Amplius Wealth Advisors

Amplius Wealth Advisors as of March 31, 2025

Portfolio Holdings for Amplius Wealth Advisors

Amplius Wealth Advisors holds 183 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Global 100 Etf (IOO) 11.6 $111M 1.2M 96.29
Putnam Etf Trust Focused Lar Cap (PVAL) 7.5 $72M 1.9M 38.08
Columbia Etf Tr I Resh Enhnc Cor (RECS) 5.2 $50M 1.5M 33.21
RBB Motley Fol Etf (TMFC) 5.2 $50M 902k 55.63
John Hancock Exchange Traded Multifactor Mi (JHMM) 3.7 $35M 617k 57.30
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $34M 329k 104.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $33M 71k 468.92
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 3.4 $32M 641k 50.54
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 3.4 $32M 1.7M 19.17
Victory Portfolios Ii Short Trm Bd Etf (USTB) 3.3 $32M 624k 50.65
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 3.1 $30M 992k 29.69
Ishares Tr S&p 100 Etf (OEF) 2.7 $26M 94k 270.83
Harbor Etf Trust Internatnal Comp (OSEA) 2.6 $25M 930k 26.54
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.4 $23M 384k 60.17
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.3 $22M 272k 79.86
Chubb (CB) 2.1 $20M 66k 301.99
Ishares Tr Large Cap Max Bu (MAXJ) 1.9 $19M 723k 25.79
Blackstone Group Inc Com Cl A (BX) 1.9 $18M 128k 139.78
Blackstone Secd Lending Common Stock (BXSL) 1.7 $17M 512k 32.36
Ishares Tr Core S&p Us Gwt (IUSG) 1.6 $15M 119k 127.08
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.5 $15M 133k 111.49
Apple (AAPL) 1.4 $13M 59k 222.13
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $13M 260k 50.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.3 $13M 30k 419.88
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $11M 121k 92.29
Calamos Etf Tr S P 500 Structur (CPSM) 1.1 $11M 406k 26.88
Ishares Tr Msci Acwi Etf (ACWI) 0.9 $8.2M 70k 116.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $7.5M 61k 122.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $7.3M 42k 173.23
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.7 $6.6M 125k 52.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $6.3M 11k 559.38
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.6 $6.0M 136k 44.16
Pacer Fds Tr Developed Mrkt (ICOW) 0.6 $5.8M 186k 31.41
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $5.3M 28k 193.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $4.7M 13k 361.09
Ishares Gold Tr Ishares New (IAU) 0.5 $4.7M 79k 58.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $4.5M 59k 76.57
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) 0.5 $4.4M 89k 49.47
Microsoft Corporation (MSFT) 0.4 $4.3M 11k 375.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $4.0M 5.00 798441.60
Comcast Corp Cl A (CMCSA) 0.4 $3.5M 96k 36.90
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.3 $3.3M 33k 99.34
Affiliated Managers (AMG) 0.3 $2.9M 17k 168.03
Ishares Tr Core Msci Total (IXUS) 0.3 $2.8M 41k 69.81
JPMorgan Chase & Co. (JPM) 0.3 $2.7M 11k 245.29
Amazon (AMZN) 0.3 $2.7M 14k 190.26
Verisk Analytics (VRSK) 0.3 $2.6M 8.9k 297.63
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.6M 9.0k 288.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.4M 41k 58.35
Vanguard Index Fds Value Etf (VTV) 0.2 $2.3M 14k 172.74
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.2 $2.2M 105k 21.23
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $2.2M 60k 36.98
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $2.1M 26k 79.37
NVIDIA Corporation (NVDA) 0.2 $2.0M 18k 108.38
Columbia Etf Tr I Multi Sec Muni (MUST) 0.2 $2.0M 97k 20.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.9M 3.7k 532.58
