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Emcor shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Emcor (EME) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Emcor

Tip: Access up to 7 years of quarterly data

All positions including Emcor held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Emcor by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 617 430.53
2024-06-30 $226k 620 365.08
2024-03-31 $216k 617 350.20

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding Emcor

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
State Street Corporation
Select Equity
Invesco
Geode Capital Management
Hanna Zanoni
Lord, Abbett & Co
Morgan Stanley
Wells Fargo & Company
Burgundy Asset Management
Dimensional Fund Advisors
Northern Trust

View all funds holding Emcor