Amplius Wealth Advisors, LLC Q3 2023 Filing
Filed October 17, 2023
Portfolio Value
$746.1B
Holdings
162
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (162 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BXSLBLACKSTONE SECD LENDING FD | 1,207,279 | $33K | 0.00% | |
| 102 | ICOWPACER FDS TR | 1,124,309 | $33K | 0.00% | |
| 103 | JHMMJOHN HANCOCK EXCHANGE TRADED | 604,887 | $28K | 0.00% | |
| 104 | CALFPACER FDS TR | 688,751 | $28K | 0.00% | |
| 105 | JPEMJ P MORGAN EXCHANGE TRADED F | 537,868 | $27K | 0.00% | |
| 106 | NDQINVESCO QQQ TR | 72,813 | $26K | 0.00% | |
| 107 | OBILRBB FD INC | 424,755 | $21K | 0.00% | |
| 108 | BUFRFIRST TR EXCHNG TRADED FD VI | 886,141 | $21K | 0.00% | |
| 109 | OEFISHARES TR | 97,063 | $19K | 0.00% | |
| 110 | BIVVANGUARD BD INDEX FDS | 227,102 | $16K | 0.00% | |
| 111 | FTSMFIRST TR EXCHANGE-TRADED FD | 219,151 | $13K | 0.00% | |
| 112 | BXBLACKSTONE INC | 128,879 | $13K | 0.00% | |
| 113 | USTBVICTORY PORTFOLIOS II | 268,074 | $13K | 0.00% | |
| 114 | CBCHUBB LIMITED | 60,382 | $12K | 0.00% | |
| 115 | IUSGISHARES TR | 133,712 | $12K | 0.00% | |
| 116 | FBNDFIDELITY MERRIMACK STR TR | 290,565 | $12K | 0.00% | |
| 117 | HTABHARTFORD FDS EXCHANGE TRADED | 645,182 | $11K | 0.00% | |
| 118 | IUSVISHARES TR | 149,166 | $11K | 0.00% | |
| 119 | DONSPDR DOW JONES INDL AVERAGE | 32,231 | $10K | 0.00% | |
| 120 | AAPLAPPLE INC | 55,269 | $9K | 0.00% | |
| 121 | RSPINVESCO EXCHANGE TRADED FD T | 56,980 | $8K | 0.00% | |
| 122 | LINLINDE PLC | 19,011 | $7K | 0.00% | |
| 123 | ACWIISHARES TR | 79,486 | $7K | 0.00% | |
| 124 | HEMIHARTFORD FDS EXCHANGE TRADED | 144,363 | $5K | 0.00% | |
| 125 | MUSTCOLUMBIA ETF TR I | 258,921 | $5K | 0.00% | |
| 126 | ITOTISHARES TR | 63,021 | $5K | 0.00% | |
| 127 | SMMUPIMCO ETF TR | 107,012 | $5K | 0.00% | |
| 128 | VIGVANGUARD SPECIALIZED FUNDS | 33,195 | $5K | 0.00% | |
| 129 | MMITINDEXIQ ACTIVE ETF TR | 206,534 | $4K | 0.00% | |
| 130 | MSFTMICROSOFT CORP | 12,796 | $4K | 0.00% | |
| 131 | SPYSPDR S&P 500 ETF TR | 11,566 | $4K | 0.00% | |
| 132 | IXUSISHARES TR | 68,367 | $4K | 0.00% | |
| 133 | CMCSACOMCAST CORP NEW | 97,261 | $4K | 0.00% | |
| 134 | IWFISHARES TR | 13,765 | $3K | 0.00% | |
| 135 | IAU*ISHARES GOLD TR | 109,055 | $3K | 0.00% | |
| 136 | GQ9SPDR GOLD TR | 12,869 | $2K | 0.00% | |
| 137 | BTTBLACKROCK MUN TARGET TERM TR | 149,678 | $2K | 0.00% | |
| 138 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $2K | 0.00% | |
| 139 | SPLVINVESCO EXCH TRADED FD TR II | 37,330 | $2K | 0.00% | |
| 140 | IJRISHARES TR | 23,052 | $2K | 0.00% | |
| 141 | JPMJPMORGAN CHASE & CO | 14,201 | $2K | 0.00% | |
| 142 | GSIEGOLDMAN SACHS ETF TR | 74,482 | $2K | 0.00% | |
| 143 | QUALISHARES TR | 16,111 | $2K | 0.00% | |
| 144 | VTVVANGUARD INDEX FDS | 20,023 | $2K | 0.00% | |
| 145 | GCOWPACER FDS TR | 77,793 | $2K | 0.00% | |
| 146 | RWLINVESCO EXCH TRADED FD TR II | 38,238 | $2K | 0.00% | |
| 147 | IWDISHARES TR | 7,454 | $1K | 0.00% | |
| 148 | AMGAFFILIATED MANAGERS GROUP INC | 15,236 | $1K | 0.00% | |
| 149 | GOOGALPHABET INC | 8,248 | $1K | 0.00% | |
| 150 | SPSMSPDR SER TR | 39,473 | $1K | 0.00% | |
| 151 | TAT&T INC | 75,550 | $1K | 0.00% | |
| 152 | UPSUNITED PARCEL SERVICE INC | 7,926 | $1K | 0.00% | |
| 153 | XOMEXXON MOBIL CORP | 8,895 | $1K | 0.00% | |
| 154 | PFEPFIZER INC | 35,104 | $1K | 0.00% | |
| 155 | EFAISHARES TR | 14,690 | $1K | 0.00% | |
| 156 | JHMLJOHN HANCOCK EXCHANGE TRADED | 24,176 | $1K | 0.00% | |
| 157 | DLNWISDOMTREE TR | 28,907 | $1K | 0.00% | |
| 158 | —PRINCIPAL CONTRARIAN VALUE INDEX ETF | 56,146 | $1K | 0.00% | |
| 159 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,651 | $1K | 0.00% | |
| 160 | IJHISHARES TR | 6,629 | $1K | 0.00% | |
| 161 | GOOGLALPHABET INC | 11,222 | $1K | 0.00% | |
| 162 | AMZNAMAZON COM INC | 14,432 | $1K | 0.00% |
PreviousPage 2 of 2