Broadcom (AVGO) 0.2 $1.8M 11k 167.43
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.7M 23k 74.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.7M 11k 154.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.7M 9.7k 170.90
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.2 $1.5M 22k 67.42
Meta Platforms Cl A (META) 0.1 $1.4M 2.5k 576.35
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $1.4M 35k 38.45
Ishares U S Etf Tr Commodity Curve (CCRV) 0.1 $1.3M 66k 20.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.3M 8.4k 156.23
Eli Lilly & Co. (LLY) 0.1 $1.3M 1.5k 825.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.2M 4.5k 274.81
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.2M 9.7k 124.50
Pfizer (PFE) 0.1 $1.2M 47k 25.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.2M 6.2k 188.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.1k 513.86
Procter & Gamble Company (PG) 0.1 $1.0M 6.1k 170.42
RBB Us Treasry 12 Mt (OBIL) 0.1 $1.0M 21k 50.21
Hubbell (HUBB) 0.1 $1.0M 3.0k 330.91
Ishares Tr Core Msci Eafe (IEFA) 0.1 $996k 13k 75.65
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $983k 28k 35.65
United Parcel Service CL B (UPS) 0.1 $916k 8.3k 109.99
Exxon Mobil Corporation (XOM) 0.1 $907k 7.6k 118.93
Johnson & Johnson (JNJ) 0.1 $864k 5.2k 165.85
Select Sector Spdr Tr Technology (XLK) 0.1 $836k 4.0k 206.50
Ishares Tr Core High Dv Etf (HDV) 0.1 $819k 6.8k 121.12
Costco Wholesale Corporation (COST) 0.1 $819k 866.00 945.78
Visa Com Cl A (V) 0.1 $809k 2.3k 350.46
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $804k 8.7k 92.79
Mastercard Incorporated Cl A (MA) 0.1 $800k 1.5k 548.12
Ishares Tr Core S&p500 Etf (IVV) 0.1 $797k 1.4k 561.71
Golub Capital BDC (GBDC) 0.1 $775k 51k 15.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $743k 3.0k 251.77
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $723k 8.7k 83.28
Calamos Etf Tr Russell 2000 Str (CPRJ) 0.1 $707k 29k 24.82
Home Depot (HD) 0.1 $700k 1.9k 366.49
Ishares Tr Future Ai & Tech (ARTY) 0.1 $691k 22k 31.45
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $685k 23k 29.54
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.1 $664k 28k 23.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $660k 8.1k 81.73
Vanguard Index Fds Small Cp Etf (VB) 0.1 $655k 3.0k 221.78
Marsh & McLennan Companies 0.1 $646k 2.6k 244.03
International Business Machines (IBM) 0.1 $645k 2.6k 248.66
Owl Rock Capital Corporation (OBDC) 0.1 $644k 44k 14.66
Coca-Cola Company (KO) 0.1 $619k 8.6k 71.62
Ishares Core Msci Emkt (IEMG) 0.1 $614k 11k 53.97
Walt Disney Company (DIS) 0.1 $599k 6.1k 98.71
Abbvie (ABBV) 0.1 $590k 2.8k 209.52
Chevron Corporation (CVX) 0.1 $565k 3.4k 167.29
UnitedHealth (UNH) 0.1 $563k 1.1k 523.88
Exchange Listed Fds Tr Saba Int Rate (CEFS) 0.1 $559k 26k 21.33
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $544k 2.7k 202.13
Aon Shs Cl A (AON) 0.1 $540k 1.4k 399.03
Calamos Etf Tr Laddered S&p 500 (CPSL) 0.1 $538k 21k 25.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $522k 5.6k 92.83
Calamos Etf Tr Nasdaq 100 Struc (CPNJ) 0.1 $504k 21k 24.59
Select Sector Spdr Tr Financial (XLF) 0.1 $484k 9.7k 49.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $481k 3.0k 160.54
Bank of America Corporation (BAC) 0.0 $477k 11k 41.73
Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $473k 18k 26.75
Cisco Systems (CSCO) 0.0 $463k 7.5k 61.71
Morgan Stanley Com New (MS) 0.0 $451k 3.9k 116.67
American Express Company (AXP) 0.0 $439k 1.6k 269.05
At&t (T) 0.0 $431k 15k 28.28
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $430k 5.6k 76.95
