Amplius Wealth Advisors, LLC Incresed Positions in Q4 2024

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
394K
+ 133.59%
$50.23 - $50.47 $19.8M - $19.9M
689K $34.6M
HTAB
Hartford Fds Exchange Traded

ETFs
1.02M
+ 134.97%
$19.26 - $19.88 $19.6M - $20.3M
1.78M $34.4M
IOO
Ishares Tr Global 100 ETF

ETFs
127K
+ 13.84%
$97.46 - $103.45 $12.4M - $13.1M
1.04M $105M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
62.2K
+ 8.39%
$55.58 - $62.6 $3.46M - $3.89M
804K $48.3M
RECS
Columbia ETF Tr I

ETFs
134K
+ 11.03%
$33.61 - $36.42 $4.51M - $4.89M
1.35M $46.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
139K
+ 13.78%
$29.73 - $30.81 $4.13M - $4.28M
1.15M $35M
PVAL
Putnam ETF Tr Putnam Focused L
161K
+ 10.29%
$36.85 - $39.99 $5.94M - $6.44M
1.73M $64.1M
AVEM
American Centy ETF Tr Avantis

ETFs
80.7K
+ 41.31%
$58.59 - $66.14 $4.73M - $5.34M
276K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
+ 1.52%
$481.22 - $538.17 $495K - $553K
68.8K $35.2M
MUST
Columbia ETF Tr I Multi Sector

ETFs
76.9K
+ 13.68%
$20.25 - $20.87 $1.56M - $1.61M
639K $13M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.26K
+ 1.06%
$129.96 - $144.97 $164K - $183K
120K $16.7M
CB
Chubb LTD

Financial Services
5.64K
+ 9.4%
$271.57 - $301.89 $1.53M - $1.7M
65.7K $18.1M
OEF
Ishares S&P 100 ETF

ETFs
2.67K
+ 2.93%
N/A
93.6K $24.9M
AVGO
Broadcom Inc.

Technology
134
+ 1.22%
$159.67 - $250.0 $21.4K - $33.5K
11.1K $2.58M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.4K
+ 4.9%
$417.69 - $450.94 $584K - $630K
29.9K $12.7M
ACWI
Ishares Msci Acwi ETF

ETFs
6.56K
+ 10.21%
$117.05 - $123.03 $768K - $807K
70.8K $8.32M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.3K
+ 5.45%
$80.93 - $85.66 $1.08M - $1.14M
257K $20.8M
PFE
Pfizer Inc

Healthcare
20.9K
+ 80.7%
$24.8 - $30.19 $519K - $631K
46.8K $1.24M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.97K
+ 117.52%
$90.66 - $99.46 $359K - $394K
7.34K $667K
IEFA
Ishares Tr

ETFs
5.26K
+ 135.86%
$70.06 - $77.43 $368K - $407K
9.13K $641K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.41K
+ 52.69%
$134.53 - $150.65 $324K - $363K
6.98K $944K
GOOGL
Alphabet Inc.

Communication Services
301
+ 2.93%
$161.86 - $196.66 $48.7K - $59.2K
10.6K $2M
NVDA
Nvidia Corp

Technology
223
+ 1.28%
$117.0 - $148.88 $26.1K - $33.2K
17.6K $2.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
371
+ 0.62%
$124.26 - $134.12 $46.1K - $49.8K
60.1K $7.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.14K
+ 9.42%
$61.68 - $67.87 $194K - $213K
36.5K $2.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
43
+ 0.38%
$567.81 - $607.81 $24.4K - $26.1K
11.3K $6.59M
VTI
Vanguard Total Stock Market Et

ETFs
388
+ 9.34%
$280.04 - $302.45 $109K - $117K
4.54K $1.32M
DIS
Walt Disney CO

Communication Services
190
+ 2.8%
$92.39 - $117.6 $17.6K - $22.3K
6.97K $775K
AMG
Affiliated Managers Group, Inc.

Financial Services
4
+ 0.02%
$175.77 - $196.52 $703 - $786
17.2K $3.18M
V
Visa Inc.

Financial Services
84
+ 3.95%
$273.87 - $320.91 $23K - $27K
2.21K $698K
IEMG
Ishares Inc

ETFs
1.85K
+ 29.11%
N/A
8.19K $439K
VB
Vanguard Small Cap ETF

ETFs
364
+ 37.22%
$233.76 - $261.58 $85.1K - $95.2K
1.34K $322K
VUG
Vanguard Growth ETF

ETFs
142
+ 17.05%
$378.79 - $428.11 $53.8K - $60.8K
975 $400K
NFLX
Netflix Inc

Communication Services
17
+ 5.06%
$687.65 - $936.56 $11.7K - $15.9K
353 $314K
META
Meta Platforms, Inc.

Communication Services
40
+ 1.49%
$554.08 - $632.68 $22.2K - $25.3K
2.72K $1.6M
BAC
Bank Of America Corp

Financial Services
395
+ 3.67%
$39.22 - $47.77 $15.5K - $18.9K
11.2K $490K
AXP
American Express CO

Financial Services
77
+ 4.97%
$267.35 - $305.57 $20.6K - $23.5K
1.63K $482K
IWM
Ishares Russell 2000 ETF

ETFs
270
+ 14.96%
$216.13 - $242.4 $58.4K - $65.4K
2.08K $458K
CSCO
Cisco Systems, Inc.

Technology
52
+ 0.66%
$52.45 - $60.02 $2.73K - $3.12K
7.99K $472K
MA
Mastercard Inc

Financial Services
1
+ 0.07%
$491.3 - $536.15 $491 - $536
1.41K $741K
NOW
Service Now, Inc.

Technology
1
+ 0.39%
$867.18 - $1148.42 $867 - $1.15K
255 $270K
PNC
Pnc Financial Services Group, Inc.

Financial Services
120
+ 9.96%
$178.39 - $215.0 $21.4K - $25.8K
1.33K $255K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.01K
+ 4.16%
$14.69 - $15.67 $29.5K - $31.4K
50.2K $761K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.11%
$94.43 - $105.47 $567 - $633
5.62K $570K
T
At&T Inc.

Communication Services
994
+ 8.36%
$21.22 - $23.88 $21.1K - $23.7K
12.9K $293K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
138
+ 0.8%
$18.92 - $22.13 $2.61K - $3.05K
17.4K $360K
JNJ
Johnson & Johnson

Healthcare
727
+ 16.13%
$143.34 - $165.86 $104K - $121K
5.23K $756K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.14%
$521.84 - $558.82 $1.57K - $1.68K
2.11K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.36%
$570.51 - $610.59 $2.85K - $3.05K
1.41K $831K
Activity Summary
Buys All Purchases 87 New Holdings 13 Increased Positions 74 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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