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:
Search and click to pin securities to the top
Page 5 of 10
46429B663
Shares:6.8K
Value:$819.4K
COSTCO WHOLESALE CORP /NEW
Shares:866
Value:$819.0K
VISA INC.
Shares:2.3K
Value:$808.5K
92206C680
Shares:8.7K
Value:$804.0K
Mastercard Inc
Shares:1.5K
Value:$799.7K
464287200
Shares:1.4K
Value:$796.5K
GOLUB CAPITAL BDC, Inc.
Shares:51.2K
Value:$774.5K
922908595
Shares:3.0K
Value:$743.2K
464287606
Shares:8.7K
Value:$722.5K
12811T837
Shares:28.5K
Value:$707.3K
HOME DEPOT, INC.
Shares:1.9K
Value:$700.0K
46435U556
Shares:22.0K
Value:$690.6K
19762B202
Shares:23.2K
Value:$684.9K
45409F827
Shares:27.7K
Value:$663.6K
464287465
Shares:8.1K
Value:$660.3K
922908751
Shares:3.0K
Value:$654.5K
MARSH & MCLENNAN COMPANIES, INC.
Shares:2.6K
Value:$645.5K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.6K
Value:$645.3K
Blue Owl Capital Corp
Shares:43.9K
Value:$644.3K
COCA COLA CO
Shares:8.6K
Value:$618.7K