Amplius Wealth Advisors, LLC Purchases in Q3 2024

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
262K
+ 1130.99%
$105.53 - $118.34 $27.7M - $31M
285K $33.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
578K
+ 134.47%
$28.1 - $29.89 $16.2M - $17.3M
1.01M $30.1M
PVAL
Putnam ETF Tr Putnam Focused L
202K
+ 14.79%
$35.03 - $37.94 $7.07M - $7.66M
1.57M $59.4M
RECS
Columbia ETF Tr I

ETFs
196K
+ 19.2%
$30.74 - $33.91 $6.03M - $6.65M
1.22M $41.3M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
107K
+ 16.92%
$49.94 - $56.3 $5.36M - $6.04M
741K $41.7M
BX
Blackstone Inc.

Financial Services
1.38K
+ 1.08%
$120.77 - $159.66 $166K - $220K
129K $19.7M
IOO
Ishares Tr Global 100 ETF

ETFs
11.8K
+ 1.3%
$89.63 - $100.83 $1.05M - $1.19M
917K $90.9M
CB
Chubb LTD

Financial Services
2.5K
+ 4.35%
$252.51 - $292.2 $632K - $732K
60K $17.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.76K
+ 0.4%
$74.26 - $78.84 $205K - $217K
696K $54.6M
MUST
Columbia ETF Tr I Multi Sector

ETFs
106K
+ 23.33%
$20.28 - $20.85 $2.16M - $2.22M
563K $11.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.66K
+ 1.95%
$75.88 - $83.21 $353K - $388K
244K $20.3M
AAPL
Apple Inc.

Technology
385
+ 0.66%
$207.23 - $234.82 $79.8K - $90.4K
59.2K $13.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
215
+ 0.76%
$386.81 - $423.12 $83.2K - $91K
28.5K $12.1M
HTAB
Hartford Fds Exchange Traded

ETFs
11.7K
+ 1.57%
$19.24 - $19.9 $225K - $233K
756K $15M
AVGO
Broadcom Inc.

Technology
10.1K
+ 1200.47%
$136.27 - $1745.86 $1.38M - $17.7M
11K $1.89M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
7.25K
+ 2.52%
$50.15 - $50.66 $364K - $367K
295K $14.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
720
+ 52.06%
$475.2 - $527.7 $342K - $380K
2.1K $1.11M
CMCSA
Comcast Corp

Communication Services
1.63K
+ 1.68%
$37.33 - $41.78 $60.7K - $68K
98.4K $4.11M
T
At&T Inc.

Communication Services
11.9K
New
$18.21 - $22.28 $216K - $265K
11.9K $261K
LOW
Lowes Companies Inc

Consumer Cyclical
866
New
$213.3 - $270.78 $185K - $234K
866 $234K
BLDR
Builders First Source, Inc.

Industrials
1.19K
New
$132.6 - $201.83 $158K - $240K
1.19K $230K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.21K
New
$156.14 - $187.2 $188K - $226K
1.21K $222K
VEA
Vanguard Ftse Developed Market

ETFs
4.03K
New
$47.6 - $53.31 $192K - $215K
4.03K $212K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.4K
New
$75.81 - $88.73 $182K - $213K
2.4K $212K
PGR
Progressive Corp

Financial Services
834
New
$209.46 - $259.24 $175K - $216K
834 $211K
GE
General Electric CO

Industrials
1.11K
New
$156.66 - $189.66 $174K - $211K
1.11K $209K
DGRO
Ishares Core Dividend Growth E

ETFs
3.29K
New
$57.47 - $62.76 $189K - $206K
3.29K $205K
META
Meta Platforms, Inc.

Communication Services
35
+ 1.32%
$453.41 - $572.44 $15.9K - $20K
2.68K $1.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.27K
New
$79.92 - $88.19 $182K - $200K
2.27K $200K
HD
Home Depot, Inc.

Consumer Cyclical
115
+ 4.97%
$333.64 - $405.2 $38.4K - $46.6K
2.43K $984K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.01%
$90.36 - $98.07 $361 - $392
33.1K $3.25M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
951
+ 26.28%
$127.29 - $141.5 $121K - $135K
4.57K $637K
IBM
International Business Machines Corp

Technology
1
+ 0.03%
$175.1 - $223.38 $175 - $223
3K $662K
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 1.47%
$194.9 - $224.8 $34.9K - $40.2K
12.4K $2.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
167
+ 0.5%
$57.32 - $62.65 $9.57K - $10.5K
33.4K $2.08M
KO
Coca Cola CO

Consumer Defensive
654
+ 7.79%
$62.69 - $73.01 $41K - $47.7K
9.05K $650K
UNH
Unitedhealth Group Inc

Healthcare
31
+ 3.27%
$488.01 - $604.18 $15.1K - $18.7K
978 $571K
AON
Aon PLC

Financial Services
31
+ 2.38%
$293.16 - $351.06 $9.09K - $10.9K
1.33K $460K
PG
Procter & Gamble CO

Consumer Defensive
144
+ 2.46%
$160.76 - $177.82 $23.1K - $25.6K
5.99K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.24%
$255.18 - $283.2 $2.55K - $2.83K
4.16K $1.18M
AXP
American Express CO

Financial Services
2
+ 0.13%
$225.92 - $271.17 $452 - $542
1.55K $420K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.36%
$520.18 - $576.82 $2.6K - $2.88K
1.41K $812K
IWP
Ishares Russell Mid Cap Growth

ETFs
212
+ 8.4%
$103.87 - $117.59 $22K - $24.9K
2.74K $320K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 1.69%
$200.87 - $224.6 $6.03K - $6.74K
1.81K $398K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
478
+ 1.95%
$20.56 - $22.25 $9.83K - $10.6K
25K $555K
MS
Morgan Stanley

Financial Services
46
+ 1.21%
$92.07 - $106.96 $4.24K - $4.92K
3.85K $401K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.84K
+ 8.65%
$14.36 - $16.0 $55.2K - $61.5K
48.2K $728K
DHR
Danaher Corp

Healthcare
11
+ 1.35%
$239.25 - $280.76 $2.63K - $3.09K
825 $229K
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.14%
$84.77 - $97.13 $678 - $777
5.61K $537K
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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