Amplius Wealth Advisors, LLC Q4 2021 Filing

Filed January 28, 2022

Portfolio Value

$724.8M

Holdings

1,029

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (1,029 positions)

StockValue
SLBSCHLUMBERGER LTD COM STK
$11K
VISVANGUARD INDUSTRIALS INDEX FUND
$10K
OPENOPENDOOR TECHNOLOGIES INC COM
$10K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$10K
EWXSPDR S&P EMERGING MARKETS SMALL CAP ETF
$10K
EXPEEXPEDIA GROUP INC COM NEW
$10K
ABGAMERISOURCEBERGEN CORP COM
$10K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$10K
TWLOTWILIO INC CL A
$10K
NWSNEWS CORP NEW CL B
$10K
COFCAPITAL ONE FINL CORP COM
$10K
SPOTSPOTIFY TECHNOLOGY S A SHS
$10K
DC4DEXCOM INC COM
$10K
CAZOO GROUP LTD COM
$10K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$10K
EFTEATON VANCE FLTING RATE INC TR COM
$10K
PPLPPL CORP COM
$10K
NUVNUVEEN MUN VALUE FD INC COM
$10K
CTLTEURCATALENT INC COM
$10K
HIGHARTFORD FINL SVCS GROUP INC COM
$10K
LHXL3HARRIS TECHNOLOGIES INC COM
$10K
SYYSYSCO CORP COM
$9K
TTTRANE TECHNOLOGIES PLC SHS
$9K
BBBLACKBERRY LTD COM
$9K
BRBROADRIDGE FINL SOLUTIONS INC COM
$9K
SILVERBOX ENGAGED MERGER CO I COM CL A
$9K
SUREADVISORSHARES DOUBLELINE VALUE EQUITY ETF
$9K
ISIIONIS PHARMACEUTICALS INC COM
$9K
OKEONEOK INC NEW COM
$9K
RCLROYAL CARIBBEAN GROUP COM
$9K
XLNXEURXILINX INC COM
$8K
LVSLAS VEGAS SANDS CORP COM
$8K
PUKNPRUDENTIAL PLC ADR
$8K
VACMARRIOTT VACATIONS WORLDWIDE C COM
$8K
UAAUNDER ARMOUR INC CL A
$8K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$8K
HSTHOST HOTELS & RESORTS INC COM
$8K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$8K
MAAMID-AMER APT CMNTYS INC COM
$8K
FITBFIFTH THIRD BANCORP COM
$8K
EQHEQUITABLE HLDGS INC COM
$8K
TANINVESCO SOLAR ETF
$8K
DLTRDOLLAR TREE INC COM
$8K
CITCINTAS CORP COM
$8K
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
$8K
EIXEDISON INTL COM
$8K
VRTXVERTEX PHARMACEUTICALS INC COM
$8K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$8K
ROSTROSS STORES INC COM
$8K
METMETLIFE INC COM
$8K
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$7K
TERTERADYNE INC COM
$7K
PTONPELOTON INTERACTIVE INC CL A COM
$7K
AIGAMERICAN INTL GROUP INC COM NEW
$7K
BRYN MAWR BK CORP COM
$7K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$7K
PATHUIPATH INC CL A
$7K
RJFRAYMOND JAMES FINL INC COM
$7K
VCRVANGUARD CONSUMER DISCRETIONARY INDEX FUND
$7K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$7K
MDYSPDR S&P MIDCAP 400 ETF
$7K
EPDENTERPRISE PRODS PARTNERS L P COM
$7K
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
$7K
PCARPACCAR INC COM
$7K
ATLAS CORP SHARES
$7K
CPRTCOPART INC COM
$7K
NVSNNOVARTIS AG SPONSORED ADR
$7K
HLTHILTON WORLDWIDE HLDGS INC COM
$7K
NUENUCOR CORP COM
$7K
BXPBOSTON PROPERTIES INC COM
$7K
CMACOMERICA INC COM
$7K
UNFIUNITED NAT FOODS INC COM
$7K
LUVSOUTHWEST AIRLS CO COM
$7K
DOVDOVER CORP COM
$7K
ETRENTERGY CORP NEW COM
$6K
ALBALBEMARLE CORP COM
$6K
OGNORGANON & CO COMMON STOCK
$6K
AEPAMERICAN ELEC PWR CO INC COM
$6K
WSTWEST PHARMACEUTICAL SVSC INC COM
$6K
HBC2HSBC HLDGS PLC SPON ADR NEW
$6K
PPGPPG INDS INC COM
$6K
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF
$6K
TRMBTRIMBLE INC COM
$6K
WELLWELLTOWER INC COM
$6K
MASMASCO CORP COM
$6K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$6K
RCI/BROGERS COMMUNICATIONS INC CL B
$6K
VDEVANGUARD ENERGY INDEX FUND
$6K
MRO*MARATHON OIL CORP COM
$6K
LNTALLIANT ENERGY CORP COM
$6K
STESTERIS PLC SHS USD
$6K
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
$6K
PSAPUBLIC STORAGE COM
$6K
CIENCIENA CORP COM NEW
$6K
SYLDCAMBRIA SHAREHOLDER YIELD ETF
$6K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$6K
INZYINOZYME PHARMA INC COM
$6K
APHAMPHENOL CORP NEW CL A
$6K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$6K
T7DTRANSDIGM GROUP INC COM
$5K
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