Amplius-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  "AWR",
  null,
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  "ABBV",
  "OBDC",
  "APD",
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  "T",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: amplius-wealth-advisors
Manager Name: Amplius-Wealth-Advisors

Data Enrichment

70% identified

128 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

183 positions • $961.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNIVERSAL HEALTH SERVICES INC

UHS|913903100

Shares:1.3K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$961.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.4K

Value:$240.2K

% of Portfolio:0.0% ($240.2K/$961.5M)

921943858

VEA|921943858

Shares:4.7K

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$961.5M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.4K

Value:$238.9K

% of Portfolio:0.0% ($238.9K/$961.5M)

78468R853

Shares:5.8K

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$961.5M)

45783Y541

Shares:8.4K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$961.5M)

AMERICAN STATES WATER CO

AWR|029899101

Shares:3.0K

Value:$236.0K

% of Portfolio:0.0% ($236.0K/$961.5M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:2.7K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$961.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$961.5M)

46435G425

ESGU|46435G425

Shares:1.9K

Value:$230.9K

% of Portfolio:0.0% ($230.9K/$961.5M)

69374H881

Shares:4.2K

Value:$228.5K

% of Portfolio:0.0% ($228.5K/$961.5M)

EMCOR Group, Inc.

EME|29084Q100

Shares:613

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$961.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.7K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$961.5M)

AECOM

ACM|00766T100

Shares:2.2K

Value:$207.8K

% of Portfolio:0.0% ($207.8K/$961.5M)

316092501

Shares:3.0K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$961.5M)

ServiceNow, Inc.

NOW|81762P102

Shares:259

Value:$206.2K

% of Portfolio:0.0% ($206.2K/$961.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:870

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$961.5M)

PEPSICO INC

PEP|713448108

Shares:1.3K

Value:$202.0K

% of Portfolio:0.0% ($202.0K/$961.5M)

316092204

Shares:2.4K

Value:$200.2K

% of Portfolio:0.0% ($200.2K/$961.5M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:20.0K

Value:$162.8K

% of Portfolio:0.0% ($162.8K/$961.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNIVERSAL HEALTH SERVICES INC(UHScusip913903100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$961.5M)	QoQ NEW(+$240.9K) YoY NEW(+$240.9K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.4K	QoQ +5.49% (+124) YoY NEW(+2.4K)	All Managers (Combined)	$240.2K	0.0% ($240.2K/$961.5M)	QoQ +19.14% (+$38.6K) YoY NEW(+$240.2K)
(VEAcusip921943858)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$961.5M)	QoQ NEW(+$240.0K) YoY NEW(+$240.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.4K	QoQ +2.56% (-34) YoY +2.41% (+32)	All Managers (Combined)	$238.9K	0.0% ($238.9K/$961.5M)	QoQ -6.51% (-$16.7K) YoY +11.42% (+$24.5K)
(cusip78468R853)✕	5.8K	QoQ -10.20% (-663) YoY -49.70% (-5.8K)	All Managers (Combined)	$237.7K	0.0% ($237.7K/$961.5M)	QoQ -18.52% (-$54.0K) YoY -52.36% (-$261.3K)
(cusip45783Y541)✕	8.4K	QoQ +0.65% (+55) YoY -99.35% (-1.3M)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$961.5M)	QoQ +1.70% (+$4.0K) YoY -99.31% (-$34.1M)
AMERICAN STATES WATER CO(AWRcusip029899101)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$236.0K	0.0% ($236.0K/$961.5M)	QoQ +1.23% (+$2.9K) YoY +8.91% (+$19.3K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	2.7K	QoQ NEW(+2.7K) YoY +0.74% (+20)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$961.5M)	QoQ NEW(+$234.0K) YoY +12.05% (+$25.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$961.5M)	QoQ NEW(+$231.2K) YoY NEW(+$231.2K)
(ESGUcusip46435G425)	1.9K	QoQ 0.00% (-0) YoY -5.72% (-115)	All Managers (Combined)	$230.9K	0.0% ($230.9K/$961.5M)	QoQ -5.36% (-$13.1K) YoY -0.02% (-$57)
(cusip69374H881)✕	4.2K	QoQ +0.14% (-6) YoY NEW(+4.2K)	All Managers (Combined)	$228.5K	0.0% ($228.5K/$961.5M)	QoQ -2.91% (-$6.9K) YoY NEW(+$228.5K)
EMCOR Group, Inc.(EMEcusip29084Q100)	613	QoQ -0.64% (-4) YoY -0.64% (-4)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$961.5M)	QoQ -19.09% (-$53.5K) YoY +4.86% (-$10.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$961.5M)	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
AECOM(ACMcusip00766T100)	2.2K	QoQ +0.44% (-10) YoY -18.44% (-507)	All Managers (Combined)	$207.8K	0.0% ($207.8K/$961.5M)	QoQ -12.80% (-$30.5K) YoY -22.89% (-$61.7K)
(cusip316092501)✕	3.0K	QoQ -0.73% (-22) YoY NEW(+3.0K)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$961.5M)	QoQ +0.48% (-$989) YoY NEW(+$206.9K)
ServiceNow, Inc.(NOWcusip81762P102)	259	QoQ +1.56% (-4) YoY -9.12% (-26)	All Managers (Combined)	$206.2K	0.0% ($206.2K/$961.5M)	QoQ -23.72% (-$64.1K) YoY -5.10% (-$11.1K)
LOWES COMPANIES INC(LOWcusip548661107)	870	QoQ -0.22% (-2) YoY -0.91% (-8)	All Managers (Combined)	$202.9K	0.0% ($202.9K/$961.5M)	QoQ -5.71% (-$12.3K) YoY -9.27% (-$20.7K)
PEPSICO INC(PEPcusip713448108)	1.3K	QoQ -2.03% (-28) YoY -38.01% (-826)	All Managers (Combined)	$202.0K	0.0% ($202.0K/$961.5M)	QoQ -3.40% (-$7.1K) YoY -46.89% (-$178.3K)
(cusip316092204)✕	2.4K	QoQ -0.46% (-11) YoY NEW(+2.4K)	All Managers (Combined)	$200.2K	0.0% ($200.2K/$961.5M)	QoQ -13.68% (-$31.8K) YoY NEW(+$200.2K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	20.0K	QoQ 0.00% (-0) YoY NEW(+20.0K)	All Managers (Combined)	$162.8K	0.0% ($162.8K/$961.5M)	QoQ -0.36% (-$600) YoY NEW(+$162.8K)