The Analysis of Processus Wealth & Capital Management, LLC's Holdings
Currently, Processus Wealth & Capital Management, LLC holds 35 types of securities in its portfolio with a total value $139.5M. In the most recent quarter, they have increased their positions in IWP (+6.3K shares, valued at $895.9K), CGGR (+11.8K shares, valued at $516.5K), PVAL (+10.2K shares, valued at $436.3K); decreased their positions in IWS (-6.2K shares, valued at $861.1K), IVW (-4.2K shares, valued at $506.8K), IVE (-2.3K shares, valued at $476.8K); initiated new positions in CGGR (+11.8K shares, valued at $516.5K), PVAL (+10.2K shares, valued at $436.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION101.5K shares-1.12%2025-09-302025-11-04
AAPL APPLE INC38.5K shares-0.21%2025-09-302025-11-04 IWY ISHARES TR30.8K shares-1.08%2025-09-302025-11-04 AMZN AMAZON COM INC35.8K shares0.83%2025-09-302025-11-04 IWS ISHARES TR44.7K shares-12.12%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.18.8K shares0.65%2025-09-302025-11-04 MA MASTERCARD INCORPORATED9.6K shares-3.24%2025-09-302025-11-04 CRWD CROWDSTRIKE HLDGS INC10.8K shares1.86%2025-09-302025-11-04 GOOGL ALPHABET INC19.8K shares-0.93%2025-09-302025-11-04 GOOG ALPHABET INC19.8K shares-0.61%2025-09-302025-11-04 IWP ISHARES TR31.5K shares25.00%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW4.8K shares0.87%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC22.7K shares0.06%2025-09-302025-11-04 BAC BANK AMERICA CORP76.4K shares-1.38%2025-09-302025-11-04 AMAT APPLIED MATLS INC18.3K shares5.12%2025-09-302025-11-04 RTX RTX CORPORATION21.5K shares-3.20%2025-09-302025-11-04 C CITIGROUP INC35.3K shares-1.58%2025-09-302025-11-04 FDX FEDEX CORP14.9K shares-6.43%2025-09-302025-11-04 QCOM QUALCOMM INC20.2K shares-0.13%2025-09-302025-11-04 TMO THERMO FISHER SCIENTIFIC INC6.6K shares4.20%2025-09-302025-11-04 AMGN AMGEN INC10.6K shares2.38%2025-09-302025-11-04 FELV FIDELITY COVINGTON TRUST77.2K shares-0.53%2025-09-302025-11-04 GD GENERAL DYNAMICS CORP7.1K shares0.93%2025-09-302025-11-04 EMR EMERSON ELEC CO18.4K shares2.23%2025-09-302025-11-04 CRM SALESFORCE INC8.9K shares-10.36%2025-09-302025-11-04 META META PLATFORMS INC2.8K shares2.30%2025-09-302025-11-04 ULTA ULTA BEAUTY INC3.7K shares1.41%2025-09-302025-11-04 CVX CHEVRON CORP NEW11.1K shares13.09%2025-09-302025-11-04 EOG EOG RES INC12.0K shares3.85%2025-09-302025-11-04 MRK MERCK & CO INC13.8K shares-0.16%2025-09-302025-11-04 IVW ISHARES TR8.4K shares-33.44%2025-09-302025-11-04 PEP PEPSICO INC4.8K shares1.86%2025-09-302025-11-04 CGGR CAPITAL GROUP GROWTH ETF11.8K sharesnew addition2025-09-302025-11-04 IVE ISHARES TR2.2K shares-51.62%2025-09-302025-11-04 PVAL PUTNAM ETF TRUST10.2K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available