Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AVY
Avery Dennison Corp

Industrials
Q1 2022 Filed on May 09, 2022
10
$158.58 - $215.92 $1.59K - $2.16K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
118
$28.87 - $35.77 $3.41K - $4.22K
AGR
Avangrid, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
576
$43.39 - $50.14 $25K - $28.9K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
61
$67.89 - $93.49 $4.14K - $5.7K
IVZ
Invesco Ltd.

Financial Services
Q1 2022 Filed on May 09, 2022
2,767
$18.64 - $24.89 $51.6K - $68.9K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 09, 2022
368
$95.6 - $107.05 $35.2K - $39.4K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
15
$303.87 - $423.8 $4.56K - $6.36K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 09, 2022
125
$203.52 - $247.58 $25.4K - $30.9K
Ihs Markit LTD Shs
Q1 2022 Filed on May 09, 2022
98
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2022 Filed on May 09, 2022
6
$466.52 - $631.01 $2.8K - $3.79K
IEX
Idex Corp

Industrials
Q1 2022 Filed on May 09, 2022
24
$183.29 - $235.52 $4.4K - $5.65K
HYZN
Hyzon Motors Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
275
$4.25 - $6.87 $1.17K - $1.89K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
3
$179.65 - $218.73 $539 - $656
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2022 Filed on May 09, 2022
1,138
$14.09 - $17.63 $16K - $20.1K
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2022 Filed on May 09, 2022
19
$186.56 - $218.06 $3.54K - $4.14K
IR
Ingersoll Rand Inc.

Industrials
Q1 2022 Filed on May 09, 2022
83
$44.9 - $60.74 $3.73K - $5.04K
PIN
Invesco India ETF Trust India
Q1 2022 Filed on May 09, 2022
130
N/A
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
50
$34.3 - $43.08 $1.71K - $2.15K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2022 Filed on May 09, 2022
0
$21.0 - $26.08 $0 - $0
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
1,000
$42.87 - $50.75 $42.9K - $50.8K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2022 Filed on May 09, 2022
78
$262.77 - $360.0 $20.5K - $28.1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
17
$32.2 - $39.44 $547 - $670
IP
International Paper CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,181
$40.98 - $49.5 $48.4K - $58.5K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
21
$116.14 - $149.68 $2.44K - $3.14K
IPAR
Inter Parfums Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
444
$80.22 - $106.82 $35.6K - $47.4K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
142
$58.27 - $118.99 $8.27K - $16.9K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2022 Filed on May 09, 2022
230
$30.45 - $38.25 $7K - $8.8K
HPQ
Hp Inc

Technology
Q1 2022 Filed on May 09, 2022
797
$34.07 - $39.84 $27.2K - $31.8K
HWM
Howmet Aerospace Inc.

Industrials
Q1 2022 Filed on May 09, 2022
76
$30.64 - $37.32 $2.33K - $2.84K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2022 Filed on May 09, 2022
10
$156.82 - $197.83 $1.57K - $1.98K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
432
$30.75 - $36.66 $13.3K - $15.8K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
108
$228.85 - $267.17 $24.7K - $28.9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
153
$65.38 - $73.52 $10K - $11.2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
39
$33.37 - $43.33 $1.3K - $1.69K
THG
Hanover Insurance Group, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
30
$131.19 - $150.95 $3.94K - $4.53K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
56
$14.89 - $17.36 $834 - $972
HAL
Halliburton CO

Energy
Q1 2022 Filed on May 09, 2022
578
$23.99 - $38.9 $13.9K - $22.5K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
50
$31.94 - $43.03 $1.6K - $2.15K
SUPV
Grupo Supervielle S.A.

Financial Services
Q1 2022 Filed on May 09, 2022
20
$1.76 - $2.02 $35.2 - $40.4
HSY
Hershey CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
296
$193.21 - $216.65 $57.2K - $64.1K
HES
Hess Corp

Energy
Q1 2022 Filed on May 09, 2022
27
$76.79 - $109.08 $2.07K - $2.95K
HHC
Howard Hughes Corp

Real Estate
Q1 2022 Filed on May 09, 2022
24
$88.27 - $104.9 $2.12K - $2.52K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
494
$16.57 - $19.93 $8.19K - $9.85K
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2022 Filed on May 09, 2022
11
$46.56 - $52.2 $512 - $574
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on May 09, 2022
455
$178.96 - $219.43 $81.4K - $99.8K
HNST
Honest Company, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
296
$4.68 - $8.24 $1.39K - $2.44K
HOLX
Hologic Inc

Healthcare
Q1 2022 Filed on May 09, 2022
38
$68.08 - $76.82 $2.59K - $2.92K
Hollyfrontier Corp Com
Q1 2022 Filed on May 09, 2022
60
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
49
$129.09 - $158.0 $6.33K - $7.74K
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