Amplius Wealth Advisors, LLC Reduced Holdings in Q4 2024

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-616K
- 88.48%
$74.5 - $78.37 $45.9M - $48.3M
80.2K $5.99M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-123K
- 12.72%
$28.89 - $31.63 $3.55M - $3.88M
843K $24.6M
JHMM
John Hancock Multifactor Mid C

ETFs
-21.4K
- 3.68%
$59.61 - $64.8 $1.28M - $1.39M
560K $33.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.43K
- 0.85%
$113.92 - $127.38 $277K - $310K
283K $32.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-13.4K
- 26.77%
$43.84 - $48.76 $586K - $652K
36.6K $1.61M
IXUS
Ishares Tr

ETFs
-4.79K
- 10.2%
$65.95 - $72.56 $316K - $348K
42.2K $2.79M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.78K
- 1.46%
$91.94 - $100.02 $163K - $178K
120K $11.1M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-15.9K
- 12.86%
$20.38 - $21.75 $325K - $346K
108K $2.22M
CMCSA
Comcast Corp

Communication Services
-273
- 0.28%
$37.39 - $45.14 $10.2K - $12.3K
98.1K $3.68M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-979
- 2.29%
$174.22 - $187.62 $171K - $184K
41.7K $7.31M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-650
- 1.09%
$33.43 - $36.52 $21.7K - $23.7K
59K $1.99M
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 18.96%
$873.59 - $994.69 $175K - $199K
855 $783K
HDV
Ishares Core High Dividend ETF

ETFs
-690
- 9.26%
$110.82 - $121.28 $76.5K - $83.7K
6.77K $759K
ECVT
Ecovyst Inc.

Basic Materials
-18K
- 49.6%
$6.15 - $8.62 $111K - $155K
18.3K $139K
KO
Coca Cola CO

Consumer Defensive
-214
- 2.36%
$61.74 - $71.71 $13.2K - $15.3K
8.84K $550K
IAU
Ishares Gold Trust

ETFs
-1.61K
- 2.0%
$48.37 - $52.65 $78K - $84.9K
78.9K $3.91M
UPS
United Parcel Service Inc

Industrials
-3
- 0.04%
$122.65 - $138.35 $368 - $415
7.82K $985K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.04K
- 4.98%
$23.99 - $24.55 $48.9K - $50.1K
38.9K $933K
XLV
Select Sector Spdr Fund Health

ETFs
-306
- 16.44%
$136.28 - $154.74 $41.7K - $47.4K
1.56K $213K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-356
- 1.55%
$69.58 - $74.87 $24.8K - $26.7K
22.6K $1.58M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.26K
- 9.43%
$26.55 - $26.67 $60K - $60.3K
21.7K $578K
IBM
International Business Machines Corp

Technology
-238
- 7.94%
$204.9 - $238.04 $48.8K - $56.7K
2.76K $606K
ABBV
Abb Vie Inc.

Healthcare
-21
- 0.81%
$164.99 - $203.87 $3.46K - $4.28K
2.58K $457K
BCAT
Black Rock Capital Allocation Trust

ETFs
-1.15K
- 4.02%
$15.1 - $16.65 $17.4K - $19.2K
27.5K $416K
MRK
Merck & Co., Inc.

Healthcare
-56
- 1.99%
$96.31 - $114.76 $5.39K - $6.43K
2.75K $273K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-408
- 1.23%
$97.11 - $104.1 $39.6K - $42.5K
32.7K $3.2M
ACM
Aecom

Industrials
-517
- 18.81%
$101.97 - $116.97 $52.7K - $60.5K
2.23K $238K
VIG
Vanguard Dividend Appreciation

ETFs
-231
- 0.83%
N/A
27.7K $5.05M
CVX
Chevron Corp

Energy
-191
- 5.65%
$141.15 - $162.53 $27K - $31K
3.19K $461K
PEP
Pepsico Inc

Consumer Defensive
-24
- 1.72%
$151.29 - $176.1 $3.63K - $4.23K
1.38K $209K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-100
- 0.38%
$77.23 - $82.11 $7.72K - $8.21K
26.1K $2.03M
DELL
Dell Technologies Inc.

Technology
-93
- 4.03%
$111.96 - $144.21 $10.4K - $13.4K
2.21K $255K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-329
- 1.19%
N/A
27.4K $863K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5
- 0.08%
$44.33 - $49.55 $222 - $248
6.49K $291K
INTU
Intuit Inc

Technology
-9
- 2.16%
$602.01 - $706.25 $5.42K - $6.36K
408 $256K
Calamos ETF Tr
-78.4K
- 14.83%
N/A
450K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-37.1K
- 3.44%
N/A
1.04M $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-32.1K
- 4.57%
N/A
669K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-18.1K
- 42.62%
N/A
24.4K $0
Innovator Etfs Tr
-3.38K
- 28.74%
N/A
8.38K $0
FICO
Fair Isaac Corp

Technology
-2
- 1.32%
$1911.01 - $2382.4 $3.82K - $4.76K
150 $298K
XLK
Technology Sector Spdr

ETFs
-103
- 2.38%
$220.26 - $241.44 $22.7K - $24.9K
4.22K $981K
XLC
Select Sector Spdr Tr Communic

ETFs
-210
- 5.02%
$89.66 - $102.16 $18.8K - $21.5K
3.98K $384K
VFH
Vanguard Financial ETF

ETFs
-150
- 4.85%
$108.87 - $126.2 $16.3K - $18.9K
2.94K $347K
AON
Aon PLC

Financial Services
-24
- 1.8%
$344.14 - $393.31 $8.26K - $9.44K
1.31K $469K
WMT
Walmart Inc.

Consumer Defensive
-435
- 7.75%
$79.1 - $95.7 $34.4K - $41.6K
5.18K $467K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-22
- 0.92%
$85.33 - $104.24 $1.88K - $2.29K
2.38K $231K
VBK
Vanguard Small Cap Growth ETF

ETFs
-5
- 0.28%
$264.18 - $304.19 $1.32K - $1.52K
1.78K $497K
IWP
Ishares Russell Mid Cap Growth

ETFs
-22
- 0.8%
$116.4 - $138.52 $2.56K - $3.05K
2.71K $343K
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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