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 |
|---|---|---|---|---|---|
| 101 | IEMGISHARES INC | 11,370 | $613.6M | 0.06% | |
| 102 | DISDISNEY WALT CO | 6,066 | $598.8M | 0.06% | |
| 103 | ABBVABBVIE INC | 2,814 | $589.6M | 0.06% | |
| 104 | CVXCHEVRON CORP NEW | 3,379 | $565.3M | 0.06% | |
| 105 | UNHUNITEDHEALTH GROUP INC | 1,075 | $563.2M | 0.06% | |
| 106 | CEFSEXCHANGE LISTED FDS TR | 26,202 | $558.9M | 0.06% | |
| 107 | MTUMISHARES TR | 2,690 | $543.7M | 0.06% | |
| 108 | AONAON PLC | 1,354 | $540.3M | 0.06% | |
| 109 | CPSLCALAMOS ETF TR | 21,137 | $537.5M | 0.06% | |
| 110 | IVWISHARES TR | 5,623 | $522.0M | 0.05% | |
| 111 | CPNJCALAMOS ETF TR | 20,500 | $504.1M | 0.05% | |
| 112 | XLFSELECT SECTOR SPDR TR | 9,723 | $484.3M | 0.05% | |
| 113 | VOEVANGUARD INDEX FDS | 2,995 | $480.8M | 0.05% | |
| 114 | BACBANK AMERICA CORP | 11,418 | $476.5M | 0.05% | |
| 115 | IAUISHARES TR | 17,672 | $472.7M | 0.05% | |
| 116 | CSCOCISCO SYS INC | 7,500 | $462.8M | 0.05% | |
| 117 | DWDMORGAN STANLEY | 3,861 | $450.5M | 0.05% | |
| 118 | AXPAMERICAN EXPRESS CO | 1,630 | $438.6M | 0.05% | |
| 119 | TAT&T INC | 15,224 | $430.5M | 0.04% | |
| 120 | DTDWISDOMTREE TR | 5,586 | $429.8M | 0.04% | |
| 121 | BCATBLACKROCK CAP ALLOCATION TERM | 29,005 | $417.7M | 0.04% | |
| 122 | IWMISHARES TR | 2,075 | $413.9M | 0.04% | |
| 123 | TSLATESLA INC | 1,586 | $411.1M | 0.04% | |
| 124 | VUGVANGUARD INDEX FDS | 1,079 | $400.2M | 0.04% | |
| 125 | WMWASTE MGMT INC DEL | 1,657 | $383.6M | 0.04% | |
| 126 | XLCSELECT SECTOR SPDR TR | 3,976 | $383.5M | 0.04% | |
| 127 | VFHVANGUARD WORLD FDS | 2,943 | $351.6M | 0.04% | |
| 128 | PJTPJT PARTNERS INC | 2,423 | $334.1M | 0.03% | |
| 129 | IVEISHARES TR | 1,744 | $332.4M | 0.03% | |
| 130 | NFLXNETFLIX INC | 353 | $329.2M | 0.03% | |
| 131 | WMTWALMART INC | 3,673 | $322.5M | 0.03% | |
| 132 | BLKBLACKROCK INC | 337 | $319.0M | 0.03% | |
| 133 | APDAIR PRODS & CHEMS INC | 1,081 | $318.8M | 0.03% | |
| 134 | IWPISHARES TR | 2,710 | $318.4M | 0.03% | |
| 135 | BSTZBLACKROCK SCIENCE & TECHNOLO | 17,921 | $317.9M | 0.03% | |
| 136 | NEENEXTERA ENERGY INC | 4,454 | $315.7M | 0.03% | |
| 137 | QQQEDIREXION SHS ETF TR | 3,607 | $314.5M | 0.03% | |
| 138 | UBERUBER TECHNOLOGIES INC | 4,140 | $301.6M | 0.03% | |
| 139 | VBRVANGUARD INDEX FDS | 1,591 | $296.4M | 0.03% | |
| 140 | DBAINVESCO DB MULTI-SECTOR COMM | 10,840 | $285.5M | 0.03% | |
| 141 | DGROISHARES TR | 4,586 | $283.3M | 0.03% | |
| 142 | TJXTJX COS INC NEW | 2,324 | $283.1M | 0.03% | |
