Procyon Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Shelton, CT
CIK
0001804329
Alternate names
Procyon Private Wealth Partners, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 503 1,177,405 MSFT, AAPL, IGSB, AMZN 13F-HR 1/18/2024 000195175724000060
Q3 2023 480 975,642 AAPL, MSFT, VYMI, AMZN 13F-HR 10/10/2023 000195175723000536
Q2 2023 446 795,284 AAPL, VYMI, MSFT, VUG 13F-HR 7/17/2023 000195175723000368
Q1 2023 393 601,751 VYMI, AAPL, VUG, VYM 13F-HR 4/10/2023 000180432923000002
Q4 2022 368 546,072 VUG, VYMI, AAPL, VYM 13F-HR 1/19/2023 000195175723000013
Q3 2022 314 409,482 VUG, VEA, AAPL, VYM 13F-HR 10/17/2022 000180432922000006
Q2 2022 322 454,568 VUG, MINT, VEA, AAPL 13F-HR 7/11/2022 000180432922000005
Q1 2022 336 485,475 VUG, AAPL, VEA, MINT 13F-HR 4/18/2022 000180432922000004
Q4 2021 325 469,066 VUG, AAPL, VEA, MINT 13F-HR 1/18/2022 000180432922000002
Q3 2021 317 392,422 VUG, AAPL, VEA, MSFT 13F-HR 10/14/2021 000180432921000004
Q2 2021 298 366,749 VUG, AAPL, VEA, XSOE 13F-HR 7/22/2021 000180432921000003
Q1 2021 244 223,998 AAPL, SPY, MSFT, AMZN 13F-HR 4/29/2021 000180432921000002
Q4 2020 232 204,935 AAPL, AMZN, SPY, MINT 13F-HR 1/19/2021 000180432921000001
Q3 2020 209 179,915 AAPL, MINT, AMZN, SPY 13F-HR 10/22/2020 000180432920000004
Q2 2020 1,204 188,293 AAPL, AMZN, MSFT, SPY 13F-HR 8/14/2020 000180432920000003
Q1 2020 1,165 150,149 AAPL, SPY, AMZN, MSFT 13F-HR 5/15/2020 000180432920000002
Q4 2019 1,115 163,692 AAPL, SPY, ADP, MSFT 13F-HR 2/21/2020 000180432920000001