HoldingsChannel.com
Procyon Private Wealth Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC COM 20,018 +20,018 $5,878
     AAPL20,018+20,018$5,878
SPDR S&P 500 ETF (SPY) 17,186 +17,186 $5,532
     SPY17,186+17,186$5,532
AUTOMATIC DATA PROCESSING INC COM 20,519 +20,519 $3,498
     ADP20,519+20,519$3,498
MICROSOFT CORP COM 21,636 +21,636 $3,412
     MSFT21,636+21,636$3,412
HOME DEPOT INC COM 14,990 +14,990 $3,274
     HD14,990+14,990$3,274
iShares Russell 1000 Growth ETF (IWF) 16,655 +16,655 $2,930
     IWF16,655+16,655$2,930
NRG ENERGY INC COM NEW 73,703 +73,703 $2,930
     NRG73,703+73,703$2,930
AMAZON COM INC COM 1,543 +1,543 $2,851
     AMZN1,543+1,543$2,851
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 21,835 +21,835 $2,751
     VXF21,835+21,835$2,751
ISHARES CORE MSCI EAFE ETF (IEFA) 40,333 +40,333 $2,631
     IEFA40,333+40,333$2,631
VANGUARD SMALL CAP INDEX FUND (VB) 15,744 +15,744 $2,608
     VB15,744+15,744$2,608
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 14,804 +14,804 $2,422
     VTI14,804+14,804$2,422
ISHARES S&P 500 VALUE ETF (IVE) 17,765 +17,765 $2,311
     IVE17,765+17,765$2,311
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 22,071 +22,071 $2,242
     MINT22,071+22,071$2,242
CHEVRON CORP NEW COM 17,138 +17,138 $2,065
     CVX17,138+17,138$2,065
ISHARES S&P 500 GROWTH ETF (IVW) 10,624 +10,624 $2,057
     IVW10,624+10,624$2,057
JOHNSON & JOHNSON COM 13,319 +13,319 $1,943
     JNJ13,319+13,319$1,943
INTEL CORP COM 32,001 +32,001 $1,915
     INTC32,001+32,001$1,915
JPMORGAN CHASE & CO COM 13,615 +13,615 $1,898
     JPM13,615+13,615$1,898
ISHARES MSCI EMERGING MARKETS ETF (EEM) 39,980 +39,980 $1,794
     EEM39,980+39,980$1,794
ISHARES EDGE MSCI MIN VOL GLOBAL ETF (ACWV) 17,487 +17,487 $1,676
     ACWV17,487+17,487$1,676
ALPHABET INC CAP STK CL A 1,200 +1,200 $1,607
     GOOGL1,200+1,200$1,607
ISHARES RUSSELL MID CAP ETF (IWR) 26,957 +26,957 $1,607
     IWR26,957+26,957$1,607
MCDONALDS CORP COM 8,081 +8,081 $1,597
     MCD8,081+8,081$1,597
PROCTER & GAMBLE CO COM 12,377 +12,377 $1,546
     PG12,377+12,377$1,546
AT&T INC COM 38,207 +38,207 $1,493
     T38,207+38,207$1,493
VISA INC COM CL A 7,743 +7,743 $1,455
     V7,743+7,743$1,455
CISCO SYS INC COM 30,039 +30,039 $1,441
     CSCO30,039+30,039$1,441
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 26,655 +26,655 $1,433
     IEMG26,655+26,655$1,433
ISHARES MORNINGSTAR LARGE CAP ETF (JKD) 7,603 +7,603 $1,403
     JKD7,603+7,603$1,403
ISHARES MSCI EAFE ETF (EFA) 20,111 +20,111 $1,397
     EFA20,111+20,111$1,397
MEDTRONIC PLC SHS 11,562 +11,562 $1,312
     MDT11,562+11,562$1,312
ABBVIE INC COM 14,085 +14,085 $1,247
     ABBV14,085+14,085$1,247
TARGET CORP COM 9,632 +9,632 $1,235
     TGT9,632+9,632$1,235
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,153
     BRK.B5,090+5,090$1,153
DISNEY WALT CO COM DISNEY 7,914 +7,914 $1,145
     DIS7,914+7,914$1,145
PEPSICO INC COM 7,537 +7,537 $1,030
     PEP7,537+7,537$1,030
SELECTIVE INS GROUP INC COM 15,553 +15,553 $1,014
     SIGI15,553+15,553$1,014
SPDR GOLD SHARES (GLD) 6,569 +6,569 $939
     GLD6,569+6,569$939
UNITEDHEALTH GROUP INC COM 3,037 +3,037 $893
     UNH3,037+3,037$893
FACEBOOK INC CL A 4,334 +4,334 $890
     FB4,334+4,334$890
WALMART INC COM 7,099 +7,099 $844
     WMT7,099+7,099$844
COSTCO WHSL CORP NEW COM 2,827 +2,827 $831
     COST2,827+2,827$831
VANGUARD MEGA CAP ETF (MGC) 7,428 +7,428 $830
     MGC7,428+7,428$830
MERCK & CO INC COM 9,023 +9,023 $821
     MRK9,023+9,023$821
FEDEX CORP COM 5,423 +5,423 $820
     FDX5,423+5,423$820
COMCAST CORP NEW CL A 17,850 +17,850 $803
     CMCSA17,850+17,850$803
BK OF AMERICA CORP COM 22,461 +22,461 $791
     BAC22,461+22,461$791
MASTERCARD INC CL A 2,641 +2,641 $789
     MA2,641+2,641$789
PHILLIPS 66 COM 6,945 +6,945 $774
     PSX6,945+6,945$774

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

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

Size ($ in 1000's)
At 12/31/2019: $163,692
At 09/30/2019: $0

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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