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CIK: 0001900584
Total reported value
$1.4B
$1.4B
174 檔
22.0%
At the close of Q3 2024, Amplius Wealth Advisors, LLC disclosed equity holdings valued at approximately $1.4B, spread across 174 reported holdings.
In Q3 2024, Amplius Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IOO | Ishares Global 100 ETF | ETF-Other | 9.92% | -0.06% | +1.30% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 6.49% | -0.04% | +14.79% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.95% | -0.07% | +0.40% | |
| 4 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 5.87% | -0.06% | +22.24% | |
| 5 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 4.55% | -0.10% | +16.92% | |
| 6 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 4.50% | -0.09% | +19.20% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.82% | +0.02% | -11.04% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.64% | +0.24% | +1130.99% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.61% | +0.47% | +3.46% | |
| 10 | ICOW | Pacer Developed Markets Inte | ETF-Other | 3.33% | -0.05% | -28.32% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.29% | -0.07% | +134.47% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.75% | -0.04% | -0.81% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.21% | +0.09% | +1.95% | |
| 14 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 2.21% | — | +40.37% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 2.15% | -0.11% | +1.08% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.89% | -0.22% | +4.35% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.71% | +0.02% | -0.91% | |
| 18 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 1.63% | -0.03% | +1.57% | |
| 19 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.63% | -0.14% | +2.52% | |
| 20 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.63% | -0.13% | -2.91% | |
| 21 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 1.52% | -0.04% | -58.66% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.02% | +0.66% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.38% | -0.03% | -10.82% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.32% | -0.03% | +0.76% | |
| 25 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 1.28% | -0.01% | +23.33% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.27% | -0.08% | -3.55% | |
| 27 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.88% | -0.11% | +112.60% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.84% | -0.01% | -2.63% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.03% | -1.48% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | -0.06% | -5.04% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.19% | -0.18% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | -0.01% | -2.29% | |
| 33 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.60% | -0.02% | -3.90% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | — | -1.06% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.01% | -0.54% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.45% | -0.06% | +1.68% | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.44% | -0.11% | -4.05% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.03% | — | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.37% | -0.02% | -4.69% | |
| 40 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.35% | — | +0.01% | |
| 41 | AMG | Affiliated Managers Group | Stock-Financials | 0.33% | +0.09% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.04% | +0.92% | |
| 43 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.29% | -0.03% | -0.82% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | +1.47% | |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.25% | — | -94.15% | |
| 46 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.25% | -0.03% | -0.08% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | -0.06% | -1.63% | |
| 48 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.24% | -0.03% | -4.54% | |
| 49 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.23% | -0.02% | -18.96% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | -1.09% |
According to official SEC Form 13F filings, Amplius Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 174 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IOO, PVAL, BIV) accounted for 22.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
T
市值: $261.5K
Top Position Liquidated / Trimmed
IBMO
前期市值: $580.1K
During Q3 2024, Amplius Wealth Advisors, LLC's top holdings by market value included IOO (9.9%)、PVAL (6.5%)、BIV (6.0%). The largest single position, IOO, represented 9.9% of total portfolio value.
In Q3 2024, Amplius Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 19 holdings, and fully liquidating 2 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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