Amplius Wealth Advisors, LLC
CIK Number: 0001900584
Main Sectors:
Top Industries:
Filing Date: Apr 10, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IOO | iShares Global ... | 114.73 | -0.18% | 1.15M | +10.60% | 111.13M | 84.38 | 11.56% | Share |
| 2 | PVAL | Putnam Focused ... | 41.14 | -0.17% | 1.88M | +9.04% | 71.74M | 31.08 | 7.46% | Share |
| 3 | RECS | Columbia Resear... | 38.80 | -0.32% | 1.51M | +11.94% | 50.23M | 29.36 | 5.22% | Share |
| 4 | TMFC | Motley Fool 100... | 67.46 | -0.28% | 901.53K | +12.19% | 50.15M | 49.12 | 5.22% | Share |
| 5 | JHMM | John Hancock Mu... | 62.73 | -0.45% | 616.92K | +10.11% | 35.35M | 48.06 | 3.68% | Share |
| 6 | IJR | iShares Core S&... | 114.39 | -0.66% | 328.5K | +16.11% | 34.35M | 113.4 | 3.57% | Share |
| 7 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 70.52K | +2.55% | 33.07M | 333.74 | 3.44% | Share |
| 8 | GSST | Goldman Sachs A... | 50.53 | +0.02% | 641.39K | -6.93% | 32.42M | 50.15 | 3.37% | Share |
| 9 | HTAB | Hartford Schrod... | 18.57 | -0.03% | 1.69M | -5% | 32.33M | 19.31 | 3.36% | Share |
| 10 | USTB | VictoryShares U... | 50.75 | -0.04% | 623.73K | +100.00% | 31.59M | 50.65 | 3.29% | Share |
| 11 | BUFR | First Trust Cbo... | 32.69 | -0.12% | 992.06K | -13.53% | 29.46M | 28.14 | 3.06% | Share |
| 12 | OEF | iShares S&P 100... | 320.44 | -0.09% | 94.42K | +0.92% | 25.57M | 220.4 | 2.66% | Share |
| 13 | OSEA | Harbor Internat... | 29.39 | +0.67% | 930.28K | +39.02% | 24.69M | 27.56 | 2.57% | Share |
| 14 | AVEM | Avantis Emergin... | 71.23 | +0.28% | 384.39K | +39.30% | 23.13M | 57.96 | 2.41% | Share |
| 15 | DGRW | WisdomTree U.S.... | 87.07 | -0.14% | 271.5K | +5.59% | 21.68M | 63.02 | 2.25% | Share |
| 16 | CB | Chubb Limited | 274.20 | -0.56% | 66.06K | +0.60% | 19.95M | 209.37 | 2.07% | Share |
| 17 | BX | Blackstone Inc. | 171.71 | -1.7% | 127.47K | -0.34% | 17.82M | 119.04 | 1.85% | Share |
| 18 | IUSG | iShares Core S&... | 157.53 | -0.32% | 119.26K | -0.47% | 15.16M | 114.99 | 1.58% | Share |
| 19 | BOXX | Alpha Architect... | 113.27 | +0.04% | 133K | +12.38% | 14.83M | 109.37 | 1.54% | Share |
| 20 | AAPL | Apple Inc. | 231.56 | -0.52% | 59.39K | -0.63% | 13.19M | 175.84 | 1.37% | Share |
| 21 | JMUB | JPMorgan Munici... | 49.41 | -0.02% | 259.97K | +100.00% | 13M | 50 | 1.35% | Share |
| 22 | DIA | SPDR Dow Jones ... | 449.48 | +0.07% | 29.98K | +0.25% | 12.59M | 336.66 | 1.31% | Share |
| 23 | IUSV | iShares Core S&... | 97.64 | -0.26% | 121.35K | +1.09% | 11.2M | 75.85 | 1.16% | Share |
| 24 | CPSM | Calamos S&P 500... | 28.07 | -0.02% | 406.4K | -9.68% | 10.93M | 25.72 | 1.14% | Share |
