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 7 of 10
BlackRock Capital Allocation Term Trust
Shares:29.0K
Value:$417.7K
464287655
Shares:2.1K
Value:$413.9K
Tesla, Inc.
Shares:1.6K
Value:$411.1K
922908736
Shares:1.1K
Value:$400.2K
WASTE MANAGEMENT INC
Shares:1.7K
Value:$383.6K
81369Y852
Shares:4.0K
Value:$383.5K
92204A405
Shares:2.9K
Value:$351.6K
PJT Partners Inc.
Shares:2.4K
Value:$334.1K
464287408
Shares:1.7K
Value:$332.4K
NETFLIX INC
Shares:353
Value:$329.2K
Walmart Inc.
Shares:3.7K
Value:$322.5K
BlackRock, Inc.
Shares:337
Value:$319.0K
Air Products & Chemicals, Inc.
Shares:1.1K
Value:$318.8K
464287481
Shares:2.7K
Value:$318.4K
BlackRock Science & Technology Term Trust
Shares:17.9K
Value:$317.9K
NEXTERA ENERGY INC
Shares:4.5K
Value:$315.7K
25459Y207
Shares:3.6K
Value:$314.5K
Uber Technologies, Inc
Shares:4.1K
Value:$301.6K
922908611
Shares:1.6K
Value:$296.4K
46140H106
Shares:10.8K
Value:$285.5K