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
EFA
Ishares Tr Msci Eafe ETF

ETFs
500
+ 6.19%
$72.96 - $90.39 $36.5K - $45.2K
8.58K $766K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.09%
$82.96 - $110.1 $415 - $551
5.63K $619K
AXP
American Express CO

Financial Services
46
+ 2.82%
$231.39 - $318.98 $10.6K - $14.7K
1.68K $534K
VUG
Vanguard Growth ETF

ETFs
38
+ 3.52%
$329.49 - $438.4 $12.5K - $16.7K
1.12K $489K
INTU
Intuit Inc

Technology
18
+ 4.25%
$544.07 - $787.63 $9.79K - $14.2K
442 $348K
CSCO
Cisco Systems, Inc.

Technology
317
+ 4.23%
$53.19 - $69.38 $16.9K - $22K
7.82K $542K
ADP
Automatic Data Processing Inc

Industrials
253
+ 28.91%
$276.76 - $326.81 $70K - $82.7K
1.13K $347K
IWM
Ishares Russell 2000 ETF

ETFs
200
+ 9.64%
$174.82 - $215.79 $35K - $43.2K
2.28K $490K
NOW
Service Now, Inc.

Technology
5
+ 1.93%
$721.65 - $1040.18 $3.61K - $5.2K
264 $271K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
169
+ 8.92%
$108.06 - $135.3 $18.3K - $22.9K
2.06K $279K
BCAT
Black Rock Capital Allocation Trust

ETFs
1.57K
+ 5.42%
$13.2 - $15.27 $20.7K - $24K
30.6K $462K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.58%
$908.13 - $1056.85 $4.54K - $5.28K
871 $862K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
23
+ 0.64%
$76.98 - $98.31 $1.77K - $2.26K
3.63K $356K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
512
+ 1.95%
$19.33 - $22.25 $9.9K - $11.4K
26.7K $594K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.02%
$45.65 - $57.01 $45.7 - $57
4.72K $269K
FDIS
Fidelity Covington Tr Msci Con

ETFs
22
+ 0.93%
$75.33 - $94.56 $1.66K - $2.08K
2.39K $224K
BSX
Boston Scientific Corp

Healthcare
38
+ 1.6%
$89.7 - $107.41 $3.41K - $4.08K
2.42K $259K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
26
+ 0.87%
$61.08 - $74.04 $1.59K - $1.93K
3K $222K
ABT
Abbott Laboratories

Healthcare
75
+ 4.51%
$123.95 - $138.08 $9.3K - $10.4K
1.74K $236K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
263
+ 0.95%
N/A
27.8K $877K
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 0.08%
N/A
27.6K $5.02M
ET
Energy Transfer LP

Energy
383
+ 2.77%
$15.65 - $18.93 $5.99K - $7.25K
14.2K $258K
Ea Series Trust
39.1K
+ 29.41%
N/A
172K $0
Calamos ETF Tr
818K
+ 3869.78%
N/A
839K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
9.23K
+ 0.99%
N/A
940K $0
KO
Coca Cola CO

Consumer Defensive
90
+ 1.04%
$68.37 - $73.9 $6.15K - $6.65K
8.73K $617K
NEE
Nextera Energy Inc

Utilities
32
+ 0.72%
$64.11 - $75.0 $2.05K - $2.4K
4.49K $311K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.28%
$248.61 - $294.96 $746 - $885
1.08K $305K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1K
+ 1.96%
$13.03 - $15.28 $13K - $15.3K
52.2K $764K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.01%
$68.13 - $74.77 $136 - $150
22.7K $1.65M
PG
Procter & Gamble CO

Consumer Defensive
238
+ 3.87%
$157.66 - $172.39 $37.5K - $41K
6.39K $1.02M
JNJ
Johnson & Johnson

Healthcare
84
+ 1.61%
$146.36 - $159.82 $12.3K - $13.4K
5.3K $808K
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.92%
$170.16 - $206.27 $4.42K - $5.36K
2.84K $527K
AAPL
Apple Inc.

Technology
3.57K
+ 6.01%
$172.42 - $223.89 $615K - $799K
63K $12.9M
BXSL
Blackstone Secured Lending Fund

Financial Services
16.6K
+ 3.25%
$26.88 - $32.74 $446K - $544K
528K $16.2M
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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