Amplius Wealth Advisors, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $818 Million distributed in 178 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 $80.6M, Pacer Fds Tr Devel Mrkts Intl with a value of $55M, Putnam ETF Tr Putnam Focused L with a value of $54.3M, Pacer Fds Tr Pacer Us Small Ca with a value of $50.8M, and Vanguard Bd Index Fd Inc Inter with a value of $47.9M.

Examining the 13F form we can see an increase of $43M in the current position value, from $775M to 818M.

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

Portfolio value $818 Million
ETFs: $631 Million
Financial Services: $78.3 Million
Technology: $21.8 Million
Communication Services: $11.2 Million
Industrials: $4.77 Million
Healthcare: $4.52 Million
Consumer Cyclical: $4.15 Million
Consumer Defensive: $2.91 Million
Other: $5.65 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 178
  • Current Value $818 Million
  • Prior Value $775 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 15 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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