Amplius Wealth Advisors, LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$1.1T
Holdings
201
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MTUMISHARES TR | 2,693 | $647.2M | 0.06% | |
| 102 | VTVANGUARD INTL EQUITY INDEX F | 4,871 | $626.0M | 0.06% | |
| 103 | IVWISHARES TR | 5,628 | $619.7M | 0.06% | |
| 104 | KOCOCA COLA CO | 8,729 | $617.6M | 0.06% | |
| 105 | MAMASTERCARD INCORPORATED | 1,087 | $610.8M | 0.06% | |
| 106 | CEFSEXCHANGE LISTED FDS TR | 26,714 | $594.1M | 0.06% | |
| 107 | WMTWALMART INC | 6,066 | $593.1M | 0.06% | |
| 108 | MRSHMARSH & MCLENNAN COS INC | 2,635 | $576.1M | 0.05% | |
| 109 | DWDMORGAN STANLEY | 3,945 | $555.7M | 0.05% | |
| 110 | CSCOCISCO SYS INC | 7,817 | $542.3M | 0.05% | |
| 111 | CPNJCALAMOS ETF TR | 20,500 | $536.3M | 0.05% | |
| 112 | BACBANK AMERICA CORP | 11,307 | $535.0M | 0.05% | |
| 113 | AXPAMERICAN EXPRESS CO | 1,676 | $534.6M | 0.05% | |
| 114 | ABBVABBVIE INC | 2,840 | $527.2M | 0.05% | |
| 115 | TSLATESLA INC | 1,622 | $515.3M | 0.05% | |
| 116 | XLFSELECT SECTOR SPDR TR | 9,723 | $509.2M | 0.05% | |
| 117 | VOEVANGUARD INDEX FDS | 2,995 | $492.5M | 0.05% | |
| 118 | NFLXNETFLIX INC | 367 | $491.5M | 0.05% | |
| 119 | IWMISHARES TR | 2,275 | $490.9M | 0.05% | |
| 120 | VUGVANGUARD INDEX FDS | 1,117 | $489.6M | 0.05% | |
| 121 | MRKMERCK & CO INC | 6,165 | $488.0M | 0.05% | |
| 122 | VBKVANGUARD INDEX FDS | 1,760 | $487.4M | 0.05% | |
| 123 | AONAON PLC | 1,352 | $482.3M | 0.04% | |
| 124 | MMITINDEXIQ ACTIVE ETF TR | 20,092 | $479.2M | 0.04% | |
| 125 | IJKISHARES TR | 5,240 | $476.8M | 0.04% | |
| 126 | BCATBLACKROCK CAP ALLOCATION TERM | 30,576 | $462.9M | 0.04% | |
| 127 | CVXCHEVRON CORP NEW | 3,230 | $462.5M | 0.04% | |
| 128 | XCEMCOLUMBIA ETF TR II | 13,467 | $460.3M | 0.04% | |
| 129 | IAUISHARES TR | 16,993 | $454.8M | 0.04% | |
| 130 | DTDWISDOMTREE TR | 5,586 | $444.2M | 0.04% | |
| 131 | TAT&T INC | 15,100 | $437.0M | 0.04% | |
| 132 | XLCSELECT SECTOR SPDR TR | 3,976 | $431.5M | 0.04% | |
| 133 | PLTRPALANTIR TECHNOLOGIES INC | 3,149 | $429.3M | 0.04% | |
| 134 | GEGE AEROSPACE | 1,603 | $412.6M | 0.04% | |
| 135 | EZMWISDOMTREE TR | 6,650 | $410.8M | 0.04% | |
| 136 | PJTPJT PARTNERS INC | 2,423 | $399.8M | 0.04% | |
| 137 | WMWASTE MGMT INC DEL | 1,655 | $378.7M | 0.04% | |
| 138 | IWPISHARES TR | 2,710 | $375.8M | 0.03% | |
| 139 | VFHVANGUARD WORLD FDS | 2,943 | $374.6M | 0.03% | |
| 140 | UBERUBER TECHNOLOGIES INC | 3,930 | $366.7M | 0.03% | |
| 141 | BSTZBLACKROCK SCIENCE & TECHNOLO | 17,496 | $363.0M | 0.03% | |
| 142 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,583 | $358.5M | 0.03% | |
| 143 | QQQEDIREXION SHS ETF TR | 3,630 | $356.9M | 0.03% | |
| 144 | BLKBLACKROCK INC | 334 | $350.4M | 0.03% | |
| 145 | INTUINTUIT | 442 | $348.1M | 0.03% | |
| 146 | ADPAUTOMATIC DATA PROCESSING IN | 1,128 | $347.9M | 0.03% | |
| 147 | RTXRTX CORPORATION | 2,361 | $344.8M | 0.03% | |
| 148 | IVEISHARES TR | 1,744 | $340.8M | 0.03% | |
| 149 | MUBISHARES TR | 3,133 | $327.4M | 0.03% | |
