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
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.96%
$280.08 - $307.97 $2.24K - $2.46K
844 $247K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
333
+ 8.69%
$56.06 - $61.35 $18.7K - $20.4K
4.17K $235K
ORCC
Owl Rock Capital Corp

Financial Services
702
+ 1.76%
N/A
40.7K $544K
JHML
John Hancock Multifactor Large

ETFs
1
+ 0.0%
$68.78 - $73.44 $68.8 - $73.4
22K $1.53M
QUAL
Ishares Msci Usa Quality Facto

ETFs
86
+ 0.89%
$176.42 - $186.91 $15.2K - $16.1K
9.72K $1.73M
Ea Series Trust
44.3K
+ 59.82%
N/A
118K $0
Calamos ETF Tr
18K
+ 177.57%
N/A
28.1K $0
GLD
Spdr Gold Trust

ETFs
35
+ 0.38%
$236.59 - $257.5 $8.28K - $9.01K
9.29K $2.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
716
+ 9.72%
$75.1 - $82.99 $53.8K - $59.4K
8.08K $610K
HMOP
Hartford Fds Exchange Traded T

ETFs
342
+ 0.95%
$38.56 - $39.45 $13.2K - $13.5K
36.3K $1.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.03%
$160.89 - $176.18 $161 - $176
2.98K $482K
PG
Procter & Gamble CO

Consumer Defensive
92
+ 1.54%
$161.05 - $179.7 $14.8K - $16.5K
6.08K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.69%
$244.52 - $284.07 $1.47K - $1.7K
872 $215K
UNH
Unitedhealth Group Inc

Healthcare
115
+ 11.76%
$485.52 - $625.25 $55.8K - $71.9K
1.09K $552K
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 1.85%
$385.02 - $431.37 $17.3K - $19.4K
2.47K $962K
NEE
Nextera Energy Inc

Utilities
115
+ 2.67%
$69.77 - $85.43 $8.02K - $9.82K
4.43K $317K
XOM
Exxon Mobil Corp

Energy
204
+ 2.66%
$105.51 - $125.37 $21.5K - $25.6K
7.88K $847K
UBER
Uber Technologies, Inc

Technology
101
+ 2.59%
$59.93 - $86.34 $6.05K - $8.72K
4K $240K
MSFT
Microsoft Corp

Technology
107
+ 0.9%
$406.35 - $454.46 $43.5K - $48.6K
12K $5.04M
VTV
Vanguard Value ETF

ETFs
15
+ 0.12%
$168.32 - $181.87 $2.52K - $2.73K
12.2K $2.07M
LMT
Lockheed Martin Corp

Industrials
13
+ 1.61%
$479.66 - $614.62 $6.24K - $7.99K
818 $397K
JPEM
Jp Morgan Diversified Return

ETFs
6.68K
+ 6.89%
$51.88 - $57.84 $347K - $386K
104K $5.38M
LLY
Eli Lilly & CO

Healthcare
61
+ 4.16%
$727.2 - $932.06 $44.4K - $56.9K
1.53K $1.18M
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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