Amplius Wealth Advisors, LLC Q1 2023 Filing
Filed April 25, 2023
Portfolio Value
$697.3B
Holdings
165
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (165 positions)
| Stock | Value |
|---|---|
STIPISHARES TR | $986.9M |
ECVTECOVYST INC | $937.9M |
CVXCHEVRON CORP NEW | $911.1M |
AQLTISHARES TR | $890.1M |
HDVISHARES TR | $889.1M |
GOOGALPHABET INC | $878.5M |
PGPROCTER AND GAMBLE CO | $866.6M |
DISDISNEY WALT CO | $827.8M |
IEMGISHARES INC | $784.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $758.5M |
XLKSELECT SECTOR SPDR TR | $658.3M |
HDHOME DEPOT INC | $651.9M |
NVDANVIDIA CORPORATION | $648.6M |
MRSHMARSH & MCLENNAN COS INC | $644.0M |
DDDUPONT DE NEMOURS INC | $594.7M |
COSTCOSTCO WHSL CORP NEW | $581.3M |
IBMINTERNATIONAL BUSINESS MACHS | $572.5M |
METAMETA PLATFORMS INC | $571.4M |
KOCOCA COLA CO | $533.9M |
IWSISHARES TR | $524.2M |
GBDCGOLUB CAP BDC INC | $518.7M |
MAMASTERCARD INCORPORATED | $517.9M |
BLKCHFBLACKROCK INC | $509.2M |
DOWDOW INC | $504.5M |
CTVACORTEVA INC | $495.8M |
FIDUFIDELITY COVINGTON TRUST | $490.8M |
IWPISHARES TR | $489.3M |
IWNISHARES TR | $486.6M |
BSTZBLACKROCK SCIENCE & TECHNOLO | $484.6M |
VVISA INC | $480.0M |
DTDWISDOMTREE TR | $473.6M |
PULSPGIM ETF TR | $471.0M |
DTHWISDOMTREE TR | $463.6M |
UNHUNITEDHEALTH GROUP INC | $458.8M |
VTWGVANGUARD SCOTTSDALE FDS | $449.8M |
CSCOCISCO SYS INC | $445.4M |
ABBVABBVIE INC | $443.7M |
BACBANK AMERICA CORP | $440.4M |
NEENEXTERA ENERGY INC | $435.4M |
VBKVANGUARD INDEX FDS | $434.8M |
BTXBLACKROCK INNOVATION AND GRW | $426.5M |
PEPPEPSICO INC | $418.7M |
MRKMERCK & CO INC | $394.7M |
LMTLOCKHEED MARTIN CORP | $385.3M |
LLYLILLY ELI & CO | $384.3M |
XLFISELECT SECTOR SPDR TR | $376.6M |
MTUMISHARES TR | $374.0M |
DWDMORGAN STANLEY | $349.3M |
AMKRAMKOR TECHNOLOGY INC | $338.6M |
APDAIR PRODS & CHEMS INC | $315.6M |
IVWISHARES TR | $310.1M |
COWZPACER FDS TR | $310.0M |
TSLATESLA INC | $305.8M |
VBRVANGUARD INDEX FDS | $304.7M |
FMATFIDELITY COVINGTON TRUST | $297.0M |
ISCFISHARES TR | $295.3M |
IWMISHARES TR | $291.7M |
WMTWALMART INC | $288.6M |
FMCFMC CORP | $285.9M |
PGXINVESCO EXCH TRADED FD TR II | $284.3M |
WMWASTE MGMT INC DEL | $280.0M |
BACVERIZON COMMUNICATIONS INC | $279.3M |
AMGAFFILIATED MANAGERS GROUP INC | $278.6M |
FENYFIDELITY COVINGTON TRUST | $273.9M |
AWRAMER STATES WTR CO | $266.7M |
VTIPVANGUARD MALVERN FDS | $263.0M |
ACMAECOM | $260.1M |
WBDWARNER BROS DISCOVERY INC | $255.3M |
XLCSELECT SECTOR SPDR TR | $251.5M |
BABOEING CO | $248.9M |
AXPAMERICAN EXPRESS CO | $245.4M |
VFHVANGUARD WORLD FDS | $240.9M |
IJTISHARES TR | $238.2M |
DGROISHARES TR | $236.9M |
BXMTBLACKSTONE MTG TR INC | $233.0M |
JIGJ P MORGAN EXCHANGE TRADED F | $230.4M |
XBISPDR SER TR | $228.6M |
SHYISHARES TR | $227.2M |
IWBISHARES TR | $224.1M |
AONAON PLC | $222.9M |
SDYSPDR SER TR | $222.7M |
IJKISHARES TR | $222.6M |
DBAINVESCO DB MULTI-SECTOR COMM | $221.5M |
INTCINTEL CORP | $217.2M |
CVSCVS HEALTH CORP | $202.3M |
FLOTISHARES TR | $201.6M |
ADPAUTOMATIC DATA PROCESSING INC | $201.3M |
NKENIKE INC | $201.0M |
ETENERGY TRANSFER L P | $197.9M |
FFORD MTR CO DEL | $187.4M |
XEXGXEATON VANCE TAX-MANAGED GLOBAL | $156.2M |
SIRIEURSIRIUS XM HOLDINGS INC | $148.8M |
PFNPIMCO INCOME STRATEGY FD II | $78.9M |
SCTLSOCIETAL CDMO INC | $58.1M |
SKLZSKILLZ INC | $25.1M |
—HEPION PHARMACEUTICALS INC | $7.8M |
AAPLAPPLE INC | $570K |
NDQINVESCO QQQ TR | $74K |
DGRWWISDOMTREE TR | $60K |
PVALPUTNAM ETF TRUST | $57K |
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