Amplius Wealth Advisors, LLC Purchases and Sells in Q4 2025

Amplius Wealth Advisors, LLC

$858 Million
Q4 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	32.9K + 1.64%	$41.58 - $44.36 $1.37M - $1.46M	2.04M $89.1M
JMUB	36.3K + 12.22%	$50.33 - $50.81 $1.83M - $1.85M	334K $16.9M
AVEM	6.02K + 1.5%	$73.09 - $78.36 $440K - $471K	407K $31.6M
RECS	24.9K + 1.56%	$39.39 - $41.32 $981K - $1.03M	1.62M $65.8M
TMFC	12K + 1.33%	$69.11 - $73.37 $831K - $883K	914K $64.8M
STIP	13.3K + 2.83%	$102.72 - $103.6 $1.36M - $1.38M	483K $49.7M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIZD	104K New	$13.49 - $14.59 $1.41M - $1.52M	104K $1.47M
XLV	1.53K New	$141.95 - $152.82 $217K - $234K	1.53K $232K
MMM	1.38K New	$148.75 - $171.6 $205K - $237K	1.38K $228K
IDEV	2.52K New	$79.1 - $82.39 $199K - $208K	2.52K $204K
C	1.82K New	$93.93 - $102.87 $171K - $187K	1.82K $178K
NRZ	15.5K New	N/A	15.5K $112K

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BXSL	-168K - 29.48%	$25.02 - $27.16 $4.2M - $4.55M	401K $10.7M
PFE	-32.9K - 75.89%	$24.23 - $27.37 $796K - $899K	10.4K $261K
RSP	-3.53K - 14.79%	$185.12 - $192.11 $653K - $678K	20.3K $3.81M
BUFR	-15.8K - 12.1%	$33.05 - $33.87 $521K - $534K	114K $3.85M
CMCSA	-1.76K - 1.9%	$26.98 - $31.09 $47.4K - $54.6K	90.5K $2.46M
JPM	-966 - 14.7%	$294.11 - $320.41 $284K - $310K	5.61K $1.68M

Activity Summary All Purchases 77 New Holdings 9 Increased Positions 68 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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