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Amplius Wealth Advisors, LLC13F | |
| Amplius Wealth Advisors, LLC | |
| Last update 2025-04-10 | 183 Stocks (13 new) |
| Value $962.00 Mil | Turnover 12 % |
Amplius Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOO | iShares Global 100 ETF | 1,154,012 | 111,125.2 | +10.60% | 11.560 | +1.11% | 1.830 | +20.12% | +11.02% | 6,846.4 | ||
PVAL | Putnam Focused Large Cap Value ETF | 1,883,958 | 71,740.7 | +9.04% | 7.460 | +0.62% | 2.690 | +15.08% | +11.42% | 3,724.6 | ||
RECS | Columbia Research Enhanced Core ETF | 1,512,538 | 50,234.4 | +11.94% | 5.220 | +0.56% | - | +20.13% | +9.82% | 570.3 | ||
TMFC | Motley Fool 100 Index ETF | 901,527 | 50,147.9 | +12.19% | 5.220 | +0.57% | 4.330 | +21.62% | +9.46% | 1,554.8 | ||
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 616,916 | 35,350.2 | +10.11% | 3.680 | +0.34% | 0.910 | +15.35% | +5.58% | 4,236.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 328,504 | 34,353.2 | +16.10% | 3.570 | +0.50% | 0.040 | +16.61% | -0.93% | 83,183.4 | ||
QQQ | INVESCO QQQ Trust | 70,518 | 33,067.2 | +2.55% | 3.440 | +0.09% | 0.010 | +24.03% | +10.28% | 359,485.3 | ||
GSST | Goldman Sachs Ultra Short Bond ETF | 641,389 | 32,415.4 | -6.93% | 3.370 | -0.25% | 3.780 | +0.20% | +0.58% | 922.9 | ||
HTAB |
Hartford Schroders Tax Aware Bond ETF
Hartford Schroders Tax Aware Bond ETF
| 1,686,359 | 32,328.3 | -5.00% | 3.360 | -0.18% | 7.190 | -1.34% | -4.65% | 403.4 | ||
USTB | VICTORY PTF II | 623,732 | 31,591.9 | New Holding | 3.290 | +3.29% | 2.770 | +0.54% | +0.90% | 1,311.9 |
Amplius Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Amplius Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XTWO |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
| 2025-03-31 | Reduce Reduce | -4.79% | 48.95 ($49.19) 49.47 | $49.36 | 0.35% | Reduce -91.48% | 88,729 | -952,448 | |
USTB | VICTORY PTF II | 2025-03-31 | New Buy New Buy | +3.29% | 50.08 ($50.43) 50.71 | $50.65 | 0.44% | New holding | 623,732 | 623,732 | |
ICOW |
Pacer Developed Markets International Cash Cows 100 ETF
Pacer Developed Markets International Cash Cows 100 ETF
| 2025-03-31 | Reduce Reduce | -1.96% | 29.06 ($30.82) 32.62 | $35.38 | 14.80% | Reduce -77.97% | 185,664 | -656,938 | |
JMUB | JPMorgan Municipal ETF | 2025-03-31 | New Buy New Buy | +1.35% | 49.69 ($50.25) 50.78 | $49.17 | -2.15% | New holding | 259,968 | 259,968 | |
MUST |
Columbia Multi-Sector Municipal Income ETF
Columbia Multi-Sector Municipal Income ETF
| 2025-03-31 | Reduce Reduce | -1.13% | 20.08 ($20.34) 20.62 | $19.92 | -2.06% | Reduce -84.85% | 96,865 | -542,583 | |
IOO | iShares Global 100 ETF | 2025-03-31 | Add Add | +1.11% | 96.2 ($101.03) 105.12 | $111.87 | 10.73% | Add 10.6% | 1,154,012 | 110,599 | |
OSEA |
Harbor International Compounders ETF
Harbor International Compounders ETF
| 2025-03-31 | Add Add | +0.72% | 25.59 ($26.85) 27.75 | $29.91 | 11.42% | Add 39.02% | 930,282 | 261,111 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | Add Add | +0.68% | 57.11 ($60.13) 62.4 | $71.06 | 18.18% | Add 39.3% | 384,391 | 108,450 | |
IDMO |
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
| 2025-03-31 | New Buy New Buy | +0.62% | 40.34 ($43.36) 45.45 | $51.92 | 19.74% | New holding | 135,758 | 135,758 | |
PVAL | Putnam Focused Large Cap Value ETF | 2025-03-31 | Add Add | +0.62% | 36.8 ($38.31) 39.59 | $41.36 | 7.96% | Add 9.04% | 1,883,958 | 156,167 |
Amplius Wealth Advisors, LLC Total Holding History ($B)
Amplius Wealth Advisors, LLC's Asset Allocation
Amplius Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Amplius Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Amplius Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Amplius Wealth Advisors, LLC's Holdings Heat Map
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Amplius Wealth Advisors, LLC's Holdings Bubble Chart
Amplius Wealth Advisors, LLC News
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