Amplius Wealth Advisors, LLC Q4 2024 Filing
Filed January 16, 2025
Portfolio Value
$975.3B
Holdings
177
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (177 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CEFSEXCHANGE LISTED FDS TR | 25,300 | $541.9M | 0.06% | |
| 102 | XCEMCOLUMBIA ETF TR II | 17,765 | $525.8M | 0.05% | |
| 103 | CPNJCALAMOS ETF TR | 20,500 | $510.8M | 0.05% | |
| 104 | VBKVANGUARD INDEX FDS | 1,777 | $497.7M | 0.05% | |
| 105 | BACBANK AMERICA CORP | 11,167 | $490.8M | 0.05% | |
| 106 | DWDMORGAN STANLEY | 3,853 | $484.4M | 0.05% | |
| 107 | AXPAMERICAN EXPRESS CO | 1,627 | $482.9M | 0.05% | |
| 108 | VOEVANGUARD INDEX FDS | 2,980 | $482.1M | 0.05% | |
| 109 | TSLATESLA INC | 1,184 | $478.2M | 0.05% | |
| 110 | CSCOCISCO SYS INC | 7,985 | $472.7M | 0.05% | |
| 111 | XLFSELECT SECTOR SPDR TR | 9,723 | $469.9M | 0.05% | |
| 112 | AONAON PLC | 1,307 | $469.4M | 0.05% | |
| 113 | WMTWALMART INC | 5,176 | $467.7M | 0.05% | |
| 114 | CVXCHEVRON CORP NEW | 3,187 | $461.6M | 0.05% | |
| 115 | IWMISHARES TR | 2,075 | $458.5M | 0.05% | |
| 116 | ABBVABBVIE INC | 2,577 | $457.9M | 0.05% | |
| 117 | IEMGISHARES INC | 8,187 | $427.5M | 0.04% | |
| 118 | DTDWISDOMTREE TR | 5,586 | $423.8M | 0.04% | |
| 119 | BCATBLACKROCK CAP ALLOCATION TERM | 27,513 | $416.8M | 0.04% | |
| 120 | VUGVANGUARD INDEX FDS | 975 | $400.3M | 0.04% | |
| 121 | LMTLOCKHEED MARTIN CORP | 818 | $397.5M | 0.04% | |
| 122 | XLCSELECT SECTOR SPDR TR | 3,976 | $384.9M | 0.04% | |
| 123 | PJTPJT PARTNERS INC | 2,423 | $382.4M | 0.04% | |
| 124 | BSTZBLACKROCK SCIENCE & TECHNOLO | 17,396 | $360.3M | 0.04% | |
| 125 | VFHVANGUARD WORLD FDS | 2,943 | $347.5M | 0.04% | |
| 126 | IWPISHARES TR | 2,713 | $343.9M | 0.04% | |
| 127 | IDEVISHARES TR | 5,275 | $340.1M | 0.03% | |
| 128 | BLKBLACKROCK INC | 329 | $337.3M | 0.03% | |
| 129 | WMWASTE MGMT INC DEL | 1,649 | $332.8M | 0.03% | |
| 130 | VBVANGUARD INDEX FDS | 1,342 | $322.3M | 0.03% | |
| 131 | NEENEXTERA ENERGY INC | 4,427 | $317.4M | 0.03% | |
| 132 | NFLXNETFLIX INC | 353 | $314.6M | 0.03% | |
| 133 | VBRVANGUARD INDEX FDS | 1,584 | $313.9M | 0.03% | |
| 134 | APDAIR PRODS & CHEMS INC | 1,079 | $313.0M | 0.03% | |
| 135 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,534 | $302.9M | 0.03% | |
| 136 | FICOFAIR ISAAC CORP | 150 | $298.6M | 0.03% | |
| 137 | TAT&T INC | 12,882 | $293.3M | 0.03% | |
| 138 | SPSMSPDR SER TR | 6,494 | $291.7M | 0.03% | |
