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 6 of 10
46434G103
Shares:11.4K
Value:$613.6K
Walt Disney Co
Shares:6.1K
Value:$598.8K
AbbVie Inc.
Shares:2.8K
Value:$589.6K
CHEVRON CORP
Shares:3.4K
Value:$565.3K
UNITEDHEALTH GROUP INC
Shares:1.1K
Value:$563.2K
30151E806
Shares:26.2K
Value:$558.9K
46432F396
Shares:2.7K
Value:$543.7K
Aon plc
Shares:1.4K
Value:$540.3K
12811T738
Shares:21.1K
Value:$537.5K
464287309
Shares:5.6K
Value:$522.0K
12811T878
Shares:20.5K
Value:$504.1K
81369Y605
Shares:9.7K
Value:$484.3K
922908512
Shares:3.0K
Value:$480.8K
BANK OF AMERICA CORP /DE/
Shares:11.4K
Value:$476.5K
46435U432
Shares:17.7K
Value:$472.7K
CISCO SYSTEMS, INC.
Shares:7.5K
Value:$462.8K
MORGAN STANLEY
Shares:3.9K
Value:$450.5K
AMERICAN EXPRESS CO
Shares:1.6K
Value:$438.6K
AT&T INC.
Shares:15.2K
Value:$430.5K
97717W109
Shares:5.6K
Value:$429.8K