Amplius Wealth Advisors, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $759 Million distributed in 167 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 $87.4M, Vanguard Bd Index Fd Inc Inter with a value of $51.9M, Putnam ETF Tr Putnam Focused L with a value of $49.5M, Pacer Fds Tr Devel Mrkts Intl with a value of $40.9M, and Pacer Fds Tr Pacer Us Small Ca with a value of $37.2M.
Examining the 13F form we can see an decrease of $59.2M in the current position value, from $818M to 759M.
Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.