Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC | 07-23-2024 | 06-30-2024 | 33 | 120,649,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $15,871,203 | 128,470 | 0.01 | 0.01 | 112,404 | 699.64 | 06-30-2024 |
| APPLE INC | COM | 2 | $8,767,553 | 41,627 | 0.01 | 0.01 | 352 | 0.85 | 06-30-2024 |
| ISHARES TR | RUS TP200 GR ETF | 3 | $7,243,053 | 33,764 | 0.01 | 0.01 | -359 | -1.05 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $6,413,748 | 33,189 | 0.01 | 0.01 | 1,626 | 5.15 | 06-30-2024 |
