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CIK: 0001900584
Total reported value
$1.4B
$1.4B
183 檔
23.3%
The Q1 2025 SEC filing reveals that Amplius Wealth Advisors, LLC held a total portfolio value of $1.4B, covering 183 public equity positions.
In Q1 2025, Amplius Wealth Advisors, LLC displayed an active expansion posture, initiating 5 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 | 11.56% | -0.06% | +10.60% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 7.46% | -0.04% | +9.04% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 5.22% | -0.09% | +11.94% | |
| 4 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 5.22% | -0.10% | +12.19% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.68% | +0.02% | +10.11% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.57% | +0.24% | +16.11% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.44% | +0.47% | +2.55% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.37% | -0.14% | -6.93% | |
| 9 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 3.36% | -0.03% | -5.00% | |
| 10 | USTB | Victoryshares Short-term Bon | ETF-Other | 3.29% | -0.16% | — | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.06% | -0.07% | -13.53% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.66% | -0.04% | +0.92% | |
| 13 | OSEA | Harbor Intl Compounders ETF | ETF-Other | 2.57% | — | +39.02% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.41% | -0.03% | +39.30% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.25% | +0.09% | +5.59% | |
| 16 | CB | Chubb Limited | Stock-Financials | 2.07% | -0.22% | +0.60% | |
| 17 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 1.94% | -0.01% | -22.37% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.85% | -0.11% | -0.34% | |
| 19 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.72% | -0.13% | +2.38% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.58% | +0.02% | -0.47% | |
| 21 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.54% | -0.11% | +12.38% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.02% | -0.63% | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.35% | +0.15% | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.31% | -0.03% | +0.25% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.16% | -0.08% | +1.09% | |
| 26 | CPSM | Calamos Sp500 Str Alt Promay | ETF-Other | 1.14% | -0.04% | -9.68% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.85% | -0.01% | -0.52% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.78% | -0.06% | +1.85% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.76% | -0.03% | +0.52% | |
| 30 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.69% | -0.02% | +20.97% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.19% | — | |
| 32 | IDMO | Invesco S&p International De | ETF-Other | 0.62% | +0.10% | — | |
| 33 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.61% | -0.05% | -77.97% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.01% | -0.61% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.01% | -0.51% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.11% | — | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.47% | -0.07% | -26.43% | |
| 38 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 0.46% | -0.06% | -91.48% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | — | -5.00% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.03% | — | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.37% | -0.06% | -2.01% | |
| 42 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.34% | — | +0.01% | |
| 43 | AMG | Affiliated Managers Group | Stock-Financials | 0.30% | +0.09% | -0.02% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.02% | -3.96% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | -1.42% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.04% | +3.12% | |
| 47 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.27% | -0.03% | +5.64% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | -0.06% | -3.12% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | +10.92% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | — | +11.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USTB | Victoryshares Short-term Bon | +3.3% | NEW | New buy |
| 2 | JMUB | Jpmorgan Municipal ETF | +1.4% | NEW | New buy |
| 3 | PVAL | Putnam Focused Lrg Cap Value | +0.9% | +9.04% | Add |
| 4 | OSEA | Harbor Intl Compounders ETF | +0.8% | +39.02% | Add |
| 5 | IOO | Ishares Global 100 ETF | +0.8% | +10.60% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.8% | +39.30% | Add |
| 7 | IDMO | Invesco S&p International De | +0.6% | NEW | New buy |
| 8 | RECS | Columbia Resear Enh Cor ETF | +0.4% | +11.94% | Add |
| 9 | TMFC | Motley Fool 100 Index ETF | +0.3% | +12.19% | Add |
| 10 | JHMM | John Hancock Multi Fact Mid | +0.3% | +10.11% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +16.11% | Add |
| 12 | CB | Chubb Limited | +0.2% | +0.60% | Add |
| 13 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | +12.38% | Add |
| 14 | JPEM | JPM Diversified Ret Em Equit | +0.1% | +20.97% | Add |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +5.59% | Add |
| 16 | IAU | Ishares Gold Trust | +0.1% | — | Unchanged |
| 17 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | NEW | New buy |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 19 | BXSL | Blackstone Secured Lending F | +0.1% | +2.38% | Add |
| 20 | GLD | Spdr Gold Shares | 0% | -3.12% | Trim |
| 21 | VB | Vanguard Small-cap ETF | 0% | +119.90% | Add |
| 22 | IEFA | Ishares Core Msci Eafe ETF | 0% | +44.17% | Add |
| 23 | IVE | Ishares S&p 500 Value ETF | 0% | NEW | New buy |
| 24 | VRSK | Verisk Analytics Inc | 0% | +5.64% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.50% | Add |
| 26 | VTV | Vanguard Value ETF | 0% | +11.01% | Add |
| 27 | IDEV | Ishares Core Msci Dev Mkts | 0% | EXIT | Sold out |
| 28 | AMZN | Amazon.com Inc | 0% | +3.12% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 30 | AMG | Affiliated Managers Group | 0% | -0.02% | Trim |
| 31 | NVDA | Nvidia CORP | 0% | +2.81% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +1.54% | Add |
| 33 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.51% | Trim |
| 34 | AVGO | Broadcom Inc | -0.1% | -3.02% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -5.00% | Trim |
| 36 | CPSM | Calamos Sp500 Str Alt Promay | -0.1% | -9.68% | Trim |
| 37 | OEF | Ishares S&p 100 ETF | -0.1% | +0.92% | Add |
| 38 | IUSG | Ishares Core S&p U.s. Growth | -0.1% | -0.47% | Trim |
| 39 | BIV | Vanguard Intermediate-term B | -0.1% | -26.43% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +2.55% | Add |
| 41 | HTAB | Hartford Schroders Tax Aware | -0.2% | -5.00% | Trim |
| 42 | AAPL | Apple Inc | -0.2% | -0.63% | Trim |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | EXIT | Sold out |
| 44 | GSST | Goldman Sachs Ultra Short Bo | -0.2% | -6.93% | Trim |
| 45 | BX | Blackstone Inc | -0.4% | -0.34% | Trim |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.5% | -13.53% | Trim |
| 47 | MAXJ | Ishares Lg Cap Max Buff Jun | -0.6% | -22.37% | Trim |
| 48 | MUST | Columbia Multi-sect Muni Inc | -1.1% | -84.85% | Trim |
| 49 | ICOW | Pacer Developed Markets Inte | -1.9% | -77.97% | Trim |
| 50 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | -4.8% | -91.48% | Trim |
According to official SEC Form 13F filings, Amplius Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 183 disclosed positions in Q1 2025.
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, RECS) accounted for 23.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
USTB
市值: $31.6M
Top Position Liquidated / Trimmed
CALF
前期市值: $1.6M
During Q1 2025, Amplius Wealth Advisors, LLC's top holdings by market value included IOO (11.6%)、PVAL (7.5%)、RECS (5.2%). The largest single position, IOO, represented 11.6% of total portfolio value.
In Q1 2025, Amplius Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 17 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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