HoldingsChannel.com
Procyon Private Wealth Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC COM 22,217 +2,199 $5,649
     AAPL22,217+2,199$5,649
SPDR S&P 500 ETF (SPY) 18,871 +1,685 $4,864
     SPY18,871+1,685$4,864
AMAZON COM INC COM 1,951 +408 $3,804
     AMZN1,951+408$3,804
MICROSOFT CORP COM 24,060 +2,424 $3,795
     MSFT24,060+2,424$3,795
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 36,381 +14,310 $3,601
     MINT36,381+14,310$3,601
VANGUARD MEGA CAP ETF (MGC) 32,670 +25,242 $2,971
     MGC32,670+25,242$2,971
AUTOMATIC DATA PROCESSING INC COM 20,469 -50 $2,798
     ADP20,469-50$2,798
HOME DEPOT INC COM 14,779 -211 $2,759
     HD14,779-211$2,759
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 24,797 +24,797 $2,633
     BOND24,797+24,797$2,633
JOHNSON & JOHNSON COM 18,550 +5,231 $2,432
     JNJ18,550+5,231$2,432
iShares Russell 1000 Growth ETF (IWF) 14,326 -2,329 $2,158
     IWF14,326-2,329$2,158
NRG ENERGY INC COM NEW 73,703 UNCH $2,009
     NRG73,703UNCH$2,009
VANGUARD SMALL CAP INDEX FUND (VB) 17,107 +1,363 $1,975
     VB17,107+1,363$1,975
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 14,140 -664 $1,823
     VTI14,140-664$1,823
ISHARES S&P 500 VALUE ETF (IVE) 18,780 +1,015 $1,808
     IVE18,780+1,015$1,808
INTEL CORP COM 32,228 +227 $1,744
     INTC32,228+227$1,744
ISHARES CORE MSCI EAFE ETF (IEFA) 33,106 -7,227 $1,652
     IEFA33,106-7,227$1,652
ISHARES S&P 500 GROWTH ETF (IVW) 9,827 -797 $1,622
     IVW9,827-797$1,622
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 17,756 -4,079 $1,608
     VXF17,756-4,079$1,608
CISCO SYS INC COM 39,219 +9,180 $1,542
     CSCO39,219+9,180$1,542
PEPSICO INC COM 12,831 +5,294 $1,541
     PEP12,831+5,294$1,541
ISHARES TIPS BOND ETF (TIP) 12,789 +12,789 $1,508
     TIP12,789+12,789$1,508
JPMORGAN CHASE & CO COM 16,503 +2,888 $1,486
     JPM16,503+2,888$1,486
VANGUARD MEGA CAP GROWTH ETF (MGK) 11,390 +11,390 $1,447
     MGK11,390+11,390$1,447
ALPHABET INC CAP STK CL A 1,200 UNCH $1,394
     GOOGL1,200UNCH$1,394
PROCTER & GAMBLE CO COM 12,582 +205 $1,384
     PG12,582+205$1,384
ISHARES MSCI EMERGING MARKETS ETF (EEM) 40,135 +155 $1,370
     EEM40,135+155$1,370
ISHARES EDGE MSCI MIN VOL GLOBAL ETF (ACWV) 15,986 -1,501 $1,284
     ACWV15,986-1,501$1,284
ABBVIE INC COM 16,838 +2,753 $1,283
     ABBV16,838+2,753$1,283
UNITEDHEALTH GROUP INC COM 4,692 +1,655 $1,170
     UNH4,692+1,655$1,170
ISHARES RUSSELL MID CAP ETF (IWR) 26,735 -222 $1,154
     IWR26,735-222$1,154
VISA INC COM CL A 7,103 -640 $1,144
     V7,103-640$1,144
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,105
     BRK.B6,043+953$1,105
VANGUARD MEGA CAP VALUE ETF (MGV) 16,666 +16,666 $1,100
     MGV16,666+16,666$1,100
MCDONALDS CORP COM 6,536 -1,545 $1,081
     MCD6,536-1,545$1,081
ISHARES MSCI EAFE ETF (EFA) 20,116 +5 $1,075
     EFA20,116+5$1,075
MEDTRONIC PLC SHS 11,770 +208 $1,061
     MDT11,770+208$1,061
CHEVRON CORP NEW COM 14,498 -2,640 $1,050
     CVX14,498-2,640$1,050
SPDR GOLD SHARES (GLD) 6,925 +356 $1,025
     GLD6,925+356$1,025
MASTERCARD INCORPORATED CL A 3,979 +1,338 $961
     MA3,979+1,338$961
AMERICAN TOWER CORP NEW COM 4,338 +1,045 $945
     AMT4,338+1,045$945
DISNEY WALT CO COM DISNEY 9,753 +1,839 $942
     DIS9,753+1,839$942
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 34,628 +34,628 $893
     PZA34,628+34,628$893
WISDOMTREE EMERGING MARKETS EX STATE OWNED ENTERPRISES FUND (XSOE) 36,315 +36,315 $887
     XSOE36,315+36,315$887
COSTCO WHSL CORP NEW COM 3,078 +251 $878
     COST3,078+251$878
AT&T INC COM 29,911 -8,296 $872
     T29,911-8,296$872
VERIZON COMMUNICATIONS INC COM 15,230 +3,031 $818
     VZ15,230+3,031$818
SELECTIVE INS GROUP INC COM 16,342 +789 $812
     SIGI16,342+789$812
FACEBOOK INC CL A 4,631 +297 $772
     FB4,631+297$772
FEDEX CORP COM 6,081 +658 $737
     FDX6,081+658$737

See Full List: All Stocks Held By Procyon Private Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Procyon Private Wealth Partners LLC

Size ($ in 1000's)
At 03/31/2020: $150,149
At 12/31/2019: $163,692

Procyon Private Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Procyon Private Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Procyon Private Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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