Amplius Wealth Advisors, LLC Purchases in Q1 2025

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
3.26K
+ 8.02%
N/A
43.9K $588K
BSX
Boston Scientific Corp

Healthcare
124
+ 5.49%
$89.38 - $106.18 $11.1K - $13.2K
2.38K $240K
CCRV
Ishares U S ETF Tr Commodity C

ETFs
1.3K
+ 2.03%
$19.55 - $20.85 $25.4K - $27.1K
65.5K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.29%
$890.62 - $1076.86 $9.8K - $11.8K
866 $819K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
474
+ 15.13%
$86.24 - $97.98 $40.9K - $46.4K
3.61K $314K
PG
Procter & Gamble CO

Consumer Defensive
69
+ 1.14%
$158.56 - $176.26 $10.9K - $12.2K
6.15K $1.05M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
902
+ 3.57%
$21.3 - $22.61 $19.2K - $20.4K
26.2K $561K
ADP
Automatic Data Processing Inc

Industrials
31
+ 3.67%
$286.85 - $318.64 $8.89K - $9.88K
875 $267K
GBDC
Golub Capital Bdc, Inc.

Financial Services
926
+ 1.84%
$14.46 - $15.96 $13.4K - $14.8K
51.2K $780K
RWL
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.01%
$96.9 - $104.39 $388 - $418
32.7K $3.22M
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.19%
$283.24 - $338.07 $566 - $676
1.08K $318K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
192
+ 0.7%
N/A
27.6K $869K
INTU
Intuit Inc

Technology
16
+ 3.92%
$555.63 - $630.23 $8.89K - $10.1K
424 $260K
Ea Series Trust
14.7K
+ 12.38%
N/A
133K $0
Innovator Etfs Tr
55
+ 0.66%
N/A
8.43K $0
BCAT
Black Rock Capital Allocation Trust

ETFs
1.49K
+ 5.42%
$14.35 - $15.88 $21.4K - $23.7K
29K $416K
Blackrock Inc
8
+ 2.43%
N/A
337 $0
OSEA
Harbor ETF Tr Harbor Intl Comp
261K
+ 39.02%
N/A
930K $0
VUG
Vanguard Growth ETF

ETFs
104
+ 10.67%
$369.1 - $427.61 $38.4K - $44.5K
1.08K $399K
NEE
Nextera Energy Inc

Utilities
27
+ 0.61%
$66.96 - $76.16 $1.81K - $2.06K
4.45K $315K
VOE
Vanguard Mid Cap Value Index F

ETFs
15
+ 0.5%
$156.61 - $168.02 $2.35K - $2.52K
3K $476K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6
+ 0.14%
$53.6 - $58.97 $322 - $354
4.17K $226K
BAC
Bank Of America Corp

Financial Services
251
+ 2.25%
$39.61 - $47.74 $9.94K - $12K
11.4K $476K
PNC
Pnc Financial Services Group, Inc.

Financial Services
34
+ 2.57%
$168.84 - $202.89 $5.74K - $6.9K
1.36K $238K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.44%
$183.02 - $207.75 $1.28K - $1.45K
1.59K $295K
MRK
Merck & Co., Inc.

Healthcare
84
+ 3.05%
$83.01 - $101.02 $6.97K - $8.49K
2.84K $254K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.31K
+ 1.09%
$90.0 - $96.32 $118K - $126K
121K $11.1M
ACM
Aecom

Industrials
10
+ 0.45%
$92.54 - $111.05 $925 - $1.11K
2.24K $207K
MS
Morgan Stanley

Financial Services
8
+ 0.21%
$111.68 - $141.08 $893 - $1.13K
3.86K $450K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
525
+ 3.02%
$17.74 - $22.07 $9.31K - $11.6K
17.9K $323K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.35%
$554.06 - $615.85 $2.77K - $3.08K
1.42K $791K
AXP
American Express CO

Financial Services
3
+ 0.18%
$255.39 - $325.87 $766 - $978
1.63K $438K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 0.85%
$507.05 - $563.67 $9.13K - $10.1K
2.12K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.11%
$92.45 - $106.69 $555 - $640
5.62K $520K
NOW
Service Now, Inc.

Technology
4
+ 1.57%
$783.83 - $1170.39 $3.14K - $4.68K
259 $206K
TSLA
Tesla, Inc.

Consumer Cyclical
402
+ 33.95%
$222.15 - $428.22 $89.3K - $172K
1.59K $411K
UPS
United Parcel Service Inc

Industrials
513
+ 6.56%
$109.66 - $136.26 $56.3K - $69.9K
8.33K $916K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.09%
$271.18 - $303.12 $1.08K - $1.21K
4.55K $1.24M
VONG
Vanguard Russell 1000 Growth E

ETFs
8
+ 0.09%
$92.71 - $107.38 $742 - $859
8.67K $803K
RSP
Invesco S&P 500 Equal Weight E

ETFs
215
+ 0.52%
$169.43 - $182.84 $36.4K - $39.3K
41.9K $7.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
76
+ 0.25%
$408.78 - $448.82 $31.1K - $34.1K
30K $12.6M
GOOG
Alphabet Inc.

Communication Services
236
+ 2.88%
$156.06 - $207.71 $36.8K - $49K
8.43K $1.32M
HUBB
Hubbell Inc

Industrials
2
+ 0.07%
$330.91 - $456.86 $662 - $914
3.04K $1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.11K
+ 1.85%
$120.29 - $134.6 $134K - $150K
61.2K $7.43M
AMZN
Amazon Com Inc

Consumer Cyclical
425
+ 3.12%
$190.26 - $242.06 $80.9K - $103K
14.1K $2.67M
GOOGL
Alphabet Inc.

Communication Services
163
+ 1.54%
$154.33 - $206.19 $25.2K - $33.6K
10.7K $1.66M
NVDA
Nvidia Corp

Technology
494
+ 2.81%
$106.98 - $149.43 $52.8K - $73.8K
18.1K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.75K
+ 2.55%
$468.34 - $539.52 $820K - $945K
70.5K $33.1M
Activity Summary
Buys All Purchases 99 New Holdings 13 Increased Positions 86 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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