Amplius Wealth Advisors, LLC Purchases in Q2 2025

Amplius Wealth Advisors, LLC

Stock	Shares change	Price Range	Shares Held
OSEA Harbor ETF Tr Harbor Intl Comp	9.23K + 0.99%	N/A	940K $0
Calamos ETF Tr	818K + 3869.78%	N/A	839K $0
KO Coca Cola CO Consumer Defensive	90 + 1.04%	$68.37 - $73.9 $6.15K - $6.65K	8.73K $617K
NEE Nextera Energy Inc Utilities	32 + 0.72%	$64.11 - $75.0 $2.05K - $2.4K	4.49K $311K
APD Air Products & Chemicals, Inc. Basic Materials	3 + 0.28%	$248.61 - $294.96 $746 - $885	1.08K $305K
GBDC Golub Capital Bdc, Inc. Financial Services	1K + 1.96%	$13.03 - $15.28 $13K - $15.3K	52.2K $764K
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	2 + 0.01%	$68.13 - $74.77 $136 - $150	22.7K $1.65M
PG Procter & Gamble CO Consumer Defensive	238 + 3.87%	$157.66 - $172.39 $37.5K - $41K	6.39K $1.02M
JNJ Johnson & Johnson Healthcare	84 + 1.61%	$146.36 - $159.82 $12.3K - $13.4K	5.3K $808K
ABBV Abb Vie Inc. Healthcare	26 + 0.92%	$170.16 - $206.27 $4.42K - $5.36K	2.84K $527K
AAPL Apple Inc. Technology	3.57K + 6.01%	$172.42 - $223.89 $615K - $799K	63K $12.9M
BXSL Blackstone Secured Lending Fund Financial Services	16.6K + 3.25%	$26.88 - $32.74 $446K - $544K	528K $16.2M

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