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  Name: Amplius Wealth Advisors LLC
  City: Blue Bell
  State: PA
  Zip: 19422
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $961,538,000
  Total Value Change : $-13,751,000
  Securities Held Change : 6
   
All Securities Held : 183
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 89
  Unchanged Positions : 30
  Decreased Positions : 54

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 1 - $109.69 $111,125,000 1,154,012 11.56% 5,981,000 110,599 2.387    Closed - End Fund - E...
   (PVAL)1 Year Chart         PVAL Putnam Focused Large Cap Va... 2 - $0.00 $71,741,000 1,883,958 7.46% 7,605,000 156,167 2.093    N/A
   (RECS)1 Year Chart         RECS Columbia Research Enhanced ... 3 - $0.00 $50,234,000 1,512,538 5.22% 3,454,000 161,292 1.681    N/A
   (TMFC)1 Year Chart         TMFC Motley Fool 100 Index Etf 4 - $0.00 $50,148,000 901,527 5.22% 1,839,000 97,981 8.545    N/A
   (JHMM)1 Year Chart         JHMM John Hancock Multifactor Mi... 5 - $62.53 $35,350,000 616,916 3.68% 1,885,000 56,650 0.685    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 6 - $114.07 $34,353,000 328,504 3.57% 1,753,000 45,567 0.056    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 7 - $555.45 $33,067,000 70,518 3.44% -2,087,000 1,751 0.015    Closed - End Fund - Debt
   (GSST)1 Year Chart         GSST Goldman Sachs Access Ultra ... 8 - $0.00 $32,415,000 641,389 3.37% -2,185,000 -47,725 0.99    N/A
   (HTAB)1 Year Chart         HTAB Hartford Schroders Tax-awar... 9 - $0.00 $32,328,000 1,686,359 3.36% -2,039,000 -88,814 1.874    N/A
   (USTB)1 Year Chart         USTB Victoryshares Usaa Core Sho... 10 New $0.00 $31,592,000 623,732 3.29% 31,592,000 623,732 0.693    N/A
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 11 - $0.00 $29,455,000 992,058 3.06% -5,503,000 -155,220 0.11    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 12 - $307.83 $25,571,000 94,418 2.66% -1,452,000 863 0.193    Closed - End Fund - E...
   (OSEA)1 Year Chart         OSEA Harbor International Compou... 13 - $0.00 $24,687,000 930,282 2.57% 7,389,000 261,111 10.337    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 14 - $0.00 $23,130,000 384,391 2.41% 6,907,000 108,450 0.346    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 15 - $85.57 $21,682,000 271,502 2.25% 872,000 14,373 0.204    N/A
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 16 - $280.54 $19,949,000 66,060 2.07% 1,805,000 391 0.015    Property & Casualty I...
   (MAXJ)1 Year Chart         MAXJ Ishares Trust - Large Cap M... 17 - $0.00 $18,646,000 722,975 1.94% -5,693,000 -208,292 8.033    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 18 - $120.62 $17,818,000 127,472 1.85% -4,235,000 -430 0.018    Asset Management
   (BXSL)1 Year Chart         BXSL Blackstone Secured Lending Cef 19 - $0.00 $16,562,000 511,802 1.72% 411,000 11,920 0.569    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 20 - $151.72 $15,156,000 119,264 1.58% -1,540,000 -563 0.013    Closed - End Fund - E...
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 21 - $0.00 $14,828,000 132,995 1.54% 1,778,000 14,655 0.457    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 22 - $212.41 $13,192,000 59,388 1.37% -1,774,000 -375 0    Personal Computers
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 23 New $0.00 $12,998,000 259,968 1.35% 12,998,000 259,968 0.289    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 24 - $446.50 $12,589,000 29,983 1.31% -136,000 76 0.035    Closed - End Fund - E...
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 25 - $96.45 $11,200,000 121,351 1.16% 85,000 1,307 0.013    Closed - End Fund - E...
   (CPSM)1 Year Chart         CPSM CALAMOS ETF TR 26 - $0.00 $10,925,000 406,400 1.14% -1,089,000 -43,561 4.516    N/A
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 27 - $129.85 $8,198,000 70,437 0.85% -122,000 -369 0.043    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 28 - $137.00 $7,467,000 61,198 0.78% -261,000 1,113 0.017    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 29 - $185.78 $7,266,000 41,942 0.76% -46,000 215 0.014    Closed - End Fund - E...
