Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
NVIDIA CORPORATION | 16,066 | -1,831 | $14,517 |
NVDA | 16,066 | -1,831 | $14,517 |
APPLE INC | 41,275 | +4,330 | $7,078 |
AAPL | 41,275 | +4,330 | $7,078 |
ISHARES TR (IWY) | 34,123 | +1,094 | $6,657 |
IWY | 34,123 | +1,094 | $6,657 |
ISHARES TR (IWS) | 47,806 | +9,758 | $5,991 |
IWS | 47,806 | +9,758 | $5,991 |
AMAZON COM INC | 31,563 | +3,652 | $5,693 |
AMZN | 31,563 | +3,652 | $5,693 |
MASTERCARD INCORPORATED | 10,281 | +1,388 | $4,951 |
MA | 10,281 | +1,388 | $4,951 |
FEDEX CORP | 16,984 | +1,975 | $4,921 |
FDX | 16,984 | +1,975 | $4,921 |
APPLIED MATLS INC | 20,922 | +1,159 | $4,315 |
AMAT | 20,922 | +1,159 | $4,315 |
JPMORGAN CHASE & CO | 19,067 | +502 | $3,819 |
JPM | 19,067 | +502 | $3,819 |
COSTCO WHSL CORP NEW | 5,181 | +262 | $3,796 |
COST | 5,181 | +262 | $3,796 |
QUALCOMM INC | 21,994 | +1,563 | $3,724 |
QCOM | 21,994 | +1,563 | $3,724 |
THERMO FISHER SCIENTIFIC INC | 5,954 | +956 | $3,461 |
TMO | 5,954 | +956 | $3,461 |
BANK AMERICA CORP | 84,154 | +11,079 | $3,191 |
BAC | 84,154 | +11,079 | $3,191 |
SALESFORCE INC | 10,470 | +470 | $3,153 |
CRM | 10,470 | +470 | $3,153 |
ALPHABET INC | 20,148 | +2,369 | $3,068 |
GOOG | 20,148 | +2,369 | $3,068 |
ALPHABET INC | 20,214 | +2,438 | $3,051 |
GOOGL | 20,214 | +2,438 | $3,051 |
ISHARES TR (IWP) | 26,095 | +1,020 | $2,979 |
IWP | 26,095 | +1,020 | $2,979 |
AMGEN INC | 9,759 | +1,293 | $2,775 |
AMGN | 9,759 | +1,293 | $2,775 |
CITIGROUP INC | 37,928 | +6,641 | $2,399 |
C | 37,928 | +6,641 | $2,399 |
RTX CORPORATION | 24,192 | +2,914 | $2,359 |
RTX | 24,192 | +2,914 | $2,359 |
FIDELITY COVINGTON TRUST | 80,401 | +80,401 | $2,348 |
FELV | 80,401 | +80,401 | $2,348 |
ADOBE INC | 4,517 | +559 | $2,279 |
ADBE | 4,517 | +559 | $2,279 |
COMCAST CORP NEW | 44,301 | +3,357 | $1,920 |
CMCSA | 44,301 | +3,357 | $1,920 |
ULTA BEAUTY INC | 3,667 | +103 | $1,917 |
ULTA | 3,667 | +103 | $1,917 |
GENERAL DYNAMICS CORP | 6,488 | +257 | $1,833 |
GD | 6,488 | +257 | $1,833 |
MERCK & CO INC | 13,123 | +1,471 | $1,732 |
MRK | 13,123 | +1,471 | $1,732 |
EMERSON ELEC CO | 14,128 | +2,249 | $1,602 |
EMR | 14,128 | +2,249 | $1,602 |
EOG RES INC | 11,633 | -1,346 | $1,487 |
EOG | 11,633 | -1,346 | $1,487 |
CHEVRON CORP NEW | 8,719 | +715 | $1,375 |
CVX | 8,719 | +715 | $1,375 |
CROWDSTRIKE HLDGS INC | 3,825 | +3,825 | $1,226 |
CRWD | 3,825 | +3,825 | $1,226 |
ISHARES TR (IVW) | 12,301 | -600 | $1,039 |
IVW | 12,301 | -600 | $1,039 |
PEPSICO INC | 4,821 | +407 | $844 |
PEP | 4,821 | +407 | $844 |
ISHARES TR (IVE) | 3,644 | -189 | $681 |
IVE | 3,644 | -189 | $681 |
See Full List: All Stocks Held By Processus Wealth & Capital Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Processus Wealth & Capital Management LLC
Size ($ in 1000's)
At 03/31/2024: $112,817 At 12/31/2023: $100,065 Processus Wealth & Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Processus Wealth & Capital Management LLC 13F filings. Link to 13F filings: SEC filings |