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The Analysis of Processus Wealth & Capital Management, LLC's Holdings & P&L

Currently, Processus Wealth & Capital Management, LLC holds 35 types of securities in its portfolio with a total value $147.3M. In the most recent quarter, they have increased their positions in N/A (+9.9K shares, valued at $3.1M), PLTR (+3.1K shares, valued at $450.2K), IWP (+1.2K shares, valued at $151.2K); decreased their positions in CRM (-2.0K shares, valued at $370.9K), FELV (-1.8K shares, valued at $63.6K), MA (-41 shares, valued at $20.5K); initiated new positions in N/A (+9.9K shares, valued at $3.1M).

1M P&L

+8.9M+6.58%

3M P&L

+11.9M+9.03%

HY P&L

+17.4M+13.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A25.2M

19.3%

2Semiconductors23.1M

17.7%

3Consumer Electronics10.8M

8.3%

Top Industries by Stock Count

1N/A8 stocks

26.7%

2Banks - Diversified2 stocks

6.7%

3Software - Infrastructure2 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION105.6K shares0.67%2026-03-312026-05-12

AAPL APPLE INC40.0K shares0.27%2026-03-312026-05-12

IWY ISHARES TR31.9K shares0.44%2026-03-312026-05-12

AMZN AMAZON COM INC37.8K shares1.16%2026-03-312026-05-12

IWS ISHARES TR45.9K shares-0.13%2026-03-312026-05-12

AMAT APPLIED MATLS INC18.3K shares0.13%2026-03-312026-05-12

ALPHABET INC ALPHABET INC20.3K shares0.64%2026-03-312026-05-12

ALPHABET INC ALPHABET INC20.4K shares0.84%2026-03-312026-05-12

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JPM JPMORGAN CHASE & CO19.0K shares0.86%2026-03-312026-05-12

FDX FEDEX CORP15.0K shares0.02%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION5.0K shares0.73%2026-03-312026-05-12

MA MASTERCARD INCORPORATED9.9K shares-0.41%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC11.5K shares2.70%2026-03-312026-05-12

IWP ISHARES TR34.9K shares3.50%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC36.8K shares0.29%2026-03-312026-05-12

RTX RTX CORPORATION21.4K shares-0.21%2026-03-312026-05-12

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PLTR PALANTIR TECHNOLOGIES INC26.7K shares13.02%2026-03-312026-05-12

BAC BANK AMERICA CORP78.7K shares1.03%2026-03-312026-05-12

AMGN AMGEN INC10.7K shares-0.31%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC6.5K shares0.18%2026-03-312026-05-12

BROADCOM INC BROADCOM INC9.9K sharesnew addition2026-03-312026-05-12

FELV FIDELITY COVINGTON TRUST77.4K shares-2.30%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.5K shares1.42%2026-03-312026-05-12

CVX CHEVRON CORPORATION12.1K shares4.58%2026-03-312026-05-12

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EMR EMERSON ELEC CO19.0K shares-0.03%2026-03-312026-05-12

ULTA ULTA BEAUTY INC3.9K shares0.59%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC15.9K shares0.43%2026-03-312026-05-12

EOG EOG RES INC13.0K shares3.46%2026-03-312026-05-12

META META PLATFORMS INC3.1K shares4.28%2026-03-312026-05-12

CRM SALESFORCE INC6.0K shares-24.97%2026-03-312026-05-12

IVW ISHARES TR8.6K shares4.65%2026-03-312026-05-12

PEP PEPSICO INC5.0K shares0.52%2026-03-312026-05-12

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PVAL PUTNAM ETF TRUST13.5K shares6.79%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF15.3K shares10.66%2026-03-312026-05-12

IVE ISHARES TR1.8K shares-1.62%2026-03-312026-05-12

NVDA

NVIDIA CORPORATION

0.67%

Shares105.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

0.27%

Shares40.0K

Event2026-03-31

Filed2026-05-12

IWY

ISHARES TR

0.44%

Shares31.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

1.16%

Shares37.8K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

-0.13%

Shares45.9K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

0.13%

Shares18.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.64%

Shares20.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.84%

Shares20.4K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

0.86%

Shares19.0K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

0.02%

Shares15.0K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

0.73%

Shares5.0K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-0.41%

Shares9.9K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

2.70%

Shares11.5K

Event2026-03-31

Filed2026-05-12

IWP

ISHARES TR

3.50%

Shares34.9K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

0.29%

Shares36.8K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

-0.21%

Shares21.4K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

13.02%

Shares26.7K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

1.03%

Shares78.7K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-0.31%

Shares10.7K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

0.18%

Shares6.5K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

New

Shares9.9K

Event2026-03-31

Filed2026-05-12

FELV

FIDELITY COVINGTON TRUST

-2.30%

Shares77.4K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

1.42%

Shares7.5K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

4.58%

Shares12.1K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

-0.03%

Shares19.0K

Event2026-03-31

Filed2026-05-12

ULTA

ULTA BEAUTY INC

0.59%

Shares3.9K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

0.43%

Shares15.9K

Event2026-03-31

Filed2026-05-12

EOG

EOG RES INC

3.46%

Shares13.0K

Event2026-03-31

Filed2026-05-12