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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 $1,654,392,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 244,066 $54,214,415 3.28%
2.
Microsoft Corp
 MSFT 137,390 $51,574,693 3.12%
3.
Amazon Com Inc
 AMZN 221,453 $42,133,727 2.55%
4.
Nvidia Corp
 NVDA 370,414 $40,145,480 2.43%
5.
Spdr Series Trust
 1,375,404 $39,927,979 2.41%
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)