Amplius Wealth Advisors, LLC Q4 2021 Filing
Filed January 28, 2022
Portfolio Value
$724.8B
Holdings
1,029
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (1,029 positions)
| Stock | Value |
|---|---|
UGIUGI CORP NEW COM | $167.0M |
PYPLPAYPAL HLDGS INC COM | $162.0M |
MMM3M CO COM | $161.0M |
SBUXSTARBUCKS CORP COM | $160.0M |
WYWEYERHAEUSER CO MTN BE COM NEW | $151.0M |
CATCATERPILLAR INC COM | $150.0M |
GSYINVESCO ULTRA SHORT DURATION ETF | $150.0M |
ATMPIPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN | $149.0M |
WTRGESSENTIAL UTILS INC COM | $149.0M |
VBVANGUARD SMALL-CAP INDEX FUND | $147.0M |
TJXTJX COS INC NEW COM | $146.0M |
DGRSWISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND | $142.0M |
WFCWELLS FARGO CO NEW COM | $142.0M |
CINFCINCINNATI FINL CORP COM | $141.0M |
XGDVXGABELLI DIVID & INCOME TR COM | $140.0M |
PEPPEPSICO INC COM | $138.0M |
XNTKSPDR NYSE TECHNOLOGY ETF | $132.0M |
LINLINDE PLC SHS | $130.0M |
KMXCARMAX INC COM | $129.0M |
DELLDELL TECHNOLOGIES INC CL C | $129.0M |
THQTEKLA HEALTHCARE OPPORTUNITIES SHS | $128.0M |
GSGOLDMAN SACHS GROUP INC COM | $128.0M |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $128.0M |
ESGUISHARES ESG AWARE MSCI USA ETF | $126.0M |
EEMISHARES MSCI EMERGING MARKETS ETF | $124.0M |
VEUVANGUARD FTSE ALL-WORLD EX US INDEX FUND | $123.0M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $122.0M |
CMECME GROUP INC COM | $122.0M |
LRCXEURLAM RESEARCH CORP COM | $120.0M |
QCOMQUALCOMM INC COM | $119.0M |
VOOVANGUARD S&P 500 ETF | $117.0M |
MOALTRIA GROUP INC COM | $113.0M |
MSCIMSCI INC COM | $112.0M |
MAMASTERCARD INCORPORATED CL A | $112.0M |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $112.0M |
WOLF*WOLFSPEED INC COM | $111.0M |
KHCKRAFT HEINZ CO COM | $109.0M |
SHESPDR SSGA GENDER DIVERSITY INDEX ETF | $109.0M |
UNPUNION PAC CORP COM | $109.0M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $108.0M |
JFRNUVEEN FLOATING RATE INCOME FD COM | $107.0M |
ADBEADOBE SYSTEMS INCORPORATED COM | $105.0M |
AMEAMETEK INC COM | $103.0M |
LENLENNAR CORP CL A | $101.0M |
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $101.0M |
AVGOBROADCOM INC COM | $101.0M |
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND | $101.0M |
MARMARRIOTT INTL INC NEW CL A | $99.0M |
A4SAMERIPRISE FINL INC COM | $97.0M |
BDXBECTON DICKINSON & CO COM | $97.0M |
BAMBROOKFIELD ASSET MGMT INC CL A LTD VT SH | $97.0M |
GILDGILEAD SCIENCES INC COM | $96.0M |
NULCNUVEEN ESG LARGE-CAP ETF | $95.0M |
HONHONEYWELL INTL INC COM | $94.0M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | $94.0M |
WECWEC ENERGY GROUP INC COM | $94.0M |
AWCAMERICAN WTR WKS CO INC NEW COM | $91.0M |
EFGISHARES MSCI EAFE GROWTH ETF | $90.0M |
CSXCSX CORP COM | $89.0M |
PLDPROLOGIS INC. COM | $89.0M |
PHPARKER-HANNIFIN CORP COM | $87.0M |
UBERUBER TECHNOLOGIES INC COM | $86.0M |
CICIGNA CORP NEW COM | $84.0M |
AMLPALERIAN MLP ETF | $83.0M |
SCTLRECRO PHARMA INC COM | $83.0M |
IBBISHARES BIOTECHNOLOGY FUND | $82.0M |
THWTEKLA WORLD HEALTHCARE FD BEN INT SHS | $81.0M |
EWGISHARES MSCI GERMANY ETF | $81.0M |
NFJVIRTUS DIVIDEND INTEREST & PR COM | $80.0M |
DSLDOUBLELINE INCOME SOLUTIONS FD COM | $80.0M |
ISDPGIM HIGH YIELD BOND FUND INC COM | $80.0M |
BSXBOSTON SCIENTIFIC CORP COM | $80.0M |
ECVTECOVYST INC COM | $79.0M |
SYKSTRYKER CORPORATION COM | $78.0M |
ETENERGY TRANSFER L P COM UT LTD PTN | $77.0M |
EOGEOG RES INC COM | $77.0M |
ONEQFIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | $76.0M |
AMATAPPLIED MATLS INC COM | $76.0M |
TXTTEXTRON INC COM | $75.0M |
GHYPGIM GLOBAL HIGH YIELD FD FORM COM | $75.0M |
IWNISHARES RUSSELL 2000 VALUE ETF | $75.0M |
PEOEXELON CORP COM | $74.0M |
ESGVVANGUARD ESG U.S. STOCK ETF | $72.0M |
AMGNAMGEN INC COM | $70.0M |
AFWALIGN TECHNOLOGY INC COM | $70.0M |
—ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF | $70.0M |
EPAMEPAM SYS INC COM | $70.0M |
AQLTISHARES IBONDS DEC 2023 TERM MUNI BOND ETF | $69.0M |
ATECALPHATEC HLDGS INC COM NEW | $68.0M |
DDDUPONT DE NEMOURS INC COM | $68.0M |
USBUS BANCORP DEL COM NEW | $68.0M |
ROPROPER TECHNOLOGIES INC COM | $68.0M |
COWZPACER US CASH COWS 100 ETF | $67.0M |
WDCWESTERN DIGITAL CORP. COM | $67.0M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $65.0M |
AONAON PLC SHS CL A | $65.0M |
IPGPIPG PHOTONICS CORP COM | $65.0M |
TBFPROSHARES SHORT 20 YEAR TREASURY | $63.0M |
ETRNUSDEQUITRANS MIDSTREAM CORP COM | $63.0M |
IVZINVESCO LTD SHS | $63.0M |