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 7 of 10
81369Y852
Shares:4.0K
Value:$383.5K
25459Y207
Shares:3.6K
Value:$314.5K
46140H106
Shares:10.8K
Value:$285.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
29.0K | All Managers (Combined) | $417.7K | |||
2.1K | QoQ 0.00% (-0) | All Managers (Combined) | $413.9K | ||
Tesla, Inc.(TSLAcusip88160R101) | 1.6K | YoY +4.89% (+74) | All Managers (Combined) | $411.1K | |
1.1K | All Managers (Combined) | $400.2K | |||
1.7K | QoQ +0.48% (+8)YoY -0.06% (-1) | All Managers (Combined) | $383.6K | ||
(cusip81369Y852)✕ | 4.0K | QoQ 0.00% (-0)YoY -5.84% (-247) | All Managers (Combined) | $383.5K | |
2.9K | QoQ 0.00% (+0)YoY -4.84% (-150) | All Managers (Combined) | $351.6K | ||
2.4K | All Managers (Combined) | $334.1K | |||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $332.4K | QoQ NEW(+$332.4K) YoY NEW(+$332.4K) | |
NETFLIX INC(NFLXcusip64110L106) | 353 | QoQ 0.00% (+0)YoY +4.74% (+16) | All Managers (Combined) | $329.2K | |
Walmart Inc.(WMTcusip931142103) | 3.7K | All Managers (Combined) | $322.5K | ||
BlackRock, Inc.(BLKcusip09290D101) | 337 | QoQ +2.43% (-8)YoY NEW(+337) | All Managers (Combined) | $319.0K | YoY NEW(+$319.0K) |
1.1K | QoQ +0.18% (+2)YoY -0.46% (-5) | All Managers (Combined) | $318.8K | ||
2.7K | QoQ -0.11% (-3)YoY +3.71% (+97) | All Managers (Combined) | $318.4K | ||
17.9K | All Managers (Combined) | $317.9K | |||
4.5K | QoQ +0.60% (-27)YoY +3.72% (+160) | All Managers (Combined) | $315.7K | ||
(cusip25459Y207)✕ | 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $314.5K | YoY NEW(+$314.5K) |
4.1K | QoQ +3.62% (+145)YoY +8.43% (+322) | All Managers (Combined) | $301.6K | ||
1.6K | QoQ +0.44% (-7)YoY -1.66% (-27) | All Managers (Combined) | $296.4K | ||
(cusip46140H106)✕ | 10.8K | All Managers (Combined) | $285.5K |