| 143 | PGXINVESCO EXCH TRADED FD TR II | 24,761 | $277.8M | 0.03% | |
| 144 | XLVSELECT SECTOR SPDR TR | 1,897 | $277.0M | 0.03% | |
| 145 | LMTLOCKHEED MARTIN CORP | 611 | $272.9M | 0.03% | |
| 146 | FICOFAIR ISAAC CORP | 148 | $272.9M | 0.03% | |
| 147 | ADPAUTOMATIC DATA PROCESSING IN | 875 | $267.3M | 0.03% | |
| 148 | IHDGWISDOMTREE TR | 6,132 | $266.1M | 0.03% | |
| 149 | EDCONSOLIDATED EDISON INC | 2,402 | $265.6M | 0.03% | |
| 150 | INTUINTUIT | 424 | $260.3M | 0.03% | |
| 151 | ETENERGY TRANSFER L P | 13,848 | $257.4M | 0.03% | |
| 152 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,534 | $254.6M | 0.03% | |
| 153 | MRKMERCK & CO INC | 2,836 | $254.6M | 0.03% | |
| 154 | DTHWISDOMTREE TR | 5,968 | $253.4M | 0.03% | |
| 155 | JIGJ P MORGAN EXCHANGE TRADED F | 3,943 | $250.0M | 0.03% | |
| 156 | PGRPROGRESSIVE CORP | 882 | $249.6M | 0.03% | |
| 157 | BXMTBLACKSTONE MTG TR INC | 12,389 | $247.8M | 0.03% | |
| 158 | IWBISHARES TR | 800 | $245.4M | 0.03% | |
| 159 | XBISPDR SER TR | 3,005 | $243.7M | 0.03% | |
| 160 | BABAALIBABA GROUP HLDG LTD | 1,825 | $241.3M | 0.03% | |
| 161 | UHSUNIVERSAL HLTH SVCS INC | 1,282 | $240.9M | 0.03% | |
| 162 | BSXBOSTON SCIENTIFIC CORP | 2,381 | $240.2M | 0.02% | |
| 163 | VEAVANGUARD TAX-MANAGED FDS | 4,721 | $240.0M | 0.02% | |
| 164 | PNCPNC FINL SVCS GROUP INC | 1,359 | $238.9M | 0.02% | |
| 165 | SPSMSPDR SER TR | 5,831 | $237.7M | 0.02% | |
| 166 | TJULINNOVATOR ETFS TR | 8,432 | $236.6M | 0.02% | |
| 167 | AWRAMER STATES WTR CO | 3,000 | $236.0M | 0.02% | |
| 168 | AIGAMERICAN INTL GROUP INC | 2,692 | $234.0M | 0.02% | |
| 169 | GEGE AEROSPACE | 1,155 | $231.2M | 0.02% | |
| 170 | ESGUISHARES TR | 1,894 | $230.9M | 0.02% | |
| 171 | COWZPACER FDS TR | 4,173 | $228.5M | 0.02% | |
| 172 | EMEEMCOR GROUP INC | 613 | $226.6M | 0.02% | |
| 173 | ABTABBOTT LABS | 1,663 | $220.6M | 0.02% | |
| 174 | ACMAECOM | 2,241 | $207.8M | 0.02% | |
| 175 | FNCLFIDELITY COVINGTON TRUST | 2,976 | $206.9M | 0.02% | |
| 176 | NOWSERVICENOW INC | 259 | $206.2M | 0.02% | |
| 177 | LOWLOWES COS INC | 870 | $202.9M | 0.02% | |
| 178 | PEPPEPSICO INC | 1,347 | $202.0M | 0.02% | |
| 179 | FDISFIDELITY COVINGTON TRUST | 2,369 | $200.2M | 0.02% | |
| 180 | XEXGXEATON VANCE TAX-MANAGED GLOB | 20,000 | $162.8M | 0.02% | |
| 181 | MPABLACKROCK MUNIYIELD PA QLTY | 11,111 | $124.6M | 0.01% | |
| 182 | ECVTECOVYST INC | 18,288 | $113.4M | 0.01% | |
| 183 | PFNPIMCO INCOME STRATEGY FD II | 11,000 | $82.9M | 0.01% |
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