Top 35 Processus Wealth & Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.51% | 105.6K | $18.4M | +0.67%(+706) | $52.84(+346.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.89% | 40.0K | $10.1M | +0.27%(+107) | $185.63(+60.65%) | 2026-03-31 | |
| IWY | ISHARES TR | 5.39% | 31.9K | $7.9M | +0.44%(+140) | $169.73(+74.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.35% | 37.8K | $7.9M | +1.16%(+433) | $153.72(+73.84%) | 2026-03-31 | |
| IWS | ISHARES TR | 4.54% | 45.9K | $6.7M | -0.13%(-59) | $114.13(+38.26%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.24% | 18.3K | $6.2M | +0.13%(+24) | $154.95(+184.33%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.97% | 20.3K | $5.8M | +0.64%(+129) | $142.54(+181.38%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.96% | 20.4K | $5.8M | +0.84%(+170) | $142.14(+179.42%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.8% | 19.0K | $5.6M | +0.86%(+162) | $162.93(+84.07%) | 2026-03-31 | |
| FDX | FEDEX CORP | 3.63% | 15.0K | $5.3M | +0.02%(+3) | $260.93(+45.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.05% | +114.92% |
| Top 20 Holdings Unweighted | +24.28% | +91.96% |
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