IE
Insider Edges

PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC 13F portfolio summary

PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC of PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC has 35 current stock holdings with a reported portfolio value of $147.3M. The portfolio 1 year return is +27.55%. Top holdings include NVDA (12.51%), AAPL (6.89%), IWY (5.39%), AMZN (5.35%), IWS (4.54%).

Back to investors

PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC

PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC runs PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC and currently holds 35 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $147.27M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC's portfolio at PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC has delivered returns of +27.55%. Their 3-year annualized return is +54.26%. Looking at the 5-year horizon, PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC has achieved +54.26% annualized returns at PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.55%
#0/1000
3 Year
+54.26%
#0/1000
5 Year
+54.26%
#0/1000

Portfolio Value

$147.27M

Alpha Score

43.2

#0 of 1000

Holdings

35

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change