Amplius Wealth Advisors, LLC Purchases in Q2 2025

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
32.9K
+ 34.88%
N/A
127K $33.9M
PVAL
Putnam ETF Tr Putnam Focused L
71.6K
+ 3.8%
$33.6 - $40.23 $2.41M - $2.88M
1.96M $78.7M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
145K
New
$42.54 - $50.99 $6.15M - $7.37M
145K $7.37M
RECS
Columbia ETF Tr I

ETFs
20.5K
+ 1.36%
$29.4 - $36.79 $603K - $754K
1.53M $56.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
+ 1.48%
$416.06 - $551.64 $434K - $575K
71.6K $39.5M
ACWI
Ishares Msci Acwi ETF

ETFs
36K
+ 51.09%
$103.59 - $128.6 $3.73M - $4.63M
106K $13.7M
CB
Chubb LTD

Financial Services
17.2K
+ 26.01%
$274.32 - $302.46 $4.71M - $5.2M
83.2K $24.1M
AVEM
American Centy ETF Tr Avantis

ETFs
13.3K
+ 3.46%
$53.08 - $68.54 $706K - $912K
398K $27.3M
JHMM
John Hancock Multifactor Mid C

ETFs
11.6K
+ 1.88%
$50.32 - $61.13 $584K - $709K
629K $38.4M
HTAB
Hartford Fds Exchange Traded

ETFs
181K
+ 10.7%
$18.44 - $19.31 $3.33M - $3.49M
1.87M $34.9M
USTB
Victory Portfolios Ii Victorys

ETFs
49K
+ 7.86%
$50.21 - $50.82 $2.46M - $2.49M
673K $34.2M
MSFT
Microsoft Corp

Technology
319
+ 2.81%
$354.56 - $497.45 $113K - $159K
11.7K $5.81M
IXUS
Ishares Tr

ETFs
16.3K
+ 40.2%
$62.37 - $77.63 $1.02M - $1.26M
56.8K $4.39M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.38K
+ 0.88%
$71.28 - $83.74 $170K - $199K
274K $22.9M
IEFA
Ishares Tr

ETFs
16K
+ 121.36%
$67.83 - $84.09 $1.08M - $1.34M
29.1K $2.43M
VRSK
Verisk Analytics, Inc.

Industrials
4.15K
+ 46.77%
$277.03 - $321.33 $1.15M - $1.33M
13K $4.06M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.59K
+ 7.06%
$39.69 - $51.24 $381K - $491K
145K $7.45M
BX
Blackstone Inc.

Financial Services
1.07K
+ 0.84%
$120.07 - $151.11 $128K - $162K
129K $19.2M
NVDA
Nvidia Corp

Technology
2.86K
+ 15.8%
$94.31 - $157.99 $269K - $451K
20.9K $3.31M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.57K
+ 5.84%
$108.12 - $135.04 $386K - $482K
64.8K $8.75M
SUB
Ishares Short Term National Mu

ETFs
11.8K
New
$104.77 - $106.34 $1.24M - $1.26M
11.8K $1.26M
AMZN
Amazon Com Inc

Consumer Cyclical
2.98K
+ 21.19%
$167.32 - $223.3 $498K - $665K
17K $3.74M
AMG
Affiliated Managers Group, Inc.

Financial Services
2.4K
+ 13.96%
$143.35 - $197.67 $344K - $475K
19.6K $3.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
210
+ 1.62%
$320.42 - $424.58 $67.3K - $89.2K
13.2K $5.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
240
+ 2.13%
$496.48 - $617.85 $119K - $148K
11.5K $7.1M
UNH
Unitedhealth Group Inc

Healthcare
3.03K
+ 281.77%
$274.35 - $599.47 $831K - $1.82M
4.1K $1.28M
VT
Vanguard Total World Stk Index

ETFs
4.87K
New
$103.16 - $128.52 $502K - $626K
4.87K $626K
GOOGL
Alphabet Inc.

Communication Services
1.49K
+ 13.89%
$144.7 - $178.6 $216K - $266K
12.2K $2.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
588
+ 27.68%
$456.74 - $568.03 $269K - $334K
2.71K $1.54M
META
Meta Platforms, Inc.

Communication Services
70
+ 2.81%
$484.66 - $738.09 $33.9K - $51.7K
2.56K $1.89M
PLTR
Palantir Technologies Inc.

Technology
3.15K
New
$74.01 - $144.25 $233K - $454K
3.15K $429K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.65K
New
$51.81 - $61.79 $345K - $411K
6.65K $410K
RTX
Raytheon Technologies Corp

Industrials
2.36K
New
$113.75 - $148.48 $269K - $351K
2.36K $344K
IEMG
Ishares Inc

ETFs
6.29K
+ 55.31%
N/A
17.7K $947K
MUB
Ishares National Muni Bond ETF

ETFs
3.13K
New
$102.31 - $105.8 $321K - $331K
3.13K $327K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.07K
New
$50.52 - $50.92 $307K - $309K
6.07K $309K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.43K
+ 6.0%
$51.16 - $62.02 $124K - $151K
42.9K $2.66M
IRBO
Ishares Robotics & Artificial

ETFs
9.17K
+ 41.74%
N/A
31.1K $998K
C
Citigroup Inc

Financial Services
3.45K
New
$58.13 - $85.12 $201K - $294K
3.45K $293K
VB
Vanguard Small Cap ETF

ETFs
993
+ 33.65%
$193.73 - $237.37 $192K - $236K
3.94K $934K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.65K
New
$102.02 - $103.5 $271K - $274K
2.65K $272K
WMT
Walmart Inc.

Consumer Defensive
2.39K
+ 65.15%
$81.79 - $99.98 $196K - $239K
6.07K $593K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.11K
+ 17.84%
$166.82 - $194.23 $185K - $216K
7.33K $1.42M
ORCL
Oracle Corp

Technology
1.2K
New
$122.82 - $218.63 $147K - $262K
1.2K $261K
MDT
Medtronic PLC

Healthcare
2.96K
New
$80.68 - $88.86 $239K - $263K
2.96K $258K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.77K
New
$74.88 - $91.97 $207K - $254K
2.77K $254K
DELL
Dell Technologies Inc.

Technology
2.06K
New
$71.63 - $125.98 $147K - $259K
2.06K $252K
MOH
Molina Healthcare, Inc.

Healthcare
796
New
$290.25 - $353.24 $231K - $281K
796 $237K
MMM
3 M CO

Industrials
1.56K
New
$126.09 - $154.15 $196K - $240K
1.56K $236K
Activity Summary
Buys All Purchases 112 New Holdings 26 Increased Positions 86 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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