9M	+44%	60k	65.25	View chart
Ishares Tr Residential Mult (REZ)	0.2	$3.9M	-19%	45k	86.42	View chart
AvalonBay Communities (AVB)	0.2	$3.9M	+15%	19k	209.47	View chart
Caterpillar (CAT)	0.2	$3.8M		12k	329.80	View chart
International Business Machines (IBM)	0.2	$3.8M	+25%	15k	248.66	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.7M	+11%	7.5k	495.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.5M	-3%	11k	312.04	View chart
Eli Lilly & Co. (LLY)	0.2	$3.5M	+7%	4.2k	826.00	View chart
Nrg Energy Com New (NRG)	0.2	$3.4M	+3%	36k	95.46	View chart
Air Products & Chemicals (APD)	0.2	$3.4M	+25%	12k	285.14	View chart
Amgen (AMGN)	0.2	$3.3M	+9%	11k	311.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.3M	-2%	65k	50.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.3M	-23%	106k	30.73	View chart
FactSet Research Systems (FDS)	0.2	$3.2M	+5%	7.1k	454.67	View chart
Wal-Mart Stores (WMT)	0.2	$3.2M	+11%	37k	87.79	View chart
Bank of America Corporation (BAC)	0.2	$3.2M	+32%	77k	41.73	View chart
Ameriprise Financial (AMP)	0.2	$3.2M	+5%	6.6k	484.08	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$3.2M	+13%	24k	132.23	View chart
Prudential Financial (PRU)	0.2	$3.2M	+4%	28k	111.68	View chart
MetLife (MET)	0.2	$3.1M	+9%	39k	80.29	View chart
Yum! Brands (YUM)	0.2	$3.1M	+36%	20k	157.36	View chart
Deere & Company (DE)	0.2	$3.0M	+2%	6.5k	469.37	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.0M	-4%	5.0k	607.79	View chart
Philip Morris International (PM)	0.2	$3.0M		19k	158.73	View chart
American Tower Reit (AMT)	0.2	$3.0M	+25%	14k	217.59	View chart
TransDigm Group Incorporated (TDG)	0.2	$3.0M	+4%	2.2k	1383.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.0M		5.3k	561.85	View chart
SEI Investments Company (SEIC)	0.2	$3.0M	+7%	38k	77.63	View chart
Brown & Brown (BRO)	0.2	$2.9M	+2%	23k	124.40	View chart
Kkr & Co (KKR)	0.2	$2.8M		25k	115.61	View chart
Heico Corp Cl A (HEI.A)	0.2	$2.8M	+9%	14k	210.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.8M		15k	188.16	View chart
Copart (CPRT)	0.2	$2.8M	+8%	50k	56.59	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$2.8M	+12%	38k	73.50	View chart
Lennar Corp Cl A (LEN)	0.2	$2.8M	+141%	24k	114.78	View chart
PNC Financial Services (PNC)	0.2	$2.8M		16k	175.77	View chart
Occidental Petroleum Corporation (OXY)	0.2	$2.7M	+6%	55k	49.36	View chart
Haleon Spon Ads (HLN)	0.2	$2.7M	+14%	263k	10.29	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$2.7M	+7%	52k	52.41	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.7M	+18%	16k	173.36	View chart
Markel Corporation (MKL)	0.2	$2.7M	+2%	1.4k	1869.61	View chart
Phillips 66 (PSX)	0.2	$2.7M	+2%	22k	123.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.6M	+135%	45k	58.35	View chart
McDonald's Corporation (MCD)	0.2	$2.6M	+3%	8.4k	312.38	View chart
Hilton Worldwide Holdings (HLT)	0.2	$2.6M	+12%	12k	227.56	View chart
Gilead Sciences (GILD)	0.2	$2.6M	-33%	23k	112.05	View chart
Public Storage (PSA)	0.2	$2.6M	+2%	8.6k	299.29	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.6M	+16%	6.7k	383.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.6M		12k	221.75	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.2	$2.5M	-2%	94k	27.10	View chart
Consolidated Edison (ED)	0.2	$2.5M	+3%	23k	110.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.5M	+45%	4.9k	513.96	View chart
Te Connectivity Ord Shs (TEL)	0.2	$2.5M	+1000%	18k	141.32	View chart
Novartis Sponsored Adr (NVS)	0.2	$2.5M	+8%	22k	111.48	View chart
Expeditors International of Washington (EXPD)	0.1	$2.5M	+11%	21k	120.25	View chart
Booking Holdings (BKNG)	0.1	$2.5M	+103%	537.00	4609.73	View chart
