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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Procyon Private Wealth Partners, LLC INSTITUTION : Procyon Private Wealth Partners, LLC
Procyon Private Wealth Partners, LLC Portfolio (reported on 2020-02-21)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC COM    (Stock) AAPL 5,878,000 20,018 3.59%
SPDR S&P 500 ETF    (ETF) SPY 5,532,000 17,186 3.37%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 3,498,000 20,519 2.13%
MICROSOFT CORP COM    (Stock) MSFT 3,412,000 21,636 2.08%
HOME DEPOT INC COM    (Stock) HD 3,274,000 14,990 2.00%
iShares Russell 1000 Growth ETF    (ETF) IWF 2,930,000 16,655 1.78%
NRG ENERGY INC COM NEW    (Stock) NRG 2,930,000 73,703 1.78%
AMAZON COM INC COM    (Stock) AMZN 2,851,000 1,543 1.74%
VANGUARD EXTENDED MARKET INDEX FUND    (ETF) VXF 2,751,000 21,835 1.68%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 2,631,000 40,333 1.60%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 2,608,000 15,744 1.59%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 2,422,000 14,804 1.47%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 2,311,000 17,765 1.41%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 2,242,000 22,071 1.36%
CHEVRON CORP NEW COM    (Stock) CVX 2,065,000 17,138 1.26%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 2,057,000 10,624 1.25%
JOHNSON & JOHNSON COM    (Stock) JNJ 1,943,000 13,319 1.18%
INTEL CORP COM    (Stock) INTC 1,915,000 32,001 1.16%
JPMORGAN CHASE & CO COM    (Stock) JPM 1,898,000 13,615 1.15%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 1,794,000 39,980 1.09%
ISHARES EDGE MSCI MIN VOL GLOBAL ETF    (ETF) ACWV 1,676,000 17,487 1.02%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 1,607,000 1,200 0.98%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 1,607,000 26,957 0.98%
MCDONALDS CORP COM    (Stock) MCD 1,597,000 8,081 0.97%
PROCTER & GAMBLE CO COM    (Stock) PG 1,546,000 12,377 0.94%
AT&T INC COM    (Stock) T 1,493,000 38,207 0.91%
VISA INC COM CL A    (Stock) V 1,455,000 7,743 0.88%
CISCO SYS INC COM    (Stock) CSCO 1,441,000 30,039 0.88%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 1,433,000 26,655 0.87%
ISHARES MORNINGSTAR LARGE-CAP ETF    (ETF) JKD 1,403,000 7,603 0.85%
ISHARES MSCI EAFE ETF    (ETF) EFA 1,397,000 20,111 0.85%
MEDTRONIC PLC SHS    (Stock) MDT 1,312,000 11,562 0.80%
ABBVIE INC COM    (Stock) ABBV 1,247,000 14,085 0.76%
TARGET CORP COM    (Stock) TGT 1,235,000 9,632 0.75%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 1,153,000 5,090 0.70%
DISNEY WALT CO COM DISNEY    (Stock) DIS 1,145,000 7,914 0.69%
PEPSICO INC COM    (Stock) PEP 1,030,000 7,537 0.62%
SELECTIVE INS GROUP INC COM    (Stock) SIGI 1,014,000 15,553 0.61%
SPDR GOLD SHARES    (ETF) GLD 939,000 6,569 0.57%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 893,000 3,037 0.54%
FACEBOOK INC CL A    (Stock) FB 890,000 4,334 0.54%
WALMART INC COM    (Stock) WMT 844,000 7,099 0.51%
COSTCO WHSL CORP NEW COM    (Stock) COST 831,000 2,827 0.50%
VANGUARD MEGA CAP ETF    (ETF) MGC 830,000 7,428 0.50%
MERCK & CO INC COM    (Stock) MRK 821,000 9,023 0.50%
