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 $300 Millions to $2 Billions

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
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