Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

Amplius Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $881 Million distributed in 183 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 $111M, Putnam ETF Tr Putnam Focused L with a value of $70.9M, Columbia ETF Tr I with a value of $49.9M, Rbb Rf Inc Motley Fool 100 Ind with a value of $50M, and John Hancock Multifactor Mid C with a value of $35.1M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $851M to 881M.

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

Portfolio value $881 Million
ETFs: $679 Million
Financial Services: $75.3 Million
Technology: $23.6 Million
Communication Services: $9.32 Million
Industrials: $6.15 Million
Healthcare: $5.43 Million
Consumer Cyclical: $4.51 Million
Consumer Defensive: $3.01 Million
Other: $3.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$111 Million 12.6% of portfolio
1,154,012
Q1 2025 Added 10.6%
$0
$70.9 Million 8.05% of portfolio
1,883,958
Q1 2025 Added 9.04%
$0
$49.9 Million 5.67% of portfolio
1,512,538
Q1 2025 Added 11.94%
$0
$50 Million 5.67% of portfolio
901,527
Q1 2025 Added 12.19%
$0
$35.1 Million 3.99% of portfolio
616,916
Q1 2025 Added 10.11%
$0
$34.2 Million 3.88% of portfolio
328,504
Q1 2025 Added 16.1%
$0
$33.1 Million 3.75% of portfolio
70,518
Q1 2025 Added 2.55%
$0
$32.4 Million 3.68% of portfolio
641,389
Q1 2025 Reduced 6.93%
$0
$32.1 Million 3.64% of portfolio
1,686,359
Q1 2025 Reduced 5.0%
$0
$31.6 Million 3.58% of portfolio
623,732
Q1 2025 New
$0
$29.3 Million 3.33% of portfolio
992,058
Q1 2025 Reduced 13.53%
$0
$25.1 Million 2.85% of portfolio
94,418
Q1 2025 Added 0.92%
$0
$23.2 Million 2.63% of portfolio
384,391
Q1 2025 Added 39.3%
$0
$21.5 Million 2.44% of portfolio
271,502
Q1 2025 Added 5.59%
$117B
$19.9 Million 2.26% of portfolio
66,060
Q1 2025 Added 0.6%
$95.4B
$17.8 Million 2.02% of portfolio
127,472
Q1 2025 Reduced 0.34%
$0
$15.1 Million 1.72% of portfolio
119,264
Q1 2025 Reduced 0.47%
$3.35T
$13.2 Million 1.5% of portfolio
59,388
Q1 2025 Reduced 0.63%
$0
$13 Million 1.47% of portfolio
259,968
Q1 2025 New
$0
$12.6 Million 1.43% of portfolio
29,983
Q1 2025 Added 0.25%
$0
$11.1 Million 1.26% of portfolio
121,351
Q1 2025 Added 1.09%
$0
$8.19 Million 0.93% of portfolio
70,437
Q1 2025 Reduced 0.52%
$0
$7.43 Million 0.84% of portfolio
61,198
Q1 2025 Added 1.85%
$0
$7.21 Million 0.82% of portfolio
41,942
Q1 2025 Added 0.52%
$0
$6.62 Million 0.75% of portfolio
125,388
Q1 2025 Added 20.97%
$0
$6.29 Million 0.71% of portfolio
11,250
Q4 2024 Added 0.38%
$0
$6.03 Million 0.68% of portfolio
135,758
Q1 2025 New
$0
$5.89 Million 0.67% of portfolio
185,664
Q1 2025 Reduced 77.97%
$0
$5.02 Million 0.57% of portfolio
27,536
Q1 2025 Reduced 0.61%
$53.5B
$4.65 Million 0.53% of portfolio
78,940
Q4 2024 Reduced 2.0%
$0
$4.68 Million 0.53% of portfolio
12,992
Q1 2025 Reduced 0.51%
$0
$4.51 Million 0.51% of portfolio
58,966
Q1 2025 Reduced 26.44%
$2.89T
$4.27 Million 0.48% of portfolio
11,364
Q1 2025 Reduced 5.0%
$478B
$3.99 Million 0.45% of portfolio
5
Q3 2022 Added 400.0%
$146B
$3.55 Million 0.4% of portfolio
96,164
Q1 2025 Reduced 2.01%
$0
$3.22 Million 0.37% of portfolio
32,717
Q1 2025 Added 0.01%
$6.23B
$2.88 Million 0.33% of portfolio
17,195
Q1 2025 Reduced 0.02%
$0
$2.85 Million 0.32% of portfolio
40,521
Q1 2025 Reduced 3.96%
$718B
$2.73 Million 0.31% of portfolio
11,138
Q1 2025 Reduced 1.42%
$45.2B
$2.64 Million 0.3% of portfolio
8,880
Q1 2025 Added 5.64%
$1.9T
$2.67 Million 0.3% of portfolio
14,051
Q1 2025 Added 3.12%
$106B
$2.59 Million 0.29% of portfolio
8,998
Q1 2025 Reduced 3.12%
$0
$2.36 Million 0.27% of portfolio
40,491
Q1 2025 Added 10.92%
$0
$2.32 Million 0.26% of portfolio
13,563
Q1 2025 Added 11.01%
$0
$2.23 Million 0.25% of portfolio
105,210
Q1 2025 Reduced 2.57%
$0
$2.24 Million 0.25% of portfolio
60,236
Q1 2025 Added 2.14%
$0
$2.05 Million 0.23% of portfolio
26,075
Q4 2024 Reduced 0.38%
$685B
$1.92 Million 0.22% of portfolio
3,656
Q1 2025 Added 1.5%
$265B
$1.96 Million 0.22% of portfolio
18,079
Q1 2025 Added 2.81%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $881 Million
  • Prior Value $851 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email