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| Name: |
Amplius Wealth Advisors LLC |
| City: |
Blue Bell |
| State: |
PA |
| Zip: |
19422 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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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 |
|
IBMN |
Ishares Ibonds Dec 2025 Ter... |
25 |
New |
$0.00 |
$8,799,000 |
332,542 |
0.99% |
8,799,000 |
332,542 |
0.369 |
N/A |
|
|
IBMO |
Ishares Ibonds Dec 2026 Ter... |
50 |
New |
$0.00 |
$2,235,000 |
88,181 |
0.25% |
2,235,000 |
88,181 |
0.098 |
N/A |
|
|
DELL |
Dell Technologies Inc |
141 |
New |
$127.55 |
$263,000 |
2,301 |
0.03% |
263,000 |
2,301 |
0.002 |
N/A |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
160 |
New |
$141.11 |
$220,000 |
1,614 |
0.02% |
220,000 |
1,614 |
0 |
Semiconductor - Integ... |
|
|
NOW |
Servicenow, Inc. |
163 |
New |
$713.33 |
$217,000 |
285 |
0.02% |
217,000 |
285 |
0 |
Information Technolog... |
|
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EME |
Emcor Group Inc |
164 |
New |
$375.39 |
$216,000 |
617 |
0.02% |
216,000 |
617 |
0.001 |
General Contractors |
|
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CEG |
Constellation Energy Corp |
166 |
New |
$200.56 |
$211,000 |
1,140 |
0.02% |
211,000 |
1,140 |
0 |
N/A |
|
|
AIG |
American International Grou... |
167 |
New |
$80.28 |
$209,000 |
2,672 |
0.02% |
209,000 |
2,672 |
0 |
Property & Casualty I... |
|
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CAT |
Caterpillar Inc |
168 |
New |
$345.00 |
$206,000 |
563 |
0.02% |
206,000 |
563 |
0 |
Farm & Construction M... |
|
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NFLX |
Netflix Inc |
169 |
New |
$606.00 |
$205,000 |
337 |
0.02% |
205,000 |
337 |
0 |
Music & Video Stores |
|
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EMR |
Emerson Electric Co |
170 |
New |
$107.40 |
$205,000 |
1,804 |
0.02% |
205,000 |
1,804 |
0 |
Industrial Electrical... |
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FICO |
Fair Isaac Corp |
172 |
New |
$1,240.62 |
$202,000 |
162 |
0.02% |
202,000 |
162 |
0 |
Business Services |
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