Fund HoldingsProcyon Advisors, LLC

Total Portfolio Value
$1.64B
Total Bought
$242.56M
Total Sold
$98.47M
Net Transaction
+$144.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PACER FDS TR
US SM CAP CA ETF
0285,954+285,954010,7230.65%+10,723
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0269,061+269,06109,2230.56%+9,223
WISDOMTREE TR(WT)0176,492+176,49208,8830.54%+8,883
INTERCONTINENTAL EXCHANGE IN(ICE)10,80243,306+32,5041,6107,4700.45%+5,861
VANGUARD INDEX FDS73,168110,890+37,72213,90119,1021.16%+5,201
SPDR SER TR
ST STR CORPO ETF
1,234,6391,375,404+140,76535,36039,9282.43%+4,568
VISA INC(V)68,68173,283+4,60221,70625,6831.56%+3,977
VANGUARD INTL EQUITY INDEX F220,767296,429+75,6629,72313,4160.82%+3,694
VERTEX PHARMACEUTICALS INC(VRTX)018,598+18,59809,0170.55%+9,017
NETFLIX INC(NFLX)19,59121,794+2,20317,46220,3241.24%+2,862
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
510,514577,281+66,76718,00120,5741.25%+2,574
META PLATFORMS INC(META)51,18456,338+5,15429,96932,4711.97%+2,502
JOHNSON & JOHNSON(JNJ)062,994+62,994010,3000.63%+10,300
BERKSHIRE HATHAWAY INC DEL026,502+26,502014,1140.86%+14,114
TE CONNECTIVITY PLC(TEL)017,671+17,67102,4970.15%+2,497
OREILLY AUTOMOTIVE INC(ORLY)3,3164,291+9753,9336,1470.37%+2,215
BOEING CO(BA)059,726+59,726010,1860.62%+10,186
ISHARES TR353,317362,606+9,28930,85533,0082.01%+2,153
QUALCOMM INC(QCOM)055,095+55,09508,3640.51%+8,364
CVS HEALTH CORP(CVS)030,482+30,48202,0650.13%+2,065
UNILEVER PLC(UL)35,33368,122+32,7892,0034,0570.25%+2,053
SPDR INDEX SHS FDS
ST STR PO EX ETF
412,473440,362+27,88914,07816,0340.98%+1,956
EXXON MOBIL CORP099,183+99,183011,6900.71%+11,690
MCKESSON CORP(MCK)02,791+2,79101,8780.11%+1,878
ABBVIE INC(ABBV)032,163+32,16306,7390.41%+6,739
OMNICOM GROUP INC(OMC)022,876+22,87601,7760.11%+1,776
CISCO SYS INC(CSCO)93,528120,632+27,1045,5377,3080.44%+1,771
SPDR SER TR
ST STR P500ETF
399,689445,895+46,20627,55529,3221.78%+1,767
CENCORA INC05,951+5,95101,6550.10%+1,655
REGENERON PHARMACEUTICALS(REGN)06,473+6,47304,1060.25%+4,106
ISHARES TR
FALN ANGLS USD
0586,088+586,088015,7010.95%+15,701
NORTHROP GRUMMAN CORP(NOC)5,9268,506+2,5802,7814,3550.26%+1,574
RALPH LAUREN CORP(RL)07,489+7,48901,5520.09%+1,552
CARDINAL HEALTH INC(CAH)010,937+10,93701,5070.09%+1,507
SNAP ON INC(SNA)04,824+4,82401,4980.09%+1,498
ISHARES TR19,13345,114+25,9811,1922,6320.16%+1,440
ISHARES TR012,165+12,16501,4290.09%+1,429
LENNAR CORP(LEN)024,228+24,22802,7810.17%+2,781
ALIBABA GROUP HLDG LTD(BABA)023,982+23,98203,1710.19%+3,171
CHEVRON CORP NEW(CVX)39,49943,153+3,6545,7217,0670.43%+1,346
SPDR S&P 500 ETF TR(SPY)(Put)00001,334+1,334
MONSTER BEVERAGE CORP NEW(MNST)0115,944+115,94406,7850.41%+6,785
FORTINET INC(FTNT)013,220+13,22001,2730.08%+1,273
CORPAY INC(CPAY)03,586+3,58601,2510.08%+1,251
WASTE MGMT INC DEL(WM)33,35634,442+1,0866,7317,9740.48%+1,243
AUTOMATIC DATA PROCESSING IN21,10624,229+3,1236,1787,4030.45%+1,224
