Processus Wealth & Capital Management, LLC Top Holdings and 13F Report (2025) About Processus Wealth & Capital Management, LLCInvestment ActivityProcessus Wealth & Capital Management, LLC has $126.57 million in total holdings as of June 30, 2025.Processus Wealth & Capital Management, LLC owns shares of 33 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 6.50% of the portfolio was sold this quarter.This quarter, Processus Wealth & Capital Management, LLC has purchased 35 new stocks and bought additional shares in 21 stocks.Processus Wealth & Capital Management, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $16,212,319Apple $7,920,557Amazon.com $7,781,105iShares Russell Top 200 Growth ETF $7,676,075iShares Russell Mid-Cap Value ETF $6,720,714 Largest Purchases this Quarter Amgen 1,934 shares (about $540.01K)Emerson Electric 1,650 shares (about $219.99K)PALANTIR TECHNOLOGIES INC 1,258 shares (about $171.49K)Salesforce 565 shares (about $154.07K)Mastercard 272 shares (about $152.85K) Largest Sales this Quarter NVIDIA 21,653 shares (about $3.42M)iShares Russell Top 200 Growth ETF 1,198 shares (about $295.32K)Apple 943 shares (about $193.47K)FedEx 848 shares (about $192.76K)Merck & Co., Inc. 1,483 shares (about $117.40K) 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$16,212,319$3,420,961 ▼-17.4%102,61612.8%Computer and TechnologyAAPLApple$7,920,557$193,475 ▼-2.4%38,6056.3%Computer and TechnologyAMZNAmazon.com$7,781,105$19,087 ▼-0.2%35,4676.1%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$7,676,075$295,319 ▼-3.7%31,1396.1%ETFIWSiShares Russell Mid-Cap Value ETF$6,720,714$11,100 ▲0.2%50,8615.3%ETFMAMastercard$5,566,165$152,852 ▲2.8%9,9054.4%Business ServicesJPMJPMorgan Chase & Co.$5,412,029$79,435 ▲1.5%18,6684.3%FinanceCRWDCrowdStrike$5,411,928$56,533 ▲1.1%10,6264.3%Computer and TechnologyCOSTCostco Wholesale$4,676,583$94,046 ▲2.1%4,7243.7%Retail/WholesaleBACBank of America$3,666,575$994 ▲0.0%77,4852.9%FinanceFDXFedEx$3,611,685$192,757 ▼-5.1%15,8892.9%TransportationGOOGLAlphabet$3,527,323$4,230 ▲0.1%20,0152.8%Computer and TechnologyGOOGAlphabet$3,526,770$355 ▲0.0%19,8812.8%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$3,490,480$31,481 ▼-0.9%25,1692.8%ETFRTXRTX$3,244,581$21,757 ▼-0.7%22,2202.6%AerospaceQCOMQUALCOMM$3,215,704$75,965 ▲2.4%20,1922.5%Computer and TechnologyAMATApplied Materials$3,191,988$4,943 ▲0.2%17,4362.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,092,556$171,491 ▲5.9%22,6862.4%CL ACCitigroup$3,055,389$3,064 ▲0.1%35,8952.4%Financial ServicesAMGNAmgen$2,888,803$540,010 ▲23.0%10,3462.3%MedicalCRMSalesforce$2,696,943$154,072 ▲6.1%9,8902.1%Computer and TechnologyTMOThermo Fisher Scientific$2,549,149$72,983 ▲2.9%6,2872.0%MedicalFIDELITY COVINGTON TRUST$2,466,559$53,088 ▼-2.1%77,6381.9%ENHANCED LARGEEMREmerson Electric$2,394,410$219,989 ▲10.1%17,9591.9%IndustrialsGDGeneral Dynamics$2,064,262$90,118 ▲4.6%7,0781.6%AerospaceMETAMeta Platforms$2,023,843$132,118 ▲7.0%2,7421.6%Computer and TechnologyULTAUlta Beauty$1,724,852$1,871 ▲0.1%3,6871.4%Retail/WholesaleCVXChevron$1,401,053$116,408 ▲9.1%9,7851.1%EnergyEOGEOG Resources$1,386,974$43,657 ▲3.2%11,5961.1%EnergyIVWiShares S&P 500 Growth ETF$1,382,085$32,810 ▼-2.3%12,5531.1%ETFMRKMerck & Co., Inc.$1,095,520$117,397 ▼-9.7%13,8390.9%MedicalIVEiShares S&P 500 Value ETF$874,114$1,368 ▼-0.2%4,4730.7%ETFPEPPepsiCo$623,501$27,597 ▼-4.2%4,7220.5%Consumer StaplesIWMiShares Russell 2000 ETF$0$3,469,597 ▼-100.0%00.0%FinanceSPYSPDR S&P 500 ETF Trust$0$349,619 ▼-100.0%00.0%FinanceShowing 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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