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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46434G103

IEMG|46434G103

Shares:11.4K

Value:$613.6K

% of Portfolio:0.1% ($613.6K/$961.5M)

Walt Disney Co

DIS|254687106

Shares:6.1K

Value:$598.8K

% of Portfolio:0.1% ($598.8K/$961.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.8K

Value:$589.6K

% of Portfolio:0.1% ($589.6K/$961.5M)

CHEVRON CORP

CVX|166764100

Shares:3.4K

Value:$565.3K

% of Portfolio:0.1% ($565.3K/$961.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$563.2K

% of Portfolio:0.1% ($563.2K/$961.5M)

30151E806

Shares:26.2K

Value:$558.9K

% of Portfolio:0.1% ($558.9K/$961.5M)

46432F396

MTUM|46432F396

Shares:2.7K

Value:$543.7K

% of Portfolio:0.1% ($543.7K/$961.5M)

Aon plc

AON|G0403H108

Shares:1.4K

Value:$540.3K

% of Portfolio:0.1% ($540.3K/$961.5M)

12811T738

Shares:21.1K

Value:$537.5K

% of Portfolio:0.1% ($537.5K/$961.5M)

464287309

IVW|464287309

Shares:5.6K

Value:$522.0K

% of Portfolio:0.1% ($522.0K/$961.5M)

12811T878

Shares:20.5K

Value:$504.1K

% of Portfolio:0.1% ($504.1K/$961.5M)

81369Y605

Shares:9.7K

Value:$484.3K

% of Portfolio:0.1% ($484.3K/$961.5M)

922908512

VOE|922908512

Shares:3.0K

Value:$480.8K

% of Portfolio:0.1% ($480.8K/$961.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:11.4K

Value:$476.5K

% of Portfolio:0.0% ($476.5K/$961.5M)

46435U432

Shares:17.7K

Value:$472.7K

% of Portfolio:0.0% ($472.7K/$961.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.5K

Value:$462.8K

% of Portfolio:0.0% ($462.8K/$961.5M)

MORGAN STANLEY

MS|617446448

Shares:3.9K

Value:$450.5K

% of Portfolio:0.0% ($450.5K/$961.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.6K

Value:$438.6K

% of Portfolio:0.0% ($438.6K/$961.5M)

AT&T INC.

T|00206R102

Shares:15.2K

Value:$430.5K

% of Portfolio:0.0% ($430.5K/$961.5M)

