The Analysis of Amplius Wealth Advisors, LLC's Holdings
Currently, Amplius Wealth Advisors, LLC holds 177 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+153.3K shares, valued at $4.2M), JMUB (+36.3K shares, valued at $1.8M), BOXX (+13.6K shares, valued at $1.6M); decreased their positions in BXSL (-167.7K shares, valued at $4.4M), IOO (-6.9K shares, valued at $871.2K), PFE (-32.9K shares, valued at $818.0K); initiated new positions in BIZD (+104.3K shares, valued at $1.5M), IBIT (+4.8K shares, valued at $238.6K), XLV (+1.5K shares, valued at $237.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PVAL PUTNAM ETF TRUST2.0M shares1.64%2025-12-312026-01-12
RECS COLUMBIA ETF TR I1.6M shares1.56%2025-12-312026-01-12 TMFC RBB FD INC914.2K shares1.33%2025-12-312026-01-12 STIP ISHARES TR482.7K shares2.83%2025-12-312026-01-12 JHMM JOHN HANCOCK EXCHANGE TRADED672.8K shares2.14%2025-12-312026-01-12 IOO ISHARES TR323.4K shares-2.08%2025-12-312026-01-12 GSST GOLDMAN SACHS ETF TR787.2K shares0.48%2025-12-312026-01-12 IJR ISHARES TR327.2K shares2.54%2025-12-312026-01-12 USTB VICTORY PORTFOLIOS II769.6K shares0.88%2025-12-312026-01-12 CGIC CAPITAL GROUP INTERNATIONAL1.0M shares1.62%2025-12-312026-01-12 AVEM AMERICAN CENTY ETF TR407.4K shares1.50%2025-12-312026-01-12 OEF ISHARES TR74.0K shares-0.35%2025-12-312026-01-12 CB CHUBB LIMITED74.3K shares-2.31%2025-12-312026-01-12 DGRW WISDOMTREE TR256.0K shares2.80%2025-12-312026-01-12 BOXX EA SERIES TRUST191.8K shares7.64%2025-12-312026-01-12 JMUB J P MORGAN EXCHANGE TRADED F333.9K shares12.22%2025-12-312026-01-12 AAPL APPLE INC47.5K shares-1.94%2025-12-312026-01-12 ACWI ISHARES TR86.4K shares6.44%2025-12-312026-01-12 DIA SPDR DOW JONES INDL AVERAGE25.2K shares-1.42%2025-12-312026-01-12 BXSL BLACKSTONE SECD LENDING FD401.1K shares-29.48%2025-12-312026-01-12 IDMO INVESCO EXCH TRADED FD TR II168.8K shares5.21%2025-12-312026-01-12 IUSV ISHARES TR87.3K shares-0.49%2025-12-312026-01-12 JPEM J P MORGAN EXCHANGE TRADED F137.6K shares5.50%2025-12-312026-01-12 ITOT ISHARES TR49.3K shares-4.05%2025-12-312026-01-12 IUSG ISHARES TR42.5K shares-2.45%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR10.3K shares1.70%2025-12-312026-01-12 EES WISDOMTREE TR119.4K shares-2.37%2025-12-312026-01-12 AMG AFFILIATED MANAGERS GROUP INC19.6K shares0.09%2025-12-312026-01-12 ICOW PACER FDS TR108.8K shares-1.63%2025-12-312026-01-12 BUFR FIRST TR EXCHNG TRADED FD VI114.4K shares-12.10%2025-12-312026-01-12 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-01-12 MSFT MICROSOFT CORP7.5K shares-3.00%2025-12-312026-01-12 BIV VANGUARD BD INDEX FDS46.1K shares-2.20%2025-12-312026-01-12 IXUS ISHARES TR41.6K shares-0.02%2025-12-312026-01-12 AMZN AMAZON COM INC13.8K shares-9.73%2025-12-312026-01-12 GLD SPDR GOLD TR7.7K shares-9.94%2025-12-312026-01-12 XTWO BONDBLOXX ETF TRUST60.0K shares-2.16%2025-12-312026-01-12 CPSM CALAMOS ETF TR101.2K shares-3.79%2025-12-312026-01-12 ALPHABET INC ALPHABET INC8.7K shares6.79%2025-12-312026-01-12 VRSK VERISK ANALYTICS INC12.2K shares0.01%2025-12-312026-01-12 CMCSA COMCAST CORP NEW90.5K shares-1.90%2025-12-312026-01-12 BROADCOM INC BROADCOM INC7.5K shares6.49%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS11.3K shares-3.71%2025-12-312026-01-12 BTT BLACKROCK MUN TARGET TERM TR104.7K shares0.04%2025-12-312026-01-12 NVDA NVIDIA CORPORATION12.1K shares-8.10%2025-12-312026-01-12 CPSL CALAMOS ETF TR79.1K shares-7.43%2025-12-312026-01-12 ALPHABET INC ALPHABET INC6.3K shares0.08%2025-12-312026-01-12 MUST COLUMBIA ETF TR I88.2K shares-3.85%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO5.6K