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)

StockValue
ZTSZOETIS INC CL A
$31K
TWTRUSDTWITTER INC COM
$31K
SHOPSHOPIFY INC CL A
$31K
TFCTRUIST FINL CORP COM
$31K
7HPHP INC COM
$30K
VOTVANGUARD MID-CAP GROWTH INDEX FUND
$30K
KLACKLA CORP COM NEW
$30K
BHCBAUSCH HEALTH COS INC COM
$30K
GGGGRACO INC COM
$30K
ITWILLINOIS TOOL WKS INC COM
$30K
TROWPRICE T ROWE GROUP INC COM
$29K
DNAGINKGO BIOWORKS HOLDINGS INC CL A SHS
$29K
AGREURAVANGRID INC COM
$28K
NINISOURCE INC COM
$28K
ISRGINTUITIVE SURGICAL INC COM NEW
$28K
CBRECBRE GROUP INC CL A
$28K
SOSOUTHERN CO COM
$28K
BIIBBIOGEN INC COM
$28K
MSIMOTOROLA SOLUTIONS INC COM NEW
$27K
WMWASTE MGMT INC DEL COM
$27K
MNRUSDMONMOUTH REAL ESTATE INVT CORP CL A
$27K
HCAHCA HEALTHCARE INC COM
$27K
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN
$27K
SLG2EURSL GREEN RLTY CORP COM
$27K
GELGENESIS ENERGY L P UNIT LTD PARTN
$26K
DTFDTF TAX-FREE INCOME 2028 TERM COM
$26K
ZBHZIMMER BIOMET HOLDINGS INC COM
$26K
IDRVISHARES SELF-DRIVING EV AND TECH ETF
$26K
BKNGBOOKING HOLDINGS INC COM
$26K
RMERESMED INC COM
$26K
VLOVALERO ENERGY CORP COM
$25K
MCKMCKESSON CORP COM
$25K
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF
$25K
SHWSHERWIN WILLIAMS CO COM
$25K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$25K
EQIXEQUINIX INC COM
$25K
LTHM1EURLIVENT CORP COM
$24K
SIVBEURSVB FINANCIAL GROUP COM
$24K
PXDEURPIONEER NAT RES CO COM
$24K
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$24K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$24K
SKTTANGER FACTORY OUTLET CTRS INC COM
$23K
MCOMOODYS CORP COM
$23K
RSGREPUBLIC SVCS INC COM
$23K
ETGEATON VANCE TX ADV GLBL DIV FD COM
$23K
FTVFORTIVE CORP COM
$23K
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND
$23K
SPGSIMON PPTY GROUP INC NEW COM
$23K
ALSALLSTATE CORP COM
$22K
DVNDEVON ENERGY CORP NEW COM
$22K
EBAEBAY INC. COM
$22K
WTWWILLIS TOWERS WATSON PLC LTD SHS
$22K
VMCVULCAN MATLS CO COM
$22K
MPCMARATHON PETE CORP COM
$22K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$22K
BKBANK NEW YORK MELLON CORP COM
$21K
ARKGARK GENOMIC REVOLUTION ETF
$21K
FIVNFIVE9 INC COM
$21K
EMREMERSON ELEC CO COM
$21K
SLVISHARES SILVER TRUST
$21K
SCHWSCHWAB CHARLES CORP COM
$21K
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$21K
AFRMAFFIRM HLDGS INC COM CL A
$21K
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$21K
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$21K
SNASNAP ON INC COM
$21K
ROKROCKWELL AUTOMATION INC COM
$20K
ADSKAUTODESK INC COM
$20K
WMBWILLIAMS COS INC COM
$20K
MTTR*MATTERPORT INC COM CL A
$20K
REGNREGENERON PHARMACEUTICALS COM
$20K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$20K
CHDCHURCH & DWIGHT CO INC COM
$20K
MTNVAIL RESORTS INC COM
$19K
VTEBVANGUARD TAX-EXEMPT BOND ETF
$19K
ECONCOLUMBIA EMERGING MARKETS CONSUMER ETF
$19K
CHPTCHARGEPOINT HOLDINGS INC COM CL A
$19K
VTRSVIATRIS INC COM
$19K
IVOVVANGUARD S&P MID-CAP 400 VALUE ETF
$19K
IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF
$19K
ROKUROKU INC COM CL A
$19K
CHWYCHEWY INC CL A
$18K
NOCNORTHROP GRUMMAN CORP COM
$18K
CMPSCOMPASS PATHWAYS PLC SPONSORED ADS
$18K
TRVTRAVELERS COMPANIES INC COM
$18K
BITOPROSHARES BITCOIN STRATEGY ETF
$18K
ADIANALOG DEVICES INC COM
$17K
CMGCHIPOTLE MEXICAN GRILL INC COM
$17K
FANGDIAMONDBACK ENERGY INC COM
$17K
DOCUDOCUSIGN INC COM
$17K
APPNAPPIAN CORP CL A
$17K
IYFISHARES U.S. FINANCIALS ETF
$17K
HBANHUNTINGTON BANCSHARES INC COM
$17K
VCEBVANGUARD ESG U.S. CORPORATE BOND ETF
$17K
CATHGLOBAL X S&P 500 CATHOLIC VALUES ETF
$17K
PPLTABERDEEN STANDARD PHYSICAL PLATINUM SHARES ETF
$17K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$17K
MLMMARTIN MARIETTA MATLS INC COM
$17K
ETSYETSY INC COM
$17K
NEMNEWMONT CORP COM
$16K
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