Amplius-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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% identified
128 identified55 unidentified

Holdings

183 positions
Manager:
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Page 2 of 10
02072L565
Shares:133.0K
Value:$14.8M
Apple Inc.
Shares:59.4K
Value:$13.2M
46641Q647
Shares:260.0K
Value:$13.0M
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:30.0K
Value:$12.6M
464287663
Shares:121.4K
Value:$11.2M
12811T605
Shares:406.4K
Value:$10.9M
464288257
Shares:70.4K
Value:$8.2M
464287150
Shares:61.2K
Value:$7.5M
46137V357
Shares:41.9K
Value:$7.3M
46641Q308
Shares:125.4K
Value:$6.6M
SPDR S&P 500 ETF TRUST
Shares:11.3K
Value:$6.3M
46138E222
Shares:135.8K
Value:$6.0M
69374H873
Shares:185.7K
Value:$5.8M
921908844
Shares:27.5K
Value:$5.3M
464287614
Shares:13.0K
Value:$4.7M
464285204
Shares:78.9K
Value:$4.7M
921937819
Shares:59.0K
Value:$4.5M
09789C853
Shares:88.7K
Value:$4.4M
MICROSOFT CORP
Shares:11.4K
Value:$4.3M
BERKSHIRE HATHAWAY INC
Shares:5
Value:$4.0M