Amplius Wealth Advisors, LLC Reduced Holdings in Q1 2025

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-657K
- 77.97%
$29.06 - $32.62 $19.1M - $21.4M
186K $5.89M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-543K
- 84.85%
$20.08 - $20.62 $10.9M - $11.2M
96.9K $1.95M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-155K
- 13.53%
$29.34 - $31.31 $4.55M - $4.86M
992K $29.3M
BX
Blackstone Inc.

Financial Services
-430
- 0.34%
$136.53 - $186.74 $58.7K - $80.3K
127K $17.8M
HTAB
Hartford Fds Exchange Traded

ETFs
-88.8K
- 5.0%
$18.95 - $19.6 $1.68M - $1.74M
1.69M $32.1M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-47.7K
- 6.93%
$50.24 - $50.57 $2.4M - $2.41M
641K $32.4M
AAPL
Apple Inc.

Technology
-375
- 0.63%
$209.68 - $247.1 $78.6K - $92.7K
59.4K $13.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-563
- 0.47%
$126.86 - $146.45 $71.4K - $82.5K
119K $15.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-21.2K
- 26.44%
$73.78 - $76.59 $1.56M - $1.62M
59K $4.51M
MSFT
Microsoft Corp

Technology
-598
- 5.0%
$375.39 - $447.2 $224K - $267K
11.4K $4.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-67
- 0.51%
$360.07 - $417.26 $24.1K - $28K
13K $4.68M
AMG
Affiliated Managers Group, Inc.

Financial Services
-4
- 0.02%
$154.65 - $189.71 $619 - $759
17.2K $2.88M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-11.2K
- 28.78%
$23.87 - $24.35 $267K - $272K
27.7K $663K
HD
Home Depot, Inc.

Consumer Cyclical
-564
- 22.8%
$347.25 - $424.87 $196K - $240K
1.91K $699K
DIS
Walt Disney CO

Communication Services
-901
- 12.93%
$96.87 - $114.0 $87.3K - $103K
6.07K $598K
META
Meta Platforms, Inc.

Communication Services
-230
- 8.46%
$576.36 - $736.67 $133K - $169K
2.49K $1.44M
XLK
Technology Sector Spdr

ETFs
-175
- 4.14%
$206.38 - $242.18 $36.1K - $42.4K
4.05K $835K
WMT
Walmart Inc.

Consumer Defensive
-1.5K
- 29.04%
$84.5 - $105.05 $127K - $158K
3.67K $322K
CMCSA
Comcast Corp

Communication Services
-1.97K
- 2.01%
$33.19 - $38.23 $65.4K - $75.4K
96.2K $3.55M
ACWI
Ishares Msci Acwi ETF

ETFs
-369
- 0.52%
$115.16 - $124.13 $42.5K - $45.8K
70.4K $8.19M
LMT
Lockheed Martin Corp

Industrials
-207
- 25.31%
$423.19 - $506.29 $87.6K - $105K
611 $272K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.05K
- 18.65%
$26.63 - $26.75 $108K - $108K
17.7K $472K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-49
- 0.5%
$168.16 - $186.21 $8.24K - $9.12K
9.67K $1.64M
PFE
Pfizer Inc

Healthcare
-281
- 0.6%
$25.01 - $27.13 $7.03K - $7.62K
46.5K $1.18M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-663
- 10.21%
$40.03 - $46.81 $26.5K - $31K
5.83K $236K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
-4.2K
- 27.45%
$11.13 - $12.01 $46.8K - $50.5K
11.1K $124K
EME
Emcor Group, Inc.

Industrials
-4
- 0.65%
$361.16 - $535.99 $1.44K - $2.14K
613 $226K
HMOP
Hartford Fds Exchange Traded T

ETFs
-880
- 2.42%
$38.25 - $39.12 $33.7K - $34.4K
35.4K $1.36M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-11
- 0.46%
$82.77 - $101.84 $910 - $1.12K
2.37K $200K
VIG
Vanguard Dividend Appreciation

ETFs
-168
- 0.61%
N/A
27.5K $5.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-50
- 5.88%
$302.31 - $337.54 $15.1K - $16.9K
800 $244K
ET
Energy Transfer LP

Energy
-650
- 4.48%
$17.26 - $21.08 $11.2K - $13.7K
13.8K $257K
FICO
Fair Isaac Corp

Technology
-2
- 1.33%
$1695.35 - $2030.47 $3.39K - $4.06K
148 $272K
IWP
Ishares Russell Mid Cap Growth

ETFs
-3
- 0.11%
$114.9 - $139.6 $345 - $419
2.71K $318K
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.23%
$222.66 - $268.42 $445 - $537
870 $202K
IHDG
Wisdomtree Tr

ETFs
-350
- 5.4%
$43.71 - $47.51 $15.3K - $16.6K
6.13K $268K
CSCO
Cisco Systems, Inc.

Technology
-485
- 6.07%
$58.74 - $64.87 $28.5K - $31.5K
7.5K $462K
PEP
Pepsico Inc

Consumer Defensive
-28
- 2.04%
$142.64 - $156.42 $3.99K - $4.38K
1.35K $201K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-22
- 0.73%
$66.3 - $74.17 $1.46K - $1.63K
2.98K $204K
Calamos ETF Tr
-43.6K
- 9.68%
N/A
406K $0
Calamos ETF Tr
-7K
- 24.88%
N/A
21.1K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-952K
- 91.48%
N/A
88.7K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-3.58K
- 14.68%
N/A
20.8K $0
Ishares Tr
-208K
- 22.37%
N/A
723K $0
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-2.78K
- 2.57%
$20.56 - $21.51 $57.1K - $59.7K
105K $2.23M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 1.65%
$461.52 - $548.18 $8.31K - $9.87K
1.08K $563K
JPM
Jpmorgan Chase & CO

Financial Services
-160
- 1.42%
$225.19 - $279.95 $36K - $44.8K
11.1K $2.73M
IBM
International Business Machines Corp

Technology
-163
- 5.91%
$217.4 - $264.74 $35.4K - $43.2K
2.6K $645K
IXUS
Ishares Tr

ETFs
-1.67K
- 3.96%
$65.06 - $72.31 $109K - $121K
40.5K $2.85M
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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