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
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.6K
+ 11.98%
$19.47 - $20.4 $226K - $237K
108K $2.18M
MRK
Merck & Co., Inc.

Healthcare
3.33K
+ 117.38%
$73.47 - $87.12 $245K - $290K
6.17K $488K
V
Visa Inc.

Financial Services
616
+ 26.7%
$308.27 - $373.31 $190K - $230K
2.92K $1.04M
GS
Goldman Sachs Group Inc

Financial Services
321
New
$462.22 - $707.75 $148K - $227K
321 $227K
ASML
Asml Holding Nv

Technology
275
New
$595.37 - $815.24 $164K - $224K
275 $220K
AMP
Ameriprise Financial Inc

Financial Services
408
New
$422.19 - $533.73 $172K - $218K
408 $217K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.54K
New
$60.61 - $87.72 $154K - $222K
2.54K $215K
VXF
Vanguard Extended Market ETF

ETFs
1.06K
New
$150.43 - $192.71 $159K - $204K
1.06K $204K
GOOG
Alphabet Inc.

Communication Services
120
+ 1.42%
$146.58 - $180.01 $17.6K - $21.6K
8.55K $1.52M
CAT
Caterpillar Inc

Industrials
516
New
$273.94 - $388.21 $141K - $200K
516 $200K
NFLX
Netflix Inc

Communication Services
14
+ 3.97%
$855.86 - $1339.13 $12K - $18.7K
367 $491K
VTI
Vanguard Total Stock Market Et

ETFs
74
+ 1.63%
$243.75 - $303.93 $18K - $22.5K
4.62K $1.4M
JHML
John Hancock Multifactor Large

ETFs
1
+ 0.0%
$59.74 - $73.35 $59.7 - $73.4
22K $1.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
35
+ 0.36%
$152.42 - $182.82 $5.33K - $6.4K
9.7K $1.77M
IBM
International Business Machines Corp

Technology
35
+ 1.35%
$221.03 - $294.78 $7.74K - $10.3K
2.63K $775K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.5K
+ 57.5%
$7.19 - $8.75 $82.7K - $101K
31.5K $275K
IVV
Ishares Core S&P 500 ETF

ETFs
31
+ 2.19%
$498.8 - $620.9 $15.5K - $19.2K
1.45K $899K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.11%
$180.84 - $240.32 $543 - $721
2.69K $647K
MS
Morgan Stanley

Financial Services
84
+ 2.18%
$99.83 - $140.86 $8.39K - $11.8K
3.95K $555K
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 2.27%
$221.86 - $362.89 $7.99K - $13.1K
1.62K $515K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 3.19%
$141.37 - $228.57 $6.93K - $11.2K
1.58K $358K
EFA
Ishares Tr Msci Eafe ETF

ETFs
500
+ 6.19%
$72.96 - $90.39 $36.5K - $45.2K
8.58K $766K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.09%
$82.96 - $110.1 $415 - $551
5.63K $619K
AXP
American Express CO

Financial Services
46
+ 2.82%
$231.39 - $318.98 $10.6K - $14.7K
1.68K $534K
VUG
Vanguard Growth ETF

ETFs
38
+ 3.52%
$329.49 - $438.4 $12.5K - $16.7K
1.12K $489K
INTU
Intuit Inc

Technology
18
+ 4.25%
$544.07 - $787.63 $9.79K - $14.2K
442 $348K
ADP
Automatic Data Processing Inc

Industrials
253
+ 28.91%
$276.76 - $326.81 $70K - $82.7K
1.13K $347K
CSCO
Cisco Systems, Inc.

Technology
317
+ 4.23%
$53.19 - $69.38 $16.9K - $22K
7.82K $542K
IWM
Ishares Russell 2000 ETF

ETFs
200
+ 9.64%
$174.82 - $215.79 $35K - $43.2K
2.28K $490K
NOW
Service Now, Inc.

Technology
5
+ 1.93%
$721.65 - $1040.18 $3.61K - $5.2K
264 $271K
TROX
Tronox Holdings PLC

Basic Materials
12.6K
New
$4.51 - $6.87 $56.6K - $86.2K
12.6K $63K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
169
+ 8.92%
$108.06 - $135.3 $18.3K - $22.9K
2.06K $279K
BCAT
Black Rock Capital Allocation Trust

ETFs
1.57K
+ 5.42%
$13.2 - $15.27 $20.7K - $24K
30.6K $462K
ACM
Aecom

Industrials
5
+ 0.22%
$87.19 - $113.06 $436 - $565
2.25K $253K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.58%
$908.13 - $1056.85 $4.54K - $5.28K
871 $862K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
23
+ 0.64%
$76.98 - $98.31 $1.77K - $2.26K
3.63K $356K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
512
+ 1.95%
$19.33 - $22.25 $9.9K - $11.4K
26.7K $594K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$45.65 - $57.01 $45.7 - $57
4.72K $269K
FDIS
Fidelity Covington Tr Msci Con

ETFs
22
+ 0.93%
$75.33 - $94.56 $1.66K - $2.08K
2.39K $224K
BSX
Boston Scientific Corp

Healthcare
38
+ 1.6%
$89.7 - $107.41 $3.41K - $4.08K
2.42K $259K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
26
+ 0.87%
$61.08 - $74.04 $1.59K - $1.93K
3K $222K
ABT
Abbott Laboratories

Healthcare
75
+ 4.51%
$123.95 - $138.08 $9.3K - $10.4K
1.74K $236K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
263
+ 0.95%
N/A
27.8K $877K
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 0.08%
N/A
27.6K $5.02M
ET
Energy Transfer LP

Energy
383
+ 2.77%
$15.65 - $18.93 $5.99K - $7.25K
14.2K $258K
Ishares Tr
32.1K
New
N/A
32.1K $0
Ishares Tr
50.1K
New
N/A
50.1K $0
Ea Series Trust
39.1K
+ 29.41%
N/A
172K $0
VUSB
Vanguard Bd Index Fds
18.7K
New
N/A
18.7K $0
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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