Processus Wealth & Capital Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 1, 2024
Value $: $121M
Signature - Title: J. Chad Jordan - Managing Member
Location: Brentwood, TN
Summary: This page shows a list of all the recent 13F filings made by Processus Wealth & Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Processus Wealth & Capital Management, LLC reported 34 stock holdings with total value $121M as of Q3 2024. Top holdings included NVDA, AAPL, IWY, AMZN, and IWS.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	34	$121M	+$5.6M	-$5.18M	+$420K	NVDA, AAPL, IWY, AMZN, IWS	13F-HR	11/1/2024, 04:54 PM
Q2 2024	33	$121M	+$16.4M	-$800K	+$15.6M	NVDA, AAPL, IWY, AMZN, IWS	13F-HR	7/24/2024, 03:01 PM
Q1 2024	34	$113M	+$13.3M	-$15.1M	-$1.8M	NVDA, AAPL, IWY, IWS, AMZN	13F-HR	4/16/2024, 04:18 PM
Q4 2023	43	$100M	$0	$0		NVDA, AAPL, IWY, MUB, IWS	13F-HR	3/5/2024, 10:33 AM