Amplius Wealth Advisors, LLC Incresed Positions in Q3 2025

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
467K
+ 17600.53%
$102.4 - $103.88 $47.8M - $48.5M
469K $48.5M
RECS
Columbia ETF Tr I

ETFs
66.6K
+ 4.35%
$36.82 - $40.35 $2.45M - $2.69M
1.6M $64.5M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
29.2K
+ 3.34%
$63.92 - $70.83 $1.86M - $2.06M
902K $63.6M
PVAL
Putnam ETF Tr Putnam Focused L
51.3K
+ 2.62%
$39.93 - $42.72 $2.05M - $2.19M
2.01M $85.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
36.3K
+ 12.83%
$108.46 - $120.63 $3.94M - $4.38M
319K $37.9M
USTB
Victory Portfolios Ii Victorys

ETFs
90.1K
+ 13.4%
$50.54 - $51.1 $4.56M - $4.61M
763K $38.9M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
90.6K
+ 13.07%
$50.37 - $50.7 $4.56M - $4.59M
783K $39.7M
JHMM
John Hancock Multifactor Mid C

ETFs
30.1K
+ 4.79%
$61.22 - $65.26 $1.84M - $1.97M
659K $42.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
64K
+ 27.43%
$49.09 - $50.58 $3.14M - $3.24M
298K $15M
AVEM
American Centy ETF Tr Avantis

ETFs
3.71K
+ 0.93%
$68.33 - $75.41 $254K - $280K
401K $30.1M
JPEM
Jp Morgan Diversified Return

ETFs
6.72K
+ 5.43%
$56.25 - $59.87 $378K - $402K
130K $7.7M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
8.6K
+ 129.32%
$61.83 - $67.07 $532K - $577K
15.3K $1.01M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.2K
+ 36.16%
$50.81 - $51.07 $112K - $112K
8.27K $422K
XCEM
Columbia ETF Tr Ii

ETFs
1.9K
+ 14.14%
$33.85 - $36.86 $64.5K - $70.2K
15.4K $558K
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 2.9%
$357.4 - $423.42 $19.3K - $22.9K
1.92K $777K
NEE
Nextera Energy Inc

Utilities
479
+ 10.68%
$69.77 - $77.54 $33.4K - $37.1K
4.97K $374K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.11%
$108.97 - $121.65 $654 - $730
5.63K $680K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.03%
$83.08 - $100.2 $83.1 - $100
3.01K $301K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
494
+ 2.82%
$20.33 - $22.62 $10K - $11.2K
18K $398K
UPS
United Parcel Service Inc

Industrials
2.13K
+ 25.8%
$82.58 - $105.54 $176K - $225K
10.4K $868K
PJT
Pjt Partners Inc.

Financial Services
3
+ 0.12%
$165.08 - $188.27 $495 - $565
2.43K $431K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
20
+ 0.97%
$134.94 - $145.86 $2.7K - $2.92K
2.08K $303K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
335
+ 1.25%
$22.18 - $22.83 $7.43K - $7.65K
27K $615K
ED
Consolidated Edison Inc

Utilities
162
+ 6.77%
$95.57 - $105.36 $15.5K - $17.1K
2.56K $256K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$56.02 - $60.3 $56 - $60.3
4.72K $283K
BCAT
Black Rock Capital Allocation Trust

ETFs
1.6K
+ 5.24%
$14.56 - $15.29 $23.3K - $24.5K
32.2K $475K
MUB
Ishares National Muni Bond ETF

ETFs
25
+ 0.8%
$103.24 - $106.68 $2.58K - $2.67K
3.16K $336K
NOW
Service Now, Inc.

Technology
40
+ 15.15%
$850.86 - $1044.69 $34K - $41.8K
304 $279K
IEMG
Ishares Inc

ETFs
47
+ 0.27%
N/A
17.7K $949K
Ea Series Trust
6.11K
+ 3.55%
N/A
178K $0
T
At&T Inc.

Communication Services
311
+ 2.06%
$26.94 - $29.62 $8.38K - $9.21K
15.4K $435K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
292
+ 2.36%
$18.41 - $20.12 $5.38K - $5.88K
12.7K $233K
ET
Energy Transfer LP

Energy
548
+ 3.85%
$17.11 - $18.16 $9.38K - $9.95K
14.8K $253K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.44K
+ 2.76%
$13.69 - $15.48 $19.7K - $22.3K
53.6K $733K
BXSL
Blackstone Secured Lending Fund

Financial Services
40.4K
+ 7.65%
$26.07 - $32.55 $1.05M - $1.32M
569K $14.8M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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