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PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC runs PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC and currently holds 37 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $170.58M. Their top holdings are NVDA, AMAT, AAPL, AMZN, IWY. The top five represent 37.4% of reported portfolio weight. PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC ranks #515 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC initiated 3 new positions. They added to 19 existing positions. They trimmed 15 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
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37 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 12.67% | $58.76 | $214.76 | +265.49% | Added +2.30% |
 AMAT APPLIED MATLS INC | 7.24% | $166.44 | $492.32 | +195.79% | Trimmed -6.50% |
 AAPL APPLE INC | 6.82% | $194.30 | $309.35 | +59.21% | Added +0.57% |
 AMZN AMAZON COM INC | 5.41% | $165.89 | $258.63 | +55.90% | Added +2.44% |
 IWY ISHARES TR | 5.28% | $179.71 | $285.65 | +58.95% | Trimmed -2.88% |
 IWS ISHARES TR | 4.50% | $119.78 | $171.95 | +43.55% | Added +1.56% |
 CRWD CROWDSTRIKE HLDGS INC | 4.41% | $234.25 | $191.95 | -18.06% | Trimmed -14.52% |
 GOOGL ALPHABET INC | 4.30% | $147.94 | $344.82 | +133.08% | Added +0.97% |
 GOOG ALPHABET INC | 4.26% | $149.87 | $341.75 | +128.03% | Added +0.98% |
 JPM JPMORGAN CHASE & CO | 3.66% | $175.79 | $351.64 | +100.03% | Added +0.29% |
Showing 1-10 of 37