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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.61 Million 0.19% of portfolio
36,562
Q4 2024 Reduced 26.77%
$1.61T
$1.6 Million 0.19% of portfolio
2,719
Q4 2024 Added 1.49%
$0
$1.58 Million 0.19% of portfolio
22,591
Q4 2024 Reduced 1.55%
$614B
$1.63 Million 0.19% of portfolio
3,602
Q4 2024 Reduced 8.93%
$0
$1.53 Million 0.18% of portfolio
22,022
Q4 2024 Added 0.0%
$1.14T
$1.56 Million 0.18% of portfolio
8,197
Q4 2024 Reduced 1.1%
$0
$1.4 Million 0.16% of portfolio
36,306
Q4 2024 Added 0.95%
$21.5B
$1.27 Million 0.15% of portfolio
3,035
Q3 2024 Reduced 0.62%
$0
$1.32 Million 0.15% of portfolio
4,544
Q4 2024 Added 9.34%
$144B
$1.24 Million 0.15% of portfolio
46,823
Q4 2024 Added 80.7%
$0
$1.28 Million 0.15% of portfolio
64,210
Q4 2024 New
$0
$1.15 Million 0.14% of portfolio
6,222
Q1 2024 Reduced 15.96%
$835B
$1.18 Million 0.14% of portfolio
1,526
Q4 2024 Added 4.16%
$0
$1.13 Million 0.13% of portfolio
2,106
Q4 2024 Added 0.14%
$0
$981,000 0.12% of portfolio
4,223
Q4 2024 Reduced 2.38%
$82.5B
$985,000 0.12% of portfolio
7,816
Q4 2024 Reduced 0.04%
$0
$894,000 0.11% of portfolio
8,657
Q4 2024 Reduced 0.07%
$0
$944,000 0.11% of portfolio
6,978
Q4 2024 Added 52.69%
$0
$933,000 0.11% of portfolio
38,875
Q4 2024 Reduced 4.98%
$417B
$962,000 0.11% of portfolio
2,474
Q4 2024 Added 1.85%
$0
$831,000 0.1% of portfolio
1,413
Q4 2024 Added 0.36%
$0
$863,000 0.1% of portfolio
27,394
Q4 2024 Reduced 1.19%
$454B
$847,000 0.1% of portfolio
7,881
Q4 2024 Added 2.66%
$462B
$783,000 0.09% of portfolio
855
Q4 2024 Reduced 18.96%
$2.66B
$761,000 0.09% of portfolio
50,231
Q4 2024 Added 4.16%
$537B
$741,000 0.09% of portfolio
1,408
Q4 2024 Added 0.07%
$400B
$756,000 0.09% of portfolio
5,234
Q4 2024 Added 16.13%
$0
$759,000 0.09% of portfolio
6,765
Q4 2024 Reduced 9.26%
$202B
$775,000 0.09% of portfolio
6,967
Q4 2024 Added 2.8%
$0
$641,000 0.08% of portfolio
9,130
Q4 2024 Added 135.86%
$0
$667,000 0.08% of portfolio
7,339
Q4 2024 Added 117.52%
$569B
$698,000 0.08% of portfolio
2,209
Q4 2024 Added 3.95%
$113B
$560,000 0.07% of portfolio
2,640
Q3 2024 Reduced 0.38%
$0
$570,000 0.07% of portfolio
5,617
Q4 2024 Added 0.11%
$0
$556,000 0.07% of portfolio
2,690
Q2 2022 Reduced 27.1%
$0
$610,000 0.07% of portfolio
8,079
Q4 2024 Added 9.72%
$0
$578,000 0.07% of portfolio
21,724
Q4 2024 Reduced 9.43%
$226B
$606,000 0.07% of portfolio
2,758
Q4 2024 Reduced 7.94%
$380B
$490,000 0.06% of portfolio
11,167
Q4 2024 Added 3.67%
$0
$469,000 0.06% of portfolio
9,723
Q2 2024 Reduced 4.89%
$237B
$484,000 0.06% of portfolio
3,853
Q3 2024 Added 1.21%
$0
$482,000 0.06% of portfolio
2,980
Q4 2024 Added 0.03%
$0
$525,000 0.06% of portfolio
17,765
Q4 2024 New
$276B
$550,000 0.06% of portfolio
8,835
Q4 2024 Reduced 2.36%
$493B
$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%
$0
$497,000 0.06% of portfolio
1,777
Q4 2024 Reduced 0.28%
$0
$541,000 0.06% of portfolio
25,300
Q4 2024 Added 1.26%
$237B
$482,000 0.06% of portfolio
1,627
Q4 2024 Added 4.97%

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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