Filer Name: PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
CIK: 2014209
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 36
Portfolio Value: $0.13B

Processus Wealth & Capital Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 122,739 $16M 13.14% -2.3% -
AAPL US APPLE INC 38,998 $10M 7.78% -1.3% -
AMZN US AMAZON.COM INC 35,207 $8M 6.16% -2.8% -
IWY US ISHARES RUSSELL TOP 200 GROW 31,872 $7M 5.98% -0.7% -
IWS US ISHARES RUSSELL MID-CAP VALU 49,652 $6M 5.12% 2.4% -
MA US MASTERCARD INC - A 9,614 $5M 4.03% -1.1% -
FDX US FEDEX CORP 16,505 $5M 3.70% 1.5% -
JPM US JPMORGAN CHASE & CO 18,415 $4M 3.52% -3.1% -
COST US COSTCO WHOLESALE CORP 4,575 $4M 3.34% -4.5% -
GOOGL US ALPHABET INC-CL A 19,990 $4M 3.02% -0.3% -
GOOG US ALPHABET INC-CL C 19,912 $4M 3.02% -0.6% -
IWM US ISHARES RUSSELL 2000 ETF 17,079 $4M 3.01% 1.4% -
CRWD US CROWDSTRIKE HOLDINGS INC - A 10,413 $4M 2.84% -2.3% -
BAC US BANK OF AMERICA CORP 76,695 $3M 2.69% 0.3% -
IWP US ISHARES RUSSELL MID-CAP GROW 24,879 $3M 2.51% -2.3% -
TMO US THERMO FISHER SCIENTIFIC INC 5,973 $3M 2.48% 1.2% -
CRM US SALESFORCE INC 9,261 $3M 2.47% -6.5% -
QCOM US QUALCOMM INC 19,381 $3M 2.37% 1.1% -
AMAT US APPLIED MATERIALS INC 16,953 $3M 2.20% 1.6% -
RTX US RTX CORP 22,113 $3M 2.04% -6.3% -
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