Amplius Wealth Advisors, LLC Sells in Q4 2025

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
-168K
- 29.48%
$25.02 - $27.16 $4.2M - $4.55M
401K $10.7M
PFE
Pfizer Inc

Healthcare
-32.9K
- 75.89%
$24.23 - $27.37 $796K - $899K
10.4K $261K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.53K
- 14.79%
$185.12 - $192.11 $653K - $678K
20.3K $3.81M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-15.8K
- 12.1%
$33.05 - $33.87 $521K - $534K
114K $3.85M
CMCSA
Comcast Corp

Communication Services
-1.76K
- 1.9%
$26.98 - $31.09 $47.4K - $54.6K
90.5K $2.46M
JPM
Jpmorgan Chase & CO

Financial Services
-966
- 14.7%
$294.11 - $320.41 $284K - $310K
5.61K $1.68M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-2.9K
- 2.37%
$53.25 - $56.36 $154K - $163K
119K $6.53M
MPC
Marathon Petroleum Corp

Energy
-1.49K
- 48.79%
$180.89 - $200.13 $270K - $299K
1.57K $313K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.08K
- 4.05%
$142.79 - $150.05 $297K - $312K
49.3K $7.22M
META
Meta Platforms, Inc.

Communication Services
-66
- 4.47%
$609.01 - $751.67 $40.2K - $49.6K
1.41K $858K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.68K
- 9.22%
$63.25 - $66.24 $169K - $177K
26.4K $1.69M
MSFT
Microsoft Corp

Technology
-233
- 3.0%
$496.82 - $542.07 $116K - $126K
7.54K $3.83M
NVDA
Nvidia Corp

Technology
-1.07K
- 8.1%
$179.83 - $207.04 $192K - $222K
12.1K $2.26M
IRBO
Ishares Robotics & Artificial

ETFs
-6.01K
- 34.76%
N/A
11.3K $361K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.07K
- 2.45%
$161.21 - $171.97 $172K - $184K
42.5K $7.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-340
- 12.31%
$475.68 - $513.11 $162K - $174K
2.42K $1.23M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-11.5K
- 21.48%
$13.33 - $14.31 $153K - $165K
42.1K $582K
GLD
Spdr Gold Trust

ETFs
-853
- 9.94%
$354.79 - $403.15 $303K - $344K
7.73K $2.91M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-5.16K
- 11.51%
$39.09 - $41.28 $202K - $213K
39.6K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.48K
- 9.73%
$213.04 - $254.0 $316K - $377K
13.8K $3.23M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-1.18K
- 9.22%
$108.48 - $113.54 $128K - $134K
11.7K $1.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-258
- 6.94%
$459.47 - $491.71 $119K - $127K
3.46K $1.63M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.17K
- 7.65%
$63.24 - $66.46 $73.7K - $77.5K
14.1K $911K
MA
Mastercard Inc

Financial Services
-124
- 15.31%
$536.85 - $580.45 $66.6K - $72K
686 $368K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.04K
- 2.2%
$77.73 - $78.84 $80.5K - $81.7K
46.1K $3.59M
T
At&T Inc.

Communication Services
-1.77K
- 11.46%
$24.44 - $27.55 $43.2K - $48.7K
13.6K $347K
VIG
Vanguard Dividend Appreciation

ETFs
-437
- 3.71%
N/A
11.3K $2.07M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-3.53K
- 3.85%
$20.45 - $20.73 $72.2K - $73.2K
88.2K $1.81M
ABBV
Abb Vie Inc.

Healthcare
-323
- 12.13%
$211.96 - $244.38 $68.5K - $78.9K
2.34K $547K
OEF
Ishares S&P 100 ETF

ETFs
-259
- 0.35%
N/A
74K $19.7M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-2.4K
- 13.36%
$21.16 - $23.02 $50.8K - $55.3K
15.6K $336K
UNH
Unitedhealth Group Inc

Healthcare
-21
- 1.0%
$320.52 - $369.92 $6.73K - $7.77K
2.08K $665K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-559
- 5.21%
$70.3 - $73.05 $39.3K - $40.8K
10.2K $732K
IBM
International Business Machines Corp

Technology
-242
- 14.97%
$275.97 - $314.98 $66.8K - $76.2K
1.38K $408K
UPS
United Parcel Service Inc

Industrials
-1.67K
- 16.03%
$82.87 - $97.4 $138K - $162K
8.73K $822K
MDT
Medtronic PLC

Healthcare
-477
- 17.47%
$90.06 - $98.43 $43K - $47K
2.25K $216K
PG
Procter & Gamble CO

Consumer Defensive
-35
- 0.7%
$145.5 - $153.18 $5.09K - $5.36K
5K $729K
DIS
Walt Disney CO

Communication Services
-10
- 0.21%
$105.69 - $116.65 $1.06K - $1.17K
4.8K $507K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.32K
- 7.42%
N/A
16.5K $520K
IWM
Ishares Russell 2000 ETF

ETFs
-132
- 6.86%
$236.79 - $250.33 $31.3K - $33K
1.79K $425K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3K
- 12.12%
$11.35 - $11.74 $34.1K - $35.2K
21.8K $247K
IEFA
Ishares Tr

ETFs
-773
- 3.81%
$86.09 - $89.88 $66.5K - $69.5K
19.5K $1.73M
XCEM
Columbia ETF Tr Ii

ETFs
-1.7K
- 11.08%
$36.03 - $38.99 $61.4K - $66.4K
13.7K $522K
VUG
Vanguard Growth ETF

ETFs
-50
- 4.81%
$470.44 - $504.26 $23.5K - $25.2K
990 $478K
IEMG
Ishares Inc

ETFs
-336
- 1.9%
N/A
17.4K $931K
NEE
Nextera Energy Inc

Utilities
-809
- 16.29%
$78.18 - $86.03 $63.2K - $69.6K
4.16K $356K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-753
- 4.17%
$24.18 - $24.45 $18.2K - $18.4K
17.3K $420K
ED
Consolidated Edison Inc

Utilities
-205
- 8.02%
$96.11 - $102.39 $19.7K - $21K
2.35K $239K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-130
- 6.24%
$142.82 - $150.36 $18.6K - $19.5K
1.95K $286K
Activity Summary
Buys All Purchases 77 New Holdings 9 Increased Positions 68 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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