shares-14.70%2025-12-312026-01-12 DLN WISDOMTREE TR20.2K shares11.59%2025-12-312026-01-12 IEFA ISHARES TR19.5K shares-3.81%2025-12-312026-01-12 IJH ISHARES TR26.4K shares-9.22%2025-12-312026-01-12 IWF ISHARES TR3.5K shares-6.94%2025-12-312026-01-12 GCOW PACER FDS TR39.6K shares-11.51%2025-12-312026-01-12 BIZD VANECK ETF TRUST104.3K sharesnew addition2025-12-312026-01-12 VTV VANGUARD INDEX FDS7.1K shares1.58%2025-12-312026-01-12 HUBBELL INC HUBBELL INC3.0K shares0.00%2025-12-312026-01-12 RWL INVESCO EXCH TRADED FD TR II11.7K shares-9.22%2025-12-312026-01-12 IWD ISHARES TR6.3K shares4.39%2025-12-312026-01-12 SMAX ISHARES TR48.1K shares0.00%2025-12-312026-01-12 IEMG ISHARES INC17.4K shares-1.90%2025-12-312026-01-12 LLY LILLY ELI & CO1.0K shares3.42%2025-12-312026-01-12 JHML JOHN HANCOCK EXCHANGE TRADED12.4K shares0.00%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR6.7K shares100.00%2025-12-312026-01-12 IVV ISHARES TR1.4K shares0.36%2025-12-312026-01-12 EZM WISDOMTREE TR14.1K shares-7.65%2025-12-312026-01-12 META META PLATFORMS INC1.4K shares-4.47%2025-12-312026-01-12 SUB ISHARES TR8.7K shares0.00%2025-12-312026-01-12 OBIL RBB FD INC17.6K shares-7.85%2025-12-312026-01-12 UPS UNITED PARCEL SERVICE INC8.7K shares-16.03%2025-12-312026-01-12 QUAL ISHARES TR4.3K shares0.02%2025-12-312026-01-12 MAXJ ISHARES TR29.1K shares0.00%2025-12-312026-01-12 HDV ISHARES TR6.7K shares0.00%2025-12-312026-01-12 DMAX ISHARES TR29.6K shares-1.50%2025-12-312026-01-12 EFA ISHARES TR8.1K shares-0.01%2025-12-312026-01-12 CPRJ CALAMOS ETF TR28.5K shares0.00%2025-12-312026-01-12 VB VANGUARD INDEX FDS2.9K shares0.14%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO5.0K shares-0.70%2025-12-312026-01-12 HMOP HARTFORD FDS EXCHANGE TRADED18.2K shares-1.62%2025-12-312026-01-12 HTAB HARTFORD FDS EXCHANGE TRADED37.2K shares-22.54%2025-12-312026-01-12 GSIE GOLDMAN SACHS ETF TR16.5K shares-7.42%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON3.4K shares4.96%2025-12-312026-01-12 IVW ISHARES TR5.6K shares0.09%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC2.1K shares-1.00%2025-12-312026-01-12 HD HOME DEPOT INC2.0K shares3.81%2025-12-312026-01-12 XOM EXXON MOBIL CORP5.3K shares16.88%2025-12-312026-01-12 CEFS EXCHANGE LISTED FDS TR27.6K shares1.86%2025-12-312026-01-12 GBDC GOLUB CAP BDC INC42.1K shares-21.48%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES INC3.2K shares6.88%2025-12-312026-01-12 CPNJ CALAMOS ETF TR20.5K shares0.00%2025-12-312026-01-12 AXP AMERICAN EXPRESS CO1.5K shares1.50%2025-12-312026-01-12 V VISA INC1.6K shares14.58%2025-12-312026-01-12 WMT WALMART INC4.9K shares3.76%2025-12-312026-01-12 DIS DISNEY WALT CO4.8K shares-0.21%2025-12-312026-01-12 ARTY ISHARES TR11.3K shares-34.76%2025-12-312026-01-12 ABBV ABBVIE INC2.3K shares-12.13%2025-12-312026-01-12 XCEM COLUMBIA ETF TR II13.7K shares-11.08%2025-12-312026-01-12 VOE VANGUARD INDEX FDS2.8K shares0.07%2025-12-312026-01-12 VUG VANGUARD INDEX FDS990 shares-4.81%2025-12-312026-01-12 BCAT BLACKROCK CAP ALLOCATION TERM33.9K shares5.28%2025-12-312026-01-12 KO COCA COLA CO6.9K shares-2.85%2025-12-312026-01-12 VBK VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-12 MS MORGAN STANLEY2.6K shares-2.42%2025-12-312026-01-12 TSLA TESLA INC998 shares3.63%2025-12-312026-01-12 BAC BANK AMERICA CORP8.2K shares0.37%2025-12-312026-01-12 JMST J P MORGAN EXCHANGE TRADED F8.7K shares5.47%2025-12-312026-01-12 IWM ISHARES TR1.8K shares-6.86%2025-12-312026-01-12 VTI VANGUARD INDEX FDS1.3K shares0.08%2025-12-312026-01-12 CVX CHEVRON CORP NEW2.8K shares-3.15%2025-12-312026-01-12 MMIT INDEXIQ ACTIVE ETF TR17.3K