Processus Wealth & Capital Management, LLC Top Holdings and 13F Report (2025) About Processus Wealth & Capital Management, LLCInvestment ActivityProcessus Wealth & Capital Management, LLC has $117.46 million in total holdings as of March 31, 2025.Processus Wealth & Capital Management, LLC owns shares of 35 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.10% of the portfolio was purchased this quarter.About 3.16% of the portfolio was sold this quarter.This quarter, Processus Wealth & Capital Management, LLC has purchased 36 new stocks and bought additional shares in 30 stocks.Processus Wealth & Capital Management, LLC sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $13,468,274Apple $8,784,885iShares Russell Top 200 Growth ETF $6,821,167Amazon.com $6,764,504iShares Russell Mid-Cap Value ETF $6,396,342 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $1,808,523 Holding30303M102 - Meta Platforms $1,477,211 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 21,428 shares (about $1.81M)Meta Platforms 2,563 shares (about $1.48M)NVIDIA 1,530 shares (about $165.82K)iShares Russell Mid-Cap Value ETF 1,125 shares (about $141.72K)Apple 550 shares (about $122.17K) Largest Sales this Quarter Alphabet 33 shares (about $5.16K)JPMorgan Chase & Co. 21 shares (about $5.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofProcessus Wealth & Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,468,274$165,821 ▲1.2%124,26911.5%Computer and TechnologyAAPLApple$8,784,885$122,173 ▲1.4%39,5487.5%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$6,821,167$98,087 ▲1.5%32,3375.8%ETFAMZNAmazon.com$6,764,504$66,020 ▲1.0%35,5545.8%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$6,396,342$141,715 ▲2.3%50,7775.4%ETFMAMastercard$5,280,113$10,414 ▲0.2%9,6334.5%Business ServicesJPMJPMorgan Chase & Co.$4,512,048$5,151 ▼-0.1%18,3943.8%FinanceCOSTCostco Wholesale$4,378,063$51,073 ▲1.2%4,6293.7%Retail/WholesaleFDXFedEx$4,080,146$56,557 ▲1.4%16,7373.5%TransportationCRWDCrowdStrike$3,707,379$35,963 ▲1.0%10,5153.2%Computer and TechnologyIWMiShares Russell 2000 ETF$3,469,597$62,442 ▲1.8%17,3923.0%FinanceBACBank of America$3,232,554$32,090 ▲1.0%77,4642.8%FinanceGOOGAlphabet$3,105,731$5,156 ▼-0.2%19,8792.6%Computer and TechnologyGOOGLAlphabet$3,091,444$155 ▲0.0%19,9912.6%Computer and TechnologyTMOThermo Fisher Scientific$3,038,843$66,678 ▲2.2%6,1072.6%MedicalQCOMQUALCOMM$3,028,381$51,305 ▲1.7%19,7152.6%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$2,983,792$60,743 ▲2.1%25,3962.5%ETFRTXRTX$2,963,002$33,910 ▲1.2%22,3692.5%AerospaceAMGNAmgen$2,620,646$57,634 ▲2.2%8,4122.2%MedicalCCitigroup$2,545,661$34,360 ▲1.4%35,8592.2%FinanceAMATApplied Materials$2,526,459$66,176 ▲2.7%17,4092.2%Computer and TechnologyCRMSalesforce$2,502,457$17,175 ▲0.7%9,3252.1%Computer and TechnologyFIDELITY COVINGTON TRUST$2,437,959$7,962 ▲0.3%79,3092.1%ENHANCED LARGEGDGeneral Dynamics$1,845,181$38,708 ▲2.1%6,7691.6%AerospacePALANTIR TECHNOLOGIES INC$1,808,523$1,808,523 ▲New Holding21,4281.5%CL AEMREmerson Electric$1,788,083$30,260 ▲1.7%16,3091.5%IndustrialsCVXChevron$1,500,898$28,104 ▲1.9%8,9721.3%EnergyMETAMeta Platforms$1,477,211$1,477,211 ▲New Holding2,5631.3%Computer and TechnologyEOGEOG Resources$1,440,263$21,801 ▲1.5%11,2311.2%EnergyMRKMerck & Co., Inc.$1,375,303$28,185 ▲2.1%15,3221.2%MedicalULTAUlta Beauty$1,349,967$20,160 ▲1.5%3,6831.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,192,958$59,504 ▲5.2%12,8511.0%ETFIVEiShares S&P 500 Value ETF$853,798$63,654 ▲8.1%4,4800.7%ETFPEPPepsiCo$739,426$3,599 ▲0.5%4,9310.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$349,6190.0%6250.3%FinanceADBEAdobe$0$1,885,888 ▼-100.0%00.0%Computer and TechnologyCMCSAComcast$0$1,600,246 ▼-100.0%00.0%Consumer DiscretionaryIGViShares Expanded Tech-Software Sector ETF$0$216,860 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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