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 |
|---|---|
IOOISHARES TR | $39K |
ICOWPACER FDS TR | $33K |
SPSMSPDR SER TR | $29K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $29K |
BXSLBLACKSTONE SECD LENDING FD | $28K |
JPEMJ P MORGAN EXCHANGE TRADED F | $26K |
OEFISHARES TR | $18K |
BXBLACKSTONE INC | $13K |
IUSGISHARES TR | $12K |
CBCHUBB LIMITED | $12K |
IUSVISHARES TR | $12K |
BIVVANGUARD BD INDEX FDS | $12K |
DONSPDR DOW JONES INDL AVERAGE | $11K |
USTBVICTORY PORTFOLIOS II | $10K |
GTOINVESCO ACTIVELY MANAGED ETF | $10K |
FTSMFIRST TR EXCHANGE-TRADED FD | $10K |
FBNDFIDELITY MERRIMACK STR TR | $10K |
ACWIISHARES TR | $8K |
RSPINVESCO EXCHANGE TRADED FD T | $8K |
LINLINDE PLC | $6K |
VIGVANGUARD SPECIALIZED FUNDS | $5K |
SPYSPDR S&P 500 ETF TR | $5K |
ITOTISHARES TR | $5K |
IAU*ISHARES GOLD TR | $4K |
SMMUPIMCO ETF TR | $4K |
HEMIHARTFORD FDS EXCHANGE TRADED | $3K |
SPLVINVESCO EXCH TRADED FD TR II | $3K |
VTVVANGUARD INDEX FDS | $3K |
BTTBLACKROCK MUN TARGET TERM TR | $3K |
RWLINVESCO EXCH TRADED FD TR II | $3K |
MSFTMICROSOFT CORP | $3K |
MMITINDEXIQ ACTIVE ETF TR | $3K |
GCOWPACER FDS TR | $3K |
IXUSISHARES TR | $3K |
IWFISHARES TR | $3K |
MUSTCOLUMBIA ETF TR I | $3K |
CMCSACOMCAST CORP NEW | $3K |
DLNWISDOMTREE TR | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2K |
GQ9SPDR GOLD TR | $2K |
JPMJPMORGAN CHASE & CO | $2K |
BCATBLACKROCK CAP ALLOCATION TERM | $2K |
IJRISHARES TR | $2K |
GSIEGOLDMAN SACHS ETF TR | $2K |
QUALISHARES TR | $2K |
XSOEWISDOMTREE TR | $1K |
XLFSELECT SECTOR SPDR TR | $1K |
GOOGLALPHABET INC | $1K |
UPSUNITED PARCEL SERVICE INC | $1K |
XOMEXXON MOBIL CORP | $1K |
TAT&T INC | $1K |
AMZNAMAZON COM INC | $1K |
EFAISHARES TR | $1K |
VOEVANGUARD INDEX FDS | $1K |
VONGVANGUARD SCOTTSDALE FDS | $1K |
JNJJOHNSON & JOHNSON | $1K |
VTIVANGUARD INDEX FDS | $1K |
—PRINCIPAL CONTRARIAN VALUE INDEX ETF | $1K |
PFEPFIZER INC | $1K |
JHMLJOHN HANCOCK EXCHANGE TRADED | $1K |
IHDGWISDOMTREE TR | $1K |
XLVSELECT SECTOR SPDR TR | $1K |
IWDISHARES TR | $1K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1K |
IJHISHARES TR | $1K |
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