Amplius Wealth Advisors, LLC Purchases and Sells in Q2 2025

Amplius Wealth Advisors, LLC

$985 Million
Q2 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	32.9K + 34.88%	N/A	127K $33.9M
PVAL	71.6K + 3.8%	$33.6 - $40.23 $2.41M - $2.88M	1.96M $78.7M
RECS	20.5K + 1.36%	$29.4 - $36.79 $603K - $754K	1.53M $56.4M
QQQ	1.04K + 1.48%	$416.06 - $551.64 $434K - $575K	71.6K $39.5M
ACWI	36K + 51.09%	$103.59 - $128.6 $3.73M - $4.63M	106K $13.7M
CB	17.2K + 26.01%	$274.32 - $302.46 $4.71M - $5.2M	83.2K $24.1M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EES	145K New	$42.54 - $50.99 $6.15M - $7.37M	145K $7.37M
SUB	11.8K New	$104.77 - $106.34 $1.24M - $1.26M	11.8K $1.26M
VT	4.87K New	$103.16 - $128.52 $502K - $626K	4.87K $626K
PLTR	3.15K New	$74.01 - $144.25 $233K - $454K	3.15K $429K
EZM	6.65K New	$51.81 - $61.79 $345K - $411K	6.65K $410K
RTX	2.36K New	$113.75 - $148.48 $269K - $351K	2.36K $344K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-45.7K - 13.92%	$90.56 - $109.49 $4.14M - $5.01M	283K $30.9M
JMUB	-26.5K - 10.19%	$48.46 - $50.2 $1.28M - $1.33M	233K $11.6M
IJT	-4.59K - 47.47%	$108.87 - $133.04 $500K - $611K	5.08K $676K
HMOP	-10.4K - 29.28%	$37.54 - $38.74 $389K - $402K	25.1K $959K
ORCC	-25.6K - 58.32%	N/A	18.3K $245K
BIV	-5.12K - 8.68%	$75.05 - $77.34 $384K - $396K	53.8K $4.16M

Activity Summary All Purchases 112 New Holdings 26 Increased Positions 86 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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