| 25 | ACWI | iShares MSCI AC... | 133.34 | -0.01% | 70.44K | -0.52% | 8.2M | 104.53 | 0.85% | Share |
| 26 | ITOT | iShares Core S&... | 140.54 | -0.26% | 61.2K | +1.85% | 7.47M | 103.17 | 0.78% | Share |
| 27 | RSP | Invesco S&P 500... | 185.81 | -0.27% | 41.94K | +0.52% | 7.27M | 152.93 | 0.76% | Share |
| 28 | JPEM | JPMorgan Divers... | 57.87 | +0.20% | 125.39K | +20.97% | 6.61M | 50.07 | 0.69% | Share |
| 29 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 11.25K | 0.00% | 6.29M | 461.69 | 0.65% | Share |
| 30 | IDMO | Invesco S&P Int... | 53.00 | +0.09% | 135.76K | +100.00% | 6M | 44.16 | 0.62% | Share |
| 31 | ICOW | Pacer Developed... | 35.72 | +0.53% | 185.66K | -77.97% | 5.83M | 28.82 | 0.61% | Share |
| 32 | VIG | Vanguard Divide... | 209.53 | -0.26% | 27.54K | -0.61% | 5.34M | 171.7 | 0.56% | Share |
| 33 | IWF | iShares Russell... | 448.97 | -0.32% | 12.99K | -0.51% | 4.69M | 303.56 | 0.49% | Share |
| 34 | IAU | iShares Gold Tr... | 62.94 | +0.06% | 78.94K | 0.00% | 4.65M | 34.81 | 0.48% | Share |
| 35 | BIV | Vanguard Interm... | 77.23 | -0.1% | 58.97K | -26.43% | 4.52M | 75.53 | 0.47% | Share |
| 36 | XTWO | Bondbloxx Bloom... | 49.42 | +0.01% | 88.73K | -91.48% | 4.39M | 49 | 0.46% | Share |
| 37 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 11.36K | -5% | 4.27M | 331.06 | 0.44% | Share |
| 38 | BRK-A | Berkshire Hatha... | 715749.40 | -0.41% | 5 | 0.00% | 3.99M | 415308.4 | 0.42% | Share |
| 39 | CMCSA | Comcast Corpora... | 33.45 | +1.69% | 96.16K | -2.01% | 3.55M | 50.01 | 0.37% | Share |
| 40 | RWL | Invesco S&P 500... | 106.42 | +0.09% | 32.72K | +0.01% | 3.25M | 79.04 | 0.34% | Share |
| 41 | AMG | Affiliated Mana... | 218.71 | -1.92% | 17.2K | -0.02% | 2.89M | 152.24 | 0.30% | Share |
| 42 | IXUS | iShares Core MS... | 79.96 | +0.44% | 40.52K | -3.96% | 2.83M | 66.85 | 0.29% | Share |
| 43 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 11.14K | -1.42% | 2.73M | 127.91 | 0.28% | Share |
| 44 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 14.05K | +3.12% | 2.67M | 151.23 | 0.28% | Share |
| 45 | VRSK | Verisk Analytic... | 268.03 | +0.12% | 8.88K | +5.64% | 2.64M | 269.69 | 0.27% | Share |
| 46 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 9K | -3.12% | 2.59M | 171.23 | 0.27% | Share |
| 47 | IJH | iShares Core S&... | 63.51 | -0.56% | 40.49K | +10.92% | 2.36M | 48.09 | 0.25% | Share |
| 48 | VTV | Vanguard Value ... | 180.22 | -0.14% | 13.56K | +11.01% | 2.34M | 149.65 | 0.24% | Share |
| 49 | GCOW | Pacer Global Ca... | 39.97 | +0.68% | 60.24K | +2.14% | 2.23M | 29.05 | 0.23% | Share |