   (JPEM)1 Year Chart         JPEM Jpmorgan Diversified Return... 30 - $56.56 $6,611,000 125,388 0.69% 1,233,000 21,738 0.273    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 31 - $625.82 $6,293,000 11,250 0.65% -300,000 0 0    Closed - End Fund - E...
   (IDMO)1 Year Chart         IDMO Powershares S 32 New $0.00 $5,995,000 135,758 0.62% 5,995,000 135,758 1.508    N/A
   (ICOW)1 Year Chart         ICOW Pacer Developed Markets Int... 33 - $0.00 $5,832,000 185,664 0.61% -18,764,000 -656,938 0.206    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 34 - $207.25 $5,342,000 27,536 0.56% -84,000 -168 0.007    Closed - End Fund - Debt
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 35 - $428.72 $4,691,000 12,992 0.49% -553,000 -67 0.005    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 36 - $62.67 $4,654,000 78,940 0.48% 746,000 0 0.004    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 37 - $76.70 $4,515,000 58,966 0.47% -1,475,000 -21,189 0.037    Closed - End Fund - Debt
   (MSFT)1 Year Chart         MSFT Microsoft Corp 38 - $501.48 $4,266,000 11,364 0.44% -776,000 -598 0    Application Software
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 39 - $717,180.00 $3,992,000 5 0.42% 587,000 0 0    Property & Casualty I...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 40 - $35.42 $3,548,000 96,164 0.37% -135,000 -1,971 0.002    CATV Systems
   (RWL)1 Year Chart         RWL Oppenheimer Large Cap Rev ETF 41 - $51.28 $3,250,000 32,717 0.34% 47,000 4 0.015    N/A
   (AMG)1 Year Chart         AMG Affiliated Managers Group Inc 42 - $206.96 $2,889,000 17,195 0.3% -291,000 -4 0.037    Asset Management
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 43 - $77.82 $2,829,000 40,521 0.29% 38,000 -1,670 0.001    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 44 - $288.19 $2,732,000 11,138 0.28% 24,000 -160 0    Domestic Money Center...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 45 - $222.26 $2,673,000 14,051 0.28% -316,000 425 0    Internet Software & S...
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 46 - $302.90 $2,643,000 8,880 0.27% 328,000 474 0.005    Business Services
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 47 - $306.20 $2,593,000 8,998 0.27% 344,000 -290 0.002    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 48 - $63.99 $2,363,000 40,491 0.25% 88,000 3,986 0.002    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 49 - $179.40 $2,343,000 13,563 0.24% 275,000 1,345 0.002    Closed - End Fund - E...
   (BTT)1 Year Chart         BTT Blackrock Municipal Target ... 50 - $21.97 $2,234,000 105,210 0.23% 11,000 -2,777 0.149    N/A
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 51 - $0.00 $2,228,000 60,236 0.23% 238,000 1,264 0.132    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 52 - $70.09 $2,070,000 26,075 0.22% 42,000 0 0.011    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 53 - $164.10 $1,959,000 18,079 0.2% -403,000 494 0    Semiconductor - Speci...
   (MUST)1 Year Chart         MUST Columbia Multi-sector Munic... 54 - $0.00 $1,950,000 96,865 0.2% -11,037,000 -542,583 0.72    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 55 - $478.27 $1,947,000 3,656 0.2% 314,000 54 0    Property & Casualty I...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 56 - $275.40 $1,804,000 10,774 0.19% -772,000 -336 0    Semiconductor- Broad...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 57 - $73.01 $1,694,000 22,671 0.18% 113,000 80 0.015    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 58 - $177.62 $1,662,000 10,745 0.17% -341,000 163 0    Search Engines & Info...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 59 - $0.00 $1,652,000 9,667 0.17% -78,000 -49 0.001    N/A
   (JHML)1 Year Chart         JHML John Hancock Multifactor La... 60 - $74.34 $1,485,000 22,022 0.15% -49,000 0 0.101    N/A
   (META)1 Year Chart         META Meta Platforms Inc 61 - $727.24 $1,435,000 2,489 0.15% -157,000 -230 0    Internet Service Prov...
