Amplius Wealth Advisors, LLC Sells in Q3 2024

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-803K
- 94.15%
$42.22 - $48.62 $33.9M - $39M
49.9K $2.32M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-381K
- 28.32%
$29.08 - $31.84 $11.1M - $12.1M
965K $30.5M
BXSL
Blackstone Secured Lending Fund

Financial Services
-15.2K
- 2.91%
$28.75 - $31.59 $438K - $481K
508K $14.9M
JHMM
John Hancock Multifactor Mid C

ETFs
-72.2K
- 11.04%
$54.25 - $60.2 $3.91M - $4.34M
582K $35M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-36.3K
- 60.24%
$26.42 - $26.67 $960K - $969K
24K $639K
AVEM
American Centy ETF Tr Avantis

ETFs
-23.7K
- 10.82%
$57.2 - $65.59 $1.36M - $1.55M
195K $12.6M
MSFT
Microsoft Corp

Technology
-127
- 1.06%
$395.15 - $467.56 $50.2K - $59.4K
11.9K $5.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.09K
- 43.94%
$41.02 - $46.01 $209K - $234K
6.5K $295K
GOOGL
Alphabet Inc.

Communication Services
-46
- 0.45%
$148.65 - $191.18 $6.84K - $8.79K
10.3K $1.71M
HMOP
Hartford Fds Exchange Traded T

ETFs
-4.36K
- 10.82%
$38.61 - $39.46 $168K - $172K
36K $1.42M
BCAT
Black Rock Capital Allocation Trust

ETFs
-8.13K
- 22.1%
$15.81 - $17.0 $129K - $138K
28.7K $472K
VIG
Vanguard Dividend Appreciation

ETFs
-655
- 2.29%
$182.15 - $182.15 $119K - $119K
27.9K $5.09M
NVDA
Nvidia Corp

Technology
-479
- 2.68%
$98.91 - $134.91 $47.4K - $64.6K
17.4K $2.11M
AMKR
Amkor Technology, Inc.

Technology
-16
- 0.16%
$28.09 - $44.68 $449 - $715
10K $307K
IEFA
Ishares Tr

ETFs
-1.11K
- 22.24%
$70.09 - $78.74 $77.6K - $87.2K
3.87K $302K
CVX
Chevron Corp

Energy
-152
- 4.31%
$137.88 - $161.97 $21K - $24.6K
3.38K $497K
DELL
Dell Technologies Inc.

Technology
-60
- 2.53%
$87.89 - $145.97 $5.27K - $8.76K
2.31K $273K
ASML
Asml Holding Nv

Technology
-1
- 0.37%
$749.82 - $1098.95 $750 - $1.1K
272 $226K
ORCC
Owl Rock Capital Corp

Financial Services
-3.83K
- 8.73%
N/A
40K $535K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-674
- 16.65%
$84.81 - $93.54 $57.2K - $63K
3.37K $310K
MRK
Merck & Co., Inc.

Healthcare
-102
- 3.51%
$111.15 - $128.97 $11.3K - $13.2K
2.81K $318K
OEF
Ishares S&P 100 ETF

ETFs
-739
- 0.81%
$266.03 - $266.03 $197K - $197K
90.9K $24.2M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.22K
- 5.14%
$24.07 - $24.62 $53.4K - $54.6K
40.9K $1.01M
LLY
Eli Lilly & CO

Healthcare
-7
- 0.48%
$772.14 - $960.02 $5.4K - $6.72K
1.47K $1.3M
DIS
Walt Disney CO

Communication Services
-100
- 1.45%
$85.6 - $98.61 $8.56K - $9.86K
6.78K $651K
XLV
Select Sector Spdr Fund Health

ETFs
-226
- 10.83%
$143.3 - $157.24 $32.4K - $35.5K
1.86K $286K
INTU
Intuit Inc

Technology
-2
- 0.48%
$602.97 - $670.49 $1.21K - $1.34K
417 $258K
VRSK
Verisk Analytics, Inc.

Industrials
-7
- 0.08%
$260.31 - $285.99 $1.82K - $2K
8.49K $2.27M
XLK
Technology Sector Spdr

ETFs
-45
- 1.03%
$197.34 - $237.68 $8.88K - $10.7K
4.33K $976K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-244
- 0.87%
N/A
27.7K $873K
PEP
Pepsico Inc

Consumer Defensive
-82
- 5.54%
$161.9 - $179.3 $13.3K - $14.7K
1.4K $237K
UPS
United Parcel Service Inc

Industrials
-20
- 0.26%
$123.32 - $147.38 $2.47K - $2.95K
7.82K $1.07M
DTH
Wisdomtree Tr

ETFs
-561
- 8.59%
$37.62 - $41.83 $21.1K - $23.5K
5.97K $247K
ET
Energy Transfer LP

Energy
-51
- 0.35%
$15.43 - $16.44 $787 - $838
14.5K $233K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-13
- 0.83%
$147.95 - $191.05 $1.92K - $2.48K
1.56K $270K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-115
- 5.72%
$113.45 - $126.18 $13K - $14.5K
1.89K $238K
Calamos ETF Tr
-750K
- 58.66%
N/A
528K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-9.96K
- 18.96%
N/A
42.6K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-239K
- 95.95%
N/A
10.1K $0
Innovator Etfs Tr
-1.19M
- 99.02%
N/A
11.8K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-325
- 9.84%
$149.02 - $167.67 $48.4K - $54.5K
2.98K $499K
VZ
Verizon Communications Inc

Communication Services
-259
- 5.14%
$38.89 - $45.0 $10.1K - $11.7K
4.78K $214K
UBER
Uber Technologies, Inc

Technology
-23
- 0.59%
$58.48 - $77.47 $1.35K - $1.78K
3.89K $292K
NOW
Service Now, Inc.

Technology
-22
- 7.97%
$730.87 - $937.36 $16.1K - $20.6K
254 $227K
XOM
Exxon Mobil Corp

Energy
-49
- 0.63%
$109.72 - $119.0 $5.38K - $5.83K
7.68K $899K
NFLX
Netflix Inc

Communication Services
-1
- 0.3%
$598.55 - $722.26 $599 - $722
336 $238K
CAT
Caterpillar Inc

Industrials
-42
- 6.99%
$316.8 - $391.12 $13.3K - $16.4K
559 $218K
PFE
Pfizer Inc

Healthcare
-104
- 0.4%
$27.7 - $31.39 $2.88K - $3.26K
25.9K $749K
CSCO
Cisco Systems, Inc.

Technology
-469
- 5.58%
$44.74 - $53.22 $21K - $25K
7.93K $422K
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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