TAPESTRY INC(TPR)017,351+17,35101,2220.07%+1,222
BOOKING HOLDINGS INC(BKNG)0537+53702,4750.15%+2,475
YUM BRANDS INC(YUM)019,737+19,73703,1060.19%+3,106
COCA COLA CO(KO)077,373+77,37305,5410.34%+5,541
THE CIGNA GROUP(CI)03,438+3,43801,1310.07%+1,131
INTERNATIONAL BUSINESS MACHS(IBM)12,11115,205+3,0942,6623,7810.23%+1,118
JABIL INC(JBL)09,896+9,89601,3470.08%+1,347
EBAY INC.(EBAY)015,340+15,34001,0390.06%+1,039
KLA CORP(KLAC)02,238+2,23801,5220.09%+1,522
F5 INC(FFIV)03,814+3,81401,0160.06%+1,016
EXPEDIA GROUP INC(EXPE)05,978+5,97801,0050.06%+1,005
MOLSON COORS BEVERAGE CO(TAP)016,358+16,35809960.06%+996
AMERICAN TOWER CORP NEW(AMT)013,864+13,86403,0170.18%+3,017
BECTON DICKINSON & CO(BDX)023,583+23,58305,4020.33%+5,402
FAIR ISAAC CORP(FICO)01,313+1,31302,4220.15%+2,422
KIMBERLY-CLARK CORP(KMB)07,344+7,34409390.06%+939
VERIZON COMMUNICATIONS INC(VZ)052,564+52,56402,2730.14%+2,273
COMCAST CORP NEW(CCZ)0169,883+169,88306,1700.38%+6,170
COLGATE PALMOLIVE CO(CL)013,566+13,56601,2710.08%+1,271
DOMINOS PIZZA INC(DPZ)03,802+3,80201,7470.11%+1,747
VALERO ENERGY CORP(VLO)06,606+6,60608720.05%+872
MOTOROLA SOLUTIONS INC(MSI)02,530+2,53001,1070.07%+1,107
MARATHON PETE CORP(MPC)05,905+5,90508600.05%+860
TCW ETF TRUST
TRANS SYSTE ETF
101,147117,535+16,3887,3408,1980.50%+857
COSTCO WHSL CORP NEW(COST)10,09710,658+5619,25210,0800.61%+829
RTX CORPORATION(RTX)036,981+36,98104,8990.30%+4,899
PAYCHEX INC(PAYX)010,210+10,21001,5750.10%+1,575
CME GROUP INC(CME)018,729+18,72904,9690.30%+4,969
BERKSHIRE HATHAWAY INC DEL01+107980.05%+798
AMGEN INC(AMGN)010,667+10,66703,3230.20%+3,323
LINDE PLC(LIN)011,300+11,30005,2620.32%+5,262
PHILIP MORRIS INTL INC(PM)019,079+19,07903,0280.18%+3,028
STARBUCKS CORP(SBUX)043,048+43,04804,2230.26%+4,223
HP INC(HPQ)027,131+27,13107510.05%+751
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
07,619+7,61901,4710.09%+1,471
ELECTRONIC ARTS INC(EA)05,113+5,11307390.04%+739
FIDELITY COVINGTON TRUST65,35675,063+9,7074,4895,2180.32%+730
VANGUARD INDEX FDS3,3494,879+1,5301,8042,5080.15%+703
FOX CORP(FOX)012,325+12,32506980.04%+698
EOG RES INC(EOG)08,185+8,18509320.06%+932
HOLOGIC INC011,208+11,20806920.04%+692
NETAPP INC(NTAP)07,811+7,81106860.04%+686
OTIS WORLDWIDE CORP(OTIS)08,528+8,52808800.05%+880
BRISTOL-MYERS SQUIBB CO(BMY)028,423+28,42301,7330.11%+1,733
TRAVELERS COMPANIES INC(TRV)17,77718,718+9414,2824,9500.30%+668
BANK AMERICA CORP077,040+77,04003,2150.20%+3,215
JPMORGAN CHASE & CO.(JPM)89,93390,497+56421,55822,1991.35%+641
ARCHER DANIELS MIDLAND CO015,108+15,10806310.04%+631
MASCO CORP(MAS)09,071+9,07106310.04%+631
AIR PRODS & CHEMS INC011,750+11,75003,3500.20%+3,350
LPL FINL HLDGS INC(LPLA)01,910+1,91006250.04%+625
MASTERCARD INCORPORATED(MA)7,2888,124+8363,8384,4530.27%+615
AT&T INC(T)67,04575,187+8,1421,5272,1260.13%+600
KROGER CO(KR)014,052+14,05209510.06%+951
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