Amplius Wealth Advisors, LLC Q3 2024 Filing
Filed October 16, 2024
Portfolio Value
$916.1M
Holdings
174
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
HDHOME DEPOT INC | $984K |
XLKSELECT SECTOR SPDR TR | $977K |
COSTCOSTCO WHSL CORP NEW | $935K |
XOMEXXON MOBIL CORP | $900K |
HDVISHARES TR | $877K |
VONGVANGUARD SCOTTSDALE FDS | $836K |
IVVISHARES TR | $812K |
PFEPFIZER INC | $750K |
JNJJOHNSON & JOHNSON | $730K |
GBDCGOLUB CAP BDC INC | $729K |
MAMASTERCARD INCORPORATED | $695K |
IBMINTERNATIONAL BUSINESS MACHS | $662K |
DISDISNEY WALT CO | $652K |
KOCOCA COLA CO | $650K |
IAUISHARES TR | $639K |
IJTISHARES TR | $637K |
EFAISHARES TR | $616K |
MRSHMARSH & MCLENNAN COS INC | $589K |
VVISA INC | $584K |
OBDCOWL ROCK CAPITAL CORPORATION | $583K |
UNHUNITEDHEALTH GROUP INC | $572K |
CEFSEXCHANGE LISTED FDS TR | $556K |
MTUMISHARES TR | $545K |
IVWISHARES TR | $537K |
ABBVABBVIE INC | $513K |
CPNJCALAMOS ETF TR | $502K |
VOEVANGUARD INDEX FDS | $500K |
CVXCHEVRON CORP NEW | $497K |
VBKVANGUARD INDEX FDS | $476K |
BCATBLACKROCK CAP ALLOCATION TERM | $472K |
LMTLOCKHEED MARTIN CORP | $471K |
AONAON PLC | $460K |
UTENRBB FD INC | $459K |
WMTWALMART INC | $453K |
XLFSELECT SECTOR SPDR TR | $441K |
DTDWISDOMTREE TR | $428K |
BACBANK AMERICA CORP | $427K |
CSCOCISCO SYS INC | $422K |
AXPAMERICAN EXPRESS CO | $420K |
DWDMORGAN STANLEY | $402K |
IWMISHARES TR | $399K |
TSLATESLA INC | $385K |
XLCSELECT SECTOR SPDR TR | $378K |
NEENEXTERA ENERGY INC | $364K |
IEMGISHARES INC | $364K |
WMWASTE MGMT INC DEL | $342K |
VFHVANGUARD WORLD FDS | $340K |
BSTZBLACKROCK SCIENCE & TECHNOLO | $331K |
PJTPJT PARTNERS INC | $323K |
APDAIR PRODS & CHEMS INC | $321K |
IWPISHARES TR | $321K |
TJULINNOVATOR ETFS TR | $320K |
VUGVANGUARD INDEX FDS | $320K |
MRKMERCK & CO INC | $319K |
VBRVANGUARD INDEX FDS | $318K |
IJKISHARES TR | $310K |
AMKRAMKOR TECHNOLOGY INC | $307K |
PGXINVESCO EXCH TRADED FD TR II | $306K |
AQLTISHARES TR | $302K |
XBISPDR SER TR | $297K |
IHDGWISDOMTREE TR | $296K |
SPSMSPDR SER TR | $296K |
FICOFAIR ISAAC CORP | $295K |
UBERUBER TECHNOLOGIES INC | $293K |
XLVSELECT SECTOR SPDR TR | $287K |
ACMAECOM | $284K |
DBAINVESCO DB MULTI-SECTOR COMM | $283K |
DELLDELL TECHNOLOGIES INC | $273K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $271K |
IWBISHARES TR | $267K |
JIGJ P MORGAN EXCHANGE TRADED F | $266K |
EMEEMCOR GROUP INC | $266K |
TJXTJX COS INC NEW | $262K |
TAT&T INC | $262K |
INTUINTUIT | $259K |
CPSLCALAMOS ETF TR | $257K |
AWRAMER STATES WTR CO | $250K |
ECVTECOVYST INC | $249K |
DTHWISDOMTREE TR | $247K |
ESGUISHARES TR | $239K |
NFLXNETFLIX INC | $238K |
PEPPEPSICO INC | $238K |
BXMTBLACKSTONE MTG TR INC | $236K |
LOWLOWES COS INC | $235K |
ETENERGY TRANSFER L P | $233K |
VBVANGUARD INDEX FDS | $232K |
ADPAUTOMATIC DATA PROCESSING IN | $231K |
BLDRBUILDERS FIRSTSOURCE INC | $231K |
DHRDANAHER CORPORATION | $229K |
NOWSERVICENOW INC | $227K |
ASMLASML HOLDING N V | $227K |
PNCPNC FINL SVCS GROUP INC | $223K |
COWZPACER FDS TR | $222K |
CATCATERPILLAR INC | $219K |
BACVERIZON COMMUNICATIONS INC | $215K |
VEAVANGUARD TAX-MANAGED FDS | $213K |
FDISFIDELITY COVINGTON TRUST | $212K |
PGRPROGRESSIVE CORP | $212K |
GEGE AEROSPACE | $210K |
DGROISHARES TR | $206K |
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