Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

Amplius Wealth Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $851 Million distributed in 177 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 $105M, Putnam ETF Tr Putnam Focused L with a value of $64.1M, Rbb Rf Inc Motley Fool 100 Ind with a value of $48.3M, Columbia ETF Tr I with a value of $46.8M, and Invesco Qqq Trust, Series 1 with a value of $35.2M.

Examining the 13F form we can see an increase of $36.3M in the current position value, from $815M to 851M.

Below you can find more details about Amplius Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $851 Million
ETFs: $651 Million
Financial Services: $76 Million
Technology: $27.9 Million
Communication Services: $10.2 Million
Industrials: $6.07 Million
Consumer Cyclical: $5.12 Million
Healthcare: $4.66 Million
Consumer Defensive: $3.03 Million
Other: $3.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$22.1 Million 2.59% of portfolio
127,902
Q4 2024 Reduced 0.79%
$119B
$18.1 Million 2.13% of portfolio
65,669
Q4 2024 Added 9.4%
$5.35B
$16.2 Million 1.9% of portfolio
499,882
Q4 2024 Reduced 1.68%
$3.79T
$15 Million 1.76% of portfolio
59,763
Q4 2024 Added 1.01%
$2.99T
$5.04 Million 0.59% of portfolio
11,962
Q4 2024 Added 0.9%
$157B
$3.68 Million 0.43% of portfolio
98,135
Q4 2024 Reduced 0.28%
$448B
$3.4 Million 0.4% of portfolio
5
Q3 2022 Added 400.0%
$6.33B
$3.18 Million 0.37% of portfolio
17,199
Q4 2024 Added 0.02%
$2.12T
$2.99 Million 0.35% of portfolio
13,626
Q4 2024 Reduced 6.35%
$738B
$2.71 Million 0.32% of portfolio
11,298
Q4 2024 Reduced 8.64%
$77.6B
$2.58 Million 0.3% of portfolio
11,110
Q4 2024 Added 1.22%
$292B
$2.36 Million 0.28% of portfolio
17,585
Q4 2024 Added 1.28%
$46.6B
$2.32 Million 0.27% of portfolio
8,406
Q4 2024 Reduced 0.95%
$0
$2.22 Million 0.26% of portfolio
107,987
Q4 2024 Reduced 12.86%
$1.02T
$2 Million 0.24% of portfolio
10,582
Q4 2024 Added 2.93%
$1.44T
$1.6 Million 0.19% of portfolio
2,719
Q4 2024 Added 1.49%
$1.06T
$1.56 Million 0.18% of portfolio
8,197
Q4 2024 Reduced 1.1%
$19B
$1.27 Million 0.15% of portfolio
3,035
Q3 2024 Reduced 0.62%
$146B
$1.24 Million 0.15% of portfolio
46,823
Q4 2024 Added 80.7%
$883B
$1.18 Million 0.14% of portfolio
1,526
Q4 2024 Added 4.16%
$86.8B
$985,000 0.12% of portfolio
7,816
Q4 2024 Reduced 0.04%
$414B
$1.02 Million 0.12% of portfolio
6,078
Q4 2024 Added 1.54%
$396B
$962,000 0.11% of portfolio
2,474
Q4 2024 Added 1.85%
$439B
$847,000 0.1% of portfolio
7,881
Q4 2024 Added 2.66%
$464B
$783,000 0.09% of portfolio
855
Q4 2024 Reduced 18.96%
$2.57B
$761,000 0.09% of portfolio
50,231
Q4 2024 Added 4.16%
$533B
$741,000 0.09% of portfolio
1,408
Q4 2024 Added 0.07%
$432B
$756,000 0.09% of portfolio
5,234
Q4 2024 Added 16.13%
$199B
$775,000 0.09% of portfolio
6,967
Q4 2024 Added 2.8%
$577B
$698,000 0.08% of portfolio
2,209
Q4 2024 Added 3.95%
$118B
$560,000 0.07% of portfolio
2,640
Q3 2024 Reduced 0.38%
$225B
$606,000 0.07% of portfolio
2,758
Q4 2024 Reduced 7.94%
$339B
$490,000 0.06% of portfolio
11,167
Q4 2024 Added 3.67%
$210B
$484,000 0.06% of portfolio
3,853
Q3 2024 Added 1.21%
$303B
$550,000 0.06% of portfolio
8,835
Q4 2024 Reduced 2.36%
$445B
$552,000 0.06% of portfolio
1,093
Q4 2024 Added 11.76%
$5.27B
$544,000 0.06% of portfolio
40,687
Q4 2024 Added 1.76%
$212B
$482,000 0.06% of portfolio
1,627
Q4 2024 Added 4.97%
$263B
$472,000 0.06% of portfolio
7,985
Q4 2024 Added 0.66%
$881B
$478,000 0.06% of portfolio
1,184
Q4 2024 Reduced 19.46%
$83.6B
$469,000 0.06% of portfolio
1,307
Q4 2024 Reduced 1.8%
$261B
$467,000 0.05% of portfolio
5,176
Q4 2024 Reduced 7.75%
$121B
$397,000 0.05% of portfolio
818
Q4 2024 Added 1.61%
$295B
$461,000 0.05% of portfolio
3,187
Q4 2024 Reduced 5.65%
$374B
$457,000 0.05% of portfolio
2,577
Q4 2024 Reduced 0.81%
$0
$416,000 0.05% of portfolio
27,513
Q4 2024 Reduced 4.02%
$69.1B
$312,000 0.04% of portfolio
1,079
Q2 2024 Reduced 0.64%
$0
$360,000 0.04% of portfolio
17,396
Q4 2024 Added 0.8%
$94.6B
$332,000 0.04% of portfolio
1,649
Q2 2024 Reduced 0.54%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $851 Million
  • Prior Value $815 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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