| 50 | DLN | WisdomTree U.S.... | 84.70 | -0.2% | 26.07K | 0.00% | 2.07M | 58.81 | 0.22% | Share |
| 51 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 18.08K | +2.81% | 1.96M | 33.07 | 0.20% | Share |
| 52 | MUST | Columbia Multi-... | 20.01 | -0.15% | 96.86K | -84.85% | 1.95M | 20.36 | 0.20% | Share |
| 53 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 3.66K | +1.50% | 1.95M | 307.28 | 0.20% | Share |
| 54 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 10.77K | -3.02% | 1.8M | 135.38 | 0.19% | Share |
| 55 | SPLV | Invesco S&P 500... | 73.49 | -0.1% | 22.67K | +0.35% | 1.69M | 68.61 | 0.18% | Share |
| 56 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 10.74K | +1.54% | 1.66M | 136.11 | 0.17% | Share |
| 57 | QUAL | iShares MSCI US... | 188.09 | -0.28% | 9.67K | -0.5% | 1.65M | 143.2 | 0.17% | Share |
| 58 | JHML | John Hancock Mu... | 75.71 | -0.39% | 22.02K | 0.00% | 1.48M | 59.45 | 0.15% | Share |
| 59 | META | Meta Platforms,... | 784.78 | +0.34% | 2.49K | -8.46% | 1.43M | 337.35 | 0.15% | Share |
| 60 | HMOP | Hartford Munici... | 38.24 | -0.03% | 35.43K | -2.42% | 1.36M | 37.68 | 0.14% | Share |
| 61 | CCRV | iShares Commodi... | 19.97 | -1.09% | 65.51K | +2.03% | 1.34M | 20.02 | 0.14% | Share |
| 62 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 8.43K | +2.88% | 1.32M | 143.15 | 0.14% | Share |
| 63 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 1.55K | +1.31% | 1.28M | 421.54 | 0.13% | Share |
| 64 | VTI | Vanguard Total ... | 316.44 | -0.24% | 4.55K | +0.09% | 1.25M | 225.64 | 0.13% | Share |
| 65 | IJT | iShares S&P Sma... | 137.36 | -0.67% | 9.68K | +38.68% | 1.2M | 125.75 | 0.13% | Share |
| 66 | PFE | Pfizer Inc. | 25.16 | +0.18% | 46.54K | -0.6% | 1.18M | 43.38 | 0.12% | Share |
| 67 | IWD | iShares Russell... | 198.27 | -0.2% | 6.22K | 0.00% | 1.17M | 167.06 | 0.12% | Share |
| 68 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 2.12K | +0.85% | 1.09M | 449.19 | 0.11% | Share |
| 69 | PG | The Procter & G... | 154.24 | +0.33% | 6.15K | +1.14% | 1.05M | 154.51 | 0.11% | Share |
| 70 | OBIL | The RBB Fund, I... | 50.12 | +0.02% | 20.83K | -14.68% | 1.05M | 49.93 | 0.11% | Share |
| 71 | HUBB | Hubbell Incorpo... | 427.37 | -2.35% | 3.04K | +0.07% | 1M | 328.93 | 0.10% | Share |
| 72 | IEFA | iShares Core MS... | 86.11 | +0.60% | 13.16K | +44.17% | 995.82K | 68.81 | 0.10% | Share |
| 73 | GSIE | Goldman Sachs A... | 40.92 | +0.43% | 27.59K | +0.70% | 983.44K | 34.96 | 0.10% | Share |
| 74 | UPS | United Parcel S... | 88.52 | -0.03% | 8.33K | +6.56% | 916.11K | 203.98 | 0.10% | Share |