CSX Corporation (CSX)	0.1	$2.5M	+3%	84k	29.43	View chart
American Express Company (AXP)	0.1	$2.4M	+8%	9.0k	269.04	View chart
Fair Isaac Corporation (FICO)	0.1	$2.4M	+76%	1.3k	1844.30	View chart
Diageo Spon Adr New (DEO)	0.1	$2.4M	+50%	23k	104.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.3M	-12%	22k	105.44	View chart
Nucor Corporation (NUE)	0.1	$2.3M	+26%	20k	117.91	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.3M	+6%	94k	24.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.3M	+20%	5.4k	428.40	View chart
Verizon Communications (VZ)	0.1	$2.3M	+55%	53k	43.25	View chart
Howmet Aerospace (HWM)	0.1	$2.3M	-18%	18k	129.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.3M		7.9k	288.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.2M	+8%	13k	173.22	View chart
At&t (T)	0.1	$2.1M	+12%	75k	28.28	View chart
General Dynamics Corporation (GD)	0.1	$2.1M		7.7k	272.59	View chart
CVS Caremark Corporation (CVS)	0.1	$2.1M	NEW	31k	67.75	View chart
ConocoPhillips (COP)	0.1	$2.0M	+2%	19k	105.02	View chart
Xcel Energy (XEL)	0.1	$2.0M		29k	70.79	View chart
EQT Corporation (EQT)	0.1	$2.0M	+2%	38k	53.43	View chart
Workday Cl A (WDAY)	0.1	$2.0M		8.6k	233.52	View chart
Chubb (CB)	0.1	$2.0M		6.6k	301.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.0M	+8%	4.2k	468.92	View chart
Nike CL B (NKE)	0.1	$2.0M	+5%	31k	63.48	View chart
Pfizer (PFE)	0.1	$2.0M	+41%	79k	24.87	View chart
Lowe's Companies (LOW)	0.1	$1.9M	-22%	8.3k	233.22	View chart
Global Payments (GPN)	0.1	$1.9M		19k	97.92	View chart
Intuit (INTU)	0.1	$1.9M	-2%	3.1k	614.00	View chart
McKesson Corporation (MCK)	0.1	$1.9M	NEW	2.8k	672.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.9M	-4%	20k	92.83	View chart
Applied Materials (AMAT)	0.1	$1.9M	+6%	13k	145.12	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$1.8M	+3%	62k	29.28	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.8M	-2%	27k	67.85	View chart
S&p Global (SPGI)	0.1	$1.8M	+11%	3.5k	508.15	View chart
PPG Industries (PPG)	0.1	$1.8M		17k	103.68	View chart
Omni (OMC)	0.1	$1.8M	NEW	23k	77.65	View chart
Servicenow (NOW)	0.1	$1.8M	+5%	2.2k	796.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.8M	+8%	16k	111.09	View chart
Martin Marietta Materials (MLM)	0.1	$1.7M	+9%	3.7k	478.13	View chart
Domino's Pizza (DPZ)	0.1	$1.7M	+86%	3.8k	459.47	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.7M	+21%	46k	37.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.7M		12k	139.78	View chart
Bristol Myers Squibb (BMY)	0.1	$1.7M	+52%	28k	60.99	View chart
CoStar (CSGP)	0.1	$1.7M	+31%	22k	79.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.7M	-9%	5.5k	308.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.7M		8.9k	190.57	View chart
DTE Energy Company (DTE)	0.1	$1.7M	+4%	12k	138.27	View chart
AmerisourceBergen (COR)	0.1	$1.7M	NEW	6.0k	278.11	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.6M	-8%	11k	146.01	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.6M		24k	69.81	View chart
Honeywell International (HON)	0.1	$1.6M	-44%	7.7k	211.75	View chart
Progressive Corporation (PGR)	0.1	$1.6M	+13%	5.7k	283.02	View chart
Roper Industries (ROP)	0.1	$1.6M	+12%	2.7k	589.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.6M	-45%	19k	85.07	View chart
Watsco, Incorporated (WSO)	0.1	$1.6M	+6%	3.1k	508.25	View chart
Paychex (PAYX)	0.1	$1.6M	+84%	10k	154.28	View chart
Block Cl A (XYZ)	0.1	$1.6M	+8%	29k	54.33	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$1.6M	NEW	7.5k	207.24	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$1.5M	-2%	12k	128.84	View chart
