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 $151.7M. In the most recent quarter, they have increased their positions in NVDA (+3.4K shares, valued at $640.1K), AMZN (+1.6K shares, valued at $373.7K), AAPL (+1.4K shares, valued at $369.2K); decreased their positions in CRM (-909 shares, valued at $240.8K), IVE (-314 shares, valued at $66.6K), AMAT (-81 shares, valued at $20.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION104.9K shares3.38%2025-12-312026-01-07
AAPL APPLE INC39.9K shares3.53%2025-12-312026-01-07 IWY ISHARES TR31.8K shares3.11%2025-12-312026-01-07 AMZN AMAZON COM INC37.4K shares4.53%2025-12-312026-01-07 IWS ISHARES TR46.0K shares2.82%2025-12-312026-01-07 ALPHABET INC ALPHABET INC20.2K shares2.15%2025-12-312026-01-07 ALPHABET INC ALPHABET INC20.2K shares1.78%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.18.9K shares0.41%2025-12-312026-01-07 MA MASTERCARD INCORPORATED9.9K shares3.34%2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC11.2K shares3.75%2025-12-312026-01-07 AMAT APPLIED MATLS INC18.2K shares-0.44%2025-12-312026-01-07 IWP ISHARES TR33.7K shares7.08%2025-12-312026-01-07 FDX FEDEX CORP15.0K shares0.81%2025-12-312026-01-07 BAC BANK AMERICA CORP77.9K shares1.95%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW5.0K shares4.16%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC23.6K shares4.11%2025-12-312026-01-07 RTX RTX CORPORATION21.4K shares-0.33%2025-12-312026-01-07 TMO THERMO FISHER SCIENTIFIC6.5K shares-0.24%2025-12-312026-01-07 QCOM QUALCOMM INC20.8K shares3.16%2025-12-312026-01-07 AMGN AMGEN INC10.8K shares1.54%2025-12-312026-01-07 FELV FIDELITY COVINGTON TRUST79.2K shares2.60%2025-12-312026-01-07 EMR EMERSON ELEC CO19.0K shares3.43%2025-12-312026-01-07 ULTA ULTA BEAUTY INC3.9K shares4.47%2025-12-312026-01-07 CRM SALESFORCE INC8.0K shares-10.25%2025-12-312026-01-07 META META PLATFORMS INC2.9K shares5.06%2025-12-312026-01-07 CVX CHEVRON CORP NEW11.5K shares4.17%2025-12-312026-01-07 EOG EOG RES INC12.5K shares3.99%2025-12-312026-01-07 IVW ISHARES TR8.2K shares-1.71%2025-12-312026-01-07 PEP PEPSICO INC5.0K shares4.20%2025-12-312026-01-07 CGGR CAPITAL GROUP GROWTH ETF13.9K shares17.87%2025-12-312026-01-07 PVAL PUTNAM ETF TRUST12.6K shares23.54%2025-12-312026-01-07 IVE ISHARES TR1.9K shares-14.51%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available