Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

Amplius Wealth Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $851 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $105M, Putnam ETF Tr Putnam Focused L with a value of $64.1M, Rbb Rf Inc Motley Fool 100 Ind with a value of $48.3M, Columbia ETF Tr I with a value of $46.8M, and Invesco Qqq Trust, Series 1 with a value of $35.2M.

Examining the 13F form we can see an increase of $36.3M in the current position value, from $815M to 851M.

Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $851 Million
ETFs: $651 Million
Financial Services: $76 Million
Technology: $27.9 Million
Communication Services: $10.2 Million
Industrials: $6.07 Million
Consumer Cyclical: $5.12 Million
Healthcare: $4.66 Million
Consumer Defensive: $3.03 Million
Other: $3.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 12.35% of portfolio
1,043,413
Q4 2024 Added 13.84%
$0
$64.1 Million 7.54% of portfolio
1,727,791
Q4 2024 Added 10.29%
$0
$48.3 Million 5.68% of portfolio
803,546
Q4 2024 Added 8.39%
$0
$46.8 Million 5.5% of portfolio
1,351,246
Q4 2024 Added 11.03%
$0
$35.2 Million 4.13% of portfolio
68,767
Q4 2024 Added 1.52%
$0
$35 Million 4.11% of portfolio
1,147,278
Q4 2024 Added 13.78%
$0
$34.6 Million 4.07% of portfolio
689,114
Q4 2024 Added 133.59%
$0
$34.4 Million 4.04% of portfolio
1,775,173
Q4 2024 Added 134.97%
$0
$33.5 Million 3.93% of portfolio
560,266
Q4 2024 Reduced 3.68%
$0
$32.6 Million 3.83% of portfolio
282,937
Q4 2024 Reduced 0.85%
$0
$24.9 Million 2.92% of portfolio
93,555
Q4 2024 Added 2.93%
$0
$24.6 Million 2.89% of portfolio
842,602
Q4 2024 Reduced 12.72%
$132B
$22.1 Million 2.59% of portfolio
127,902
Q4 2024 Reduced 0.79%
$0
$20.8 Million 2.45% of portfolio
257,129
Q4 2024 Added 5.45%
$111B
$18.1 Million 2.13% of portfolio
65,669
Q4 2024 Added 9.4%
$0
$16.7 Million 1.96% of portfolio
119,827
Q4 2024 Added 1.06%
$5.4B
$16.2 Million 1.9% of portfolio
499,882
Q4 2024 Reduced 1.68%
$3.58T
$15 Million 1.76% of portfolio
59,763
Q4 2024 Added 1.01%
$0
$13 Million 1.53% of portfolio
639,448
Q4 2024 Added 13.68%
$0
$12.7 Million 1.5% of portfolio
29,907
Q4 2024 Added 4.9%
$0
$11.1 Million 1.31% of portfolio
120,044
Q4 2024 Reduced 1.46%
$0
$8.32 Million 0.98% of portfolio
70,806
Q4 2024 Added 10.21%
$0
$7.73 Million 0.91% of portfolio
60,085
Q4 2024 Added 0.62%
$0
$7.31 Million 0.86% of portfolio
41,727
Q4 2024 Reduced 2.29%
$0
$6.59 Million 0.77% of portfolio
11,250
Q4 2024 Added 0.38%
$0
$5.99 Million 0.7% of portfolio
80,155
Q4 2024 Reduced 88.48%
$0
$5.38 Million 0.63% of portfolio
103,650
Q4 2024 Added 6.89%
$0
$5.24 Million 0.62% of portfolio
13,059
Q4 2024 Reduced 1.42%
$3.31T
$5.04 Million 0.59% of portfolio
11,962
Q4 2024 Added 0.9%
$0
$5.05 Million 0.59% of portfolio
27,704
Q4 2024 Reduced 0.83%
$44.4B
$3.91 Million 0.46% of portfolio
78,940
Q4 2024 Reduced 2.0%
$166B
$3.68 Million 0.43% of portfolio
98,135
Q4 2024 Reduced 0.28%
$417B
$3.4 Million 0.4% of portfolio
5
Q3 2022 Added 400.0%
$0
$3.2 Million 0.38% of portfolio
32,713
Q4 2024 Reduced 1.23%
$7.14B
$3.18 Million 0.37% of portfolio
17,199
Q4 2024 Added 0.02%
$2.39T
$2.99 Million 0.35% of portfolio
13,626
Q4 2024 Reduced 6.35%
$0
$2.79 Million 0.33% of portfolio
42,191
Q4 2024 Reduced 10.2%
$777B
$2.71 Million 0.32% of portfolio
11,298
Q4 2024 Reduced 8.64%
$99.1B
$2.58 Million 0.3% of portfolio
11,110
Q4 2024 Added 1.22%
$355B
$2.36 Million 0.28% of portfolio
17,585
Q4 2024 Added 1.28%
$43.8B
$2.32 Million 0.27% of portfolio
8,406
Q4 2024 Reduced 0.95%
$0
$2.27 Million 0.27% of portfolio
36,505
Q4 2024 Added 9.42%
$88.2B
$2.25 Million 0.26% of portfolio
9,288
Q4 2024 Added 0.38%
$0
$2.22 Million 0.26% of portfolio
107,987
Q4 2024 Reduced 12.86%
$1.2T
$2 Million 0.24% of portfolio
10,582
Q4 2024 Added 2.93%
$0
$2.07 Million 0.24% of portfolio
12,218
Q4 2024 Added 0.12%
$0
$2.03 Million 0.24% of portfolio
26,075
Q4 2024 Reduced 0.38%
$0
$1.99 Million 0.23% of portfolio
58,972
Q4 2024 Reduced 1.09%
$0
$1.73 Million 0.2% of portfolio
9,716
Q4 2024 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $851 Million
  • Prior Value $815 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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