Amplius Wealth Advisors, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$961.5B
Holdings
183
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (183 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IOOISHARES TR | 1,154,012 | $111.1B | 11.56% | |
| 2 | PVALPUTNAM ETF TRUST | 1,883,958 | $71.7B | 7.46% | |
| 3 | RECSCOLUMBIA ETF TR I | 1,512,538 | $50.2B | 5.22% | |
| 4 | TMFCRBB FD INC | 901,527 | $50.1B | 5.22% | |
| 5 | JHMMJOHN HANCOCK EXCHANGE TRADED | 616,916 | $35.4B | 3.68% | |
| 6 | IJRISHARES TR | 328,504 | $34.4B | 3.57% | |
| 7 | NDQINVESCO QQQ TR | 70,518 | $33.1B | 3.44% | |
| 8 | GSSTGOLDMAN SACHS ETF TR | 641,389 | $32.4B | 3.37% | |
| 9 | HTABHARTFORD FDS EXCHANGE TRADED | 1,686,359 | $32.3B | 3.36% | |
| 10 | USTBVICTORY PORTFOLIOS II | 623,732 | $31.6B | 3.29% | |
| 11 | BUFRFIRST TR EXCHNG TRADED FD VI | 992,058 | $29.5B | 3.06% | |
| 12 | OEFISHARES TR | 94,418 | $25.6B | 2.66% | |
| 13 | OSEAHARBOR ETF TRUST | 930,282 | $24.7B | 2.57% | |
| 14 | AVEMAMERICAN CENTY ETF TR | 384,391 | $23.1B | 2.41% | |
| 15 | DGRWWISDOMTREE TR | 271,502 | $21.7B | 2.25% | |
| 16 | CBCHUBB LIMITED | 66,060 | $19.9B | 2.07% | |
| 17 | MAXJISHARES TR | 722,975 | $18.6B | 1.94% | |
| 18 | BXBLACKSTONE INC | 127,472 | $17.8B | 1.85% | |
| 19 | BXSLBLACKSTONE SECD LENDING FD | 511,802 | $16.6B | 1.72% | |
| 20 | IUSGISHARES TR | 119,264 | $15.2B | 1.58% | |
| 21 | BOXXEA SERIES TRUST | 132,995 | $14.8B | 1.54% | |
| 22 | AAPLAPPLE INC | 59,388 | $13.2B | 1.37% | |
| 23 | JMUBJ P MORGAN EXCHANGE TRADED F | 259,968 | $13.0B | 1.35% | |
| 24 | DONSPDR DOW JONES INDL AVERAGE | 29,983 | $12.6B | 1.31% | |
| 25 | IUSVISHARES TR | 121,351 | $11.2B | 1.16% | |
| 26 | CPSMCALAMOS ETF TR | 406,400 | $10.9B | 1.14% | |
| 27 | ACWIISHARES TR | 70,437 | $8.2B | 0.85% | |
| 28 | ITOTISHARES TR | 61,198 | $7.5B | 0.78% | |
| 29 | RSPINVESCO EXCHANGE TRADED FD T | 41,942 | $7.3B | 0.76% | |
| 30 | JPEMJ P MORGAN EXCHANGE TRADED F | 125,388 | $6.6B | 0.69% | |
| 31 | SPYSPDR S&P 500 ETF TR | 11,250 | $6.3B | 0.65% | |
| 32 | IDMOINVESCO EXCH TRADED FD TR II | 135,758 | $6.0B | 0.62% | |
| 33 | ICOWPACER FDS TR | 185,664 | $5.8B | 0.61% | |
| 34 | VIGVANGUARD SPECIALIZED FUNDS | 27,536 | $5.3B | 0.56% | |
| 35 | IWFISHARES TR | 12,992 | $4.7B | 0.49% | |
| 36 | IAU*ISHARES GOLD TR | 78,940 | $4.7B | 0.48% | |
| 37 | BIVVANGUARD BD INDEX FDS | 58,966 | $4.5B | 0.47% | |
| 38 | XTWOBONDBLOXX ETF TRUST | 88,729 | $4.4B | 0.46% | |
| 39 | MSFTMICROSOFT CORP | 11,364 | $4.3B | 0.44% | |
| 40 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $4.0B | 0.42% | |
| 41 | CMCSACOMCAST CORP NEW | 96,164 | $3.5B | 0.37% | |
| 42 | RWLINVESCO EXCH TRADED FD TR II | 32,717 | $3.3B | 0.34% | |
| 43 | AMGAFFILIATED MANAGERS GROUP INC | 17,195 | $2.9B | 0.30% | |
| 44 | IXUSISHARES TR | 40,521 | $2.8B | 0.29% | |
| 45 | JPMJPMORGAN CHASE & CO | 11,138 | $2.7B | 0.28% | |
| 46 | AMZNAMAZON COM INC | 14,051 | $2.7B | 0.28% | |
| 47 | VRSKVERISK ANALYTICS INC | 8,880 | $2.6B | 0.27% | |
| 48 | GQ9SPDR GOLD TR | 8,998 | $2.6B | 0.27% | |
