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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPSMSPDR SER TR | 728,726 | $26K | 0.00% | |
| 102 | JPEMJ P MORGAN EXCHANGE TRADED F | 510,621 | $25K | 0.00% | |
| 103 | OEFISHARES TR | 93,607 | $15K | 0.00% | |
| 104 | CBCHUBB LIMITED | 57,865 | $12K | 0.00% | |
| 105 | USTBVICTORY PORTFOLIOS II | 239,834 | $11K | 0.00% | |
| 106 | FTSMFIRST TR EXCHANGE-TRADED FD | 196,299 | $11K | 0.00% | |
| 107 | GTOINVESCO ACTIVELY MANAGED ETF | 242,365 | $11K | 0.00% | |
| 108 | DONSPDR DOW JONES INDL AVERAGE | 33,887 | $11K | 0.00% | |
| 109 | IUSGISHARES TR | 135,280 | $11K | 0.00% | |
| 110 | BXBLACKSTONE INC | 156,100 | $11K | 0.00% | |
| 111 | IUSVISHARES TR | 166,071 | $11K | 0.00% | |
| 112 | FBNDFIDELITY MERRIMACK STR TR | 258,054 | $11K | 0.00% | |
| 113 | BIVVANGUARD BD INDEX FDS | 141,814 | $10K | 0.00% | |
| 114 | NDQINVESCO QQQ TR | 38,906 | $10K | 0.00% | |
| 115 | ACWIISHARES TR | 107,053 | $9K | 0.00% | |
| 116 | BXSLBLACKSTONE SECD LENDING FD | 365,825 | $8K | 0.00% | |
| 117 | RSPINVESCO EXCH TRADED FD T | 60,177 | $8K | 0.00% | |
| 118 | AAPLAPPLE INC | 57,737 | $7K | 0.00% | |
| 119 | IAU*ISHARES GOLD TR | 174,193 | $6K | 0.00% | |
| 120 | VIGVANGUARD SPECIALIZED FUNDS | 38,123 | $5K | 0.00% | |
| 121 | ITOTISHARES TR | 60,080 | $5K | 0.00% | |
| 122 | SPYSPDR S&P 500 ETF TR | 11,980 | $4K | 0.00% | |
| 123 | IWFISHARES TR | 14,490 | $3K | 0.00% | |
| 124 | BTTBLACKROCK MUN TARGET TERM TR | 152,456 | $3K | 0.00% | |
| 125 | BCATBLACKROCK CAP ALLOCATION TR | 239,049 | $3K | 0.00% | |
| 126 | GQ9SPDR GOLD TR | 19,024 | $3K | 0.00% | |
| 127 | MSFTMICROSOFT CORP | 12,511 | $3K | 0.00% | |
| 128 | MMITINDEXIQ ACTIVE ETF TR | 154,396 | $3K | 0.00% | |
| 129 | SPLVINVESCO EXCH TRADED FD TR II | 60,976 | $3K | 0.00% | |
| 130 | SMMUPIMCO ETF TR | 80,077 | $3K | 0.00% | |
| 131 | MUSTCOLUMBIA ETF TR I | 192,863 | $3K | 0.00% | |
| 132 | CMCSACOMCAST CORP NEW | 96,779 | $3K | 0.00% | |
| 133 | HEMIHARTFORD FDS EXCHANGE TRADED | 100,866 | $3K | 0.00% | |
| 134 | VTVVANGUARD INDEX FDS | 21,702 | $3K | 0.00% | |
| 135 | DLNWISDOMTREE TR | 38,879 | $2K | 0.00% | |
| 136 | IJRISHARES TR | 22,432 | $2K | 0.00% | |
| 137 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $2K | 0.00% | |
| 138 | GCOWPACER FDS TR | 80,174 | $2K | 0.00% | |
| 139 | QUALISHARES TR | 19,104 | $2K | 0.00% | |
| 140 | RWLINVESCO EXCH TRADED FD TR II | 31,937 | $2K | 0.00% | |
| 141 | JPMJPMORGAN CHASE & CO | 17,241 | $2K | 0.00% | |
| 142 | IXUSISHARES TR | 42,385 | $2K | 0.00% | |
| 143 | GSIEGOLDMAN SACHS ETF TR | 92,346 | $2K | 0.00% | |
| 144 | IJHISHARES CORE S&P MID-CAP ETF | 5,893 | $1K | 0.00% | |
| 145 | JPSTJ P MORGAN EXCHANGE TRADED F | 22,511 | $1K | 0.00% | |
| 146 | STIPISHARES TR | 11,731 | $1K | 0.00% | |
| 147 | JHMLJOHN HANCOCK EXCHANGE TRADED | 27,913 | $1K | 0.00% | |
| 148 | XOMEXXON MOBIL CORP | 11,294 | $1K | 0.00% | |
| 149 | GOOGALPHABET INC | 13,597 | $1K | 0.00% | |
| 150 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,693 | $1K | 0.00% | |
| 151 | UPSUNITED PARCEL SERVICE INC | 7,889 | $1K | 0.00% | |
| 152 | XSOEWISDOMTREE TR | 48,676 | $1K | 0.00% | |
| 153 | TAT&T INC | 74,132 | $1K | 0.00% | |
| 154 | GOOGLALPHABET INC | 11,341 | $1K | 0.00% | |
| 155 | VTIVANGUARD INDEX FDS | 6,152 | $1K | 0.00% | |
| 156 | XLFSELECT SECTOR SPDR TR | 39,227 | $1K | 0.00% | |
| 157 | AMZNAMAZON COM INC | 12,118 | $1K | 0.00% | |
| 158 | PFEPFIZER INC | 34,189 | $1K | 0.00% | |
| 159 | VOEVANGUARD INDEX FDS | 9,188 | $1K | 0.00% | |
| 160 | —PRINCIPAL CONTRARIAN VALUE INDEX ETF | 43,234 | $1K | 0.00% | |
| 161 | IHDGWISDOMTREE TR | 43,096 | $1K | 0.00% | |
| 162 | JNJJOHNSON & JOHNSON | 10,680 | $1K | 0.00% | |
| 163 | IWDISHARES TR | 7,039 | $1K | 0.00% | |
| 164 | XLVSELECT SECTOR SPDR TR | 8,969 | $1K | 0.00% |
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