Cbre Group Cl A (CBRE)	0.1	$1.5M	+14%	12k	130.78	View chart
Kla Corp Com New (KLAC)	0.1	$1.5M	+185%	2.2k	679.89	View chart
Cardinal Health (CAH)	0.1	$1.5M	NEW	11k	137.77	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.5M	+36%	32k	46.81	View chart
Snap-on Incorporated (SNA)	0.1	$1.5M	NEW	4.8k	310.57	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M	-12%	13k	116.67	View chart
W.R. Berkley Corporation (WRB)	0.1	$1.5M	+11%	21k	71.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.5M	+119%	7.6k	193.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M		8.3k	172.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.4M	NEW	12k	117.49	View chart
Live Nation Entertainment (LYV)	0.1	$1.4M	+8%	11k	130.58	View chart
Apple Put Put Option (Principal)	0.1	$1.4M		6.3k	217.41	View chart
Edison International (EIX)	0.1	$1.4M	+11%	23k	58.92	View chart
Jabil Circuit (JBL)	0.1	$1.3M	+440%	9.9k	136.07	View chart
Selective Insurance (SIGI)	0.1	$1.3M	+17%	15k	91.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M	-80%	4.4k	306.73	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal)	0.1	$1.3M	NEW	2.4k	555.66	View chart
General Motors Company (GM)	0.1	$1.3M		28k	47.03	View chart
Medtronic SHS (MDT)	0.1	$1.3M	-18%	16k	84.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.3M	+24%	66k	19.78	View chart
Tyler Technologies (TYL)	0.1	$1.3M	+7%	2.2k	581.39	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$1.3M	+16%	35k	36.19	View chart
Fortinet (FTNT)	0.1	$1.3M	NEW	13k	96.26	View chart
Colgate-Palmolive Company (CL)	0.1	$1.3M	+225%	14k	93.70	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M	-4%	4.6k	271.82	View chart
Corpay Com Shs (CPAY)	0.1	$1.3M	NEW	3.6k	348.72	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	+13%	17k	72.70	View chart
Illumina (ILMN)	0.1	$1.2M	+7%	16k	79.34	View chart
Tapestry (TPR)	0.1	$1.2M	NEW	17k	70.41	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$1.2M	+10%	3.5k	345.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.2M	-9%	12k	98.92	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.2M		49k	24.06	View chart
Atmos Energy Corporation (ATO)	0.1	$1.2M	+78%	8.4k	140.86	View chart
Gartner (IT)	0.1	$1.1M	+3%	2.7k	419.74	View chart
Arch Cap Group Ord (ACGL)	0.1	$1.1M	+10%	12k	96.18	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.1M	+10%	12k	93.45	View chart
Cigna Corp (CI)	0.1	$1.1M	NEW	3.4k	328.97	View chart
Motorola Solutions Com New (MSI)	0.1	$1.1M	+380%	2.5k	437.73	View chart
Msci (MSCI)	0.1	$1.1M	-10%	2.0k	565.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M	-6%	8.9k	121.97	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.1M		19k	55.45	View chart

Past Filings by Procyon Advisors

SEC 13F filings are viewable for Procyon Advisors going back to 2019

Procyon Advisors 2025 Q1 filed April 11, 2025
Procyon Advisors 2024 Q4 filed Jan. 15, 2025
Procyon Advisors 2024 Q3 filed Oct. 11, 2024
Procyon Advisors 2024 Q2 filed Aug. 2, 2024
Procyon Advisors 2024 Q1 filed April 15, 2024
Procyon Advisors 2023 Q4 filed Jan. 18, 2024
Procyon Advisors 2023 Q3 filed Oct. 10, 2023
Procyon Advisors 2023 Q2 filed July 17, 2023
Procyon Advisors 2023 Q1 filed April 10, 2023
Procyon Advisors 2022 Q4 filed Jan. 19, 2023
Procyon Advisors 2022 Q3 filed Oct. 17, 2022
Procyon Advisors 2022 Q2 filed July 11, 2022
Procyon Advisors 2022 Q1 filed April 18, 2022
Procyon Private Wealth Partners 2021 Q4 filed Jan. 18, 2022
Procyon Private Wealth Partners 2021 Q3 filed Oct. 14, 2021
Procyon Private Wealth Partners 2021 Q2 filed July 22, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z