| 150 | NEENEXTERA ENERGY INC | 4,486 | $311.4M | 0.03% | |
| 151 | VBRVANGUARD INDEX FDS | 1,591 | $310.3M | 0.03% | |
| 152 | JMSTJ P MORGAN EXCHANGE TRADED F | 6,073 | $309.2M | 0.03% | |
| 153 | EMEEMCOR GROUP INC | 573 | $306.5M | 0.03% | |
| 154 | APDAIR PRODS & CHEMS INC | 1,084 | $305.8M | 0.03% | |
| 155 | TRVCCITIGROUP INC | 3,450 | $293.7M | 0.03% | |
| 156 | DBAINVESCO DB MULTI-SECTOR COMM | 10,840 | $283.5M | 0.03% | |
| 157 | JIGJ P MORGAN EXCHANGE TRADED F | 3,943 | $282.0M | 0.03% | |
| 158 | ESGUISHARES TR | 2,063 | $279.1M | 0.03% | |
| 159 | LMTLOCKHEED MARTIN CORP | 600 | $277.9M | 0.03% | |
| 160 | TJXTJX COS INC NEW | 2,242 | $276.9M | 0.03% | |
| 161 | DTHWISDOMTREE TR | 5,968 | $276.5M | 0.03% | |
| 162 | IHDGWISDOMTREE TR | 6,132 | $276.2M | 0.03% | |
| 163 | XEXGXEATON VANCE TAX-MANAGED GLOB | 31,500 | $275.6M | 0.03% | |
| 164 | PGXINVESCO EXCH TRADED FD TR II | 24,761 | $275.6M | 0.03% | |
| 165 | STIPISHARES TR | 2,652 | $272.9M | 0.03% | |
| 166 | IWBISHARES TR | 800 | $271.7M | 0.03% | |
| 167 | NOWSERVICENOW INC | 264 | $271.4M | 0.03% | |
| 168 | VEAVANGUARD TAX-MANAGED FDS | 4,722 | $269.2M | 0.03% | |
| 169 | DGROISHARES TR | 4,145 | $265.0M | 0.02% | |
| 170 | OBDCOWL ROCK CAPITAL CORPORATION | 18,320 | $262.7M | 0.02% | |
| 171 | ORCLORACLE CORP | 1,197 | $261.7M | 0.02% | |
| 172 | FICOFAIR ISAAC CORP | 143 | $261.4M | 0.02% | |
| 173 | BSXBOSTON SCIENTIFIC CORP | 2,419 | $259.8M | 0.02% | |
| 174 | MDTMEDTRONIC PLC | 2,964 | $258.4M | 0.02% | |
| 175 | ETENERGY TRANSFER L P | 14,231 | $258.0M | 0.02% | |
| 176 | IWRISHARES TR | 2,767 | $254.5M | 0.02% | |
| 177 | ACMAECOM | 2,246 | $253.5M | 0.02% | |
| 178 | DELLDELL TECHNOLOGIES INC | 2,059 | $252.4M | 0.02% | |
| 179 | PNCPNC FINL SVCS GROUP INC | 1,344 | $250.5M | 0.02% | |
| 180 | XBISPDR SER TR | 3,005 | $249.2M | 0.02% | |
| 181 | TJULINNOVATOR ETFS TR | 8,432 | $241.9M | 0.02% | |
| 182 | EDCONSOLIDATED EDISON INC | 2,394 | $240.2M | 0.02% | |
| 183 | BXMTBLACKSTONE MTG TR INC | 12,389 | $238.5M | 0.02% | |
| 184 | MOHMOLINA HEALTHCARE INC | 796 | $237.1M | 0.02% | |
| 185 | MMM3M CO | 1,555 | $236.8M | 0.02% | |
| 186 | ABTABBOTT LABS | 1,738 | $236.4M | 0.02% | |
| 187 | AWRAMER STATES WTR CO | 3,000 | $230.0M | 0.02% | |
| 188 | PGRPROGRESSIVE CORP | 857 | $228.7M | 0.02% | |
| 189 | GSGOLDMAN SACHS GROUP INC | 321 | $227.2M | 0.02% | |
| 190 | FDISFIDELITY COVINGTON TRUST | 2,391 | $224.9M | 0.02% | |
| 191 | FNCLFIDELITY COVINGTON TRUST | 3,002 | $222.3M | 0.02% | |
| 192 | ASMLASML HOLDING N V | 275 | $220.4M | 0.02% | |
| 193 | A4SAMERIPRISE FINL INC | 408 | $217.8M | 0.02% | |
| 194 | AIGAMERICAN INTL GROUP INC | 2,538 | $217.2M | 0.02% | |
| 195 | GBTCGRAYSCALE BITCOIN TRUST ETF | 2,536 | $215.1M | 0.02% | |
| 196 | XLVSELECT SECTOR SPDR TR | 1,555 | $209.6M | 0.02% | |
| 197 | VXFVANGUARD INDEX FDS | 1,059 | $204.1M | 0.02% | |
| 198 | CATCATERPILLAR INC | 516 | $200.3M | 0.02% | |
| 199 | ECVTECOVYST INC | 18,288 | $150.5M | 0.01% | |
| 200 | PFNPIMCO INCOME STRATEGY FD II | 11,000 | $81.3M | 0.01% |