Amplius Wealth Advisors, LLC Portfolio Holdings
Q3 2025•170 long positions•$917.9M portfolio value
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Holding204 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $85.7M 9.34% | +$2.2M Bought | — 2.0M shares | 2.0M → 2.0M +$2.2M | +2.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $64.5M 7.03% | +$2.7M Bought | — 1.6M shares | 1.5M → 1.6M +$2.7M | +4.35% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $63.6M 6.93% | +$2.1M Bought | — 902.2K shares | 873.0K → 902.2K +$2.1M | +3.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $48.5M 5.29% | +$48.2M Bought | — 469.4K shares | 2.7K → 469.4K +$48.2M | +17,600.53% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $42.6M 4.64% | +$1.9M Bought | — 658.6K shares | 628.5K → 658.6K +$1.9M | +4.79% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $39.7M 4.33% | +$4.6M Bought | — 783.4K shares | 692.9K → 783.4K +$4.6M | +13.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $39.6M 4.32% | -$94.3M Sold | — 330.3K shares | 1.1M → 330.3K −$94.3M | -70.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $38.9M 4.24% | +$4.6M Bought | — 762.9K shares | 672.8K → 762.9K +$4.6M | +13.4% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $37.9M 4.13% | +$4.3M Bought | — 319.1K shares | 282.8K → 319.1K +$4.3M | +12.83% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $31.3M 3.41% | +$31.3M New | — 1.0M shares | 0 → 1.0M +$31.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $30.1M 3.28% | +$278.8K Bought | — 401.4K shares | 397.7K → 401.4K +$278.8K | +0.93% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $26.5M 2.89% | -$16.4M Sold | — 44.2K shares | 71.6K → 44.2K −$16.4M | -38.21% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $24.7M 2.69% | -$17.7M Sold | — 74.3K shares | 127.4K → 74.3K −$17.7M | -41.7% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.2M 2.41% | -$2.2M Sold | — 249.0K shares | 273.9K → 249.0K −$2.2M | -9.09% | — — | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $21.5M 2.34% | -$464.7K Sold | 0.016% 125.8K shares | 128.5K → 125.8K −$464.7K | -2.12% | $133.37B Large Cap | Q4 2021 Held for 3y 11m | |
Insurance - Property & Casualty Financial Services | $21.5M 2.34% | -$2.0M Sold | 0.019% 76.1K shares | 83.2K → 76.1K −$2.0M | -8.61% | $112.53B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $20.3M 2.21% | +$695.7K Bought | — 178.2K shares | 172.1K → 178.2K +$695.7K | +3.55% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $15.0M 1.64% | +$3.2M Bought | — 297.5K shares | 233.5K → 297.5K +$3.2M | +27.43% | — — | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $14.8M 1.62% | +$1.1M Bought | 0.247% 568.8K shares | 528.4K → 568.8K +$1.1M | +7.65% | $6.0B Mid Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $12.3M 1.35% | -$3.7M Sold | 0.0% 48.5K shares | 63.0K → 48.5K −$3.7M | -22.98% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.8M 1.29% | -$1.1M Sold | — 25.5K shares | 27.8K → 25.5K −$1.1M | -8.21% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.2M 1.22% | -$3.5M Sold | — 81.2K shares | 106.4K → 81.2K −$3.5M | -23.69% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.8M 0.955% | -$3.4M Sold | — 87.7K shares | 121.3K → 87.7K −$3.4M | -27.68% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.7M 0.944% | +$816.4K Bought | — 160.5K shares | 145.3K → 160.5K +$816.4K | +10.4% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.7M 0.838% | +$396.5K Bought | — 130.4K shares | 123.7K → 130.4K +$396.5K | +5.43% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.5M 0.815% | -$1.9M Sold | — 51.4K shares | 64.8K → 51.4K −$1.9M | -20.65% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.2M 0.781% | -$12.4M Sold | — 43.6K shares | 118.7K → 43.6K −$12.4M | -63.26% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.8M 0.744% | -$1.2M Sold | — 122.3K shares | 144.6K → 122.3K −$1.2M | -15.4% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.8M 0.736% | -$899.4K Sold | — 10.1K shares | 11.5K → 10.1K −$899.4K | -11.75% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $5.0M 0.541% | -$263.4K Sold | — 68.2K shares | 71.9K → 68.2K −$263.4K | -5.04% | — — | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $4.7M 0.509% | — | 0.069% 19.6K shares | — | — | $6.8B Mid Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 0.493% | -$3.1M Sold | — 23.8K shares | 40.4K → 23.8K −$3.1M | -40.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.4M 0.474% | -$28.5M Sold | — 130.2K shares | 983.3K → 130.2K −$28.5M | -86.76% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.0M 0.439% | -$1.9M Sold | — 110.6K shares | 163.3K → 110.6K −$1.9M | -32.27% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $4.0M 0.439% | -$2.0M Sold | 0.0% 7.8K shares | 11.7K → 7.8K −$2.0M | -33.47% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $3.8M 0.411% | — | 0.0% 5.0 shares | — | — | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.7M 0.401% | -$524.9K Sold | — 47.1K shares | 53.8K → 47.1K −$524.9K | -12.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 0.374% | -$1.3M Sold | — 41.6K shares | 56.8K → 41.6K −$1.3M | -26.84% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $3.3M 0.364% | -$393.0K Sold | 0.0% 15.2K shares | 17.0K → 15.2K −$393.0K | -10.51% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Consulting Services Industrials | $3.1M 0.334% | -$213.3K Sold | 0.009% 12.2K shares | 13.0K → 12.2K −$213.3K | -6.51% | $35.1B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $3.1M 0.332% | -$13.5K Sold | — 8.6K shares | 8.6K → 8.6K −$13.5K | -0.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.0M 0.331% | -$938.6K Sold | — 61.3K shares | 80.2K → 61.3K −$938.6K | -23.6% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 0.324% | -$1.3M Sold | — 105.2K shares | 151.8K → 105.2K −$1.3M | -30.68% | — — | Q2 2024 Held for 1y 5m | |
Telecommunications Services Communication Services | $2.9M 0.316% | -$108.8K Sold | 0.002% 92.3K shares | 95.7K → 92.3K −$108.8K | -3.62% | $116.01B Large Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.5M 0.277% | -$3.4M Sold | — 11.8K shares | 27.6K → 11.8K −$3.4M | -57.23% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.5M 0.268% | -$1.4M Sold | 0.0% 13.2K shares | 20.9K → 13.2K −$1.4M | -36.94% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.4M 0.256% | -$3.3K Sold | — 104.7K shares | 104.8K → 104.7K −$3.3K | -0.14% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.3M 0.253% | -$1.1M Sold | 0.0% 7.0K shares | 10.5K → 7.0K −$1.1M | -32.9% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $2.1M 0.226% | -$970.8K Sold | 0.0% 6.6K shares | 9.6K → 6.6K −$970.8K | -31.9% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.0M 0.216% | -$989.0K Sold | 0.0% 8.2K shares | 12.2K → 8.2K −$989.0K | -33.24% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m |
