Amplius Wealth Advisors, LLC New Holdings in Q2 2025

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EES
Wisdomtree U.S. Smallcap Fund

ETFs
145K
New
$42.54 - $50.99 $6.15M - $7.37M
145K $7.37M
SUB
Ishares Short Term National Mu

ETFs
11.8K
New
$104.77 - $106.34 $1.24M - $1.26M
11.8K $1.26M
VT
Vanguard Total World Stk Index

ETFs
4.87K
New
$103.16 - $128.52 $502K - $626K
4.87K $626K
PLTR
Palantir Technologies Inc.

Technology
3.15K
New
$74.01 - $144.25 $233K - $454K
3.15K $429K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.65K
New
$51.81 - $61.79 $345K - $411K
6.65K $410K
RTX
Raytheon Technologies Corp

Industrials
2.36K
New
$113.75 - $148.48 $269K - $351K
2.36K $344K
MUB
Ishares National Muni Bond ETF

ETFs
3.13K
New
$102.31 - $105.8 $321K - $331K
3.13K $327K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.07K
New
$50.52 - $50.92 $307K - $309K
6.07K $309K
C
Citigroup Inc

Financial Services
3.45K
New
$58.13 - $85.12 $201K - $294K
3.45K $293K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.65K
New
$102.02 - $103.5 $271K - $274K
2.65K $272K
MDT
Medtronic PLC

Healthcare
2.96K
New
$80.68 - $88.86 $239K - $263K
2.96K $258K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.77K
New
$74.88 - $91.97 $207K - $254K
2.77K $254K
DELL
Dell Technologies Inc.

Technology
2.06K
New
$71.63 - $125.98 $147K - $259K
2.06K $252K
MOH
Molina Healthcare, Inc.

Healthcare
796
New
$290.25 - $353.24 $231K - $281K
796 $237K
MMM
3 M CO

Industrials
1.56K
New
$126.09 - $154.15 $196K - $240K
1.56K $236K
GS
Goldman Sachs Group Inc

Financial Services
321
New
$462.22 - $707.75 $148K - $227K
321 $227K
ASML
Asml Holding Nv

Technology
275
New
$595.37 - $815.24 $164K - $224K
275 $220K
AMP
Ameriprise Financial Inc

Financial Services
408
New
$422.19 - $533.73 $172K - $218K
408 $217K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.54K
New
$60.61 - $87.72 $154K - $222K
2.54K $215K
VXF
Vanguard Extended Market ETF

ETFs
1.06K
New
$150.43 - $192.71 $159K - $204K
1.06K $204K
CAT
Caterpillar Inc

Industrials
516
New
$273.94 - $388.21 $141K - $200K
516 $200K
TROX
Tronox Holdings PLC

Basic Materials
12.6K
New
$4.51 - $6.87 $56.6K - $86.2K
12.6K $63K
Ishares Tr
50.1K
New
N/A
50.1K $0
Ishares Tr
32.1K
New
N/A
32.1K $0
VUSB
Vanguard Bd Index Fds
18.7K
New
N/A
18.7K $0
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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