| 75 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 7.63K | -3.18% | 907.44K | 78.63 | 0.09% | Share |
| 76 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 5.21K | -0.44% | 864.26K | 166.26 | 0.09% | Share |
| 77 | XLK | Technology Sele... | 265.69 | -0.76% | 4.05K | -4.14% | 835.91K | 150.11 | 0.09% | Share |
| 78 | HDV | iShares Core Hi... | 121.30 | +0.17% | 6.76K | 0.00% | 819.38K | 100.99 | 0.09% | Share |
| 79 | COST | Costco Wholesal... | 971.81 | -0.37% | 866 | +1.29% | 819.04K | 529.5 | 0.09% | Share |
| 80 | V | Visa Inc. | 344.47 | -0.3% | 2.31K | +4.44% | 808.51K | 225.4 | 0.08% | Share |
| 81 | VONG | Vanguard Russel... | 115.54 | -0.28% | 8.66K | +0.09% | 803.99K | 55.15 | 0.08% | Share |
| 82 | MA | Mastercard Inco... | 582.05 | -0.29% | 1.46K | +3.62% | 799.71K | 301.45 | 0.08% | Share |
| 83 | IVV | iShares Core S&... | 646.52 | -0.25% | 1.42K | +0.35% | 796.51K | 548.7 | 0.08% | Share |
| 84 | GBDC | Golub Capital B... | 14.74 | -0.37% | 51.16K | +1.84% | 774.51K | 15.42 | 0.08% | Share |
| 85 | VBK | Vanguard Small ... | 285.98 | +0.13% | 2.95K | +66.12% | 743.24K | 222.84 | 0.08% | Share |
| 86 | IJK | iShares S&P Mid... | 93.19 | -0.49% | 8.68K | +18.20% | 722.48K | 82.84 | 0.08% | Share |
| 87 | CPRJ | Calamos Russell... | 26.07 | -0.06% | 28.5K | 0.00% | 707.33K | 25.49 | 0.07% | Share |
| 88 | HD | The Home Depot,... | 399.60 | -0.18% | 1.91K | -22.8% | 700K | 369.42 | 0.07% | Share |
| 89 | XCEM | Columbia EM Cor... | 34.91 | +0.23% | 23.19K | +30.54% | 684.92K | 29.59 | 0.07% | Share |
| 90 | MMIT | NYLI MacKay Mun... | 23.86 | -0.1% | 27.68K | -28.78% | 663.61K | 24.14 | 0.07% | Share |
| 91 | EFA | iShares MSCI EA... | 92.19 | +0.59% | 8.08K | 0.00% | 660.3K | 78.41 | 0.07% | Share |
| 92 | VB | Vanguard Small ... | 245.92 | -0.39% | 2.95K | +119.90% | 654.46K | 221.26 | 0.07% | Share |
| 93 | MMC | Marsh & McLenna... | 207.27 | +0.14% | 2.65K | +0.19% | 645.46K | 175.14 | 0.07% | Share |
| 94 | IBM | International B... | 239.84 | +1.15% | 2.6K | -5.91% | 645.27K | 134.82 | 0.07% | Share |
| 95 | OBDC | Blue Owl Capita... | 14.13 | -1.19% | 43.95K | +8.02% | 644.3K | 13.57 | 0.07% | Share |
| 96 | KO | The Coca-Cola C... | 69.91 | +0.51% | 8.64K | -2.22% | 618.73K | 61.52 | 0.06% | Share |
| 97 | IEMG | iShares Core MS... | 62.10 | +0.22% | 11.37K | +38.88% | 613.61K | 51.61 | 0.06% | Share |
| 98 | DIS | The Walt Disney... | 115.31 | -0.86% | 6.07K | -12.93% | 598.76K | 139.83 | 0.06% | Share |
| 99 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 2.81K | +9.20% | 589.59K | 151.39 | 0.06% | Share |
