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 8 of 10
46434V621
Shares:4.6K
Value:$283.3K
TJX COMPANIES INC /DE/
Shares:2.3K
Value:$283.1K
46138E511
Shares:24.8K
Value:$277.8K
81369Y209
Shares:1.9K
Value:$277.0K
LOCKHEED MARTIN CORP
Shares:611
Value:$272.9K
FAIR ISAAC CORP
Shares:148
Value:$272.9K
AUTOMATIC DATA PROCESSING INC
Shares:875
Value:$267.3K
97717X594
Shares:6.1K
Value:$266.1K
CONSOLIDATED EDISON INC
Shares:2.4K
Value:$265.6K
INTUIT INC.
Shares:424
Value:$260.3K
Energy Transfer LP
Shares:13.8K
Value:$257.4K
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:1.5K
Value:$254.6K
Merck & Co., Inc.
Shares:2.8K
Value:$254.6K
97717W802
Shares:6.0K
Value:$253.4K
46641Q324
Shares:3.9K
Value:$250.0K
PROGRESSIVE CORP/OH/
Shares:882
Value:$249.6K
BLACKSTONE MORTGAGE TRUST, INC.
Shares:12.4K
Value:$247.8K
464287622
Shares:800
Value:$245.4K
78464A870
Shares:3.0K
Value:$243.7K
Alibaba Group Holding Ltd
Shares:1.8K
Value:$241.3K