Amplius Wealth Advisors, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$961.5M
Holdings
183
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (183 positions)
| Stock | Value |
|---|---|
IOOISHARES TR | $111.1M |
PVALPUTNAM ETF TRUST | $71.7M |
RECSCOLUMBIA ETF TR I | $50.2M |
TMFCRBB FD INC | $50.1M |
JHMMJOHN HANCOCK EXCHANGE TRADED | $35.4M |
IJRISHARES TR | $34.4M |
NDQINVESCO QQQ TR | $33.1M |
GSSTGOLDMAN SACHS ETF TR | $32.4M |
HTABHARTFORD FDS EXCHANGE TRADED | $32.3M |
USTBVICTORY PORTFOLIOS II | $31.6M |
BUFRFIRST TR EXCHNG TRADED FD VI | $29.5M |
OEFISHARES TR | $25.6M |
OSEAHARBOR ETF TRUST | $24.7M |
AVEMAMERICAN CENTY ETF TR | $23.1M |
DGRWWISDOMTREE TR | $21.7M |
CBCHUBB LIMITED | $19.9M |
MAXJISHARES TR | $18.6M |
BXBLACKSTONE INC | $17.8M |
BXSLBLACKSTONE SECD LENDING FD | $16.6M |
IUSGISHARES TR | $15.2M |
BOXXEA SERIES TRUST | $14.8M |
AAPLAPPLE INC | $13.2M |
JMUBJ P MORGAN EXCHANGE TRADED F | $13.0M |
DONSPDR DOW JONES INDL AVERAGE | $12.6M |
IUSVISHARES TR | $11.2M |
CPSMCALAMOS ETF TR | $10.9M |
ACWIISHARES TR | $8.2M |
ITOTISHARES TR | $7.5M |
RSPINVESCO EXCHANGE TRADED FD T | $7.3M |
JPEMJ P MORGAN EXCHANGE TRADED F | $6.6M |
SPYSPDR S&P 500 ETF TR | $6.3M |
IDMOINVESCO EXCH TRADED FD TR II | $6.0M |
ICOWPACER FDS TR | $5.8M |
VIGVANGUARD SPECIALIZED FUNDS | $5.3M |
IWFISHARES TR | $4.7M |
IAU*ISHARES GOLD TR | $4.7M |
BIVVANGUARD BD INDEX FDS | $4.5M |
XTWOBONDBLOXX ETF TRUST | $4.4M |
MSFTMICROSOFT CORP | $4.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.0M |
CMCSACOMCAST CORP NEW | $3.5M |
RWLINVESCO EXCH TRADED FD TR II | $3.3M |
AMGAFFILIATED MANAGERS GROUP INC | $2.9M |
IXUSISHARES TR | $2.8M |
JPMJPMORGAN CHASE & CO | $2.7M |
AMZNAMAZON COM INC | $2.7M |
VRSKVERISK ANALYTICS INC | $2.6M |
GQ9SPDR GOLD TR | $2.6M |
IJHISHARES TR | $2.4M |
VTVVANGUARD INDEX FDS | $2.3M |
BTTBLACKROCK MUN TARGET TERM TR | $2.2M |
GCOWPACER FDS TR | $2.2M |
DLNWISDOMTREE TR | $2.1M |
NVDANVIDIA CORPORATION | $2.0M |
MUSTCOLUMBIA ETF TR I | $2.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.9M |
AVGOBROADCOM INC | $1.8M |
SPLVINVESCO EXCH TRADED FD TR II | $1.7M |
GOOGLALPHABET INC | $1.7M |
QUALISHARES TR | $1.7M |
JHMLJOHN HANCOCK EXCHANGE TRADED | $1.5M |
METAMETA PLATFORMS INC | $1.4M |
HEMIHARTFORD FDS EXCHANGE TRADED | $1.4M |
CCRVUSDISHARES U S ETF TR | $1.3M |
GOOGALPHABET INC | $1.3M |
LLYLILLY ELI & CO | $1.3M |
VTIVANGUARD INDEX FDS | $1.2M |
IJTISHARES TR | $1.2M |
PFEPFIZER INC | $1.2M |
IWDISHARES TR | $1.2M |
VOOVANGUARD INDEX FDS | $1.1M |
PGPROCTER AND GAMBLE CO | $1.0M |
OBILRBB FD INC | $1.0M |
HUBBHUBBELL INC | $1.0M |
AQLTISHARES TR | $996K |
GSIEGOLDMAN SACHS ETF TR | $983K |
UPSUNITED PARCEL SERVICE INC | $916K |
XOMEXXON MOBIL CORP | $907K |
JNJJOHNSON & JOHNSON | $864K |
XLKSELECT SECTOR SPDR TR | $836K |
HDVISHARES TR | $819K |
COSTCOSTCO WHSL CORP NEW | $819K |
VVISA INC | $809K |
VONGVANGUARD SCOTTSDALE FDS | $804K |
MAMASTERCARD INCORPORATED | $800K |
IVVISHARES TR | $797K |
GBDCGOLUB CAP BDC INC | $775K |
VBKVANGUARD INDEX FDS | $743K |
IJKISHARES TR | $722K |
CPRJCALAMOS ETF TR | $707K |
HDHOME DEPOT INC | $700K |
ARTYISHARES TR | $691K |
XCEMCOLUMBIA ETF TR II | $685K |
MMITINDEXIQ ACTIVE ETF TR | $664K |
EFAISHARES TR | $660K |
VBVANGUARD INDEX FDS | $654K |
MRSHMARSH & MCLENNAN COS INC | $645K |
IBMINTERNATIONAL BUSINESS MACHS | $645K |
OBDCOWL ROCK CAPITAL CORPORATION | $644K |
KOCOCA COLA CO | $619K |
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