| 139 | DBAINVESCO DB MULTI-SECTOR COMM | 10,840 | $288.2M | 0.03% | |
| 140 | PGXINVESCO EXCH TRADED FD TR II | 24,761 | $285.5M | 0.03% | |
| 141 | ETENERGY TRANSFER L P | 14,498 | $284.0M | 0.03% | |
| 142 | IHDGWISDOMTREE TR | 6,482 | $281.8M | 0.03% | |
| 143 | QQQEDIREXION SHS ETF TR | 3,133 | $281.2M | 0.03% | |
| 144 | EMEEMCOR GROUP INC | 617 | $280.1M | 0.03% | |
| 145 | IWBISHARES TR | 850 | $273.8M | 0.03% | |
| 146 | MRKMERCK & CO INC | 2,752 | $273.8M | 0.03% | |
| 147 | XBISPDR SER TR | 3,005 | $270.6M | 0.03% | |
| 148 | NOWSERVICENOW INC | 255 | $270.3M | 0.03% | |
| 149 | TJXTJX COS INC NEW | 2,231 | $269.5M | 0.03% | |
| 150 | INTUINTUIT | 408 | $256.4M | 0.03% | |
| 151 | PNCPNC FINL SVCS GROUP INC | 1,325 | $255.5M | 0.03% | |
| 152 | DELLDELL TECHNOLOGIES INC | 2,214 | $255.1M | 0.03% | |
| 153 | ADPAUTOMATIC DATA PROCESSING IN | 844 | $247.1M | 0.03% | |
| 154 | JIGJ P MORGAN EXCHANGE TRADED F | 3,943 | $246.2M | 0.03% | |
| 155 | ESGUISHARES TR | 1,894 | $244.0M | 0.03% | |
| 156 | UBERUBER TECHNOLOGIES INC | 3,995 | $241.0M | 0.02% | |
| 157 | APPAPPLOVIN CORP | 736 | $238.3M | 0.02% | |
| 158 | ACMAECOM | 2,231 | $238.3M | 0.02% | |
| 159 | COWZPACER FDS TR | 4,167 | $235.4M | 0.02% | |
| 160 | AWRAMER STATES WTR CO | 3,000 | $233.2M | 0.02% | |
| 161 | TJULINNOVATOR ETFS TR | 8,377 | $232.6M | 0.02% | |
| 162 | FDISFIDELITY COVINGTON TRUST | 2,380 | $232.0M | 0.02% | |
| 163 | DTHWISDOMTREE TR | 5,968 | $225.5M | 0.02% | |
| 164 | A4SAMERIPRISE FINL INC | 406 | $216.2M | 0.02% | |
| 165 | BXMTBLACKSTONE MTG TR INC | 12,389 | $215.7M | 0.02% | |
| 166 | LOWLOWES COS INC | 872 | $215.2M | 0.02% | |
| 167 | XLVSELECT SECTOR SPDR TR | 1,555 | $213.9M | 0.02% | |
| 168 | PEPPEPSICO INC | 1,375 | $209.1M | 0.02% | |
| 169 | FNCLFIDELITY COVINGTON TRUST | 2,998 | $205.9M | 0.02% | |
| 170 | MARMARRIOTT INTL INC NEW | 738 | $205.8M | 0.02% | |
| 171 | BSXBOSTON SCIENTIFIC CORP | 2,257 | $201.6M | 0.02% | |
| 172 | DGROISHARES TR | 3,286 | $201.6M | 0.02% | |
| 173 | IWRISHARES TR | 2,273 | $200.9M | 0.02% | |
| 174 | MPABLACKROCK MUNIYIELD PA QLTY | 15,314 | $178.6M | 0.02% | |
| 175 | XEXGXEATON VANCE TAX-MANAGED GLOB | 20,000 | $163.4M | 0.02% | |
| 176 | ECVTECOVYST INC | 18,288 | $139.7M | 0.01% | |
| 177 | PFNPIMCO INCOME STRATEGY FD II | 11,000 | $82.0M | 0.01% |
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