shares-4.17%2025-12-312026-01-12 XLC SELECT SECTOR SPDR TR3.6K shares0.00%2025-12-312026-01-12 CSCO CISCO SYS INC5.4K shares-1.02%2025-12-312026-01-12 AON PLC AON PLC1.2K shares0.94%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-14.97%2025-12-312026-01-12 PJT PJT PARTNERS INC2.4K shares0.16%2025-12-312026-01-12 EMXC ISHARES INC5.5K shares76.23%2025-12-312026-01-12 MA MASTERCARD INCORPORATED686 shares-15.31%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS6.0K shares27.46%2025-12-312026-01-12 IVE ISHARES TR1.7K shares0.00%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW427 shares0.23%2025-12-312026-01-12 XBI SPDR SER TR3.0K shares0.33%2025-12-312026-01-12 VFH VANGUARD WORLD FDS2.7K shares0.00%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.42%2025-12-312026-01-12 WM WASTE MGMT INC DEL1.6K shares1.18%2025-12-312026-01-12 BSTZ BLACKROCK SCIENCE & TECHNOLO15.6K shares-13.36%2025-12-312026-01-12 MUB ISHARES TR3.2K shares1.01%2025-12-312026-01-12 T AT&T INC13.6K shares-11.46%2025-12-312026-01-12 NEE NEXTERA ENERGY INC4.2K shares-16.29%2025-12-312026-01-12 DTD WISDOMTREE TR3.8K shares0.00%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE1.0K shares5.01%2025-12-312026-01-12 ET ENERGY TRANSFER L P18.8K shares27.28%2025-12-312026-01-12 IWP ISHARES TR2.2K shares0.09%2025-12-312026-01-12 EXG EATON VANCE TAX-MANAGED GLOB32.2K shares2.09%2025-12-312026-01-12 VT VANGUARD INTL EQUITY INDEX F2.1K shares-2.69%2025-12-312026-01-12 IJK ISHARES TR3.0K shares0.00%2025-12-312026-01-12 ESGU ISHARES TR2.0K shares-6.24%2025-12-312026-01-12 DBA INVESCO DB MULTI-SECTOR COMM10.8K shares0.00%2025-12-312026-01-12 VBR VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-12 VONG VANGUARD SCOTTSDALE FDS2.2K shares0.00%2025-12-312026-01-12 DTH WISDOMTREE TR5.2K shares0.00%2025-12-312026-01-12 PFE PFIZER INC10.4K shares-75.89%2025-12-312026-01-12 MPC MARATHON PETE CORP1.6K shares-48.79%2025-12-312026-01-12 IHDG WISDOMTREE TR5.2K shares0.00%2025-12-312026-01-12 JIG J P MORGAN EXCHANGE TRADED F3.4K shares0.00%2025-12-312026-01-12 BXMT BLACKSTONE MTG TR INC13.0K shares2.56%2025-12-312026-01-12 PGX INVESCO EXCH TRADED FD TR II21.8K shares-12.12%2025-12-312026-01-12 UBER UBER TECHNOLOGIES INC3.0K shares0.00%2025-12-312026-01-12 FDIS FIDELITY COVINGTON TRUST2.4K shares0.00%2025-12-312026-01-12 IBIT ISHARES BITCOIN TRUST ETF4.8K sharesnew addition2025-12-312026-01-12 NOW SERVICENOW INC1.6K shares411.51%2025-12-312026-01-12 XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2025-12-312026-01-12 MMC MARSH & MCLENNAN COS INC1.3K shares1.60%2025-12-312026-01-12 ED CONSOLIDATED EDISON INC2.4K shares-8.02%2025-12-312026-01-12 DGRO ISHARES TR3.4K shares0.00%2025-12-312026-01-12 OBDC OWL ROCK CAPITAL CORPORATION18.6K shares18.19%2025-12-312026-01-12 ESGV VANGUARD WORLD FD1.9K shares4.75%2025-12-312026-01-12 LMT LOCKHEED MARTIN CORP474 shares6.04%2025-12-312026-01-12 MMM 3M CO1.4K sharesnew addition2025-12-312026-01-12 AWR AMER STATES WTR CO3.0K shares0.00%2025-12-312026-01-12 MEDTRONIC PLC MEDTRONIC PLC2.3K shares-17.47%2025-12-312026-01-12 ACM AECOM2.2K shares-0.22%2025-12-312026-01-12 CITIGROUP INC CITIGROUP INC1.8K sharesnew addition2025-12-312026-01-12 IDEV ISHARES TR2.5K sharesnew addition2025-12-312026-01-12 TJUL INNOVATOR ETFS TR6.9K shares0.00%2025-12-312026-01-12 ECVT ECOVYST INC18.3K shares0.00%2025-12-312026-01-12 RITM RITHM CAPITAL CORP15.5K sharesnew addition2025-12-312026-01-12 PFN PIMCO INCOME STRATEGY FD II11.0K shares0.00%2025-12-312026-01-12 XFLT XAI OCTAGN FLT RAT & ALT INM11.2K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available