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

SEC FilingSEC DataHachi Filing

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
CIK: amplius-wealth-advisors
Manager Name: Amplius-Wealth-Advisors

Data Enrichment

70% identified

128 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

183 positions • $961.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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47804J107

Shares:22.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$961.5M)

Meta Platforms, Inc.

META|30303M102

Shares:2.5K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$961.5M)

41653L503

Shares:35.4K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$961.5M)

46431W564

Shares:65.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$961.5M)

Alphabet Inc.

GOOG|02079K107

Shares:8.4K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$961.5M)

ELI LILLY & Co

LLY|532457108

Shares:1.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$961.5M)

922908769

VTI|922908769

Shares:4.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$961.5M)

464287887

IJT|464287887

Shares:9.7K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$961.5M)

PFIZER INC

PFE|717081103

Shares:46.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$961.5M)

464287598

IWD|464287598

Shares:6.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$961.5M)

922908363

VOO|922908363

Shares:2.1K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$961.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$961.5M)

74933W478

Shares:20.8K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$961.5M)

HUBBELL INC

HUBB|443510607

Shares:3.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$961.5M)

46432F842

IEFA|46432F842

Shares:13.2K

Value:$995.8K

% of Portfolio:0.1% ($995.8K/$961.5M)

381430107

GSIE|381430107

Shares:27.6K

Value:$983.4K

% of Portfolio:0.1% ($983.4K/$961.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:8.3K

Value:$916.1K

% of Portfolio:0.1% ($916.1K/$961.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.6K

Value:$907.4K

% of Portfolio:0.1% ($907.4K/$961.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.2K

Value:$864.3K

% of Portfolio:0.1% ($864.3K/$961.5M)

81369Y803

XLK|81369Y803

Shares:4.0K

Value:$835.9K

% of Portfolio:0.1% ($835.9K/$961.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47804J107)✕	22.0K	QoQ 0.00% (-0) YoY -3.17% (-722)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$961.5M)	QoQ -3.20% (-$49.1K) YoY +0.80% (-$11.9K)
Meta Platforms, Inc.(METAcusip30303M102)	2.5K	QoQ -8.45% (-230) YoY -5.25% (-138)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$961.5M)	QoQ -9.88% (-$157.4K) YoY +12.44% (-$158.8K)
(cusip41653L503)✕	35.4K	QoQ -2.42% (-880) YoY -18.44% (-8.0K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$961.5M)	QoQ -2.95% (-$41.5K) YoY -19.26% (-$325.0K)
(cusip46431W564)✕	65.5K	QoQ +2.02% (+1.3K) YoY NEW(+65.5K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$961.5M)	QoQ +4.16% (+$53.5K) YoY NEW(+$1.3M)
Alphabet Inc.(GOOGcusip02079K107)	8.4K	QoQ +2.87% (-236) YoY +2.25% (+186)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$961.5M)	QoQ -15.60% (-$243.5K) YoY +4.92% (+$61.8K)
ELI LILLY & Co(LLYcusip532457108)	1.5K	QoQ +1.31% (+20) YoY +3.13% (+47)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$961.5M)	QoQ +8.38% (+$98.8K) YoY +9.49% (+$110.7K)
(VTIcusip922908769)	4.5K	QoQ +0.08% (-4) YoY +9.19% (+383)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$961.5M)	QoQ -5.09% (-$67.1K) YoY +15.46% (+$167.4K)
(IJTcusip464287887)	9.7K	QoQ +38.67% (+2.7K) YoY +307.10% (+7.3K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$961.5M)	QoQ +27.54% (+$260.2K) YoY +287.70% (+$894.0K)
PFIZER INC(PFEcusip717081103)	46.5K	QoQ -0.60% (-281) YoY +66.43% (+18.6K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$961.5M)	QoQ -5.05% (-$62.8K) YoY +51.98% (+$403.4K)
(IWDcusip464287598)	6.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$961.5M)	QoQ +1.63% (+$18.9K) YoY +5.05% (+$56.3K)
(VOOcusip922908363)	2.1K	QoQ +0.85% (-18) YoY +53.57% (+741)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$961.5M)	QoQ -3.82% (-$43.5K) YoY +64.14% (+$426.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.1K	QoQ +1.13% (+69) YoY +6.94% (+399)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$961.5M)	QoQ +2.80% (+$28.6K) YoY +12.32% (+$115.0K)
(cusip74933W478)✕	20.8K	QoQ -14.67% (-3.6K) YoY -69.70% (-47.9K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$961.5M)	QoQ -14.42% (-$176.3K) YoY -69.55% (-$2.4M)
HUBBELL INC(HUBBcusip443510607)	3.0K	QoQ +0.06% (-2) YoY -0.55% (-17)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$961.5M)	QoQ -20.95% (-$266.4K) YoY -20.71% (-$262.6K)
(IEFAcusip46432F842)	13.2K	QoQ +44.17% (+4.0K) YoY +126.32% (+7.3K)	All Managers (Combined)	$995.8K	0.1% ($995.8K/$961.5M)	QoQ +55.18% (+$354.1K) YoY +130.67% (+$564.1K)
(GSIEcusip381430107)	27.6K	QoQ +0.70% (+192) YoY -44.63% (-22.2K)	All Managers (Combined)	$983.4K	0.1% ($983.4K/$961.5M)	QoQ +7.55% (+$69.1K) YoY -42.43% (-$725.0K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	8.3K	QoQ +6.56% (-513) YoY +4.33% (-346)	All Managers (Combined)	$916.1K	0.1% ($916.1K/$961.5M)	QoQ -7.05% (-$69.5K) YoY -22.78% (-$270.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.6K	QoQ -3.18% (-251) YoY -18.32% (-1.7K)	All Managers (Combined)	$907.4K	0.1% ($907.4K/$961.5M)	QoQ +7.03% (-$59.7K) YoY -16.43% (-$178.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.2K	QoQ -0.43% (-23) YoY +15.54% (+701)	All Managers (Combined)	$864.3K	0.1% ($864.3K/$961.5M)	QoQ +14.16% (-$107.3K) YoY +21.13% (+$150.8K)
(XLKcusip81369Y803)	4.0K	QoQ -4.14% (-175) YoY -4.18% (-177)	All Managers (Combined)	$835.9K	0.1% ($835.9K/$961.5M)	QoQ -14.87% (-$146.1K) YoY -5.00% (-$44.0K)