| 100 | CVX | Chevron Corpora... | 156.50 | +0.87% | 3.38K | +6.02% | 565.27K | 133.51 | 0.06% | Share |
| 101 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 1.07K | -1.65% | 563.17K | 503.59 | 0.06% | Share |
| 102 | CEFS | Saba Closed-End... | 22.52 | -0.18% | 26.2K | +3.57% | 558.88K | 18.69 | 0.06% | Share |
| 103 | MTUM | iShares MSCI US... | 244.77 | -0.48% | 2.69K | 0.00% | 543.73K | 181.82 | 0.06% | Share |
| 104 | AON | Aon plc | 367.19 | +0.23% | 1.35K | +3.60% | 540.29K | 317.2 | 0.06% | Share |
| 105 | IVW | iShares S&P 500... | 115.44 | -0.31% | 5.62K | +0.11% | 521.96K | 84.64 | 0.05% | Share |
| 106 | CPNJ | Calamos Nasdaq-... | 26.43 | +0.06% | 20.5K | 0.00% | 504.13K | 24.24 | 0.05% | Share |
| 107 | XLF | Financial Selec... | 52.45 | -1.05% | 9.72K | 0.00% | 484.3K | 35.87 | 0.05% | Share |
| 108 | VOE | Vanguard Mid-Ca... | 170.01 | -0.39% | 3K | +0.50% | 480.81K | 150.38 | 0.05% | Share |
| 109 | BAC | Bank of America... | 46.92 | -1.65% | 11.42K | +2.25% | 476.47K | 31.16 | 0.05% | Share |
| 110 | IBMN | iShares iBonds ... | 26.77 | +0.06% | 17.67K | -18.65% | 472.73K | 26.4 | 0.05% | Share |
| 111 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 7.5K | -6.07% | 462.82K | 61.2 | 0.05% | Share |
| 112 | MS | Morgan Stanley | 144.65 | -2.6% | 3.86K | +0.21% | 450.46K | 97.51 | 0.05% | Share |
| 113 | AXP | American Expres... | 305.56 | -0.71% | 1.63K | +0.18% | 438.55K | 158.85 | 0.05% | Share |
| 114 | T | AT&T Inc. | 28.89 | +0.47% | 15.22K | +18.18% | 430.55K | 23.02 | 0.04% | Share |
| 115 | DTD | WisdomTree U.S.... | 81.91 | -0.27% | 5.59K | 0.00% | 429.84K | 64.57 | 0.04% | Share |
| 116 | IWM | iShares Russell... | 226.97 | -0.55% | 2.08K | 0.00% | 413.94K | 212.89 | 0.04% | Share |
| 117 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 1.59K | +33.95% | 411.09K | 223.78 | 0.04% | Share |
| 118 | VUG | Vanguard Growth... | 462.00 | -0.33% | 1.08K | +10.67% | 400.23K | 317.19 | 0.04% | Share |
| 119 | WM | Waste Managemen... | 226.79 | +0.29% | 1.66K | +0.49% | 383.61K | 161.01 | 0.04% | Share |
| 120 | XLC | Communication S... | 111.48 | +0.26% | 3.98K | 0.00% | 383.49K | 58.3 | 0.04% | Share |
| 121 | VFH | Vanguard Financ... | 128.31 | -1.09% | 2.94K | 0.00% | 351.6K | 94.74 | 0.04% | Share |
| 122 | PJT | PJT Partners In... | 179.67 | -2.14% | 2.42K | 0.00% | 334.08K | 101.87 | 0.03% | Share |
| 123 | IVE | iShares S&P 500... | 201.62 | -0.21% | 1.74K | +100.00% | 332.37K | 190.58 | 0.03% | Share |
| 124 | NFLX | Netflix, Inc. | 1239.22 | +0.70% | 353 | 0.00% | 329.18K | 627.65 | 0.03% | Share |
| 125 | WMT | Walmart Inc. | 99.98 | -0.86% | 3.67K | -29.04% | 322.45K | 49.16 | 0.03% | Share |
