Amplius Wealth Advisors, LLC Purchases in Q4 2025

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
32.9K
+ 1.64%
$41.58 - $44.36 $1.37M - $1.46M
2.04M $89.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
36.3K
+ 12.22%
$50.33 - $50.81 $1.83M - $1.85M
334K $16.9M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
104K
New
$13.49 - $14.59 $1.41M - $1.52M
104K $1.47M
AVEM
American Centy ETF Tr Avantis

ETFs
6.02K
+ 1.5%
$73.09 - $78.36 $440K - $471K
407K $31.6M
RECS
Columbia ETF Tr I

ETFs
24.9K
+ 1.56%
$39.39 - $41.32 $981K - $1.03M
1.62M $65.8M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
12K
+ 1.33%
$69.11 - $73.37 $831K - $883K
914K $64.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.3K
+ 2.83%
$102.72 - $103.6 $1.36M - $1.38M
483K $49.7M
NOW
Service Now, Inc.

Technology
1.25K
+ 411.51%
$835.79 - $946.29 $1.05M - $1.18M
1.56K $1.3M
XLK
Technology Sector Spdr

ETFs
3.33K
+ 100.0%
$278.39 - $304.13 $927K - $1.01M
6.66K $1.92M
ACWI
Ishares Msci Acwi ETF

ETFs
5.23K
+ 6.44%
$135.71 - $142.56 $710K - $746K
86.4K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
850
+ 1.92%
$589.5 - $635.77 $501K - $540K
45.1K $27.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.98K
+ 2.8%
$87.0 - $90.6 $608K - $633K
256K $22.7M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
8.37K
+ 5.21%
$52.81 - $55.35 $442K - $463K
169K $9.17M
GOOGL
Alphabet Inc.

Communication Services
555
+ 6.79%
$236.57 - $291.31 $131K - $162K
8.72K $2.41M
AMG
Affiliated Managers Group, Inc.

Financial Services
17
+ 0.09%
$230.78 - $264.8 $3.92K - $4.5K
19.6K $5.07M
JHMM
John Hancock Multifactor Mid C

ETFs
14.1K
+ 2.14%
$62.76 - $65.54 $886K - $925K
673K $42.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.1K
+ 2.54%
$114.27 - $121.15 $926K - $982K
327K $38.2M
LLY
Eli Lilly & CO

Healthcare
34
+ 3.42%
$799.57 - $1025.28 $27.2K - $34.9K
1.03K $1.05M
GOOG
Alphabet Inc.

Communication Services
5
+ 0.08%
$237.49 - $291.74 $1.19K - $1.46K
6.34K $1.81M
AVGO
Broadcom Inc.

Technology
457
+ 6.49%
$324.63 - $385.98 $148K - $176K
7.5K $2.57M
XLV
Select Sector Spdr Fund Health

ETFs
1.53K
New
$141.95 - $152.82 $217K - $234K
1.53K $232K
MMM
3 M CO

Industrials
1.38K
New
$148.75 - $171.6 $205K - $237K
1.38K $228K
USTB
Victory Portfolios Ii Victorys

ETFs
6.74K
+ 0.88%
$50.79 - $51.05 $343K - $344K
770K $39.1M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.52K
New
$79.1 - $82.39 $199K - $208K
2.52K $204K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.1K
+ 11.59%
$85.3 - $88.17 $179K - $185K
20.2K $1.76M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.39K
+ 76.23%
$67.07 - $73.01 $160K - $174K
5.52K $396K
C
Citigroup Inc

Financial Services
1.82K
New
$93.93 - $102.87 $171K - $187K
1.82K $178K
NRZ
New Residential Investment Corp.

Real Estate
15.5K
New
N/A
15.5K $112K
XOM
Exxon Mobil Corp

Energy
762
+ 16.88%
$110.64 - $119.78 $84.3K - $91.3K
5.28K $620K
SPY
Spdr S&P 500 ETF Trust

ETFs
172
+ 1.7%
$653.02 - $687.39 $112K - $118K
10.3K $6.86M
VEA
Vanguard Ftse Developed Market

ETFs
1.3K
+ 27.46%
$59.18 - $62.09 $76.8K - $80.5K
6.02K $369K
BIGZ
Black Rock Innovation & Growth Trust
11.8K
New
N/A
11.8K $78K
JNJ
Johnson & Johnson

Healthcare
159
+ 4.96%
$185.98 - $199.58 $29.6K - $31.7K
3.37K $671K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.76K
+ 0.48%
$50.48 - $50.65 $190K - $190K
787K $39.8M
ET
Energy Transfer LP

Energy
4.03K
+ 27.28%
$16.29 - $17.01 $65.7K - $68.6K
18.8K $319K
IWD
Ishares Russell 1000 Val ETF

ETFs
263
+ 4.39%
$199.44 - $208.01 $52.5K - $54.7K
6.25K $1.28M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
11.2K
New
$4.79 - $5.29 $53.6K - $59.2K
11.2K $53K
V
Visa Inc.

Financial Services
199
+ 14.58%
$325.75 - $352.42 $64.8K - $70.1K
1.56K $509K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
10
+ 0.33%
$101.39 - $114.39 $1.01K - $1.14K
3.02K $343K
ORCC
Owl Rock Capital Corp

Financial Services
2.86K
+ 18.19%
N/A
18.6K $248K
VTV
Vanguard Value ETF

ETFs
111
+ 1.58%
$182.87 - $189.72 $20.3K - $21.1K
7.14K $1.34M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
452
+ 5.47%
$50.85 - $51.0 $23K - $23.1K
8.72K $444K
AXP
American Express CO

Financial Services
22
+ 1.5%
$316.26 - $372.77 $6.96K - $8.2K
1.49K $508K
WMT
Walmart Inc.

Consumer Defensive
178
+ 3.76%
$101.18 - $109.03 $18K - $19.4K
4.92K $505K
GE
General Electric CO

Industrials
49
+ 5.01%
$291.49 - $314.28 $14.3K - $15.4K
1.03K $308K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.36%
$656.2 - $690.71 $3.28K - $3.45K
1.4K $942K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
86
+ 4.75%
$116.0 - $122.39 $9.98K - $10.5K
1.9K $225K
PLTR
Palantir Technologies Inc.

Technology
206
+ 6.88%
$172.14 - $207.18 $35.5K - $42.7K
3.2K $556K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
502
+ 1.86%
$22.58 - $23.01 $11.3K - $11.6K
27.6K $622K
Activity Summary
Buys All Purchases 77 New Holdings 9 Increased Positions 68 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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