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 Market Cap. of $200 Billions or more
