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:
Search and click to pin securities to the top
Page 5 of 10
46429B663
Shares:6.8K
Value:$819.4K
12811T837
Shares:28.5K
Value:$707.3K
46435U556
Shares:22.0K
Value:$690.6K
19762B202
Shares:23.2K
Value:$684.9K
45409F827
Shares:27.7K
Value:$663.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46429B663)✕ | 6.8K | QoQ 0.00% (+0)YoY -9.25% (-690) | All Managers (Combined) | $819.4K | |
866 | QoQ +1.28% (+11) | All Managers (Combined) | $819.0K | ||
2.3K | QoQ +4.43% (+98)YoY +3.73% (+83) | All Managers (Combined) | $808.5K | ||
8.7K | QoQ +0.09% (-8)YoY -1.09% (-96) | All Managers (Combined) | $804.0K | ||
Mastercard Inc(MAcusip57636Q104) | 1.5K | QoQ +3.62% (+51)YoY +3.32% (+47) | All Managers (Combined) | $799.7K | |
1.4K | QoQ +0.35% (-5)YoY NEW(+1.4K) | All Managers (Combined) | $796.5K | YoY NEW(+$796.5K) | |
51.2K | All Managers (Combined) | $774.5K | |||
3.0K | All Managers (Combined) | $743.2K | |||
8.7K | All Managers (Combined) | $722.5K | |||
(cusip12811T837)✕ | 28.5K | QoQ 0.00% (-0)YoY NEW(+28.5K) | All Managers (Combined) | $707.3K | YoY NEW(+$707.3K) |
HOME DEPOT, INC.(HDcusip437076102) | 1.9K | All Managers (Combined) | $700.0K | ||
(cusip46435U556)✕ | 22.0K | QoQ NEW(+22.0K) YoY NEW(+22.0K) | All Managers (Combined) | $690.6K | QoQ NEW(+$690.6K) YoY NEW(+$690.6K) |
(cusip19762B202)✕ | 23.2K | YoY NEW(+23.2K) | All Managers (Combined) | $684.9K | YoY NEW(+$684.9K) |
(cusip45409F827)✕ | 27.7K | All Managers (Combined) | $663.6K | ||
8.1K | QoQ 0.00% (+0)YoY +9.72% (+716) | All Managers (Combined) | $660.3K | ||
3.0K | All Managers (Combined) | $654.5K | |||
2.6K | QoQ +0.18% (+5) | All Managers (Combined) | $645.5K | ||
2.6K | All Managers (Combined) | $645.3K | |||
43.9K | All Managers (Combined) | $644.3K | |||
COCA COLA CO(KOcusip191216100) | 8.6K | QoQ -2.21% (-196)YoY +6.64% (+538) | All Managers (Combined) | $618.7K |