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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 $1,575,386,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 239,710 $60,028,108 3.81%
2.
Microsoft Corp
 MSFT 122,975 $51,834,092 3.29%
3.
Amazon Com Inc
 AMZN 212,952 $46,719,433 2.96%
4.
Nvidia Corp
 NVDA 324,256 $43,544,394 2.76%
5.
Spdr Series Trust
 1,234,639 $35,360,066 2.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)