Amplius-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "AWR", null, "ABT", "ABBV", "OBDC", "APD", "BABA", "VONG", "GOOGL", "AXP", "AMG", "AIG", "T", "BLK", null, "AVGO", "LOW", "AVEM", null, null, "BSX", null, null, null, null, null, null, "PFN", "BCAT", "BSTZ", "HD", null, null, "INTU", null, null, null, "HUBB", null, "GSIE", null, "META", null, "IVW", "IJH", null, null, null, null, "BTT", null, null, null, "MPA", "EXG", null, "MMC", "MA", null, "MSFT", "MS", "FICO", null, null, "GE", null, "DLN", "BX", "IJR", "IWD", null, null, "IWF", "PEP", "PNC", "PGR", "IEMG", "IJK", "GBDC", "IVV", "UNH", "AAPL", "SPY", "BXSL", "NVDA", "PFE", "LMT", "PG", "MRK", null, null, "IEFA", null, "NOW", "GLD", null, null, "IBM", "TJX", "UBER", "UPS", "BIV", "VOE", null, null, null, null, "EME", "VIG", null, "TSM", null, "VRSK", "AON", "WM", "IWP", "ECVT", "PJT", "AMZN", "IVE", "ACM", "VUG", "VFH", "VEA", "VBK", "VBR", "VB", "VOO", "VTV", "V", "WMT", null, null, null, null, "IUSG", null, "ET", null, "DIA", "IXUS", "MTUM", null, "IUSV", "UHS", "DGRO", "ESGU", null, null, "ADP", "BAC", "BRK-A", "BRK-B", "BXMT", "CVX", "CB", "CSCO", "KO", "CMCSA", "ED", "COST", "RSP", "IJT", "EFA", "IWB", "NEE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 183
- Total Value
- 961538047
- Accession Number
- 0001900584-25-000003
- Form Type
- 13F-HR
- Manager Name
- Amplius-Wealth-Advisors
Data Enrichment
70% identified128 identified55 unidentified
Holdings
183 positions
Manager:
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Page 10 of 10
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.1K | YoY NEW(+11.1K) | All Managers (Combined) | $124.6K | YoY NEW(+$124.6K) | |
Ecovyst Inc.(ECVTcusip27923Q109) | 18.3K | QoQ 0.00% (-0) | All Managers (Combined) | $113.4K | |
11.0K | All Managers (Combined) | $82.9K |