Amplius Wealth Advisors, LLC Incresed Positions in Q1 2025

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
108K
+ 39.3%
$57.11 - $62.4 $6.19M - $6.77M
384K $23.2M
PVAL
Putnam ETF Tr Putnam Focused L
156K
+ 9.04%
$36.8 - $39.59 $5.75M - $6.18M
1.88M $70.9M
IOO
Ishares Tr Global 100 ETF

ETFs
111K
+ 10.6%
$96.2 - $105.12 $10.6M - $11.6M
1.15M $111M
RECS
Columbia ETF Tr I

ETFs
161K
+ 11.94%
$32.64 - $36.08 $5.26M - $5.82M
1.51M $49.9M
CB
Chubb LTD

Financial Services
391
+ 0.6%
$257.71 - $301.99 $101K - $118K
66.1K $19.9M
JHMM
John Hancock Multifactor Mid C

ETFs
56.7K
+ 10.11%
$55.69 - $63.12 $3.15M - $3.58M
617K $35.1M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
98K
+ 12.19%
$54.9 - $62.36 $5.38M - $6.11M
902K $50M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
45.6K
+ 16.1%
$102.49 - $119.96 $4.67M - $5.47M
329K $34.2M
JPEM
Jp Morgan Diversified Return

ETFs
21.7K
+ 20.97%
$50.81 - $54.04 $1.1M - $1.17M
125K $6.62M
BXSL
Blackstone Secured Lending Fund

Financial Services
11.9K
+ 2.38%
$31.3 - $34.5 $373K - $411K
512K $16.9M
IEFA
Ishares Tr

ETFs
4.03K
+ 44.17%
$69.57 - $78.65 $281K - $317K
13.2K $1.01M
VB
Vanguard Small Cap ETF

ETFs
1.61K
+ 119.9%
$217.89 - $252.64 $351K - $406K
2.95K $654K
VRSK
Verisk Analytics, Inc.

Industrials
474
+ 5.64%
$268.63 - $301.33 $127K - $143K
8.88K $2.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 1.5%
$442.66 - $534.52 $23.9K - $28.9K
3.66K $1.92M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.7K
+ 38.68%
$121.0 - $142.28 $327K - $384K
9.68K $1.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.18K
+ 66.12%
$247.97 - $296.33 $291K - $348K
2.95K $746K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.26K
+ 2.14%
$33.63 - $37.64 $42.5K - $47.6K
60.2K $2.24M
VTV
Vanguard Value ETF

ETFs
1.35K
+ 11.01%
$167.73 - $179.21 $226K - $241K
13.6K $2.32M
OEF
Ishares S&P 100 ETF

ETFs
863
+ 0.92%
N/A
94.4K $25.1M
IEMG
Ishares Inc

ETFs
3.18K
+ 38.88%
N/A
11.4K $609K
XCEM
Columbia ETF Tr Ii

ETFs
5.43K
+ 30.54%
$29.18 - $30.72 $158K - $167K
23.2K $686K
T
At&T Inc.

Communication Services
2.34K
+ 18.18%
$21.56 - $28.28 $50.5K - $66.2K
15.2K $430K
ABBV
Abb Vie Inc.

Healthcare
237
+ 9.2%
$169.2 - $216.66 $40.1K - $51.3K
2.81K $589K
V
Visa Inc.

Financial Services
98
+ 4.44%
$306.92 - $362.71 $30.1K - $35.5K
2.31K $808K
CVX
Chevron Corp

Energy
192
+ 6.02%
$146.71 - $167.97 $28.2K - $32.3K
3.38K $565K
LLY
Eli Lilly & CO

Healthcare
20
+ 1.31%
$725.72 - $929.72 $14.5K - $18.6K
1.55K $1.28M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
80
+ 0.35%
$68.32 - $75.06 $5.47K - $6K
22.7K $1.67M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.19%
$208.48 - $244.03 $1.04K - $1.22K
2.65K $645K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.99K
+ 10.92%
$57.21 - $65.8 $228K - $262K
40.5K $2.36M
DGRO
Ishares Core Dividend Growth E

ETFs
1.3K
+ 39.56%
$60.46 - $64.42 $78.6K - $83.7K
4.59K $280K
AON
Aon PLC

Financial Services
47
+ 3.6%
$348.44 - $409.32 $16.4K - $19.2K
1.35K $540K
XLV
Select Sector Spdr Fund Health

ETFs
342
+ 21.99%
$137.61 - $149.68 $47.1K - $51.2K
1.9K $274K
UBER
Uber Technologies, Inc

Technology
145
+ 3.63%
$63.17 - $81.49 $9.16K - $11.8K
4.14K $301K
MA
Mastercard Inc

Financial Services
51
+ 3.62%
$504.67 - $576.31 $25.7K - $29.4K
1.46K $799K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.34K
+ 18.2%
$81.62 - $96.63 $109K - $129K
8.68K $721K
WM
Waste Management Inc

Industrials
8
+ 0.49%
$200.54 - $233.78 $1.6K - $1.87K
1.66K $383K
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
ADP
Automatic Data Processing Inc

Industrials
31
+ 3.67%
$286.85 - $318.64 $8.89K - $9.88K
875 $267K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
902
+ 3.57%
$21.3 - $22.61 $19.2K - $20.4K
26.2K $561K
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
TJX
Tjx Companies Inc

Consumer Cyclical
93
+ 4.17%
$112.81 - $126.16 $10.5K - $11.7K
2.32K $283K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
192
+ 0.7%
N/A
27.6K $869K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.19%
$283.24 - $338.07 $566 - $676
1.08K $318K
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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