Amplius Wealth Advisors, LLC Reduced Holdings in Q3 2025

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-1.01K
- 38.52%
$234.77 - $292.47 $238K - $296K
1.62K $456K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-10K
- 35.97%
N/A
17.8K $561K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-16.8K
- 15.47%
$19.87 - $20.65 $334K - $347K
91.7K $1.88M
PG
Procter & Gamble CO

Consumer Defensive
-1.35K
- 21.14%
$150.47 - $161.22 $203K - $218K
5.04K $773K
HMOP
Hartford Fds Exchange Traded T

ETFs
-6.53K
- 26.08%
$37.94 - $39.14 $248K - $256K
18.5K $721K
JNJ
Johnson & Johnson

Healthcare
-2.09K
- 39.43%
$155.17 - $185.42 $324K - $387K
3.21K $594K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.35K
- 18.34%
$192.76 - $203.86 $259K - $274K
5.99K $1.22M
VB
Vanguard Small Cap ETF

ETFs
-1.04K
- 26.34%
$237.58 - $259.17 $247K - $269K
2.91K $738K
XOM
Exxon Mobil Corp

Energy
-1.99K
- 30.54%
$105.83 - $117.22 $210K - $233K
4.52K $509K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.21K
- 42.16%
$91.28 - $97.59 $202K - $216K
3.03K $290K
CSCO
Cisco Systems, Inc.

Technology
-2.33K
- 29.74%
$66.2 - $71.79 $154K - $167K
5.49K $375K
MA
Mastercard Inc

Financial Services
-277
- 25.48%
$550.18 - $598.96 $152K - $166K
810 $460K
KO
Coca Cola CO

Consumer Defensive
-1.67K
- 19.1%
$65.67 - $71.67 $109K - $119K
7.06K $468K
DIS
Walt Disney CO

Communication Services
-781
- 13.96%
$112.25 - $124.0 $87.7K - $96.8K
4.81K $550K
MS
Morgan Stanley

Financial Services
-1.26K
- 31.99%
$139.09 - $161.16 $176K - $203K
2.68K $426K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-1.79K
- 31.97%
$79.83 - $84.0 $143K - $150K
3.8K $319K
GE
General Electric CO

Industrials
-625
- 38.99%
$244.75 - $305.63 $153K - $191K
978 $294K
BAC
Bank Of America Corp

Financial Services
-3.18K
- 28.11%
$44.92 - $52.42 $143K - $167K
8.13K $419K
WMT
Walmart Inc.

Consumer Defensive
-1.33K
- 21.91%
$94.4 - $104.27 $125K - $139K
4.74K $488K
APD
Air Products & Chemicals, Inc.

Basic Materials
-341
- 31.46%
$265.78 - $299.3 $90.6K - $102K
743 $202K
XLK
Technology Sector Spdr

ETFs
-718
- 17.74%
$250.97 - $282.66 $180K - $203K
3.33K $938K
TSLA
Tesla, Inc.

Consumer Cyclical
-659
- 40.63%
$293.94 - $444.72 $194K - $293K
963 $428K
UBER
Uber Technologies, Inc

Technology
-938
- 23.87%
$86.91 - $99.57 $81.5K - $93.4K
2.99K $293K
AON
Aon PLC

Financial Services
-184
- 13.61%
$350.91 - $375.27 $64.6K - $69K
1.17K $416K
IWP
Ishares Russell Mid Cap Growth

ETFs
-474
- 17.49%
$137.51 - $145.26 $65.2K - $68.9K
2.24K $318K
LMT
Lockheed Martin Corp

Industrials
-153
- 25.5%
$410.74 - $499.21 $62.8K - $76.4K
447 $223K
AXP
American Express CO

Financial Services
-207
- 12.35%
$294.27 - $342.31 $60.9K - $70.9K
1.47K $487K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.04K
- 10.14%
$23.69 - $24.32 $48.3K - $49.5K
18.1K $438K
VBR
Vanguard Small Cap Value ETF

ETFs
-290
- 18.23%
$195.41 - $212.37 $56.7K - $61.6K
1.3K $271K
IHDG
Wisdomtree Tr

ETFs
-952
- 15.53%
$43.81 - $46.31 $41.7K - $44.1K
5.18K $238K
DGRO
Ishares Core Dividend Growth E

ETFs
-794
- 19.16%
$64.12 - $68.08 $50.9K - $54.1K
3.35K $228K
ORCC
Owl Rock Capital Corp

Financial Services
-2.59K
- 14.15%
N/A
15.7K $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-388
- 24.51%
$224.68 - $282.71 $87.2K - $110K
1.2K $333K
IWM
Ishares Russell 2000 ETF

ETFs
-352
- 15.47%
$214.92 - $244.84 $75.7K - $86.2K
1.92K $465K
VBK
Vanguard Small Cap Growth ETF

ETFs
-201
- 11.42%
$276.51 - $305.12 $55.6K - $61.3K
1.56K $463K
WM
Waste Management Inc

Industrials
-49
- 2.96%
$213.88 - $237.1 $10.5K - $11.6K
1.61K $354K
JIG
J P Morgan Exchange Traded Fd

ETFs
-511
- 12.96%
$69.55 - $75.34 $35.5K - $38.5K
3.43K $258K
DTH
Wisdomtree Tr

ETFs
-801
- 13.42%
$46.13 - $49.9 $37K - $40K
5.17K $253K
PFE
Pfizer Inc

Healthcare
-3.11K
- 6.71%
$23.29 - $25.88 $72.5K - $80.6K
43.3K $1.1M
VFH
Vanguard Financial ETF

ETFs
-200
- 6.8%
$125.23 - $132.78 $25K - $26.6K
2.74K $359K
CVX
Chevron Corp

Energy
-341
- 10.56%
$145.57 - $161.83 $49.6K - $55.2K
2.89K $448K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-499
- 5.82%
$87.29 - $93.61 $43.6K - $46.7K
8.08K $754K
VOE
Vanguard Mid Cap Value Index F

ETFs
-230
- 7.68%
$164.63 - $174.58 $37.9K - $40.2K
2.77K $482K
XLC
Select Sector Spdr Tr Communic

ETFs
-405
- 10.19%
$105.99 - $119.41 $42.9K - $48.4K
3.57K $422K
Ishares Tr
-14K
- 32.48%
N/A
29.1K $0
Calamos ETF Tr
-754K
- 89.81%
N/A
85.5K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-18.9K
- 23.6%
N/A
61.3K $0
Ishares Tr
-2K
- 6.23%
N/A
30.1K $0
Calamos ETF Tr
-46.6K
- 30.68%
N/A
105K $0
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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