Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NOK
Nokia Corp

Technology
Q1 2022 Filed on May 09, 2022
938
$4.53 - $6.29 $4.25K - $5.9K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2022 Filed on May 09, 2022
7
N/A
OXY
Occidental Petroleum Corp

Energy
Q1 2022 Filed on May 09, 2022
582
$31.06 - $60.96 $18.1K - $35.5K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2022 Filed on May 09, 2022
155
$169.72 - $232.87 $26.3K - $36.1K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
2,929
$13.3 - $14.91 $39K - $43.7K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2022 Filed on May 09, 2022
1,057
$9.34 - $10.37 $9.87K - $11K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
Q1 2022 Filed on May 09, 2022
3,675
$13.07 - $15.59 $48K - $57.3K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q1 2022 Filed on May 09, 2022
987
$37.29 - $42.63 $36.8K - $42.1K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q1 2022 Filed on May 09, 2022
462
$20.52 - $23.96 $9.48K - $11.1K
RCI
Rogers Communications Inc

Communication Services
Q1 2022 Filed on May 09, 2022
141
$47.74 - $56.75 $6.73K - $8K
RJF
Raymond James Financial Inc

Financial Services
Q1 2022 Filed on May 09, 2022
71
$92.96 - $115.44 $6.6K - $8.2K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1
$20.43 - $39.48 $20.4 - $39.5
RL
Ralph Lauren Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
8
$101.01 - $134.11 $808 - $1.07K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 09, 2022
82
$129.09 - $164.35 $10.6K - $13.5K
PWR
Quanta Services, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
21
$96.89 - $135.54 $2.03K - $2.85K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on May 09, 2022
653
$141.29 - $188.69 $92.3K - $123K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
24
$41.9 - $57.09 $1.01K - $1.37K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2022 Filed on May 09, 2022
367
$62.32 - $70.0 $22.9K - $25.7K
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 09, 2022
17
$342.38 - $396.47 $5.82K - $6.74K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 09, 2022
49
$64.67 - $72.25 $3.17K - $3.54K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
100
$31.16 - $35.22 $3.12K - $3.52K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
33
$595.12 - $698.43 $19.6K - $23K
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 09, 2022
58
$256.35 - $343.1 $14.9K - $19.9K
RKLB
Rocket Lab Usa, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
200
$7.64 - $12.2 $1.53K - $2.44K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
62
$10.25 - $14.98 $636 - $929
HOOD
Robinhood Markets, Inc.

Technology
Q1 2022 Filed on May 09, 2022
214
$10.65 - $18.44 $2.28K - $3.95K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
100
$35.83 - $102.72 $3.58K - $10.3K
RAD
Rite Aid Corp

Healthcare
Q1 2022 Filed on May 09, 2022
10
$8.58 - $15.03 $85.8 - $150
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
252
$53.98 - $60.13 $13.6K - $15.2K
RMD
Resmed Inc

Healthcare
Q1 2022 Filed on May 09, 2022
101
$216.12 - $261.47 $21.8K - $26.4K
RSG
Republic Services, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
172
$115.96 - $136.58 $19.9K - $23.5K
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2022 Filed on May 09, 2022
22
$137.77 - $171.32 $3.03K - $3.77K
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on May 09, 2022
337
$102.05 - $121.38 $34.4K - $40.9K
Proshares Ultrashort S&P 500
Q1 2022 Filed on May 09, 2022
24,000
N/A
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 09, 2022
4,000
$16.44 - $18.21 $65.8K - $72.8K
PHR
Phreesia, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
341
$23.5 - $42.96 $8.01K - $14.6K
PSX
Phillips 66

Energy
Q1 2022 Filed on May 09, 2022
727
$75.34 - $93.2 $54.8K - $67.8K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
660
$11.55 - $20.06 $7.62K - $13.2K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$13.87 - $16.1 $69.4K - $80.5K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$12.8 - $15.16 $64K - $75.8K
PCG
Pg&E Corp

Utilities
Q1 2022 Filed on May 09, 2022
101
$10.51 - $13.01 $1.06K - $1.31K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on May 09, 2022
16
$162.31 - $192.2 $2.6K - $3.08K
Peoples United Financial Inc Com
Q1 2022 Filed on May 09, 2022
136
N/A
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 09, 2022
57
$53.68 - $71.86 $3.06K - $4.1K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
208
$20.2 - $38.77 $4.2K - $8.06K
PHUN
Phunware, Inc.

Technology
Q1 2022 Filed on May 09, 2022
20
$2.09 - $3.58 $41.8 - $71.6
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2022 Filed on May 09, 2022
13
$93.87 - $98.74 $1.22K - $1.28K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
616
$22.11 - $26.52 $13.6K - $16.3K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on May 09, 2022
1,250
$89.69 - $98.7 $112K - $123K
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