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 9 of 10
UNIVERSAL HEALTH SERVICES INC
Shares:1.3K
Value:$240.9K
BOSTON SCIENTIFIC CORP
Shares:2.4K
Value:$240.2K
921943858
Shares:4.7K
Value:$240.0K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:1.4K
Value:$238.9K
78468R853
Shares:5.8K
Value:$237.7K
45783Y541
Shares:8.4K
Value:$236.6K
AMERICAN STATES WATER CO
Shares:3.0K
Value:$236.0K
AMERICAN INTERNATIONAL GROUP, INC.
Shares:2.7K
Value:$234.0K
GENERAL ELECTRIC CO
Shares:1.2K
Value:$231.2K
46435G425
Shares:1.9K
Value:$230.9K
69374H881
Shares:4.2K
Value:$228.5K
EMCOR Group, Inc.
Shares:613
Value:$226.6K
ABBOTT LABORATORIES
Shares:1.7K
Value:$220.6K
Shares:2.2K
Value:$207.8K
316092501
Shares:3.0K
Value:$206.9K
ServiceNow, Inc.
Shares:259
Value:$206.2K
LOWES COMPANIES INC
Shares:870
Value:$202.9K
PEPSICO INC
Shares:1.3K
Value:$202.0K
316092204
Shares:2.4K
Value:$200.2K
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:20.0K
Value:$162.8K