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 9 of 10
78468R853
Shares:5.8K
Value:$237.7K
45783Y541
Shares:8.4K
Value:$236.6K
69374H881
Shares:4.2K
Value:$228.5K
316092501
Shares:3.0K
Value:$206.9K
316092204
Shares:2.4K
Value:$200.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $240.9K | QoQ NEW(+$240.9K) YoY NEW(+$240.9K) | |
2.4K | QoQ +5.49% (+124)YoY NEW(+2.4K) | All Managers (Combined) | $240.2K | YoY NEW(+$240.2K) | |
4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $240.0K | QoQ NEW(+$240.0K) YoY NEW(+$240.0K) | |
1.4K | QoQ +2.56% (-34)YoY +2.41% (+32) | All Managers (Combined) | $238.9K | ||
(cusip78468R853)✕ | 5.8K | All Managers (Combined) | $237.7K | ||
(cusip45783Y541)✕ | 8.4K | All Managers (Combined) | $236.6K | ||
3.0K | All Managers (Combined) | $236.0K | |||
2.7K | QoQ NEW(+2.7K) YoY +0.74% (+20) | All Managers (Combined) | $234.0K | QoQ NEW(+$234.0K) | |
1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $231.2K | QoQ NEW(+$231.2K) YoY NEW(+$231.2K) | |
1.9K | QoQ 0.00% (-0)YoY -5.72% (-115) | All Managers (Combined) | $230.9K | ||
(cusip69374H881)✕ | 4.2K | QoQ +0.14% (-6)YoY NEW(+4.2K) | All Managers (Combined) | $228.5K | YoY NEW(+$228.5K) |
613 | QoQ -0.64% (-4)YoY -0.64% (-4) | All Managers (Combined) | $226.6K | ||
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $220.6K | QoQ NEW(+$220.6K) YoY NEW(+$220.6K) | |
2.2K | QoQ +0.44% (-10) | All Managers (Combined) | $207.8K | ||
(cusip316092501)✕ | 3.0K | QoQ -0.73% (-22)YoY NEW(+3.0K) | All Managers (Combined) | $206.9K | YoY NEW(+$206.9K) |
ServiceNow, Inc.(NOWcusip81762P102) | 259 | QoQ +1.56% (-4)YoY -9.12% (-26) | All Managers (Combined) | $206.2K | |
870 | QoQ -0.22% (-2)YoY -0.91% (-8) | All Managers (Combined) | $202.9K | ||
PEPSICO INC(PEPcusip713448108) | 1.3K | QoQ -2.03% (-28) | All Managers (Combined) | $202.0K | |
(cusip316092204)✕ | 2.4K | QoQ -0.46% (-11)YoY NEW(+2.4K) | All Managers (Combined) | $200.2K | YoY NEW(+$200.2K) |
20.0K | QoQ 0.00% (-0)YoY NEW(+20.0K) | All Managers (Combined) | $162.8K | YoY NEW(+$162.8K) |