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:
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Page 6 of 10
30151E806
Shares:26.2K
Value:$558.9K
12811T738
Shares:21.1K
Value:$537.5K
12811T878
Shares:20.5K
Value:$504.1K
81369Y605
Shares:9.7K
Value:$484.3K
46435U432
Shares:17.7K
Value:$472.7K
97717W109
Shares:5.6K
Value:$429.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.4K | All Managers (Combined) | $613.6K | |||
Walt Disney Co(DIScusip254687106) | 6.1K | All Managers (Combined) | $598.8K | ||
AbbVie Inc.(ABBVcusip00287Y109) | 2.8K | QoQ +9.19% (+237)YoY +7.11% (+187) | All Managers (Combined) | $589.6K | |
CHEVRON CORP(CVXcusip166764100) | 3.4K | All Managers (Combined) | $565.3K | ||
1.1K | QoQ -1.64% (-18) | All Managers (Combined) | $563.2K | ||
(cusip30151E806)✕ | 26.2K | All Managers (Combined) | $558.9K | ||
2.7K | All Managers (Combined) | $543.7K | |||
1.4K | QoQ +3.59% (+47)YoY +4.96% (+64) | All Managers (Combined) | $540.3K | ||
(cusip12811T738)✕ | 21.1K | YoY NEW(+21.1K) | All Managers (Combined) | $537.5K | YoY NEW(+$537.5K) |
5.6K | QoQ +0.10% (-6) | All Managers (Combined) | $522.0K | ||
(cusip12811T878)✕ | 20.5K | QoQ 0.00% (-0)YoY NEW(+20.5K) | All Managers (Combined) | $504.1K | YoY NEW(+$504.1K) |
(cusip81369Y605)✕ | 9.7K | QoQ 0.00% (+0)YoY -4.89% (-500) | All Managers (Combined) | $484.3K | |
3.0K | QoQ +0.50% (-15) | All Managers (Combined) | $480.8K | ||
11.4K | QoQ +2.24% (-251)YoY +3.30% (+365) | All Managers (Combined) | $476.5K | ||
(cusip46435U432)✕ | 17.7K | All Managers (Combined) | $472.7K | ||
7.5K | All Managers (Combined) | $462.8K | |||
MORGAN STANLEY(MScusip617446448) | 3.9K | QoQ +0.20% (-8)YoY +3.90% (+145) | All Managers (Combined) | $450.5K | |
1.6K | QoQ +0.18% (-3)YoY +5.29% (+82) | All Managers (Combined) | $438.6K | ||
15.2K | All Managers (Combined) | $430.5K | |||
(cusip97717W109)✕ | 5.6K | QoQ 0.00% (+0) | All Managers (Combined) | $429.8K |