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 2 of 10
02072L565
Shares:133.0K
Value:$14.8M
46641Q647
Shares:260.0K
Value:$13.0M
12811T605
Shares:406.4K
Value:$10.9M
464288257
Shares:70.4K
Value:$8.2M
46641Q308
Shares:125.4K
Value:$6.6M
46138E222
Shares:135.8K
Value:$6.0M
69374H873
Shares:185.7K
Value:$5.8M
464285204
Shares:78.9K
Value:$4.7M
09789C853
Shares:88.7K
Value:$4.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip02072L565)✕ | 133.0K | YoY NEW(+133.0K) | All Managers (Combined) | $14.8M | YoY NEW(+$14.8M) |
Apple Inc.(AAPLcusip037833100) | 59.4K | QoQ -0.62% (-375)YoY -1.27% (-770) | All Managers (Combined) | $13.2M | |
(cusip46641Q647)✕ | 260.0K | QoQ NEW(+260.0K) YoY NEW(+260.0K) | All Managers (Combined) | $13.0M | QoQ NEW(+$13.0M) YoY NEW(+$13.0M) |
30.0K | QoQ +0.25% (-76)YoY +0.28% (+86) | All Managers (Combined) | $12.6M | ||
121.4K | All Managers (Combined) | $11.2M | |||
(cusip12811T605)✕ | 406.4K | YoY NEW(+406.4K) | All Managers (Combined) | $10.9M | YoY NEW(+$10.9M) |
(cusip464288257)✕ | 70.4K | All Managers (Combined) | $8.2M | ||
61.2K | All Managers (Combined) | $7.5M | |||
41.9K | All Managers (Combined) | $7.3M | |||
(cusip46641Q308)✕ | 125.4K | All Managers (Combined) | $6.6M | ||
11.3K | QoQ 0.00% (-0)YoY -0.28% (-32) | All Managers (Combined) | $6.3M | ||
(cusip46138E222)✕ | 135.8K | QoQ NEW(+135.8K) YoY NEW(+135.8K) | All Managers (Combined) | $6.0M | QoQ NEW(+$6.0M) YoY NEW(+$6.0M) |
(cusip69374H873)✕ | 185.7K | All Managers (Combined) | $5.8M | ||
27.5K | QoQ -0.60% (-168)YoY -2.61% (-739) | All Managers (Combined) | $5.3M | ||
13.0K | QoQ -0.51% (-67)YoY -2.60% (-348) | All Managers (Combined) | $4.7M | ||
(cusip464285204)✕ | 78.9K | QoQ 0.00% (+0) | All Managers (Combined) | $4.7M | |
59.0K | All Managers (Combined) | $4.5M | |||
(cusip09789C853)✕ | 88.7K | All Managers (Combined) | $4.4M | ||
MICROSOFT CORP(MSFTcusip594918104) | 11.4K | All Managers (Combined) | $4.3M | ||
5 | All Managers (Combined) | $4.0M |