Procyon Advisors, LLC Incresed Positions in Q1 2025

Procyon Advisors, LLC

  • $1.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
604
+ 7.53%
N/A
8.63K $462K
KMI
Kinder Morgan, Inc.

Energy
20
+ 0.07%
$26.1 - $31.22 $522 - $624
28K $799K
SRE
Sempra Energy

Utilities
14.2K
+ 23.62%
$67.85 - $87.67 $961K - $1.24M
74.2K $5.29M
AON
Aon PLC

Financial Services
9
+ 1.49%
$348.44 - $409.32 $3.14K - $3.68K
614 $245K
HYD
Vaneck High Yield Muni ETF

ETFs
635
+ 11.69%
$50.79 - $52.53 $32.3K - $33.4K
6.07K $309K
MLM
Martin Marietta Materials Inc

Basic Materials
319
+ 9.57%
$460.39 - $552.64 $147K - $176K
3.65K $1.75M
WFC
Wells Fargo & Company

Financial Services
184
+ 2.77%
$66.78 - $81.42 $12.3K - $15K
6.82K $489K
ADBE
Adobe Inc.

Technology
972
+ 16.97%
$377.84 - $464.11 $367K - $451K
6.7K $2.57M
AGO
Assured Guaranty LTD

Financial Services
351
+ 12.92%
$82.9 - $95.47 $29.1K - $33.5K
3.07K $267K
VTV
Vanguard Value ETF

ETFs
57
+ 0.69%
$167.73 - $179.21 $9.56K - $10.2K
8.3K $1.42M
ROG
Rogers Corp

Technology
1.86K
+ 59.94%
$67.53 - $102.68 $126K - $191K
4.97K $335K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
100
+ 1.09%
$39.65 - $43.35 $3.97K - $4.34K
9.27K $389K
MKC
Mccormick & CO Inc

Consumer Defensive
8
+ 0.29%
$71.24 - $84.73 $570 - $678
2.74K $225K
PANW
Palo Alto Networks Inc

Technology
1.86K
+ 7.0%
$167.82 - $208.28 $312K - $387K
28.4K $4.85M
MCO
Moodys Corp

Financial Services
46
+ 5.07%
$437.8 - $527.48 $20.1K - $24.3K
953 $443K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.46K
+ 24.45%
$47.79 - $59.89 $69.5K - $87.1K
7.41K $371K
VHT
Vanguard Health Care ETF

ETFs
10
+ 1.04%
$254.06 - $273.83 $2.54K - $2.74K
976 $256K
F
Ford Motor CO

Consumer Cyclical
666
+ 6.24%
$9.12 - $10.43 $6.07K - $6.95K
11.3K $113K
AME
Ametek Inc

Industrials
137
+ 6.38%
$170.39 - $190.43 $23.3K - $26.1K
2.28K $392K
FIBK
First Interstate Bancsystem Inc

Financial Services
1.73K
+ 14.83%
$27.77 - $33.5 $48.1K - $58.1K
13.4K $383K
AMSF
Amerisafe Inc

Financial Services
80
+ 1.28%
N/A
6.35K $278K
ELS
Equity Lifestyle Properties Inc

Real Estate
24
+ 0.64%
$64.36 - $69.32 $1.54K - $1.66K
3.79K $252K
INUV
Inuvo, Inc.

Communication Services
7.7K
+ 11.98%
N/A
72K $18K
Brookfield Corp
3.56K
+ 7.41%
N/A
51.6K $0
Brookfield Infrastructure CO
5.07K
+ 16.79%
N/A
35.2K $0
Ge Healthcare Technologies I
2.19K
+ 78.22%
N/A
4.99K $0
Linde PLC
559
+ 5.2%
N/A
11.3K $0
URI
United Rentals, Inc.

Industrials
94
+ 12.32%
$594.17 - $789.56 $55.9K - $74.2K
857 $537K
Brookfield Asset Managmt LTD
577
+ 6.2%
N/A
9.89K $0
HEIA
Heico Crp Cl A
1.15K
+ 9.35%
N/A
13.5K $0
GDDY
Go Daddy Inc.

Technology
412
+ 9.48%
$172.13 - $214.35 $70.9K - $88.3K
4.76K $857K
Brookfield Renewable Corp
3.92K
+ 38.45%
N/A
14.1K $0
Lam Research Corp
2.05K
+ 13.58%
N/A
17.2K $0
Liberty Media Corp Del
524
+ 6.55%
N/A
8.53K $0
Investment Managers Ser Tr I
6.83K
+ 82.24%
N/A
15.1K $0
Ishares Bitcoin Trust ETF
8.53K
+ 36.27%
N/A
32K $0
Ats Corporation
1.46K
+ 15.12%
N/A
11.1K $0
Te Connectivity PLC
16.1K
+ 1001.0%
N/A
17.7K $0
Blackrock Inc
75
+ 9.89%
N/A
833 $0
Perimeter Solutions Inc
1.9K
+ 14.58%
N/A
14.9K $0
Liberty Media Corp Del
190
+ 6.82%
N/A
2.97K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
346
+ 8.92%
$468.34 - $539.52 $162K - $187K
4.22K $1.98M
SPMD
Spdr Portfolio

ETFs
212
+ 5.74%
$50.21 - $57.73 $10.6K - $12.2K
3.91K $199K
CGGO
Capital Group Global Growth Eq

ETFs
641
+ 2.09%
$28.33 - $30.84 $18.2K - $19.8K
31.3K $890K
EPI
Wisdomtree Tr India Earnings F

ETFs
100
+ 1.8%
$40.08 - $45.85 $4.01K - $4.59K
5.65K $245K
LII
Lennox International Inc

Industrials
56
+ 6.98%
$553.05 - $666.93 $31K - $37.3K
858 $481K
ENSG
Ensign Group, Inc

Healthcare
1
+ 0.06%
$125.4 - $148.86 $125 - $149
1.57K $201K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
21.2K
+ 28.95%
$8.92 - $11.7 $189K - $248K
94.2K $850K
COLM
Columbia Sportswear CO

Consumer Cyclical
276
+ 8.29%
$75.3 - $92.08 $20.8K - $25.4K
3.61K $271K
Activity Summary
Buys All Purchases 400 New Holdings 77 Increased Positions 323 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 2 Puts 1
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