Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.95 Million 0.22% of portfolio
96,865
Q1 2025 Reduced 84.85%
$99.1B
$1.8 Million 0.2% of portfolio
10,774
Q1 2025 Reduced 3.02%
$0
$1.67 Million 0.19% of portfolio
22,671
Q1 2025 Added 0.35%
$0
$1.64 Million 0.19% of portfolio
9,667
Q1 2025 Reduced 0.5%
$993B
$1.66 Million 0.19% of portfolio
10,745
Q1 2025 Added 1.54%
$0
$1.48 Million 0.17% of portfolio
22,022
Q4 2024 Added 0.0%
$1.5T
$1.44 Million 0.16% of portfolio
2,489
Q1 2025 Reduced 8.46%
$0
$1.36 Million 0.15% of portfolio
35,426
Q1 2025 Reduced 2.42%
$1.1T
$1.32 Million 0.15% of portfolio
8,433
Q1 2025 Added 2.88%
$0
$1.32 Million 0.15% of portfolio
65,511
Q1 2025 Added 2.03%
$767B
$1.28 Million 0.14% of portfolio
1,546
Q1 2025 Added 1.31%
$0
$1.19 Million 0.14% of portfolio
9,677
Q1 2025 Added 38.68%
$0
$1.24 Million 0.14% of portfolio
4,548
Q1 2025 Added 0.09%
$136B
$1.18 Million 0.13% of portfolio
46,542
Q1 2025 Reduced 0.6%
$0
$1.16 Million 0.13% of portfolio
6,222
Q1 2024 Reduced 15.96%
$0
$1.09 Million 0.12% of portfolio
2,124
Q1 2025 Added 0.85%
$0
$1.01 Million 0.11% of portfolio
13,163
Q1 2025 Added 44.17%
$20.8B
$1 Million 0.11% of portfolio
3,037
Q1 2025 Added 0.07%
$409B
$864,000 0.1% of portfolio
5,211
Q1 2025 Reduced 0.44%
$74.7B
$916,000 0.1% of portfolio
8,329
Q1 2025 Added 6.56%
$0
$869,000 0.1% of portfolio
27,586
Q1 2025 Added 0.7%
$447B
$907,000 0.1% of portfolio
7,630
Q1 2025 Reduced 3.18%
$606B
$808,000 0.09% of portfolio
2,307
Q1 2025 Added 4.44%
$0
$803,000 0.09% of portfolio
8,665
Q1 2025 Added 0.09%
$446B
$819,000 0.09% of portfolio
866
Q1 2025 Added 1.29%
$562B
$799,000 0.09% of portfolio
1,459
Q1 2025 Added 3.62%
$0
$835,000 0.09% of portfolio
4,048
Q1 2025 Reduced 4.14%
$0
$791,000 0.09% of portfolio
1,418
Q1 2025 Added 0.35%
$0
$808,000 0.09% of portfolio
6,765
Q4 2024 Reduced 9.26%
$2.6B
$780,000 0.09% of portfolio
51,157
Q1 2025 Added 1.84%
$377B
$699,000 0.08% of portfolio
1,910
Q1 2025 Reduced 22.8%
$0
$666,000 0.08% of portfolio
8,079
Q4 2024 Added 9.72%
$0
$686,000 0.08% of portfolio
23,190
Q1 2025 Added 30.54%
$0
$704,000 0.08% of portfolio
21,960
Q1 2025 New
$0
$663,000 0.08% of portfolio
27,685
Q1 2025 Reduced 28.78%
$0
$746,000 0.08% of portfolio
2,952
Q1 2025 Added 66.12%
$0
$721,000 0.08% of portfolio
8,675
Q1 2025 Added 18.2%
$248B
$645,000 0.07% of portfolio
2,595
Q1 2025 Reduced 5.91%
$335B
$589,000 0.07% of portfolio
2,814
Q1 2025 Added 9.2%
$0
$654,000 0.07% of portfolio
2,951
Q1 2025 Added 119.9%
$216B
$598,000 0.07% of portfolio
6,066
Q1 2025 Reduced 12.93%
$108B
$645,000 0.07% of portfolio
2,645
Q1 2025 Added 0.19%
$313B
$618,000 0.07% of portfolio
8,639
Q1 2025 Reduced 2.22%
$5.27B
$588,000 0.07% of portfolio
43,949
Q1 2025 Added 8.02%
$0
$609,000 0.07% of portfolio
11,370
Q1 2025 Added 38.88%
$0
$520,000 0.06% of portfolio
5,623
Q1 2025 Added 0.11%
$284B
$563,000 0.06% of portfolio
1,075
Q1 2025 Reduced 1.65%
$0
$561,000 0.06% of portfolio
26,202
Q1 2025 Added 3.57%
$72.8B
$540,000 0.06% of portfolio
1,354
Q1 2025 Added 3.6%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $881 Million
  • Prior Value $851 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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