| 49 | IJHISHARES TR | 40,491 | $2.4B | 0.25% | |
| 50 | VTVVANGUARD INDEX FDS | 13,563 | $2.3B | 0.24% | |
| 51 | BTTBLACKROCK MUN TARGET TERM TR | 105,210 | $2.2B | 0.23% | |
| 52 | GCOWPACER FDS TR | 60,236 | $2.2B | 0.23% | |
| 53 | DLNWISDOMTREE TR | 26,075 | $2.1B | 0.22% | |
| 54 | NVDANVIDIA CORPORATION | 18,079 | $2.0B | 0.20% | |
| 55 | MUSTCOLUMBIA ETF TR I | 96,865 | $2.0B | 0.20% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,656 | $1.9B | 0.20% | |
| 57 | AVGOBROADCOM INC | 10,774 | $1.8B | 0.19% | |
| 58 | SPLVINVESCO EXCH TRADED FD TR II | 22,671 | $1.7B | 0.18% | |
| 59 | GOOGLALPHABET INC | 10,745 | $1.7B | 0.17% | |
| 60 | QUALISHARES TR | 9,667 | $1.7B | 0.17% | |
| 61 | JHMLJOHN HANCOCK EXCHANGE TRADED | 22,022 | $1.5B | 0.15% | |
| 62 | METAMETA PLATFORMS INC | 2,489 | $1.4B | 0.15% | |
| 63 | HEMIHARTFORD FDS EXCHANGE TRADED | 35,426 | $1.4B | 0.14% | |
| 64 | CCRVUSDISHARES U S ETF TR | 65,511 | $1.3B | 0.14% | |
| 65 | GOOGALPHABET INC | 8,433 | $1.3B | 0.14% | |
| 66 | LLYLILLY ELI & CO | 1,546 | $1.3B | 0.13% | |
| 67 | VTIVANGUARD INDEX FDS | 4,548 | $1.2B | 0.13% | |
| 68 | IJTISHARES TR | 9,677 | $1.2B | 0.13% | |
| 69 | PFEPFIZER INC | 46,542 | $1.2B | 0.12% | |
| 70 | IWDISHARES TR | 6,222 | $1.2B | 0.12% | |
| 71 | VOOVANGUARD INDEX FDS | 2,124 | $1.1B | 0.11% | |
| 72 | PGPROCTER AND GAMBLE CO | 6,147 | $1.0B | 0.11% | |
| 73 | OBILRBB FD INC | 20,831 | $1.0B | 0.11% | |
| 74 | HUBBHUBBELL INC | 3,037 | $1.0B | 0.10% | |
| 75 | AQLTISHARES TR | 13,163 | $995.8M | 0.10% | |
| 76 | GSIEGOLDMAN SACHS ETF TR | 27,586 | $983.4M | 0.10% | |
| 77 | UPSUNITED PARCEL SERVICE INC | 8,329 | $916.1M | 0.10% | |
| 78 | XOMEXXON MOBIL CORP | 7,630 | $907.4M | 0.09% | |
| 79 | JNJJOHNSON & JOHNSON | 5,211 | $864.3M | 0.09% | |
| 80 | XLKSELECT SECTOR SPDR TR | 4,048 | $835.9M | 0.09% | |
| 81 | HDVISHARES TR | 6,765 | $819.4M | 0.09% | |
| 82 | COSTCOSTCO WHSL CORP NEW | 866 | $819.0M | 0.09% | |
| 83 | VVISA INC | 2,307 | $808.5M | 0.08% | |
| 84 | VONGVANGUARD SCOTTSDALE FDS | 8,665 | $804.0M | 0.08% | |
| 85 | MAMASTERCARD INCORPORATED | 1,459 | $799.7M | 0.08% | |
| 86 | IVVISHARES TR | 1,418 | $796.5M | 0.08% | |
| 87 | GBDCGOLUB CAP BDC INC | 51,157 | $774.5M | 0.08% | |
| 88 | VBKVANGUARD INDEX FDS | 2,952 | $743.2M | 0.08% | |
| 89 | IJKISHARES TR | 8,675 | $722.5M | 0.08% | |
| 90 | CPRJCALAMOS ETF TR | 28,500 | $707.3M | 0.07% | |
| 91 | HDHOME DEPOT INC | 1,910 | $700.0M | 0.07% | |
| 92 | ARTYISHARES TR | 21,960 | $690.6M | 0.07% | |
| 93 | XCEMCOLUMBIA ETF TR II | 23,190 | $684.9M | 0.07% | |
| 94 | MMITINDEXIQ ACTIVE ETF TR | 27,685 | $663.6M | 0.07% | |
| 95 | EFAISHARES TR | 8,079 | $660.3M | 0.07% | |
| 96 | VBVANGUARD INDEX FDS | 2,951 | $654.5M | 0.07% | |
| 97 | MRSHMARSH & MCLENNAN COS INC | 2,645 | $645.5M | 0.07% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 2,595 | $645.3M | 0.07% | |
| 99 | OBDCOWL ROCK CAPITAL CORPORATION | 43,949 | $644.3M | 0.07% | |
| 100 | KOCOCA COLA CO | 8,639 | $618.7M | 0.06% |
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