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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$111 Million 12.6% of portfolio
1,154,012
Q1 2025 Added 10.6%
$0
$70.9 Million 8.05% of portfolio
1,883,958
Q1 2025 Added 9.04%
$0
$49.9 Million 5.67% of portfolio
1,512,538
Q1 2025 Added 11.94%
$0
$50 Million 5.67% of portfolio
901,527
Q1 2025 Added 12.19%
$0
$35.1 Million 3.99% of portfolio
616,916
Q1 2025 Added 10.11%
$0
$34.2 Million 3.88% of portfolio
328,504
Q1 2025 Added 16.1%
$0
$33.1 Million 3.75% of portfolio
70,518
Q1 2025 Added 2.55%
$0
$32.4 Million 3.68% of portfolio
641,389
Q1 2025 Reduced 6.93%
$0
$32.1 Million 3.64% of portfolio
1,686,359
Q1 2025 Reduced 5.0%
$0
$31.6 Million 3.58% of portfolio
623,732
Q1 2025 New
$0
$29.3 Million 3.33% of portfolio
992,058
Q1 2025 Reduced 13.53%
$0
$25.1 Million 2.85% of portfolio
94,418
Q1 2025 Added 0.92%
$0
$23.2 Million 2.63% of portfolio
384,391
Q1 2025 Added 39.3%
$0
$21.5 Million 2.44% of portfolio
271,502
Q1 2025 Added 5.59%
$0
$15.1 Million 1.72% of portfolio
119,264
Q1 2025 Reduced 0.47%
$0
$13 Million 1.47% of portfolio
259,968
Q1 2025 New
$0
$11.1 Million 1.26% of portfolio
121,351
Q1 2025 Added 1.09%
$0
$8.19 Million 0.93% of portfolio
70,437
Q1 2025 Reduced 0.52%
$0
$7.43 Million 0.84% of portfolio
61,198
Q1 2025 Added 1.85%
$0
$7.21 Million 0.82% of portfolio
41,942
Q1 2025 Added 0.52%
$0
$6.62 Million 0.75% of portfolio
125,388
Q1 2025 Added 20.97%
$0
$6.29 Million 0.71% of portfolio
11,250
Q4 2024 Added 0.38%
$0
$6.03 Million 0.68% of portfolio
135,758
Q1 2025 New
$0
$5.89 Million 0.67% of portfolio
185,664
Q1 2025 Reduced 77.97%
$0
$5.02 Million 0.57% of portfolio
27,536
Q1 2025 Reduced 0.61%
$50B
$4.65 Million 0.53% of portfolio
78,940
Q4 2024 Reduced 2.0%
$0
$4.68 Million 0.53% of portfolio
12,992
Q1 2025 Reduced 0.51%
$0
$4.51 Million 0.51% of portfolio
58,966
Q1 2025 Reduced 26.44%
$0
$3.22 Million 0.37% of portfolio
32,717
Q1 2025 Added 0.01%
$0
$2.85 Million 0.32% of portfolio
40,521
Q1 2025 Reduced 3.96%
$99.4B
$2.59 Million 0.29% of portfolio
8,998
Q1 2025 Reduced 3.12%
$0
$2.36 Million 0.27% of portfolio
40,491
Q1 2025 Added 10.92%
$0
$2.32 Million 0.26% of portfolio
13,563
Q1 2025 Added 11.01%
$0
$2.24 Million 0.25% of portfolio
60,236
Q1 2025 Added 2.14%
$0
$2.05 Million 0.23% of portfolio
26,075
Q4 2024 Reduced 0.38%
$0
$1.95 Million 0.22% of portfolio
96,865
Q1 2025 Reduced 84.85%
$0
$1.67 Million 0.19% of portfolio
22,671
Q1 2025 Added 0.35%
$0
$1.64 Million 0.19% of portfolio
9,667
Q1 2025 Reduced 0.5%
$0
$1.48 Million 0.17% of portfolio
22,022
Q4 2024 Added 0.0%
$0
$1.36 Million 0.15% of portfolio
35,426
Q1 2025 Reduced 2.42%
$0
$1.32 Million 0.15% of portfolio
65,511
Q1 2025 Added 2.03%
$0
$1.19 Million 0.14% of portfolio
9,677
Q1 2025 Added 38.68%
$0
$1.24 Million 0.14% of portfolio
4,548
Q1 2025 Added 0.09%
$0
$1.16 Million 0.13% of portfolio
6,222
Q1 2024 Reduced 15.96%
$0
$1.09 Million 0.12% of portfolio
2,124
Q1 2025 Added 0.85%
$0
$1.01 Million 0.11% of portfolio
13,163
Q1 2025 Added 44.17%
$0
$869,000 0.1% of portfolio
27,586
Q1 2025 Added 0.7%
$0
$803,000 0.09% of portfolio
8,665
Q1 2025 Added 0.09%
$0
$835,000 0.09% of portfolio
4,048
Q1 2025 Reduced 4.14%

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
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