Amplius Wealth Advisors, LLC Portfolio Holdings

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

Amplius Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $881 Million distributed in 183 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 $111M, Putnam ETF Tr Putnam Focused L with a value of $70.9M, Columbia ETF Tr I with a value of $49.9M, Rbb Rf Inc Motley Fool 100 Ind with a value of $50M, and John Hancock Multifactor Mid C with a value of $35.1M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $851M to 881M.

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

Portfolio value $881 Million
ETFs: $679 Million
Financial Services: $75.3 Million
Technology: $23.6 Million
Communication Services: $9.32 Million
Industrials: $6.15 Million
Healthcare: $5.43 Million
Consumer Cyclical: $4.51 Million
Consumer Defensive: $3.01 Million
Other: $3.54 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.65B
$16.9 Million 1.91% of portfolio
511,802
Q1 2025 Added 2.38%
$6.06B
$2.88 Million 0.33% of portfolio
17,195
Q1 2025 Reduced 0.02%
$2.34B
$780,000 0.09% of portfolio
51,157
Q1 2025 Added 1.84%
$5.27B
$588,000 0.07% of portfolio
43,949
Q1 2025 Added 8.02%
$3.18B
$329,000 0.04% of portfolio
2,423
Q4 2023 New
$2.95B
$233,000 0.03% of portfolio
3,000
Q4 2021 New
$3.09B
$246,000 0.03% of portfolio
12,389
Q3 2023 Added 2.79%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $881 Million
  • Prior Value $851 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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