Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.68 Million 0.33% of portfolio
123,917
Q3 2024 Reduced 0.82%
$0
$472,000 0.06% of portfolio
28,665
Q3 2024 Reduced 22.1%
$0
$331,000 0.04% of portfolio
17,258
Q3 2024 Added 2.98%
$0
$174,000 0.02% of portfolio
20,000
Q2 2024 New
$0
$83,000 0.01% of portfolio
11,000
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $815 Million
  • Prior Value $759 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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