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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 : 4     View All Holdings Currently Viewing:  Decreased 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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $949.50 $14,517,000 16,066 12.87% 5,654,000 -1,831 0.001    Semiconductor - Speci...
   (EOG)1 Year Chart         EOG EOG Resources Inc 28 - $126.05 $1,487,000 11,633 1.32% -83,000 -1,346 0.002    Independent Oil & Gas
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 31 - $86.90 $1,039,000 12,301 0.92% 70,000 -600 0.002    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 33 - $185.37 $681,000 3,644 0.6% 14,000 -189 0.003    Closed - End Fund - E...

      4 Records Found
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