97717W109

Shares:5.6K

Value:$429.8K

% of Portfolio:0.0% ($429.8K/$961.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEMGcusip46434G103)	11.4K	QoQ +38.87% (+3.2K) YoY +89.59% (+5.4K)	All Managers (Combined)	$613.6K	0.1% ($613.6K/$961.5M)	QoQ +43.53% (+$186.1K) YoY +98.30% (+$304.2K)
Walt Disney Co(DIScusip254687106)	6.1K	QoQ -12.93% (-901) YoY -12.41% (-860)	All Managers (Combined)	$598.8K	0.1% ($598.8K/$961.5M)	QoQ -22.81% (-$177.0K) YoY -29.35% (-$248.8K)
AbbVie Inc.(ABBVcusip00287Y109)	2.8K	QoQ +9.19% (+237) YoY +7.11% (+187)	All Managers (Combined)	$589.6K	0.1% ($589.6K/$961.5M)	QoQ +28.75% (+$131.7K) YoY +23.24% (+$111.2K)
CHEVRON CORP(CVXcusip166764100)	3.4K	QoQ +6.02% (+192) YoY -23.25% (-1.0K)	All Managers (Combined)	$565.3K	0.1% ($565.3K/$961.5M)	QoQ +22.45% (+$103.7K) YoY -18.60% (-$129.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ -1.64% (-18) YoY +12.56% (+120)	All Managers (Combined)	$563.2K	0.1% ($563.2K/$961.5M)	QoQ +1.83% (-$10.2K) YoY +19.15% (+$90.5K)
(cusip30151E806)✕	26.2K	QoQ +3.56% (+902) YoY +7.11% (+1.7K)	All Managers (Combined)	$558.9K	0.1% ($558.9K/$961.5M)	QoQ +3.12% (+$16.9K) YoY +10.53% (+$53.3K)
(MTUMcusip46432F396)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$543.7K	0.1% ($543.7K/$961.5M)	QoQ -2.31% (-$12.9K) YoY +7.88% (+$39.8K)
Aon plc(AONcusipG0403H108)	1.4K	QoQ +3.59% (+47) YoY +4.96% (+64)	All Managers (Combined)	$540.3K	0.1% ($540.3K/$961.5M)	QoQ +15.11% (+$70.9K) YoY +25.54% (+$110.0K)
(cusip12811T738)✕	21.1K	QoQ -24.87% (-7.0K) YoY NEW(+21.1K)	All Managers (Combined)	$537.5K	0.1% ($537.5K/$961.5M)	QoQ -25.25% (-$181.7K) YoY NEW(+$537.5K)
(IVWcusip464287309)	5.6K	QoQ +0.10% (-6) YoY +14.77% (+724)	All Managers (Combined)	$522.0K	0.1% ($522.0K/$961.5M)	QoQ -8.47% (-$48.4K) YoY +26.16% (+$108.3K)
(cusip12811T878)✕	20.5K	QoQ 0.00% (-0) YoY NEW(+20.5K)	All Managers (Combined)	$504.1K	0.1% ($504.1K/$961.5M)	QoQ -1.29% (-$6.6K) YoY NEW(+$504.1K)
(cusip81369Y605)✕	9.7K	QoQ 0.00% (+0) YoY -4.89% (-500)	All Managers (Combined)	$484.3K	0.1% ($484.3K/$961.5M)	QoQ +3.06% (+$14.4K) YoY +12.47% (-$53.7K)
(VOEcusip922908512)	3.0K	QoQ +0.50% (-15) YoY -21.84% (-837)	All Managers (Combined)	$480.8K	0.1% ($480.8K/$961.5M)	QoQ -0.27% (-$1.3K) YoY -19.52% (-$116.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	11.4K	QoQ +2.24% (-251) YoY +3.30% (+365)	All Managers (Combined)	$476.5K	0.0% ($476.5K/$961.5M)	QoQ -2.91% (-$14.3K) YoY +13.68% (+$57.4K)
(cusip46435U432)✕	17.7K	QoQ -18.65% (-4.1K) YoY -94.68% (-314.9K)	All Managers (Combined)	$472.7K	0.0% ($472.7K/$961.5M)	QoQ -18.23% (-$105.5K) YoY -94.62% (-$8.3M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.5K	QoQ -6.07% (-485) YoY -12.94% (-1.1K)	All Managers (Combined)	$462.8K	0.0% ($462.8K/$961.5M)	QoQ -2.09% (-$9.9K) YoY +7.63% (-$32.9K)
MORGAN STANLEY(MScusip617446448)	3.9K	QoQ +0.20% (-8) YoY +3.90% (+145)	All Managers (Combined)	$450.5K	0.0% ($450.5K/$961.5M)	QoQ -7.00% (-$33.9K) YoY +28.74% (+$100.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.6K	QoQ +0.18% (-3) YoY +5.29% (+82)	All Managers (Combined)	$438.6K	0.0% ($438.6K/$961.5M)	QoQ -9.17% (-$44.3K) YoY +24.42% (+$86.1K)
AT&T INC.(Tcusip00206R102)	15.2K	QoQ +18.18% (+2.3K) YoY -79.91% (-60.6K)	All Managers (Combined)	$430.5K	0.0% ($430.5K/$961.5M)	QoQ +46.77% (+$137.2K) YoY -67.72% (-$903.6K)
(cusip97717W109)✕	5.6K	QoQ 0.00% (+0) YoY -22.26% (-1.6K)	All Managers (Combined)	$429.8K	0.0% ($429.8K/$961.5M)	QoQ +1.43% (+$6.1K) YoY -15.41% (-$78.4K)