FEDEX CORP COM    (Stock) FDX 820,000 5,423 0.50%
COMCAST CORP NEW CL A    (Stock) CMCSA 803,000 17,850 0.49%
BK OF AMERICA CORP COM    (Stock) BAC 791,000 22,461 0.48%
MASTERCARD INC CL A    (Stock) MA 789,000 2,641 0.48%
PHILLIPS 66 COM    (Stock) PSX 774,000 6,945 0.47%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 757,000 3,293 0.46%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 750,000 5,472 0.45%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 749,000 12,199 0.45%
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF    (ETF) TOTL 741,000 15,126 0.45%
AIR PRODS & CHEMS INC COM    (Stock) APD 704,000 2,996 0.43%
AMERICAN ELEC PWR CO INC COM    (Stock) AEP 685,000 7,243 0.41%
EXXON MOBIL CORP COM    (Stock) XOM 674,000 9,656 0.41%
SALESFORCE COM INC COM    (Stock) CRM 667,000 4,099 0.40%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 660,000 19,627 0.40%
CATERPILLAR INC DEL COM    (Stock) CAT 659,000 4,462 0.40%
FIDELITY NATL INFORMATION SVCS COM    (Stock) FIS 644,000 4,631 0.39%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 639,000 4,683 0.39%
SIRIUS XM HLDGS INC COM    (Stock) SIRI 635,000 88,769 0.38%
CSX CORP COM    (Stock) CSX 622,000 8,600 0.37%
ACTIVISION BLIZZARD INC COM    (Stock) ATVI 619,000 10,416 0.37%
SCHWAB EMERGING MARKETS EQUITY ETF    (ETF) SCHE 616,000 22,504 0.37%
RIVERFRONT STRATEGIC INCOME FUND    (ETF) RIGS 614,000 24,681 0.37%
ISHARES MSCI CHINA ETF    (ETF) MCHI 573,000 8,942 0.35%
CME GROUP INC COM    (Stock) CME 562,000 2,800 0.34%
BOEING CO COM    (Stock) BA 548,000 1,681 0.33%
BERKLEY W R CORP COM    (Stock) WRB 531,000 7,690 0.32%
LOWES COS INC COM    (Stock) LOW 523,000 4,368 0.31%
CLOROX CO DEL COM    (Stock) CLX 505,000 3,290 0.30%
ALTRIA GROUP INC COM    (Stock) MO 503,000 10,081 0.30%
PAYPAL HLDGS INC COM    (Stock) PYPL 488,000 4,510 0.29%
MARATHON PETE CORP COM    (Stock) MPC 485,000 8,042 0.29%
ALPS SECTOR DIVIDEND DOGS ETF    (ETF) SDOG 484,000 10,331 0.29%
LYONDELLBASELL INDUSTRIES N V SHS - A -    (Stock) LALLF 484,000 5,118 0.29%
MORGAN STANLEY COM NEW    (Stock) MS 471,000 9,210 0.28%
ARAMARK COM    (Stock) ARMK 464,000 10,694 0.28%
APOLLO GLOBAL MGMT INC COM CL A    (Stock) 462,000 9,692 0.28%
SPDR S&P MIDCAP 400 ETF    (ETF) MDY 452,000 1,203 0.27%
STARBUCKS CORP COM    (Stock) SBUX 450,000 5,119 0.27%
LAM RESEARCH CORP COM    (Stock) LRCX 449,000 1,535 0.27%
PFIZER INC COM    (Stock) PFE 447,000 11,407 0.27%
PHILIP MORRIS INTL INC COM    (Stock) PM 447,000 5,253 0.27%
CDW CORP COM    (Stock) CDW 446,000 3,122 0.27%
TRANSUNION COM    (Stock) 446,000 5,205 0.27%
COCA COLA CO COM    (Stock) KO 445,000 8,042 0.27%
HUNT J B TRANS SVCS INC COM    (Stock) JBHT 425,000 3,639 0.25%
TELEFLEX INC COM    (Stock) TFX 422,000 1,122 0.25%
WEX INC COM    (Stock) WEX 414,000 1,975 0.25%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 402,000 2,427 0.24%
CARLISLE COS INC COM    (Stock) CSL 392,000 2,420 0.23%
SERVICEMASTER GLOBAL HLDGS INC COM    (Stock) SERV 389,000 10,059 0.23%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 374,000 5,824 0.22%
LENNOX INTL INC COM    (Stock) LII 368,000 1,510 0.22%
