Amplius Wealth Advisors, LLC Q4 2022 Filing
Filed January 19, 2023
Portfolio Value
$626.4B
Holdings
164
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
EFAISHARES TR | $991.8M |
IEMGISHARES INC | $967.2M |
CVXCHEVRON CORP NEW | $965.5M |
HDVISHARES TR | $911.7M |
AQLTISHARES TR | $878.6M |
MRSHMARSH & MCLENNAN COS INC | $729.9M |
HDHOME DEPOT INC | $692.7M |
PGPROCTER AND GAMBLE CO | $661.3M |
IBMINTERNATIONAL BUSINESS MACHS | $633.5M |
DISDISNEY WALT CO | $584.4M |
DDDUPONT DE NEMOURS INC | $556.0M |
BLKCHFBLACKROCK INC | $539.3M |
COSTCOSTCO WHSL CORP NEW | $534.6M |
KOCOCA COLA CO | $531.5M |
IWSISHARES TR | $510.4M |
BACBANK AMERICA CORP | $510.4M |
GBDCGOLUB CAP BDC INC | $503.4M |
UNHUNITEDHEALTH GROUP INC | $483.9M |
CTVACORTEVA INC | $482.1M |
IWNISHARES TR | $482.0M |
MAMASTERCARD INCORPORATED | $475.0M |
DTDWISDOMTREE TR | $474.0M |
XLKSELECT SECTOR SPDR TR | $470.9M |
VBKVANGUARD INDEX FDS | $463.6M |
FIDUFIDELITY COVINGTON TRUST | $462.0M |
IWPISHARES TR | $461.8M |
DOWDOW INC | $441.6M |
BSTZBLACKROCK SCIENCE & TECHNOLO | $440.2M |
DTHWISDOMTREE TR | $436.2M |
VNQVANGUARD INDEX FDS | $430.1M |
VTWGVANGUARD SCOTTSDALE FDS | $412.9M |
VVISA INC COM | $402.0M |
BTXBLACKROCK INNOVATION AND GRW | $400.2M |
MTUMISHARES TR | $392.6M |
CSCOCISCO SYS INC | $391.3M |
LMTLOCKHEED MARTIN CORP | $386.3M |
VBRVANGUARD INDEX FDS | $367.6M |
XLFISELECT SECTOR SPDR TR | $367.6M |
METAMETA PLATFORMS INC | $340.4M |
COWZPACER FDS TR | $340.0M |
RODMLATTICE STRATEGIES TR | $338.9M |
APDAIR PRODS & CHEMS INC | $336.9M |
PULSPGIM ETF TR | $332.9M |
MRKMERCK & CO INC | $332.4M |
NVDANVIDIA CORPORATION | $330.0M |
DWDMORGAN STANLEY | $328.7M |
AMKRAMKOR TECHNOLOGY INC | $311.7M |
FMCFMC CORP | $292.2M |
BACVERIZON COMMUNICATIONS INC | $285.2M |
FENYFIDELITY COVINGTON TRUST | $285.0M |
IVWISHARES TR | $283.1M |
ISCFISHARES TR | $279.8M |
FMATFIDELITY COVINGTON TRUST | $279.4M |
ABBVABBVIE INC | $279.4M |
AWRAMER STATES WTR CO | $277.6M |
PGXINVESCO EXCH TRADED FD TR II | $276.8M |
WMTWALMART INC | $265.6M |
ACMAECOM | $261.7M |
WMWASTE MGMT INC DEL | $260.4M |
VTIPVANGUARD MALVERN FDS | $256.9M |
BXMTBLACKSTONE MTG TR INC | $255.2M |
CVSCVS HEALTH CORP | $250.2M |
IWMISHARES TR | $249.2M |
XBISPDR SER TR | $249.0M |
PEPPEPSICO INC | $247.7M |
JMSTJ P MORGAN EXCHANGE TRADED F | $246.7M |
DGROISHARES TR | $239.4M |
VFHVANGUARD WORLD FDS | $239.3M |
IJTISHARES TR | $237.9M |
MMM3M CO | $230.8M |
SDYSPDR SER TR | $225.2M |
IWBISHARES TR | $224.8M |
BABOEING CO | $224.6M |
SIRIEURSIRIUS XM HOLDINGS INC | $218.9M |
DBAINVESCO DB MULTI-SECTOR COMM | $218.4M |
AXPAMERICAN EXPRESS CO | $214.7M |
ECVTECOVYST INC | $213.9M |
IJKISHARES TR | $212.6M |
BSVVANGUARD BD INDEX FDS | $211.2M |
ADPAUTOMATIC DATA PROCESSING INC | $210.2M |
TIPISHARES TR | $207.1M |
LLYLILLY ELI & CO | $206.7M |
TFCTRUIST FINL CORP | $203.9M |
JIGJ P MORGAN EXCHANGE TRADED F | $201.0M |
ETENERGY TRANSFER L P | $191.6M |
ETXEATON VANCE MUN INCOME 2028 | $187.3M |
FFORD MTR CO DEL | $160.2M |
WBDWARNER BROS DISCOVERY INC | $160.2M |
XEXGXEATON VANCE TAX-MANAGED GLOB | $151.0M |
PFNPIMCO INCOME STRATEGY FD II | $77.8M |
SCTLSOCIETAL CDMO INC | $72.7M |
SKLZSKILLZ INC | $21.4M |
—HEPION PHARMACEUTICALS INC | $3.0M |
—CAZOO GROUP LTD | $1.6M |
DGRWWISDOMTREE TR | $56K |
PVALPUTNAM ETF TRUST | $54K |
VONGVANGUARD SCOTTSDALE FDS | $50K |
IOOISHARES TR | $34K |
ICOWPACER FDS TR | $30K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $26K |
Page 1 of 2Next