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 8 of 10
46138E511
Shares:24.8K
Value:$277.8K
81369Y209
Shares:1.9K
Value:$277.0K
97717X594
Shares:6.1K
Value:$266.1K
97717W802
Shares:6.0K
Value:$253.4K
46641Q324
Shares:3.9K
Value:$250.0K
78464A870
Shares:3.0K
Value:$243.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.6K | YoY NEW(+4.6K) | All Managers (Combined) | $283.3K | YoY NEW(+$283.3K) | |
2.3K | QoQ +4.16% (+93)YoY +7.59% (+164) | All Managers (Combined) | $283.1K | ||
(cusip46138E511)✕ | 24.8K | All Managers (Combined) | $277.8K | ||
(cusip81369Y209)✕ | 1.9K | All Managers (Combined) | $277.0K | ||
611 | All Managers (Combined) | $272.9K | |||
FAIR ISAAC CORP(FICOcusip303250104) | 148 | QoQ -1.33% (-2)YoY -8.64% (-14) | All Managers (Combined) | $272.9K | |
875 | QoQ +3.67% (+31)YoY +8.15% (+66) | All Managers (Combined) | $267.3K | ||
(cusip97717X594)✕ | 6.1K | QoQ -5.39% (-350)YoY -5.39% (-350) | All Managers (Combined) | $266.1K | |
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $265.6K | QoQ NEW(+$265.6K) YoY NEW(+$265.6K) | |
INTUIT INC.(INTUcusip461202103) | 424 | QoQ +3.92% (+16)YoY -4.93% (-22) | All Managers (Combined) | $260.3K | |
13.8K | All Managers (Combined) | $257.4K | |||
1.5K | QoQ 0.00% (-0)YoY -4.95% (-80) | All Managers (Combined) | $254.6K | ||
2.8K | QoQ +3.05% (-84) | All Managers (Combined) | $254.6K | ||
(cusip97717W802)✕ | 6.0K | All Managers (Combined) | $253.4K | ||
(cusip46641Q324)✕ | 3.9K | All Managers (Combined) | $250.0K | ||
882 | QoQ NEW(+882) YoY NEW(+882) | All Managers (Combined) | $249.6K | QoQ NEW(+$249.6K) YoY NEW(+$249.6K) | |
12.4K | All Managers (Combined) | $247.8K | |||
800 | QoQ -5.88% (-50)YoY -5.88% (-50) | All Managers (Combined) | $245.4K | ||
(cusip78464A870)✕ | 3.0K | QoQ 0.00% (-0)YoY +0.13% (-4) | All Managers (Combined) | $243.7K | |
1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $241.3K | QoQ NEW(+$241.3K) YoY NEW(+$241.3K) |