Amplius Wealth Advisors, LLC Q4 2021 Filing

Filed January 28, 2022

Portfolio Value

$724.8M

Holdings

1,029

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (1,029 positions)

StockValue
EDCONSOLIDATED EDISON INC COM
$62K
FDXFEDEX CORP COM
$62K
GMEGAMESTOP CORP NEW CL A
$60K
EIS*ISHARES MSCI ISRAEL ETF
$60K
VSTVISTRA CORP COM
$59K
MGMMGM RESORTS INTERNATIONAL COM
$59K
ETNEATON CORP PLC SHS
$59K
MDLZMONDELEZ INTL INC CL A
$58K
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
$58K
ELVANTHEM INC COM
$57K
HSYHERSHEY CO COM
$57K
NMCONUVEEN MUN CR OPPORTUNITIES FD COM
$57K
DYHTARGET CORP COM
$57K
CLCOLGATE PALMOLIVE CO COM
$57K
KMBKIMBERLY-CLARK CORP COM
$56K
IPINTERNATIONAL PAPER CO COM
$55K
XLEENERGY SELECT SECTOR SPDR FUND
$55K
PHOINVESCO WATER RESOURCES ETF
$55K
TTDTHE TRADE DESK INC COM CL A
$54K
VTVANGUARD TOTAL WORLD STOCK INDEX FUND
$54K
BAUDAX BIO INC COM
$54K
ECLECOLAB INC COM
$54K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$53K
COPCONOCOPHILLIPS COM
$53K
PSXPHILLIPS 66 COM
$52K
XYZBLOCK INC CL A
$52K
CIBRFIRST TRUST NASDAQ CEA CYBERSECURITY ETF
$50K
ORCLORACLE CORP COM
$50K
MUMICRON TECHNOLOGY INC COM
$50K
NSCNORFOLK SOUTHN CORP COM
$49K
QQQJINVESCO NASDAQ NEXT GEN 100 ETF
$49K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$49K
ATVIEURACTIVISION BLIZZARD INC COM
$49K
EXASEXACT SCIENCES CORP COM
$48K
EWEDWARDS LIFESCIENCES CORP COM
$48K
PEJINVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF
$48K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$48K
GNRCGENERAC HLDGS INC COM
$47K
IYTISHARES U.S. TRANSPORTATION ETF
$47K
0VVBVIACOMCBS INC CL B
$47K
IPARINTER PARFUMS INC COM
$47K
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
$47K
ABXBARRICK GOLD CORP COM
$47K
CTVACORTEVA INC COM
$46K
COTYCOTY INC COM CL A
$46K
IYWISHARES U.S. TECHNOLOGY ETF
$46K
DUKDUKE ENERGY CORP NEW COM NEW
$46K
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
$46K
8CWCROWN CASTLE INTL CORP NEW COM
$46K
VOVANGUARD MID-CAP INDEX FUND
$45K
SPGIS&P GLOBAL INC COM
$45K
CNCCENTENE CORP DEL COM
$45K
IQVIQVIA HLDGS INC COM
$45K
NCZVIRTUS ALLIANZGI CONVERTIBLE COM
$45K
FASTFASTENAL CO COM
$44K
GTEKGOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF
$44K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$44K
NQPNUVEEN PENNSYLVANIA QLT MUN FD COM
$43K
YUMYUM BRANDS INC COM
$43K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$42K
AG8AGILENT TECHNOLOGIES INC COM
$42K
RITMNEW RESIDENTIAL INVT CORP COM NEW
$42K
NUSCNUVEEN ESG SMALL-CAP ETF
$41K
CSGPCOSTAR GROUP INC COM
$41K
SPYMSPDR PORTFOLIO S&P 500 ETF
$41K
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$40K
COINCOINBASE GLOBAL INC COM CL A
$40K
SNPSSYNOPSYS INC COM
$40K
RDS/ASHELL PLC SPONS ADR A
$39K
JCIJOHNSON CTLS INTL PLC SHS
$39K
MTDMETTLER TOLEDO INTERNATIONAL COM
$39K
TDOCTELADOC HEALTH INC COM
$38K
WEBER INC CL A
$38K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$38K
KRKROGER CO COM
$38K
TMUST-MOBILE US INC COM
$38K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$38K
GMGENERAL MTRS CO COM
$38K
IHIISHARES U.S. MEDICAL DEVICES ETF
$37K
SRVRPACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF
$37K
ITGARTNER INC COM
$37K
PRUPRUDENTIAL FINL INC COM
$36K
DOWDOW INC COM
$36K
NXPINXP SEMICONDUCTORS N V COM
$35K
BPBP PLC SPONSORED ADR
$35K
EPIPHANY TECHNOLOGY ACQUISIT UNIT EX
$35K
EAELECTRONIC ARTS INC COM
$34K
DEDEERE & CO COM
$34K
BABINVESCO TAXABLE MUNICIPAL BOND ETF
$34K
DGDOLLAR GEN CORP NEW COM
$34K
CARRCARRIER GLOBAL CORPORATION COM
$34K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$34K
AEBAALLETE INC COM NEW
$33K
FNIUSDFIRST TRUST CHINDIA ETF
$33K
ETFMG ALTERNATIVE HARVEST ETF
$33K
IWOISHARES RUSSELL 2000 GROWTH ETF
$32K
ESGEISHARES MSCI EM ESG SELECT ETF
$32K
VEEVVEEVA SYS INC CL A COM
$31K
SOFISOFI TECHNOLOGIES INC COM
$31K
ZTSZOETIS INC CL A
$31K
PreviousPage 4 of 11Next