| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 16 | Q3 2023 | 6.0% |
| MICROSOFT CORP COM | 16 | Q3 2023 | 3.3% |
| PIMCO ETF TR | 16 | Q3 2023 | 4.1% |
| SPDR S&P 500 ETF TRUST | 16 | Q3 2023 | 3.6% |
| AMAZON COM INC COM | 16 | Q3 2023 | 3.4% |
| VANGUARD TAX-MANAGED FDS | 16 | Q3 2023 | 4.3% |
| HOME DEPOT INC COM | 16 | Q3 2023 | 2.3% |
| ISHARES TR | 16 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON COM | 16 | Q3 2023 | 1.7% |
| AUTOMATIC DATA PROCESSING INC COM | 16 | Q3 2023 | 2.1% |
View Procyon Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-18 |
View Procyon Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.