   (HMOP)1 Year Chart         HMOP Hartford Municipal Opportun... 62 - $38.33 $1,362,000 35,426 0.14% -42,000 -880 0.075    N/A
   (CCRV)1 Year Chart         CCRV Ishares Commodity Curve Car... 63 - $0.00 $1,338,000 65,511 0.14% 53,000 1,301 0.728    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 64 - $178.70 $1,317,000 8,433 0.14% -244,000 236 0    Search Engines & Info...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 65 - $790.65 $1,277,000 1,546 0.13% 99,000 20 0    Drug Manufacturers - ...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 66 - $308.32 $1,250,000 4,548 0.13% -67,000 4 0    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 67 - $137.32 $1,205,000 9,677 0.13% 260,000 2,699 0.021    Closed - End Fund - E...
   (PFE)1 Year Chart         PFE Pfizer Inc 68 - $25.78 $1,179,000 46,542 0.12% -63,000 -281 0.001    Drug Manufacturers - ...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 69 - $197.34 $1,171,000 6,222 0.12% 19,000 0 0.002    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 70 - $575.29 $1,091,000 2,124 0.11% -44,000 18 0    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 71 - $158.49 $1,048,000 6,147 0.11% 29,000 69 0    Cleaning Products
   (OBIL)1 Year Chart         OBIL Us Treasury 12 Month Bill Etf 72 - $0.00 $1,046,000 20,831 0.11% -176,000 -3,583 0.231    N/A
   (HUBB)1 Year Chart         HUBB Hubbell Inc 73 - $422.26 $1,005,000 3,037 0.1% -266,000 2 0.006    Electronics Wholesale
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 74 - $0.00 $996,000 13,163 0.1% 354,000 4,033 0    N/A
   (GSIE)1 Year Chart         GSIE Goldman Sachs Activebeta In... 75 - $39.91 $983,000 27,586 0.1% 69,000 192 0.026    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 76 - $102.92 $916,000 8,329 0.1% -70,000 513 0.001    AirDelivery & Freight...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 77 - $114.93 $907,000 7,630 0.09% 59,000 -251 0    Integrated Oil & Gas
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 78 - $157.69 $864,000 5,211 0.09% 107,000 -23 0    Drug Manufacturers - ...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 79 - $256.98 $836,000 4,048 0.09% -146,000 -175 0.001    Closed - End Fund - E...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 80 - $120.48 $819,000 6,765 0.09% 60,000 0 0.008    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 81 - $970.17 $819,000 866 0.09% 36,000 11 0    Discount, Variety Stores
   (V)1 Year Chart         V Visa Inc 82 - $355.88 $809,000 2,307 0.08% 111,000 98 0    Business Services
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 83 - $110.35 $804,000 8,665 0.08% -90,000 8 0.001    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 84 - $563.52 $800,000 1,459 0.08% 59,000 51 0    Business Services
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 85 - $628.85 $797,000 1,418 0.08% -35,000 5 0    Closed - End Fund - E...
   (GBDC)1 Year Chart         GBDC Golub Capital Bdc, Inc. 86 - $15.09 $775,000 51,157 0.08% 14,000 926 0.031    Asset Management
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 87 - $283.33 $743,000 2,952 0.08% 245,000 1,175 0.006    Closed - End Fund - E...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 88 - $93.21 $722,000 8,675 0.08% 55,000 1,336 0.008    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 89 - $373.30 $700,000 1,910 0.07% -262,000 -564 0    Home Improvement Stores
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 90 New $0.00 $691,000 21,960 0.07% 691,000 21,960 0.354    N/A
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 91 - $0.00 $685,000 23,190 0.07% 159,000 5,425 0.026    N/A
   (MMIT)1 Year Chart         MMIT Iq Mackay Municipal Interme... 92 - $0.00 $664,000 27,685 0.07% -269,000 -11,190 0.031    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 93 - $89.81 $660,000 8,079 0.07% 49,000 0 0.001    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 94 - $244.80 $654,000 2,951 0.07% 332,000 1,609 0.002    Closed - End Fund - E...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 96 - $214.71 $645,000 2,645 0.07% 84,000 5 0    Insurance Brokers
   (IBM)1 Year Chart         IBM International Business Mach... 95 - $287.43 $645,000 2,595 0.07% 39,000 -163 0.001    Diversified Computer ...
   (ORCC)1 Year Chart         ORCC Owl Rock Capital Corp 97 - $0.00 $644,000 43,949 0.07% 29,000 3,262 0.011    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 98 - $69.77 $619,000 8,639 0.06% 69,000 -196 0    Beverage Soft Drinks...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 99 - $60.23 $614,000 11,370 0.06% 186,000 3,183 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 100 - $121.56 $599,000 6,066 0.06% -177,000 -901 0    Entertainment - Diver...

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