Amplius Wealth Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $851 Million distributed in 177 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 $105M, Putnam ETF Tr Putnam Focused L with a value of $64.1M, Rbb Rf Inc Motley Fool 100 Ind with a value of $48.3M, Columbia ETF Tr I with a value of $46.8M, and Invesco Qqq Trust, Series 1 with a value of $35.2M.
Examining the 13F form we can see an increase of $36.3M in the current position value, from $815M to 851M.
Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$851 Million
ETFs: $651 Million
Financial Services: $76 Million
Technology: $27.9 Million
Communication Services: $10.2 Million
Industrials: $6.07 Million
Consumer Cyclical: $5.12 Million
Healthcare: $4.66 Million
Consumer Defensive: $3.03 Million
Other: $3.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
