Amplius Wealth Advisors, LLC Q2 2024 Filing
Filed July 22, 2024
Portfolio Value
$898.8B
Holdings
167
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ICOWPACER FDS TR | 1,346,902 | $40K | 0.00% | |
| 102 | CALFPACER FDS TR | 852,938 | $37K | 0.00% | |
| 103 | JHMMJOHN HANCOCK EXCHANGE TRADED | 653,823 | $35K | 0.00% | |
| 104 | TMFCRBB FD INC | 634,093 | $34K | 0.00% | |
| 105 | TJULINNOVATOR ETFS TR | 1,201,136 | $32K | 0.00% | |
| 106 | RECSCOLUMBIA ETF TR I | 1,021,012 | $32K | 0.00% | |
| 107 | CPSMCALAMOS ETF TR | 1,278,106 | $32K | 0.00% | |
| 108 | NDQINVESCO QQQ TR | 65,473 | $31K | 0.00% | |
| 109 | OEFISHARES TR | 91,627 | $24K | 0.00% | |
| 110 | DGRWWISDOMTREE TR | 239,178 | $18K | 0.00% | |
| 111 | BXSLBLACKSTONE SECD LENDING FD | 523,657 | $16K | 0.00% | |
| 112 | IUSGISHARES TR | 119,662 | $15K | 0.00% | |
| 113 | BXBLACKSTONE INC | 127,537 | $15K | 0.00% | |
| 114 | CBCHUBB LIMITED | 57,525 | $14K | 0.00% | |
| 115 | HTABHARTFORD FDS EXCHANGE TRADED | 743,792 | $14K | 0.00% | |
| 116 | GSSTGOLDMAN SACHS ETF TR | 287,755 | $14K | 0.00% | |
| 117 | AVEMAMERICAN CENTY ETF TR | 218,973 | $13K | 0.00% | |
| 118 | OSEAHARBOR ETF TRUST | 499,557 | $13K | 0.00% | |
| 119 | BUFRFIRST TR EXCHNG TRADED FD VI | 430,037 | $12K | 0.00% | |
| 120 | AAPLAPPLE INC | 58,778 | $12K | 0.00% | |
| 121 | DONSPDR DOW JONES INDL AVERAGE | 28,295 | $11K | 0.00% | |
| 122 | IUSVISHARES TR | 126,297 | $11K | 0.00% | |
| 123 | UTENRBB FD INC | 249,503 | $10K | 0.00% | |
| 124 | MUSTCOLUMBIA ETF TR I | 456,113 | $9K | 0.00% | |
| 125 | ITOTISHARES TR | 62,883 | $7K | 0.00% | |
| 126 | RSPINVESCO EXCHANGE TRADED FD T | 43,346 | $7K | 0.00% | |
| 127 | ACWIISHARES TR | 65,981 | $7K | 0.00% | |
| 128 | SPYSPDR S&P 500 ETF TR | 11,227 | $6K | 0.00% | |
| 129 | MSFTMICROSOFT CORP | 11,982 | $5K | 0.00% | |
| 130 | VIGVANGUARD SPECIALIZED FUNDS | 28,590 | $5K | 0.00% | |
| 131 | JPEMJ P MORGAN EXCHANGE TRADED F | 100,907 | $5K | 0.00% | |
| 132 | IWFISHARES TR | 13,319 | $4K | 0.00% | |
| 133 | IXUSISHARES TR | 49,296 | $3K | 0.00% | |
| 134 | CMCSACOMCAST CORP NEW | 96,781 | $3K | 0.00% | |
| 135 | BOXXEA SERIES TRUST | 34,830 | $3K | 0.00% | |
| 136 | IAU*ISHARES GOLD TR | 83,950 | $3K | 0.00% | |
| 137 | RWLINVESCO EXCH TRADED FD TR II | 33,117 | $3K | 0.00% | |
| 138 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3K | 0.00% | |
| 139 | OBILRBB FD INC | 52,508 | $2K | 0.00% | |
| 140 | JPMJPMORGAN CHASE & CO | 12,187 | $2K | 0.00% | |
| 141 | GQ9SPDR GOLD TR | 9,406 | $2K | 0.00% | |
| 142 | IJRISHARES TR | 23,182 | $2K | 0.00% | |
| 143 | NVDANVIDIA CORPORATION | 17,841 | $2K | 0.00% | |
| 144 | BTTBLACKROCK MUN TARGET TERM TR | 124,947 | $2K | 0.00% | |
| 145 | GCOWPACER FDS TR | 62,456 | $2K | 0.00% | |
| 146 | VRSKVERISK ANALYTICS INC | 8,494 | $2K | 0.00% | |
| 147 | AMZNAMAZON COM INC | 14,418 | $2K | 0.00% | |
| 148 | AMGAFFILIATED MANAGERS GROUP INC | 17,195 | $2K | 0.00% | |
| 149 | LLYLILLY ELI & CO | 1,472 | $1K | 0.00% | |
| 150 | MMITINDEXIQ ACTIVE ETF TR | 43,131 | $1K | 0.00% | |
| 151 | IAUISHARES TR | 60,328 | $1K | 0.00% | |
| 152 | UPSUNITED PARCEL SERVICE INC | 7,839 | $1K | 0.00% | |
| 153 | SPLVINVESCO EXCH TRADED FD TR II | 23,558 | $1K | 0.00% | |
| 154 | JHMLJOHN HANCOCK EXCHANGE TRADED | 22,021 | $1K | 0.00% | |
| 155 | DLNWISDOMTREE TR | 27,418 | $1K | 0.00% | |
| 156 | GOOGLALPHABET INC | 10,327 | $1K | 0.00% | |
| 157 | VTIVANGUARD INDEX FDS | 4,146 | $1K | 0.00% | |
| 158 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,955 | $1K | 0.00% | |
| 159 | GOOGALPHABET INC | 8,310 | $1K | 0.00% | |
| 160 | HEMIHARTFORD FDS EXCHANGE TRADED | 40,327 | $1K | 0.00% | |
| 161 | IJHISHARES TR | 33,195 | $1K | 0.00% | |
| 162 | AVGOBROADCOM INC | 844 | $1K | 0.00% | |
| 163 | QUALISHARES TR | 9,766 | $1K | 0.00% | |
| 164 | VTVVANGUARD INDEX FDS | 12,338 | $1K | 0.00% | |
| 165 | IWDISHARES TR | 6,222 | $1K | 0.00% | |
| 166 | HUBBHUBBELL INC | 3,054 | $1K | 0.00% | |
| 167 | METAMETA PLATFORMS INC | 2,644 | $1K | 0.00% |
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