Procyon Advisors, LLC Incresed Positions in Q4 2024

Procyon Advisors, LLC

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
50
+ 0.25%
$53.94 - $58.15 $2.7K - $2.91K
20.2K $1.14M
EQIX
Equinix Inc

Real Estate
16
+ 5.5%
$865.69 - $985.0 $13.9K - $15.8K
307 $289K
MCO
Moodys Corp

Financial Services
64
+ 7.59%
$454.04 - $500.88 $29.1K - $32.1K
907 $429K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
303
+ 7.79%
$113.92 - $127.38 $34.5K - $38.6K
4.19K $483K
VGT
Vanguard Information Technolog

ETFs
4
+ 0.55%
$571.78 - $647.97 $2.29K - $2.59K
733 $455K
VRSK
Verisk Analytics, Inc.

Industrials
58
+ 3.76%
$262.86 - $294.75 $15.2K - $17.1K
1.6K $440K
ETN
Eaton Corp PLC

Industrials
70
+ 1.45%
$326.96 - $377.52 $22.9K - $26.4K
4.88K $1.62M
FIBK
First Interstate Bancsystem Inc

Financial Services
12
+ 0.1%
$29.32 - $35.47 $352 - $426
11.7K $379K
ROST
Ross Stores, Inc.

Consumer Cyclical
129
+ 6.98%
$138.59 - $156.61 $17.9K - $20.2K
1.98K $299K
FAST
Fastenal CO

Industrials
199
+ 1.68%
$69.99 - $84.35 $13.9K - $16.8K
12.1K $866K
ABNB
Airbnb, Inc.

Consumer Cyclical
61
+ 2.35%
$125.36 - $147.37 $7.65K - $8.99K
2.65K $348K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.07%
$209.64 - $236.44 $210 - $236
1.52K $342K
IWM
Ishares Russell 2000 ETF

ETFs
78
+ 2.42%
$216.13 - $242.4 $16.9K - $18.9K
3.31K $730K
IEMG
Ishares Inc

ETFs
322
+ 4.18%
N/A
8.03K $430K
SYK
Stryker Corp

Healthcare
53
+ 2.12%
$345.14 - $392.15 $18.3K - $20.8K
2.55K $918K
DLB
Dolby Laboratories, Inc.

Industrials
90
+ 1.83%
$70.91 - $81.98 $6.38K - $7.38K
5.02K $391K
PPL
Ppl Corp

Utilities
695
+ 4.06%
$31.47 - $35.0 $21.9K - $24.3K
17.8K $578K
ITW
Illinois Tool Works Inc

Industrials
102
+ 6.34%
$253.56 - $278.5 $25.9K - $28.4K
1.71K $433K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
144
+ 2.98%
$75.22 - $82.17 $10.8K - $11.8K
4.98K $379K
TT
Trane Technologies PLC

Industrials
80
+ 8.63%
$369.35 - $419.14 $29.5K - $33.5K
1.01K $371K
AON
Aon PLC

Financial Services
6
+ 1.0%
$344.14 - $393.31 $2.06K - $2.36K
605 $217K
GE
General Electric CO

Industrials
281
+ 14.26%
$159.95 - $194.23 $44.9K - $54.6K
2.25K $375K
PLD
Prologis, Inc.

Real Estate
941
+ 19.95%
$101.4 - $126.96 $95.4K - $119K
5.66K $598K
ROG
Rogers Corp

Technology
331
+ 11.92%
$99.39 - $112.62 $32.9K - $37.3K
3.11K $315K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.18K
+ 203.62%
$27.54 - $83.04 $143K - $430K
7.72K $213K
IJK
Ishares S&P Midcap 400 Growth

ETFs
52
+ 2.29%
$90.66 - $99.46 $4.71K - $5.17K
2.32K $210K
PHYS
Sprott Physical Gold Trust

Financial Services
686
+ 1.39%
$19.66 - $21.66 $13.5K - $14.9K
50.2K $1.01M
CLX
Clorox CO

Consumer Defensive
6
+ 0.38%
$156.51 - $169.74 $939 - $1.02K
1.58K $256K
Brookfield Asset Managmt LTD
249
+ 2.75%
N/A
9.31K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
120
+ 5.0%
$209.89 - $233.24 $25.2K - $28K
2.52K $535K
Nuveen Churchill Direct Lend
25.7K
+ 67.62%
N/A
63.7K $0
Linde PLC
267
+ 2.55%
N/A
10.7K $0
Te Connectivity PLC
156
+ 10.77%
N/A
1.61K $0
Liberty Media Corp Del
633
+ 8.59%
N/A
8K $0
HEIA
Heico Crp Cl A
405
+ 3.4%
N/A
12.3K $0
SYY
Sysco Corp

Consumer Defensive
41
+ 1.44%
$73.63 - $81.77 $3.02K - $3.35K
2.88K $220K
PSLV
Sprott Physical Silver Trust

Financial Services
1.97K
+ 7.97%
$9.65 - $11.76 $19K - $23.1K
26.6K $256K
AZZ
Azz Inc

Industrials
12
+ 0.39%
$75.86 - $96.0 $910 - $1.15K
3.11K $254K
APD
Air Products & Chemicals, Inc.

Basic Materials
233
+ 2.54%
$285.5 - $335.62 $66.5K - $78.2K
9.39K $2.72M
CGGO
Capital Group Global Growth Eq

ETFs
718
+ 2.39%
$29.21 - $30.67 $21K - $22K
30.7K $896K
DTE
Dte Energy CO

Utilities
614
+ 5.64%
$117.04 - $129.77 $71.9K - $79.7K
11.5K $1.39M
LQD
Ishares Iboxx $ Investment Gra

ETFs
17
+ 0.91%
$106.56 - $113.11 $1.81K - $1.92K
1.88K $201K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.15K
+ 7.36%
$26.63 - $30.23 $30.6K - $34.7K
16.7K $445K
SCHX
Schwab Strategic Tr Us Large C

ETFs
114K
+ 192.07%
$22.4 - $68.28 $2.55M - $7.77M
173K $4.01M
RELX
Relx PLC

Communication Services
84
+ 1.25%
$44.45 - $48.63 $3.73K - $4.08K
6.82K $309K
SHEL
Shell PLC

Energy
85
+ 1.68%
$60.63 - $70.23 $5.15K - $5.97K
5.16K $323K
CTVA
Corteva, Inc.

Basic Materials
213
+ 1.61%
$55.21 - $64.13 $11.8K - $13.7K
13.4K $764K
RTX
Raytheon Technologies Corp

Industrials
1.4K
+ 4.13%
$114.45 - $127.21 $161K - $179K
35.4K $4.09M
PGR
Progressive Corp

Financial Services
188
+ 3.86%
$239.6 - $268.88 $45K - $50.5K
5.05K $1.21M
Activity Summary
Buys All Purchases 283 New Holdings 33 Increased Positions 250 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 2 Puts 3
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