Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LYFT
Lyft, Inc.

Technology
Q1 2022 Filed on May 09, 2022
55
$34.48 - $44.95 $1.9K - $2.47K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
52
$134.84 - $172.57 $7.01K - $8.97K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
39
$359.99 - $441.51 $14K - $17.2K
MTD
Mettler Toledo International Inc

Healthcare
Q1 2022 Filed on May 09, 2022
23
$1289.32 - $1674.86 $29.7K - $38.5K
MET
Metlife Inc

Financial Services
Q1 2022 Filed on May 09, 2022
139
$61.96 - $71.63 $8.61K - $9.96K
MELI
Mercadolibre Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
3
$882.47 - $1332.94 $2.65K - $4K
MCK
Mckesson Corp

Healthcare
Q1 2022 Filed on May 09, 2022
103
$244.61 - $310.48 $25.2K - $32K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
965
$222.0 - $269.69 $214K - $260K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
40
$91.94 - $104.06 $3.68K - $4.16K
MTTR
Matterport, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,000
$6.18 - $19.61 $6.18K - $19.6K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 09, 2022
167
$79.77 - $90.53 $13.3K - $15.1K
MAS
Masco Corp

Industrials
Q1 2022 Filed on May 09, 2022
90
$51.0 - $70.21 $4.59K - $6.32K
MRVL
Marvell Technology, Inc.

Technology
Q1 2022 Filed on May 09, 2022
126
$60.25 - $89.43 $7.59K - $11.3K
LXP
Lxp Industrial Trust

Real Estate
Q1 2022 Filed on May 09, 2022
62
$13.81 - $16.04 $856 - $994
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on May 09, 2022
84
$100.69 - $233.19 $8.46K - $19.6K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on May 09, 2022
7,655
$55.42 - $64.7 $424K - $495K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2022 Filed on May 09, 2022
708
$115.14 - $134.62 $81.5K - $95.3K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on May 09, 2022
2,014
$53.45 - $62.56 $108K - $126K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q1 2022 Filed on May 09, 2022
824
$74.15 - $88.3 $61.1K - $72.8K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q1 2022 Filed on May 09, 2022
239
$66.76 - $72.88 $16K - $17.4K
VDE
Vanguard Energy ETF

ETFs
Q1 2022 Filed on May 09, 2022
77
$80.1 - $110.55 $6.17K - $8.51K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 09, 2022
22
$271.48 - $348.23 $5.97K - $7.66K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2022 Filed on May 09, 2022
584
N/A
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on May 09, 2022
14
$57.28 - $62.28 $802 - $872
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
Q1 2022 Filed on May 09, 2022
48
$19.12 - $22.31 $918 - $1.07K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 09, 2022
151
$107.24 - $115.01 $16.2K - $17.4K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on May 09, 2022
51
$366.81 - $462.0 $18.7K - $23.6K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on May 09, 2022
119
$85.05 - $92.24 $10.1K - $11K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on May 09, 2022
2
$52.1 - $55.0 $104 - $110
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 09, 2022
361
$51.44 - $54.88 $18.6K - $19.8K
VGSH
Vanguard

ETFs
Q1 2022 Filed on May 09, 2022
5
$59.19 - $60.79 $296 - $304
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 09, 2022
18,437
$77.77 - $81.19 $1.43M - $1.5M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q1 2022 Filed on May 09, 2022
117
$78.21 - $85.96 $9.15K - $10.1K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q1 2022 Filed on May 09, 2022
94
$89.67 - $105.46 $8.43K - $9.91K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 09, 2022
9
$49.53 - $52.66 $446 - $474
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on May 09, 2022
178
$219.86 - $253.39 $39.1K - $45.1K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on May 09, 2022
120
$199.76 - $251.37 $24K - $30.2K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q1 2022 Filed on May 09, 2022
251
$74.04 - $85.49 $18.6K - $21.5K
VLO
Valero Energy Corp

Energy
Q1 2022 Filed on May 09, 2022
335
$77.14 - $101.54 $25.8K - $34K
MTN
Vail Resorts Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
60
$224.5 - $321.97 $13.5K - $19.3K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
141
$12.75 - $18.21 $1.8K - $2.57K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
387
$13.83 - $21.48 $5.35K - $8.31K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
28
$349.42 - $418.74 $9.78K - $11.7K
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 09, 2022
184
$21.59 - $43.87 $3.97K - $8.07K
UGI
Ugi Corp

Utilities
Q1 2022 Filed on May 09, 2022
3,647
$33.11 - $46.33 $121K - $169K
UDR
Udr, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
85
$53.85 - $60.79 $4.58K - $5.17K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
154
$85.5 - $99.09 $13.2K - $15.3K
TYL
Tyler Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
3
$391.52 - $523.85 $1.17K - $1.57K
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2022 Filed on May 09, 2022
2,500
$5.0 - $5.96 $12.5K - $14.9K
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