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  Name: Processus Wealth & Capital Management LLC
  City: BRENTWOOD
  State: TN
  Zip: 37027
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $112,817,000
  Total Value Change : $12,752,000
  Securities Held Change : -9
   
All Securities Held : 34
  New Positions : 3
  Closed Positions : 12
  Increased Positions : 27
  Unchanged Positions : 0
  Decreased Positions : 4

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FELV)1 Year Chart         FELV Fidelity Enhanced Large Cap... 21 New $0.00 $2,348,000 80,401 2.08% 2,348,000 80,401 0.089    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 30 New $345.42 $1,226,000 3,825 1.09% 1,226,000 3,825 0.002    N/A
   (PNFP)1 Year Chart         PNFP Pinnacle Financial Partners... 34 New $81.52 $636,000 7,400 0.56% 636,000 7,400 0.01    Domestic Regional Banks

      3 Records Found
  1    
Page 1 of 1
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