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CIK: 0001900584
Total reported value
$1.4B
$1.4B
167 檔
20.0%
During the Q2 2024 filing period, Amplius Wealth Advisors, LLC (CIK: 0001900584) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 167 reported positions.
During Q2 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 | 9.72% | -0.06% | +0.40% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.78% | -0.07% | +9.05% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 5.51% | -0.04% | -10.15% | |
| 4 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 4.81% | -0.06% | +60.79% | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-Other | 4.55% | -0.05% | -21.78% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 4.13% | — | -17.46% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 4.00% | +0.02% | +1.24% | |
| 8 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 3.80% | -0.10% | -12.34% | |
| 9 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 3.67% | -0.09% | -12.43% | |
| 10 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 3.65% | -0.04% | — | |
| 11 | TJUL | Innovator Equity Defined Pro | ETF-Other | 3.58% | — | -7.88% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.49% | +0.47% | +0.52% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.69% | -0.04% | -2.77% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.08% | +0.09% | -2.20% | |
| 15 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.78% | -0.13% | -42.44% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.76% | -0.11% | +0.01% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.70% | +0.02% | -4.72% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.63% | -0.22% | +11.25% | |
| 19 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.61% | -0.14% | -21.68% | |
| 20 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 1.60% | -0.03% | -21.41% | |
| 21 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 1.54% | — | — | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.49% | -0.03% | -0.63% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.38% | -0.07% | -2.77% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.02% | -2.29% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.24% | -0.08% | -3.72% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.23% | -0.03% | -5.36% | |
| 27 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 1.21% | — | — | |
| 28 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 1.03% | -0.01% | +559.14% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.83% | -0.06% | +13.08% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.83% | -0.01% | -2.43% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | -0.03% | -11.46% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.19% | -0.49% | |
| 33 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.61% | -0.02% | -3.79% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | — | -9.12% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.01% | +1.11% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.01% | -0.16% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.06% | -0.06% | |
| 38 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.42% | -0.11% | — | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.41% | -0.11% | -12.07% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.37% | -0.02% | -2.58% | |
| 41 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.34% | — | -12.02% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.34% | -0.03% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.04% | +1.80% | |
| 44 | AMG | Affiliated Managers Group | Stock-Financials | 0.30% | +0.09% | -9.14% | |
| 45 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.29% | -0.02% | -23.64% | |
| 46 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.29% | -0.03% | -4.75% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | +0.24% | +1.02% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.01% | -15.59% | |
| 49 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.25% | -0.03% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.04% | +917.74% |
According to official SEC Form 13F filings, Amplius Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 167 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IOO, BIV, PVAL) accounted for 20.0% of total reported equity market value during Q2 2024.
During Q2 2024, Amplius Wealth Advisors, LLC's top holdings by market value included IOO (9.7%)、BIV (5.8%)、PVAL (5.5%). The largest single position, IOO, represented 9.7% of total portfolio value.
In Q2 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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