| 126 | BLK | BlackRock, Inc. | 1135.68 | -2.11% | 337 | +2.43% | 318.96K | 1023.24 | 0.03% | Share |
| 127 | APD | Air Products an... | 290.50 | -0.57% | 1.08K | +0.19% | 318.81K | 303.96 | 0.03% | Share |
| 128 | IWP | iShares Russell... | 139.77 | -0.01% | 2.71K | -0.11% | 318.4K | 86.21 | 0.03% | Share |
| 129 | NEE | NextEra Energy,... | 75.50 | +4.51% | 4.45K | +0.61% | 315.74K | 76.87 | 0.03% | Share |
| 130 | QQQE | Direxion NASDAQ... | 98.30 | -0.3% | 3.61K | +15.13% | 314.49K | 89.43 | 0.03% | Share |
| 131 | UBER | Uber Technologi... | 92.66 | +1.37% | 4.14K | +3.63% | 301.64K | 62.16 | 0.03% | Share |
| 132 | VBR | Vanguard Small ... | 202.89 | -0.71% | 1.59K | +0.44% | 296.43K | 150.7 | 0.03% | Share |
| 133 | DBA | Invesco DB Agri... | 27.05 | +1.71% | 10.84K | 0.00% | 285.53K | 19.8 | 0.03% | Share |
| 134 | DGRO | iShares Core Di... | 66.09 | -0.21% | 4.59K | +39.56% | 283.32K | 62.43 | 0.03% | Share |
| 135 | TJX | The TJX Compani... | 132.63 | -0.24% | 2.32K | +4.17% | 283.06K | 95.47 | 0.03% | Share |
| 136 | PGX | Invesco Preferr... | 11.43 | -0.13% | 24.76K | 0.00% | 277.82K | 13.49 | 0.03% | Share |
| 137 | XLV | Health Care Sel... | 136.22 | +1.68% | 1.9K | +21.99% | 276.98K | 136.75 | 0.03% | Share |
| 138 | LMT | Lockheed Martin... | 437.72 | +0.09% | 611 | -25.31% | 272.94K | 377.75 | 0.03% | Share |
| 139 | FICO | Fair Isaac Corp... | 1341.68 | +1.78% | 148 | -1.33% | 272.94K | 1254.36 | 0.03% | Share |
| 140 | ADP | Automatic Data ... | 301.78 | +0.03% | 875 | +3.67% | 267.34K | 243.19 | 0.03% | Share |
| 141 | IHDG | WisdomTree Inte... | 45.27 | +0.09% | 6.13K | -5.4% | 266.13K | 45.75 | 0.03% | Share |
| 142 | ED | Consolidated Ed... | 100.86 | -1.94% | 2.4K | +100.00% | 265.64K | 110.59 | 0.03% | Share |
| 143 | INTU | Intuit Inc. | 716.60 | +0.84% | 424 | +3.92% | 260.33K | 525.95 | 0.03% | Share |
| 144 | ET | Energy Transfer... | 17.24 | -0.81% | 13.85K | -4.48% | 257.43K | 10.5 | 0.03% | Share |
| 145 | TSM | Taiwan Semicond... | 238.93 | -0.86% | 1.53K | 0.00% | 254.64K | 141.49 | 0.03% | Share |
| 146 | MRK | Merck & Co., In... | 84.30 | +1.85% | 2.84K | +3.05% | 254.56K | 95.89 | 0.03% | Share |
| 147 | DTH | WisdomTree Inte... | 49.00 | +0.39% | 5.97K | 0.00% | 253.41K | 36.14 | 0.03% | Share |
| 148 | JIG | JPMorgan Intern... | 72.34 | +0.12% | 3.94K | 0.00% | 250.02K | 52.85 | 0.03% | Share |
| 149 | PGR | The Progressive... | 247.03 | -1.56% | 882 | +100.00% | 249.62K | 283.01 | 0.03% | Share |
| 150 | BXMT | Blackstone Mort... | 18.86 | -0.97% | 12.39K | 0.00% | 247.78K | 29.43 | 0.03% | Share |