Amplius Wealth Advisors, LLC Sells in Q3 2025

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
-786K
- 70.41%
$107.55 - $120.01 $84.5M - $94.3M
330K $39.6M
HTAB
Hartford Fds Exchange Traded

ETFs
-1.82M
- 97.43%
$18.37 - $19.19 $33.4M - $34.9M
48K $918K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-853K
- 86.76%
$31.79 - $33.42 $27.1M - $28.5M
130K $4.35M
OEF
Ishares S&P 100 ETF

ETFs
-53.1K
- 41.7%
N/A
74.3K $19.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27.3K
- 38.21%
$546.99 - $602.2 $15M - $16.5M
44.2K $26.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-75.1K
- 63.26%
$148.97 - $165.88 $11.2M - $12.5M
43.6K $7.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.48K
- 71.84%
$420.11 - $472.68 $3.98M - $4.48M
3.72K $1.74M
VIG
Vanguard Dividend Appreciation

ETFs
-15.8K
- 57.23%
N/A
11.8K $2.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-16.6K
- 40.98%
$181.56 - $190.33 $3.01M - $3.15M
23.8K $4.52M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-33.6K
- 27.68%
$94.17 - $99.95 $3.16M - $3.35M
87.7K $8.77M
ACWI
Ishares Msci Acwi ETF

ETFs
-25.2K
- 23.69%
$128.32 - $138.41 $3.24M - $3.49M
81.2K $11.2M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-19.9K
- 60.77%
$102.17 - $110.66 $2.03M - $2.2M
12.8K $1.42M
MSFT
Microsoft Corp

Technology
-3.91K
- 33.47%
$491.09 - $535.64 $1.92M - $2.09M
7.77K $4.03M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-52.7K
- 32.27%
$33.78 - $36.74 $1.78M - $1.94M
111K $4.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-13.4K
- 20.65%
$135.0 - $146.02 $1.81M - $1.95M
51.4K $7.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.9K
- 69.99%
$567.77 - $614.76 $1.08M - $1.17M
814 $498K
VRSK
Verisk Analytics, Inc.

Industrials
-848
- 6.51%
$242.3 - $312.95 $205K - $265K
12.2K $3.06M
VTI
Vanguard Total Stock Market Et

ETFs
-3.34K
- 72.33%
$303.93 - $329.86 $1.02M - $1.1M
1.28K $419K
IXUS
Ishares Tr

ETFs
-15.2K
- 26.84%
$76.35 - $82.58 $1.16M - $1.26M
41.6K $3.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.44K
- 56.02%
$182.33 - $194.5 $991K - $1.06M
4.27K $829K
VTV
Vanguard Value ETF

ETFs
-5.51K
- 43.95%
$175.51 - $186.57 $967K - $1.03M
7.02K $1.31M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-11.9K
- 52.66%
$72.01 - $74.44 $860K - $889K
10.7K $788K
NVDA
Nvidia Corp

Technology
-7.73K
- 36.94%
$153.3 - $186.58 $1.19M - $1.44M
13.2K $2.46M
META
Meta Platforms, Inc.

Communication Services
-1.08K
- 42.36%
$695.21 - $791.73 $754K - $858K
1.48K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-24.9K
- 9.09%
$84.28 - $89.46 $2.1M - $2.23M
249K $22.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.9K
- 32.33%
$62.09 - $66.51 $862K - $923K
29K $1.9M
JPM
Jpmorgan Chase & CO

Financial Services
-3.08K
- 31.9%
$282.78 - $316.06 $870K - $973K
6.57K $2.07M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.38K
- 74.05%
$108.08 - $121.73 $689K - $776K
2.24K $269K
IEFA
Ishares Tr

ETFs
-8.85K
- 30.36%
$81.7 - $87.53 $723K - $774K
20.3K $1.77M
JHML
John Hancock Multifactor Large

ETFs
-9.66K
- 43.84%
$73.53 - $78.37 $710K - $757K
12.4K $969K
V
Visa Inc.

Financial Services
-1.56K
- 53.3%
$332.09 - $358.86 $517K - $559K
1.37K $465K
AVGO
Broadcom Inc.

Technology
-3.46K
- 32.9%
$264.74 - $369.57 $915K - $1.28M
7.05K $2.32M
AAPL
Apple Inc.

Technology
-14.5K
- 22.98%
$202.38 - $256.87 $2.93M - $3.72M
48.5K $12.3M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-7.96K
- 30.53%
$82.42 - $87.03 $656K - $693K
18.1K $1.58M
UNH
Unitedhealth Group Inc

Healthcare
-2.01K
- 48.9%
$237.77 - $353.61 $477K - $710K
2.1K $724K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-22.3K
- 15.4%
$50.48 - $57.12 $1.12M - $1.27M
122K $6.83M
CMCSA
Comcast Corp

Communication Services
-3.46K
- 3.62%
$31.41 - $36.33 $109K - $126K
92.3K $2.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.72K
- 12.48%
$76.16 - $78.59 $512K - $528K
47.1K $3.68M
COST
Costco Wholesale Corp

Consumer Defensive
-445
- 51.09%
$915.95 - $994.57 $408K - $443K
426 $394K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-13.9K
- 23.68%
$38.1 - $40.7 $530K - $566K
44.8K $1.77M
IRBO
Ishares Robotics & Artificial

ETFs
-13.9K
- 44.5%
N/A
17.3K $554K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.28K
- 8.21%
$435.72 - $463.74 $995K - $1.06M
25.5K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.79K
- 10.51%
$211.65 - $238.24 $379K - $426K
15.2K $3.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-851
- 23.55%
$459.11 - $506.91 $391K - $431K
2.76K $1.39M
LLY
Eli Lilly & CO

Healthcare
-431
- 30.27%
$625.65 - $812.69 $270K - $350K
993 $757K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.35K
- 11.75%
$617.65 - $666.84 $834K - $900K
10.1K $6.76M
VT
Vanguard Total World Stk Index

ETFs
-2.71K
- 55.68%
$128.41 - $138.03 $348K - $374K
2.16K $297K
SUB
Ishares Short Term National Mu

ETFs
-3.1K
- 26.25%
$106.17 - $107.3 $329K - $333K
8.71K $929K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.39K
- 52.6%
$196.15 - $217.83 $272K - $302K
1.25K $251K
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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