GENERAL ELECTRIC CO COM    (Stock) GE 367,000 32,875 0.22%
S&P GLOBAL INC COM    (Stock) SPGI 359,000 1,314 0.21%
ISHARES CORE S&P 500 ETF    (ETF) IVV 354,000 1,095 0.21%
APTARGROUP INC COM    (Stock) ATR 353,000 3,057 0.21%
HENRY SCHEIN INC COM    (Stock) HSIC 353,000 5,292 0.21%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 349,000 1,073 0.21%
ISHARES RUSSELL 1000 ETF    (ETF) IWB 330,000 1,850 0.20%
ISHARES MORNINGSTAR MID-CAP ETF    (ETF) JKG 321,000 1,532 0.19%
SEI INVESTMENTS CO COM    (Stock) SEIC 316,000 4,824 0.19%
CONSTELLATION BRANDS INC CL A    (Stock) STZ 316,000 1,667 0.19%
ACCENTURE PLC IRELAND SHS CLASS A    (Stock) ACN 313,000 1,486 0.19%
ASTRAZENECA PLC SPONSORED ADR    (ADR) AZN 309,000 6,197 0.18%
MANHATTAN ASSOCS INC COM    (Stock) MANH 306,000 3,835 0.18%
CHOICE HOTELS INTL INC COM    (Stock) CHH 306,000 2,959 0.18%
CONSOLIDATED EDISON INC COM    (Stock) ED 302,000 3,333 0.18%
KIRBY CORP COM    (Stock) KEX 302,000 3,373 0.18%
JPMORGAN ALERIAN MLP INDEX ETN    (ETF) AMJ 298,000 13,660 0.18%
LILLY ELI & CO COM    (Stock) LLY 295,000 2,245 0.18%
HONEYWELL INTL INC COM    (Stock) HON 292,000 1,648 0.17%
DENTSPLY SIRONA INC COM    (Stock) 285,000 5,031 0.17%
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS    (ADR) TSM 283,000 4,863 0.17%
KANSAS CITY SOUTHERN COM NEW    (Stock) KSU 281,000 1,836 0.17%
ISHARES U.S. HEALTHCARE ETF    (ETF) IYH 280,000 1,300 0.17%
HELMERICH & PAYNE INC COM    (Stock) HP 279,000 6,151 0.17%
NEXTERA ENERGY INC COM    (Stock) NEE 277,000 1,142 0.16%
ALPHABET INC CAP STK CL C    (Stock) GOOG 277,000 207 0.16%
GARTNER INC COM    (Stock) IT 276,000 1,791 0.16%
ABBOTT LABS COM    (Stock) ABT 276,000 3,178 0.16%
BIO TECHNE CORP COM    (Stock) TECH 272,000 1,238 0.16%
BLACKBAUD INC COM    (Stock) BLKB 271,000 3,404 0.16%
ESPERION THERAPEUTICS INC NEW COM    (Stock) ESPR 268,000 4,500 0.16%
JONES LANG LASALLE INC COM    (Stock) JLL 255,000 1,466 0.15%
BIO RAD LABS INC CL A    (Stock) BIO 254,000 687 0.15%
NORDSON CORP COM    (Stock) NDSN 253,000 1,551 0.15%
EOG RES INC COM    (Stock) EOG 251,000 2,994 0.15%
FLIR SYS INC COM    (Stock) FLIR 247,000 4,746 0.15%
FIRST REP BK SAN FRANCISCO CAL COM    (Stock) FRC 247,000 2,103 0.15%
BECTON DICKINSON & CO COM    (Stock) BDX 247,000 907 0.15%
AMERICAN EXPRESS CO COM    (Stock) AXP 247,000 1,983 0.15%
EQUINIX INC COM    (REIT) EQIX 246,000 421 0.15%
MARSH & MCLENNAN COS INC COM    (Stock) MMC 246,000 2,205 0.15%
MARKEL CORP COM    (Stock) MKL 245,000 214 0.14%
UNITED TECHNOLOGIES CORP COM    (Stock) UTX 245,000 1,636 0.14%
COLUMBIA SPORTSWEAR CO COM    (Stock) COLM 242,000 2,414 0.14%
PAYCOM SOFTWARE INC COM    (Stock) PAYC 242,000 915 0.14%
TRAVELERS COMPANIES INC COM    (Stock) TRV 239,000 1,744 0.14%
INDUSTRIAL SELECT SECTOR SPDR FUND    (ETF) XLI 238,000 2,925 0.14%
ADOBE INC COM    (Stock) ADBE 234,000 709 0.14%
WISDOMTREE EUROPE HEDGED EQUITY FUND    (ETF) HEDJ 233,000 3,305 0.14%
LANDSTAR SYS INC COM    (Stock) LSTR 231,000 2,030 0.14%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 230,000 1,086 0.14%
VARIAN MED SYS INC COM    (Stock) VAR 228,000 1,608 0.13%
