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CIK: 0001900584
Total reported value
$1.5B
$1.5B
178 檔
19.8%
In Q1 2024, Amplius Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 178 disclosed stock positions.
During Q1 2024, Amplius Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IOO | Ishares Global 100 ETF | ETF-Other | 9.03% | -0.11% | +24.43% | |
| 2 | ICOW | Pacer Developed Markets Inte | ETF-Other | 6.17% | -0.04% | +50.13% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 6.08% | -0.35% | +20.31% | |
| 4 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 5.69% | — | +41.56% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.37% | -0.07% | -5.08% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 4.15% | -1.52% | +0.00% | |
| 7 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 4.05% | -0.23% | +35.50% | |
| 8 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 4.02% | +0.01% | +30.99% | |
| 9 | TJUL | Innovator Equity Defined Pro | ETF-Other | 3.85% | — | +44.75% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.24% | +0.08% | -7.64% | |
| 11 | BXSL | Blackstone Secured Lending F | Stock-Financials | 3.18% | -0.07% | -23.08% | |
| 12 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 3.02% | -0.08% | — | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.61% | -0.11% | -0.37% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.09% | +0.05% | -59.60% | |
| 15 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 2.08% | -0.02% | EXIT | |
| 16 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.07% | -0.32% | +47.53% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.88% | -0.12% | -0.28% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.65% | -0.03% | -6.07% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.50% | -0.18% | -5.87% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.43% | -0.02% | -47.91% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.39% | -0.06% | -63.30% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.33% | -0.12% | -3.93% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.33% | -0.11% | -11.08% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.20% | +0.84% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.99% | — | +0.01% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.99% | — | — | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | -0.02% | -4.12% | |
| 28 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.91% | -1.44% | -36.34% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.83% | -0.37% | -14.09% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | -0.02% | -8.42% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.03% | -7.30% | |
| 32 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.63% | -0.01% | -36.77% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | +0.19% | +2.30% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.02% | -13.45% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | — | -3.09% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.47% | -0.03% | -0.33% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.45% | -0.02% | -9.14% | |
| 38 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | -1.00% | |
| 39 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.39% | — | -83.60% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.38% | -0.04% | -0.09% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | -0.01% | — | |
| 42 | AMG | Affiliated Managers Group | Stock-Financials | 0.36% | +0.01% | +24.21% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | — | +0.71% | |
| 44 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.31% | -0.03% | -3.81% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.03% | -3.64% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | -2.78% | -2.30% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | +0.01% | -19.48% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.26% | -0.01% | -11.25% | |
| 49 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.26% | -0.01% | -30.17% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | +0.01% | -4.65% |
According to official SEC Form 13F filings, Amplius Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.5B across 178 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IOO, ICOW, PVAL) accounted for 19.8% of total reported equity market value during Q1 2024.
During Q1 2024, Amplius Wealth Advisors, LLC's top holdings by market value included IOO (9.0%)、ICOW (6.2%)、PVAL (6.1%). The largest single position, IOO, represented 9.0% of total portfolio value.
In Q1 2024, Amplius Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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