Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 09, 2022
108
$378.09 - $648.05 $40.8K - $70K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
62
$183.62 - $220.82 $11.4K - $13.7K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q1 2022 Filed on May 09, 2022
2,564
$33.68 - $38.62 $86.4K - $99K
ALC
Alcon Inc

Healthcare
Q1 2022 Filed on May 09, 2022
10
$71.65 - $87.13 $717 - $871
AA
Alcoa Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
11
$56.21 - $95.06 $618 - $1.05K
ALB
Albemarle Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
29
$172.09 - $246.0 $4.99K - $7.13K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
74
$43.69 - $60.31 $3.23K - $4.46K
AKAM
Akamai Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
38
$98.88 - $121.11 $3.76K - $4.6K
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
TXG
10x Genomics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
35
$55.7 - $145.79 $1.95K - $5.1K
CDNS
Cadence Design Systems Inc

Technology
Q1 2022 Filed on May 09, 2022
28
$134.95 - $183.16 $3.78K - $5.13K
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
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
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
65
$35.02 - $49.88 $2.28K - $3.24K
BXP
Boston Properties Inc

Real Estate
Q1 2022 Filed on May 09, 2022
68
$110.47 - $132.51 $7.51K - $9.01K
BOX
Box Inc

Technology
Q1 2022 Filed on May 09, 2022
536
$24.38 - $29.52 $13.1K - $15.8K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
53
$88.21 - $110.95 $4.68K - $5.88K
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
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
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
AGR
Avangrid, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
576
$43.39 - $50.14 $25K - $28.9K
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