Amplius Wealth Advisors, LLC Purchases and Sells in Q1 2025

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVEM	108K + 39.3%	$57.11 - $62.4 $6.19M - $6.77M	384K $23.2M
PVAL	156K + 9.04%	$36.8 - $39.59 $5.75M - $6.18M	1.88M $70.9M
IOO	111K + 10.6%	$96.2 - $105.12 $10.6M - $11.6M	1.15M $111M
RECS	161K + 11.94%	$32.64 - $36.08 $5.26M - $5.82M	1.51M $49.9M
CB	391 + 0.6%	$257.71 - $301.99 $101K - $118K	66.1K $19.9M
JHMM	56.7K + 10.11%	$55.69 - $63.12 $3.15M - $3.58M	617K $35.1M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USTB	624K New	$50.08 - $50.71 $31.2M - $31.6M	624K $31.6M
JMUB	260K New	$49.69 - $50.76 $12.9M - $13.2M	260K $13M
IDMO	136K New	$40.34 - $45.45 $5.48M - $6.17M	136K $6.03M
IRBO	22K New	N/A	22K $704K
IVE	1.74K New	$185.78 - $198.58 $324K - $346K	1.74K $329K
ED	2.4K New	$88.0 - $110.59 $211K - $266K	2.4K $265K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICOW	-657K - 77.97%	$29.06 - $32.62 $19.1M - $21.4M	186K $5.89M
MUST	-543K - 84.85%	$20.08 - $20.62 $10.9M - $11.2M	96.9K $1.95M
BUFR	-155K - 13.53%	$29.34 - $31.31 $4.55M - $4.86M	992K $29.3M
BX	-430 - 0.34%	$136.53 - $186.74 $58.7K - $80.3K	127K $17.8M
HTAB	-88.8K - 5.0%	$18.95 - $19.6 $1.68M - $1.74M	1.69M $32.1M
GSST	-47.7K - 6.93%	$50.24 - $50.57 $2.4M - $2.41M	641K $32.4M

Activity Summary All Purchases 99 New Holdings 13 Increased Positions 86 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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