DEERE & CO COM    (Stock) DE 224,000 1,295 0.13%
PROSPERITY BANCSHARES INC COM    (Stock) PRSP 221,000 3,073 0.13%
IAA INC COM    (Stock) 219,000 4,655 0.13%
IDEX CORP COM    (Stock) IEX 218,000 1,267 0.13%
SALLY BEAUTY HLDGS INC COM    (Stock) SBH 218,000 11,944 0.13%
RPM INTL INC COM    (Stock) RPM 216,000 2,820 0.13%
HENRY JACK & ASSOC INC COM    (Stock) JKHY 214,000 1,471 0.13%
TEXAS INSTRS INC COM    (Stock) TXN 209,000 1,628 0.12%
ACUITY BRANDS INC COM    (Stock) AYI 209,000 1,518 0.12%
CENTENE CORP DEL COM    (Stock) CNC 208,000 3,311 0.12%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 208,000 2,275 0.12%
NVIDIA CORP COM    (Stock) NVDA 207,000 880 0.12%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (ETF) IBB 206,000 1,707 0.12%
GLOBAL PMTS INC COM    (Stock) GPN 205,000 1,124 0.12%
PNC FINL SVCS GROUP INC COM    (Stock) PNC 201,000 1,262 0.12%
NIKE INC CL B    (Stock) NKE 200,000 1,977 0.12%
FACTSET RESH SYS INC COM    (Stock) FDS 199,000 742 0.12%
3M CO COM    (Stock) MMM 195,000 1,107 0.11%
KIMBERLY CLARK CORP COM    (Stock) KMB 194,000 1,407 0.11%
BROADRIDGE FINL SOLUTIONS INC COM    (Stock) BR 191,000 1,548 0.11%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 190,000 2,268 0.11%
DOLLAR GEN CORP NEW COM    (Stock) DG 189,000 1,212 0.11%
HUNTINGTON INGALLS INDS INC COM    (Stock) HII 188,000 749 0.11%
MONDELEZ INTL INC CL A    (Stock) MDLZ 188,000 3,421 0.11%
OCCIDENTAL PETE CORP COM    (Stock) OXY 185,000 4,497 0.11%
WISDOMTREE U.S. HIGH DIVIDEND FUND    (ETF) DHS 185,000 2,405 0.11%
CROWN CASTLE INTL CORP NEW COM    (REIT) CCI 184,000 1,293 0.11%
MORNINGSTAR INC COM    (Stock) MORN 183,000 1,208 0.11%
NETFLIX INC COM    (Stock) NFLX 183,000 566 0.11%
FRONTDOOR INC COM    (Stock) 181,000 3,816 0.11%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 180,000 1,554 0.10%
ISHARES RUSSELL 2000 VALUE ETF    (ETF) IWN 180,000 1,400 0.10%
UNION PACIFIC CORP COM    (Stock) UNP 178,000 982 0.10%
QUALCOMM INC COM    (Stock) QCOM 177,000 2,006 0.10%
VANGUARD S&P 500 ETF    (ETF) VOO 175,000 591 0.10%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 175,000 2,412 0.10%
EXELON CORP COM    (Stock) EXC 174,000 3,827 0.10%
NATIONAL FUEL GAS CO N J COM    (Stock) NFG 174,000 3,748 0.10%
FAIR ISAAC CORP COM    (Stock) FIC 174,000 465 0.10%
SOUTHERN CO COM    (Stock) SO 173,000 2,721 0.10%
ISHARES MSCI ACWI EX US INDEX FUND    (ETF) ACWX 170,000 3,465 0.10%
STANLEY BLACK & DECKER INC COM    (Stock) SWK 170,000 1,024 0.10%
CVS HEALTH CORP COM    (Stock) CVS 170,000 2,295 0.10%
CONOCOPHILLIPS COM    (Stock) COP 169,000 2,597 0.10%
BROADCOM INC COM    (Stock) 167,000 527 0.10%
NEW YORK TIMES CO CL A    (Stock) NYT 167,000 5,188 0.10%
UMPQUA HLDGS CORP COM    (Stock) UMPQ 166,000 9,365 0.10%
DIAGEO P L C SPON ADR NEW    (ADR) DEO 165,000 980 0.10%
SERVICE CORP INTL COM    (Stock) SCI 163,000 3,531 0.09%
ROCKWELL AUTOMATION INC COM    (Stock) ROK 160,000 791 0.09%
DANAHER CORPORATION COM    (Stock) DHR 160,000 1,044 0.09%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-12-31: 163,692,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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