Amplius Wealth Advisors, LLC Reduced Holdings in Q2 2025

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-45.7K
- 13.92%
$90.56 - $109.49 $4.14M - $5.01M
283K $30.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-26.5K
- 10.19%
$48.46 - $50.2 $1.28M - $1.33M
233K $11.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.59K
- 47.47%
$108.87 - $133.04 $500K - $611K
5.08K $676K
HMOP
Hartford Fds Exchange Traded T

ETFs
-10.4K
- 29.28%
$37.54 - $38.74 $389K - $402K
25.1K $959K
ORCC
Owl Rock Capital Corp

Financial Services
-25.6K
- 58.32%
N/A
18.3K $245K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.12K
- 8.68%
$75.05 - $77.34 $384K - $396K
53.8K $4.16M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-22.4K
- 12.04%
$27.79 - $34.16 $621K - $764K
163K $5.56M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.17K
- 7.23%
$376.48 - $440.65 $816K - $955K
27.8K $12.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.19K
- 40.38%
$219.76 - $276.94 $262K - $330K
1.76K $487K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.44K
- 39.6%
$73.7 - $90.98 $253K - $313K
5.24K $476K
XOM
Exxon Mobil Corp

Energy
-1.13K
- 14.81%
$99.93 - $119.04 $113K - $135K
6.5K $700K
MA
Mastercard Inc

Financial Services
-372
- 25.5%
$479.92 - $590.74 $179K - $220K
1.09K $610K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-7.59K
- 27.43%
$23.36 - $24.11 $177K - $183K
20.1K $479K
IAU
Ishares Gold Trust

ETFs
-7.09K
- 8.98%
$56.1 - $64.74 $398K - $459K
71.9K $4.48M
LLY
Eli Lilly & CO

Healthcare
-122
- 7.89%
$713.71 - $898.95 $87.1K - $110K
1.42K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 1.15%
$483.48 - $539.8 $20.3K - $22.7K
3.61K $1.76M
CMCSA
Comcast Corp

Communication Services
-447
- 0.46%
$32.84 - $36.72 $14.7K - $16.4K
95.7K $3.42M
CVX
Chevron Corp

Energy
-149
- 4.41%
$133.73 - $168.51 $19.9K - $25.1K
3.23K $462K
VTV
Vanguard Value ETF

ETFs
-1.03K
- 7.6%
$153.67 - $176.74 $158K - $182K
12.5K $2.21M
UPS
United Parcel Service Inc

Industrials
-62
- 0.74%
$91.92 - $110.2 $5.7K - $6.83K
8.27K $834K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 0.38%
$212.1 - $244.27 $2.12K - $2.44K
2.64K $576K
XLV
Select Sector Spdr Fund Health

ETFs
-342
- 18.03%
$128.77 - $144.3 $44K - $49.4K
1.56K $209K
AON
Aon PLC

Financial Services
-2
- 0.15%
$335.85 - $398.81 $672 - $798
1.35K $482K
PFE
Pfizer Inc

Healthcare
-136
- 0.29%
$21.59 - $24.84 $2.94K - $3.38K
46.4K $1.12M
ED
Consolidated Edison Inc

Utilities
-8
- 0.33%
$98.05 - $113.3 $784 - $906
2.39K $240K
PGR
Progressive Corp

Financial Services
-25
- 2.83%
$255.27 - $288.74 $6.38K - $7.22K
857 $228K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-679
- 3.84%
$26.41 - $26.76 $17.9K - $18.2K
17K $454K
AIG
American International Group, Inc.

Financial Services
-154
- 5.72%
$77.56 - $87.72 $11.9K - $13.5K
2.54K $217K
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 2.41%
$335.24 - $380.78 $15.4K - $17.5K
1.86K $683K
DGRO
Ishares Core Dividend Growth E

ETFs
-441
- 9.62%
$55.22 - $63.94 $24.4K - $28.2K
4.15K $265K
FICO
Fair Isaac Corp

Technology
-5
- 3.38%
$1503.62 - $2206.01 $7.52K - $11K
143 $261K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.54K
- 2.56%
$32.99 - $38.56 $50.9K - $59.5K
58.7K $2.23M
TJX
Tjx Companies Inc

Consumer Cyclical
-82
- 3.53%
$119.13 - $135.03 $9.77K - $11.1K
2.24K $276K
WM
Waste Management Inc

Industrials
-2
- 0.12%
$216.47 - $242.1 $433 - $484
1.66K $378K
Ishares Tr
-680K
- 94.05%
N/A
43K $0
Blackrock Inc
-3
- 0.89%
N/A
334 $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-8.49K
- 9.57%
N/A
80.2K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-300
- 1.44%
N/A
20.5K $0
Calamos ETF Tr
-255K
- 62.65%
N/A
152K $0
LMT
Lockheed Martin Corp

Industrials
-11
- 1.8%
$430.82 - $486.45 $4.74K - $5.35K
600 $277K
T
At&T Inc.

Communication Services
-124
- 0.81%
$26.33 - $28.94 $3.26K - $3.59K
15.1K $436K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-15
- 1.1%
$149.76 - $186.42 $2.25K - $2.8K
1.34K $250K
GLD
Spdr Gold Trust

ETFs
-377
- 4.19%
$273.71 - $316.29 $103K - $119K
8.62K $2.63M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-425
- 2.37%
$16.12 - $20.75 $6.85K - $8.82K
17.5K $363K
BAC
Bank Of America Corp

Financial Services
-111
- 0.97%
$34.39 - $47.46 $3.82K - $5.27K
11.3K $535K
UBER
Uber Technologies, Inc

Technology
-210
- 5.07%
$64.62 - $93.3 $13.6K - $19.6K
3.93K $366K
JPM
Jpmorgan Chase & CO

Financial Services
-1.49K
- 13.37%
$210.28 - $289.91 $313K - $432K
9.65K $2.8M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-400
- 0.38%
$20.46 - $21.89 $8.18K - $8.76K
105K $2.29M
EME
Emcor Group, Inc.

Industrials
-40
- 6.53%
$342.02 - $534.89 $13.7K - $21.4K
573 $306K
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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