Amplius Wealth Advisors, LLC Incresed Positions in Q2 2025

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
32.9K
+ 34.88%
N/A
127K $33.9M
PVAL
Putnam ETF Tr Putnam Focused L
71.6K
+ 3.8%
$33.6 - $40.23 $2.41M - $2.88M
1.96M $78.7M
RECS
Columbia ETF Tr I

ETFs
20.5K
+ 1.36%
$29.4 - $36.79 $603K - $754K
1.53M $56.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
+ 1.48%
$416.06 - $551.64 $434K - $575K
71.6K $39.5M
ACWI
Ishares Msci Acwi ETF

ETFs
36K
+ 51.09%
$103.59 - $128.6 $3.73M - $4.63M
106K $13.7M
CB
Chubb LTD

Financial Services
17.2K
+ 26.01%
$274.32 - $302.46 $4.71M - $5.2M
83.2K $24.1M
AVEM
American Centy ETF Tr Avantis

ETFs
13.3K
+ 3.46%
$53.08 - $68.54 $706K - $912K
398K $27.3M
JHMM
John Hancock Multifactor Mid C

ETFs
11.6K
+ 1.88%
$50.32 - $61.13 $584K - $709K
629K $38.4M
HTAB
Hartford Fds Exchange Traded

ETFs
181K
+ 10.7%
$18.44 - $19.31 $3.33M - $3.49M
1.87M $34.9M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
51.5K
+ 8.02%
$50.29 - $50.56 $2.59M - $2.6M
693K $35M
MSFT
Microsoft Corp

Technology
319
+ 2.81%
$354.56 - $497.45 $113K - $159K
11.7K $5.81M
IXUS
Ishares Tr

ETFs
16.3K
+ 40.2%
$62.37 - $77.63 $1.02M - $1.26M
56.8K $4.39M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.38K
+ 0.88%
$71.28 - $83.74 $170K - $199K
274K $22.9M
IEFA
Ishares Tr

ETFs
16K
+ 121.36%
$67.83 - $84.09 $1.08M - $1.34M
29.1K $2.43M
VRSK
Verisk Analytics, Inc.

Industrials
4.15K
+ 46.77%
$277.03 - $321.33 $1.15M - $1.33M
13K $4.06M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.59K
+ 7.06%
$39.69 - $51.24 $381K - $491K
145K $7.45M
BX
Blackstone Inc.

Financial Services
1.07K
+ 0.84%
$120.07 - $151.11 $128K - $162K
129K $19.2M
NVDA
Nvidia Corp

Technology
2.86K
+ 15.8%
$94.31 - $157.99 $269K - $451K
20.9K $3.31M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.57K
+ 5.84%
$108.12 - $135.04 $386K - $482K
64.8K $8.75M
AMZN
Amazon Com Inc

Consumer Cyclical
2.98K
+ 21.19%
$167.32 - $223.3 $498K - $665K
17K $3.74M
AMG
Affiliated Managers Group, Inc.

Financial Services
2.4K
+ 13.96%
$143.35 - $197.67 $344K - $475K
19.6K $3.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
210
+ 1.62%
$320.42 - $424.58 $67.3K - $89.2K
13.2K $5.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
240
+ 2.13%
$496.48 - $617.85 $119K - $148K
11.5K $7.1M
UNH
Unitedhealth Group Inc

Healthcare
3.03K
+ 281.77%
$274.35 - $599.47 $831K - $1.82M
4.1K $1.28M
GOOGL
Alphabet Inc.

Communication Services
1.49K
+ 13.89%
$144.7 - $178.6 $216K - $266K
12.2K $2.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
588
+ 27.68%
$456.74 - $568.03 $269K - $334K
2.71K $1.54M
META
Meta Platforms, Inc.

Communication Services
70
+ 2.81%
$484.66 - $738.09 $33.9K - $51.7K
2.56K $1.89M
IEMG
Ishares Inc

ETFs
6.29K
+ 55.31%
N/A
17.7K $947K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.43K
+ 6.0%
$51.16 - $62.02 $124K - $151K
42.9K $2.66M
IRBO
Ishares Robotics & Artificial

ETFs
9.17K
+ 41.74%
N/A
31.1K $998K
VB
Vanguard Small Cap ETF

ETFs
993
+ 33.65%
$193.73 - $237.37 $192K - $236K
3.94K $934K
WMT
Walmart Inc.

Consumer Defensive
2.39K
+ 65.15%
$81.79 - $99.98 $196K - $239K
6.07K $593K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.11K
+ 17.84%
$166.82 - $194.23 $185K - $216K
7.33K $1.42M
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.6K
+ 11.98%
$19.47 - $20.4 $226K - $237K
108K $2.18M
MRK
Merck & Co., Inc.

Healthcare
3.33K
+ 117.38%
$73.47 - $87.12 $245K - $290K
6.17K $488K
V
Visa Inc.

Financial Services
616
+ 26.7%
$308.27 - $373.31 $190K - $230K
2.92K $1.04M
GOOG
Alphabet Inc.

Communication Services
120
+ 1.42%
$146.58 - $180.01 $17.6K - $21.6K
8.55K $1.52M
GE
General Electric CO

Industrials
448
+ 38.79%
$166.81 - $257.39 $74.7K - $115K
1.6K $412K
NFLX
Netflix Inc

Communication Services
14
+ 3.97%
$855.86 - $1339.13 $12K - $18.7K
367 $491K
VTI
Vanguard Total Stock Market Et

ETFs
74
+ 1.63%
$243.75 - $303.93 $18K - $22.5K
4.62K $1.4M
JHML
John Hancock Multifactor Large

ETFs
1
+ 0.0%
$59.74 - $73.35 $59.7 - $73.4
22K $1.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
35
+ 0.36%
$152.42 - $182.82 $5.33K - $6.4K
9.7K $1.77M
IBM
International Business Machines Corp

Technology
35
+ 1.35%
$221.03 - $294.78 $7.74K - $10.3K
2.63K $775K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.5K
+ 57.5%
$7.19 - $8.75 $82.7K - $101K
31.5K $275K
IVV
Ishares Core S&P 500 ETF

ETFs
31
+ 2.19%
$498.8 - $620.9 $15.5K - $19.2K
1.45K $899K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.11%
$180.84 - $240.32 $543 - $721
2.69K $647K
MS
Morgan Stanley

Financial Services
84
+ 2.18%
$99.83 - $140.86 $8.39K - $11.8K
3.95K $555K
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 2.27%
$221.86 - $362.89 $7.99K - $13.1K
1.62K $515K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 3.19%
$141.37 - $228.57 $6.93K - $11.2K
1.58K $358K
Activity Summary
Buys All Purchases 112 New Holdings 26 Increased Positions 86 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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