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Processus Wealth & Capital Management, LLC

Portfolio Manager
Processus Wealth & Capital Management, LLC
Performance
+6.00% (2025 Q4)
AUM (13F)
$147.27M
# of Holdings
35
Performance Rank
Allocation (Top 20)
82.75%

Processus Wealth & Capital Management, LLC Holdings Map

Top 35 Processus Wealth & Capital Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
12.51%105.6K$18.4M
+0.67%(+706)
2025-Q1: 124.3K shares2025-Q2: 102.6K shares2025-Q3: 101.5K shares2025-Q4: 104.9K shares2026-Q1: 105.6K shares
$52.84(+346.12%)
2026-03-31
AAPL
APPLE INC
6.89%40.0K$10.1M
+0.27%(+107)
2025-Q1: 39.5K shares2025-Q2: 38.6K shares2025-Q3: 38.5K shares2025-Q4: 39.9K shares2026-Q1: 40.0K shares
$185.63(+60.65%)
2026-03-31
IWY
ISHARES TR
5.39%31.9K$7.9M
+0.44%(+140)
2025-Q1: 32.3K shares2025-Q2: 31.1K shares2025-Q3: 30.8K shares2025-Q4: 31.8K shares2026-Q1: 31.9K shares
$169.73(+74.22%)
2026-03-31
AMZN
AMAZON COM INC
5.35%37.8K$7.9M
+1.16%(+433)
2025-Q1: 35.6K shares2025-Q2: 35.5K shares2025-Q3: 35.8K shares2025-Q4: 37.4K shares2026-Q1: 37.8K shares
$153.72(+73.84%)
2026-03-31
IWS
ISHARES TR
4.54%45.9K$6.7M
-0.13%(-59)
2025-Q1: 50.8K shares2025-Q2: 50.9K shares2025-Q3: 44.7K shares2025-Q4: 46.0K shares2026-Q1: 45.9K shares
$114.13(+38.26%)
2026-03-31
AMAT
APPLIED MATLS INC
4.24%18.3K$6.2M
+0.13%(+24)
2025-Q1: 17.4K shares2025-Q2: 17.4K shares2025-Q3: 18.3K shares2025-Q4: 18.2K shares2026-Q1: 18.3K shares
$154.95(+184.33%)
2026-03-31
GOOGL
ALPHABET INC
3.97%20.3K$5.8M
+0.64%(+129)
2025-Q1: 20.0K shares2025-Q2: 20.0K shares2025-Q3: 19.8K shares2025-Q4: 20.2K shares2026-Q1: 20.3K shares
$142.54(+181.38%)
2026-03-31
GOOG
ALPHABET INC
3.96%20.4K$5.8M
+0.84%(+170)
2025-Q1: 19.9K shares2025-Q2: 19.9K shares2025-Q3: 19.8K shares2025-Q4: 20.2K shares2026-Q1: 20.4K shares
$142.14(+179.42%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.8%19.0K$5.6M
+0.86%(+162)
2025-Q1: 18.4K shares2025-Q2: 18.7K shares2025-Q3: 18.8K shares2025-Q4: 18.9K shares2026-Q1: 19.0K shares
$162.93(+84.07%)
2026-03-31
FDX
FEDEX CORP
3.63%15.0K$5.3M
+0.02%(+3)
2025-Q1: 16.7K shares2025-Q2: 15.9K shares2025-Q3: 14.9K shares2025-Q4: 15.0K shares2026-Q1: 15.0K shares
$260.93(+45.62%)
2026-03-31

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