PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC 13F Portfolio
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC runs PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC and currently holds 37 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $170.20M. 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 #394 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%.
Portfolio Value
$170.20M
Alpha Score
64.3
#394 of 1000
Holdings
37
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC Current 13F Holdings
Reported holdings from PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
37 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 12.67% | $58.76 | $229.28 | +290.20% | Added +2.30% |
 AMAT APPLIED MATLS INC | 7.24% | $166.44 | $507.03 | +204.63% | Trimmed -6.50% |
 AAPL APPLE INC | 6.82% | $194.30 | $336.68 | +73.28% | Added +0.57% |
 AMZN AMAZON COM INC | 5.41% | $165.89 | $262.43 | +58.20% | Added +2.44% |
 IWY ISHARES TR | 5.28% | $179.71 | $300.67 | +67.31% | Trimmed -2.88% |
 IWS ISHARES TR | 4.50% | $119.78 | $164.85 | +37.63% | Added +1.56% |
 CRWD CROWDSTRIKE HLDGS INC | 4.41% | $234.25 | $275.04 | +17.41% | Trimmed -14.52% |
 GOOGL ALPHABET INC | 4.30% | $147.94 | $351.66 | +137.70% | Added +0.97% |
 GOOG ALPHABET INC | 4.26% | $149.87 | $347.86 | +132.11% | Added +0.98% |
 JPM JPMORGAN CHASE & CO | 3.66% | $175.79 | $333.01 | +89.44% | Added +0.29% |
Showing 1-10 of 37