Amplius Wealth Advisors, LLC ETFs

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VBK Vanguard Small Cap Growth ETF	$0	$746,000 0.08% of portfolio	2,952	Q1 2025 Added 66.12%
IJK Ishares S&P Midcap 400 Growth	$0	$721,000 0.08% of portfolio	8,675	Q1 2025 Added 18.2%
IRBO Ishares Robotics & Artificial	$0	$704,000 0.08% of portfolio	21,960	Q1 2025 New
XCEM Columbia ETF Tr Ii	$0	$686,000 0.08% of portfolio	23,190	Q1 2025 Added 30.54%
EFA Ishares Tr Msci Eafe ETF	$0	$666,000 0.08% of portfolio	8,079	Q4 2024 Added 9.72%
MMIT Indexiq Active ETF Tr Iq Macka	$0	$663,000 0.08% of portfolio	27,685	Q1 2025 Reduced 28.78%
VB Vanguard Small Cap ETF	$0	$654,000 0.07% of portfolio	2,951	Q1 2025 Added 119.9%
IEMG Ishares Inc	$0	$609,000 0.07% of portfolio	11,370	Q1 2025 Added 38.88%
CEFS Exchange Listed Fds Tr Saba Cl	$0	$561,000 0.06% of portfolio	26,202	Q1 2025 Added 3.57%
MTUM Ishares Msci Usa Momentum Fact	$0	$540,000 0.06% of portfolio	2,690	Q2 2022 Reduced 27.1%
IVW Ishares S&P 500 Growth ETF	$0	$520,000 0.06% of portfolio	5,623	Q1 2025 Added 0.11%
XLF Financial Sector Spdr	$0	$478,000 0.05% of portfolio	9,723	Q2 2024 Reduced 4.89%
VOE Vanguard Mid Cap Value Index F	$0	$476,000 0.05% of portfolio	2,995	Q1 2025 Added 0.5%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$472,000 0.05% of portfolio	17,672	Q1 2025 Reduced 18.65%
DTD Wisdomtree Tr U.S Total Divide	$0	$426,000 0.05% of portfolio	5,586	Q2 2024 Reduced 22.27%
BCAT Black Rock Capital Allocation Trust	$0	$416,000 0.05% of portfolio	29,005	Q1 2025 Added 5.42%
IWM Ishares Russell 2000 ETF	$0	$415,000 0.05% of portfolio	2,075	Q4 2024 Added 14.96%
VUG Vanguard Growth ETF	$0	$399,000 0.05% of portfolio	1,079	Q1 2025 Added 10.67%
XLC Select Sector Spdr Tr Communic	$0	$380,000 0.04% of portfolio	3,976	Q4 2024 Reduced 5.02%
VFH Vanguard Financial ETF	$0	$347,000 0.04% of portfolio	2,943	Q4 2024 Reduced 4.85%
IVE Ishares S&P 500 Value ETF	$0	$329,000 0.04% of portfolio	1,744	Q1 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$318,000 0.04% of portfolio	2,710	Q1 2025 Reduced 0.11%
QQQE Direxion Nasdaq 100 Equal Weig	$0	$314,000 0.04% of portfolio	3,607	Q1 2025 Added 15.13%
VBR Vanguard Small Cap Value ETF	$0	$295,000 0.03% of portfolio	1,591	Q1 2025 Added 0.44%
DBA Invesco Db Agriculture Fund	$2.45B	$286,000 0.03% of portfolio	10,840	Q3 2022 Reduced 7.71%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$280,000 0.03% of portfolio	24,761	Q4 2022 Added 65.07%
DGRO Ishares Core Dividend Growth E	$0	$280,000 0.03% of portfolio	4,586	Q1 2025 Added 39.56%
XLV Select Sector Spdr Fund Health	$0	$274,000 0.03% of portfolio	1,897	Q1 2025 Added 21.99%
IHDG Wisdomtree Tr	$0	$268,000 0.03% of portfolio	6,132	Q1 2025 Reduced 5.4%
DTH Wisdomtree Tr	$0	$254,000 0.03% of portfolio	5,968	Q3 2024 Reduced 8.59%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$253,000 0.03% of portfolio	3,005	Q3 2024 Added 0.03%
JIG J P Morgan Exchange Traded Fd	$0	$251,000 0.03% of portfolio	3,943	Q1 2024 Reduced 3.14%
IWB Ishares Tr Russell 1000 ETF	$0	$244,000 0.03% of portfolio	800	Q1 2025 Reduced 5.88%
VEA Vanguard Ftse Developed Market	$0	$241,000 0.03% of portfolio	4,721	Q1 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$236,000 0.03% of portfolio	5,831	Q1 2025 Reduced 10.21%
ESGU Ishares Trust Ishares Esg Awar	$0	$229,000 0.03% of portfolio	1,894	Q3 2024 Reduced 5.72%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$226,000 0.03% of portfolio	4,173	Q1 2025 Added 0.14%
FNCL Fidelity Covington Tr Msci Fin	$0	$204,000 0.02% of portfolio	2,976	Q1 2025 Reduced 0.73%
FDIS Fidelity Covington Tr Msci Con	$0	$200,000 0.02% of portfolio	2,369	Q1 2025 Reduced 0.46%

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