Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

Amplius Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $881 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $111M, Putnam ETF Tr Putnam Focused L with a value of $70.9M, Columbia ETF Tr I with a value of $49.9M, Rbb Rf Inc Motley Fool 100 Ind with a value of $50M, and John Hancock Multifactor Mid C with a value of $35.1M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $851M to 881M.

Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $881 Million
ETFs: $679 Million
Financial Services: $75.3 Million
Technology: $23.6 Million
Communication Services: $9.32 Million
Industrials: $6.15 Million
Healthcare: $5.43 Million
Consumer Cyclical: $4.51 Million
Consumer Defensive: $3.01 Million
Other: $3.54 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$19.9 Million 2.26% of portfolio
66,060
Q1 2025 Added 0.6%
$101B
$17.8 Million 2.02% of portfolio
127,472
Q1 2025 Reduced 0.34%
$5.28B
$16.9 Million 1.91% of portfolio
511,802
Q1 2025 Added 2.38%
$3.26T
$13.2 Million 1.5% of portfolio
59,388
Q1 2025 Reduced 0.63%
$3.51T
$4.27 Million 0.48% of portfolio
11,364
Q1 2025 Reduced 5.0%
$442B
$3.99 Million 0.45% of portfolio
5
Q3 2022 Added 400.0%
$157B
$3.55 Million 0.4% of portfolio
96,164
Q1 2025 Reduced 2.01%
$6.99B
$2.88 Million 0.33% of portfolio
17,195
Q1 2025 Reduced 0.02%
$788B
$2.73 Million 0.31% of portfolio
11,138
Q1 2025 Reduced 1.42%
$49B
$2.64 Million 0.3% of portfolio
8,880
Q1 2025 Added 5.64%
$2.22T
$2.67 Million 0.3% of portfolio
14,051
Q1 2025 Added 3.12%
$0
$2.23 Million 0.25% of portfolio
105,210
Q1 2025 Reduced 2.57%
$648B
$1.92 Million 0.22% of portfolio
3,656
Q1 2025 Added 1.5%
$359B
$1.96 Million 0.22% of portfolio
18,079
Q1 2025 Added 2.81%
$99.1B
$1.8 Million 0.2% of portfolio
10,774
Q1 2025 Reduced 3.02%
$993B
$1.66 Million 0.19% of portfolio
10,745
Q1 2025 Added 1.54%
$1.1T
$1.32 Million 0.15% of portfolio
8,433
Q1 2025 Added 2.88%
$767B
$1.28 Million 0.14% of portfolio
1,546
Q1 2025 Added 1.31%
$136B
$1.18 Million 0.13% of portfolio
46,542
Q1 2025 Reduced 0.6%
$386B
$1.05 Million 0.12% of portfolio
6,147
Q1 2025 Added 1.14%
$20.8B
$1 Million 0.11% of portfolio
3,037
Q1 2025 Added 0.07%
$409B
$864,000 0.1% of portfolio
5,211
Q1 2025 Reduced 0.44%
$74.7B
$916,000 0.1% of portfolio
8,329
Q1 2025 Added 6.56%
$447B
$907,000 0.1% of portfolio
7,630
Q1 2025 Reduced 3.18%
$606B
$808,000 0.09% of portfolio
2,307
Q1 2025 Added 4.44%
$446B
$819,000 0.09% of portfolio
866
Q1 2025 Added 1.29%
$562B
$799,000 0.09% of portfolio
1,459
Q1 2025 Added 3.62%
$2.6B
$780,000 0.09% of portfolio
51,157
Q1 2025 Added 1.84%
$377B
$699,000 0.08% of portfolio
1,910
Q1 2025 Reduced 22.8%
$248B
$645,000 0.07% of portfolio
2,595
Q1 2025 Reduced 5.91%
$335B
$589,000 0.07% of portfolio
2,814
Q1 2025 Added 9.2%
$216B
$598,000 0.07% of portfolio
6,066
Q1 2025 Reduced 12.93%
$108B
$645,000 0.07% of portfolio
2,645
Q1 2025 Added 0.19%
$313B
$618,000 0.07% of portfolio
8,639
Q1 2025 Reduced 2.22%
$5.27B
$588,000 0.07% of portfolio
43,949
Q1 2025 Added 8.02%
$284B
$563,000 0.06% of portfolio
1,075
Q1 2025 Reduced 1.65%
$72.8B
$540,000 0.06% of portfolio
1,354
Q1 2025 Added 3.6%
$281B
$565,000 0.06% of portfolio
3,379
Q1 2025 Added 6.02%
$0
$416,000 0.05% of portfolio
29,005
Q1 2025 Added 5.42%
$1.03T
$411,000 0.05% of portfolio
1,586
Q1 2025 Added 33.95%
$362B
$476,000 0.05% of portfolio
11,418
Q1 2025 Added 2.25%
$268B
$462,000 0.05% of portfolio
7,500
Q1 2025 Reduced 6.07%
$223B
$450,000 0.05% of portfolio
3,861
Q1 2025 Added 0.21%
$224B
$438,000 0.05% of portfolio
1,630
Q1 2025 Added 0.18%
$203B
$430,000 0.05% of portfolio
15,224
Q1 2025 Added 18.18%
$3.76B
$329,000 0.04% of portfolio
2,423
Q4 2023 New
$143B
$315,000 0.04% of portfolio
4,454
Q1 2025 Added 0.61%
$62.5B
$318,000 0.04% of portfolio
1,081
Q1 2025 Added 0.19%
$264B
$322,000 0.04% of portfolio
3,673
Q1 2025 Reduced 29.04%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $881 Million
  • Prior Value $851 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email