Processus Wealth & Capital Management, LLC Portfolio Holdings

Processus Wealth & Capital Management, LLC

  • $121 Billion
  • Q3 2024

Processus Wealth & Capital Management, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.3B, Apple Inc. with a value of $9.21B, Ishares Tr Russell 200 Growth with a value of $7.07B, Amazon Com Inc with a value of $6.75B, and Ishares Russell Midcap Value E with a value of $6.41B.

Examining the 13F form we can see an increase of $712M in the current position value, from $121B to 121B.

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 $121 Billion
Technology: $39.2 Billion
ETFs: $22.1 Billion
Financial Services: $14.1 Billion
Industrials: $11.1 Billion
Communication Services: $8.55 Billion
Healthcare: $8.15 Billion
Consumer Cyclical: $8.12 Billion
Consumer Defensive: $5.08 Billion
Other: $2.64 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $121 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Processus Wealth & Capital Management, LLC Portfolio

Follow Processus Wealth & Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Processus Wealth & Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Processus Wealth & Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email