Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2022 Filed on May 09, 2022
576
$55.84 - $65.41 $32.2K - $37.7K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
Q1 2022 Filed on May 09, 2022
291
$39.88 - $45.32 $11.6K - $13.2K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
2
$6.63 - $11.97 $13.3 - $23.9
KLAC
Kla Corp

Technology
Q1 2022 Filed on May 09, 2022
70
$314.14 - $445.0 $22K - $31.2K
KNSA
Kiniksa Pharmaceuticals, Ltd.

Healthcare
Q1 2022 Filed on May 09, 2022
35
$9.3 - $12.37 $326 - $433
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on May 09, 2022
294
$16.35 - $19.09 $4.81K - $5.61K
KIM
Kimco Realty Corp

Real Estate
Q1 2022 Filed on May 09, 2022
21
$22.92 - $25.36 $481 - $533
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on May 09, 2022
392
$117.53 - $144.59 $46.1K - $56.7K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 09, 2022
30
$143.98 - $202.66 $4.32K - $6.08K
KEY
Keycorp

Financial Services
Q1 2022 Filed on May 09, 2022
480
$22.12 - $27.01 $10.6K - $13K
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
223
$59.85 - $67.53 $13.3K - $15.1K
JUPW
Jupiter Wellness, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
20
N/A
JNPR
Juniper Networks Inc

Technology
Q1 2022 Filed on May 09, 2022
90
$31.43 - $37.69 $2.83K - $3.39K
IYF
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
204
$78.62 - $91.32 $16K - $18.6K
LUMN
Lumen Technologies, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
170
$9.62 - $13.77 $1.64K - $2.34K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q1 2022 Filed on May 09, 2022
462
$20.52 - $23.96 $9.48K - $11.1K
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2022 Filed on May 09, 2022
159
$72.49 - $97.74 $11.5K - $15.5K
MPWR
Monolithic Power Systems Inc

Technology
Q1 2022 Filed on May 09, 2022
6
$361.12 - $512.21 $2.17K - $3.07K
Monmouth Real Estate Invt Corp Cl A
Q1 2022 Filed on May 09, 2022
1,310
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
885
$59.12 - $68.36 $52.3K - $60.5K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
17
$47.35 - $54.3 $805 - $923
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
28
$123.76 - $188.25 $3.47K - $5.27K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,167
$126.46 - $235.05 $148K - $274K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
36
$196.12 - $227.39 $7.06K - $8.19K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 09, 2022
540
$69.4 - $97.36 $37.5K - $52.6K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 09, 2022
105
$39.0 - $71.34 $4.1K - $7.49K
MSI
Motorola Solutions, Inc.

Technology
Q1 2022 Filed on May 09, 2022
103
$207.64 - $267.43 $21.4K - $27.5K
NWSA
News Corp

Communication Services
Q1 2022 Filed on May 09, 2022
236
$20.28 - $23.68 $4.79K - $5.59K
NEM
Newmont Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
267
$58.67 - $79.96 $15.7K - $21.3K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
123
$21.33 - $26.05 $2.62K - $3.2K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on May 09, 2022
100
$10.72 - $13.3 $1.07K - $1.33K
NRZ
New Residential Investment Corp.

Real Estate
Q1 2022 Filed on May 09, 2022
4,000
$9.93 - $11.25 $39.7K - $45K
NTAP
Net App, Inc.

Technology
Q1 2022 Filed on May 09, 2022
7
$77.33 - $95.48 $541 - $668
NCR
Ncr Corp

Technology
Q1 2022 Filed on May 09, 2022
24
$34.37 - $44.29 $825 - $1.06K
NGG
National Grid PLC

Utilities
Q1 2022 Filed on May 09, 2022
57
$71.03 - $76.87 $4.05K - $4.38K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
79
$164.87 - $202.46 $13K - $16K
MSCI
Msci Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
184
$456.63 - $595.58 $84K - $110K
MCHP
Microchip Technology Inc

Technology
Q1 2022 Filed on May 09, 2022
44
$65.14 - $88.0 $2.87K - $3.87K
Micro Focus Intl PLC Spon Adr New
Q1 2022 Filed on May 09, 2022
3
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,334
$37.48 - $48.52 $50K - $64.7K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
601
$148.06 - $183.26 $89K - $110K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2022 Filed on May 09, 2022
8
$330.12 - $396.83 $2.64K - $3.17K
MPC
Marathon Petroleum Corp

Energy
Q1 2022 Filed on May 09, 2022
359
$65.66 - $85.5 $23.6K - $30.7K
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on May 09, 2022
390
$16.87 - $26.04 $6.58K - $10.2K
MHLD
Maiden Holdings, Ltd.

Financial Services
Q1 2022 Filed on May 09, 2022
760
$2.24 - $3.05 $1.7K - $2.32K
MGNI
Magnite, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
100
$10.53 - $17.83 $1.05K - $1.78K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2022 Filed on May 09, 2022
273
$45.79 - $50.57 $12.5K - $13.8K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
15
$21.42 - $28.09 $321 - $421
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2022 Filed on May 09, 2022
67
$93.03 - $107.69 $6.23K - $7.22K
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email