Blackrock Capital Allocation Trust (BCAT) 0.0 $418k 29k 14.40
Ishares Tr Russell 2000 Etf (IWM) 0.0 $414k 2.1k 199.49
Tesla Motors (TSLA) 0.0 $411k 1.6k 259.20
Vanguard Index Fds Growth Etf (VUG) 0.0 $400k 1.1k 370.92
Waste Management (WM) 0.0 $384k 1.7k 231.51
Select Sector Spdr Tr Communication (XLC) 0.0 $384k 4.0k 96.45
Vanguard World Fds Financials Etf (VFH) 0.0 $352k 2.9k 119.47
Pjt Partners Com Cl A (PJT) 0.0 $334k 2.4k 137.88
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $332k 1.7k 190.58
Netflix (NFLX) 0.0 $329k 353.00 932.53
Wal-Mart Stores (WMT) 0.0 $323k 3.7k 87.79
Blackrock (BLK) 0.0 $319k 337.00 946.48
Air Products & Chemicals (APD) 0.0 $319k 1.1k 294.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $318k 2.7k 117.49
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.0 $318k 18k 17.74
Nextera Energy (NEE) 0.0 $316k 4.5k 70.89
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $315k 3.6k 87.19
Uber Technologies (UBER) 0.0 $302k 4.1k 72.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $296k 1.6k 186.32
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $286k 11k 26.34
Ishares Tr Core Div Grwth (DGRO) 0.0 $283k 4.6k 61.78
TJX Companies (TJX) 0.0 $283k 2.3k 121.80
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $278k 25k 11.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $277k 1.9k 146.01
Lockheed Martin Corporation (LMT) 0.0 $273k 611.00 446.71
Fair Isaac Corporation (FICO) 0.0 $273k 148.00 1844.16
Automatic Data Processing (ADP) 0.0 $267k 875.00 305.53
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $266k 6.1k 43.40
Consolidated Edison (ED) 0.0 $266k 2.4k 110.59
Intuit (INTU) 0.0 $260k 424.00 613.99
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $257k 14k 18.59
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $255k 1.5k 166.00
Merck & Co (MRK) 0.0 $255k 2.8k 89.76
Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $253k 6.0k 42.46
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $250k 3.9k 63.41
Progressive Corporation (PGR) 0.0 $250k 882.00 283.01
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $248k 12k 20.00
Ishares Tr Rus 1000 Etf (IWB) 0.0 $245k 800.00 306.74
Spdr Ser Tr S&p Biotech (XBI) 0.0 $244k 3.0k 81.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $241k 1.8k 132.23
Universal Hlth Svcs CL B (UHS) 0.0 $241k 1.3k 187.90
Boston Scientific Corporation (BSX) 0.0 $240k 2.4k 100.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $240k 4.7k 50.83
PNC Financial Services (PNC) 0.0 $239k 1.4k 175.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $238k 5.8k 40.76
Innovator Etfs Tr Equity Def Protn (TJUL) 0.0 $237k 8.4k 28.06
American States Water Company (AWR) 0.0 $236k 3.0k 78.68
American Intl Group Com New (AIG) 0.0 $234k 2.7k 86.94
Ge Aerospace Com New (GE) 0.0 $231k 1.2k 200.15
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $231k 1.9k 121.91
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $229k 4.2k 54.76
Emcor (EME) 0.0 $227k 613.00 369.63
Abbott Laboratories (ABT) 0.0 $221k 1.7k 132.65
AECOM Technology Corporation (ACM) 0.0 $208k 2.2k 92.73
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $207k 3.0k 69.52
Servicenow (NOW) 0.0 $206k 259.00 796.14
Lowe's Companies (LOW) 0.0 $203k 870.00 233.23
Pepsi (PEP) 0.0 $202k 1.3k 149.94
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $200k 2.4k 84.51
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $163k 20k 8.14
BlackRock MuniYield Pennsylvania Insured (MPA) 0.0 $125k 11k 11.21
Ecovyst (ECVT) 0.0 $113k 18k 6.20
Pimco Income Strategy Fund II (PFN) 0.0 $83k 11k 7.54