Amplius Wealth Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $815 Million distributed in 174 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 $90.9M, Putnam ETF Tr Putnam Focused L with a value of $59.4M, Vanguard Bd Index Fd Inc Inter with a value of $54.6M, Rbb Rf Inc Motley Fool 100 Ind with a value of $41.7M, and Columbia ETF Tr I with a value of $41.3M.
Examining the 13F form we can see an increase of $55.6M in the current position value, from $759M to 815M.
Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$815 Million
ETFs: $625 Million
Financial Services: $71.4 Million
Technology: $26.1 Million
Communication Services: $10.1 Million
Industrials: $6.89 Million
Consumer Cyclical: $4.58 Million
Healthcare: $4.41 Million
Consumer Defensive: $3.31 Million
Other: $3.38 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
