Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
75
$131.59 - $186.64 $9.87K - $14K
A
Agilent Technologies, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
269
$126.0 - $156.48 $33.9K - $42.1K
AFL
Aflac Inc

Financial Services
Q1 2022 Filed on May 09, 2022
234
$58.27 - $66.04 $13.6K - $15.5K
TXG
10x Genomics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
35
$55.7 - $145.79 $1.95K - $5.1K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
97
$97.63 - $174.12 $9.47K - $16.9K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
53
$88.21 - $110.95 $4.68K - $5.88K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
11
$1817.16 - $2703.26 $20K - $29.7K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 09, 2022
323
$88.72 - $164.03 $28.7K - $53K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q1 2022 Filed on May 09, 2022
0
$12.57 - $13.73 $0 - $0
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
13,471
$12.88 - $15.31 $174K - $206K
BB
Blackberry LTD

Technology
Q1 2022 Filed on May 09, 2022
1,000
$5.94 - $9.37 $5.94K - $9.37K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on May 09, 2022
75
$74.28 - $92.69 $5.57K - $6.95K
BIIB
Biogen Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
118
$193.77 - $244.14 $22.9K - $28.8K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
222
$36.17 - $70.83 $8.03K - $15.7K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
127
$88.63 - $110.14 $11.3K - $14K
WRB
Berkley W R Corp

Financial Services
Q1 2022 Filed on May 09, 2022
176
$54.17 - $67.08 $9.53K - $11.8K
BXP
Boston Properties Inc

Real Estate
Q1 2022 Filed on May 09, 2022
68
$110.47 - $132.51 $7.51K - $9.01K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
44
$42.78 - $55.73 $1.88K - $2.45K
BZFD
Buzz Feed, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
860
$3.73 - $5.29 $3.21K - $4.55K
Bryn Mawr Bk Corp Com
Q1 2022 Filed on May 09, 2022
156
N/A
BFB
Brown Forman Corp Cl B
Q1 2022 Filed on May 09, 2022
46
N/A
BRO
Brown & Brown, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5
$61.13 - $72.71 $306 - $364
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg
Q1 2022 Filed on May 09, 2022
11
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
1,610
$52.13 - $60.52 $83.9K - $97.4K
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2022 Filed on May 09, 2022
51
$140.89 - $180.95 $7.19K - $9.23K
BP
Bp PLC

Energy
Q1 2022 Filed on May 09, 2022
1,315
$27.37 - $33.34 $36K - $43.8K
BOX
Box Inc

Technology
Q1 2022 Filed on May 09, 2022
536
$24.38 - $29.52 $13.1K - $15.8K
BENE
Benessere Capital Acquisition Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
37
$10.16 - $10.26 $376 - $380
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 09, 2022
388
$243.64 - $270.48 $94.5K - $105K
BAX
Baxter International Inc

Healthcare
Q1 2022 Filed on May 09, 2022
178
$76.85 - $89.45 $13.7K - $15.9K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 09, 2022
74
$188.7 - $283.72 $14K - $21K
ATOM
Atomera Inc

Technology
Q1 2022 Filed on May 09, 2022
292
$10.83 - $20.29 $3.16K - $5.92K
ATO
Atmos Energy Corp

Utilities
Q1 2022 Filed on May 09, 2022
3
$102.32 - $120.37 $307 - $361
ATCO
Atlas Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
500
$13.72 - $16.06 $6.86K - $8.03K
ATAI
Atai Life Sciences N.V.

Healthcare
Q1 2022 Filed on May 09, 2022
615
$4.66 - $7.66 $2.87K - $4.71K
ASTR
Astra Space, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
200
$3.07 - $6.75 $614 - $1.35K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on May 09, 2022
356
$38.15 - $63.26 $13.6K - $22.5K
ANET
Arista Networks, Inc.

Technology
Q1 2022 Filed on May 09, 2022
24
$114.45 - $142.24 $2.75K - $3.41K
Arena Pharmaceuticals Inc Com New
Q1 2022 Filed on May 09, 2022
22
N/A
ARNC
Arconic Corp

Industrials
Q1 2022 Filed on May 09, 2022
11
$23.08 - $34.93 $254 - $384
AZO
Autozone Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
7
$1794.28 - $2080.25 $12.6K - $14.6K
AVB
Avalonbay Communities Inc

Real Estate
Q1 2022 Filed on May 09, 2022
16
$234.18 - $258.26 $3.75K - $4.13K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,110
$21.6 - $27.79 $24K - $30.8K
Baudax Bio Inc Com
Q1 2022 Filed on May 09, 2022
248,375
N/A
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
16
$45.5 - $70.45 $728 - $1.13K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
2,525
$18.02 - $25.36 $45.5K - $64K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 09, 2022
369
$49.63 - $63.66 $18.3K - $23.5K
SAN
Banco Santander, S.A.

Financial Services
Q1 2022 Filed on May 09, 2022
83
$2.8 - $3.98 $232 - $330
BALL
Ball Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
164
$85.56 - $97.1 $14K - $15.9K
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