Processus Wealth & Capital Management, LLC Portfolio Holdings

Processus Wealth & Capital Management, LLC

  • $127 Billion
  • Q2 2025

Processus Wealth & Capital Management, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.2B, Apple Inc. with a value of $7.92B, Amazon Com Inc with a value of $7.78B, Ishares Tr Russell 200 Growth with a value of $7.68B, and Ishares Russell Midcap Value E with a value of $6.72B.

Examining the 13F form we can see an increase of $9.11B in the current position value, from $117B to 127B.

Processus Wealth & Capital Management, LLC is based out at Brentwood, TN

Below you can find more details about Processus Wealth & Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
Technology: $41.7 Billion
ETFs: $20.1 Billion
Financial Services: $17.7 Billion
Industrials: $11.3 Billion
Consumer Cyclical: $9.51 Billion
Communication Services: $9.08 Billion
Healthcare: $6.53 Billion
Consumer Defensive: $5.3 Billion
Other: $2.79 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $127 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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