Amplius Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Amplius Wealth Advisors, LLC | Institutional Filer | ▲ 0.65% | $1.20B | 175 |
Current Portfolio Holdings
Showing all 175 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAAA | EA SERIES TRUST | — | 9.1M | $242.5M | 20.21% |
| 2 | PVAL | PUTNAM ETF TRUST | — | 2.0M | $91.8M | 7.65% |
| 3 | RECS | COLUMBIA ETF TR I | — | 1.7M | $64.8M | 5.40% |
| 4 | TMFC | RBB FD INC | — | 969K | $63.9M | 5.33% |
| 5 | STIP | ISHARES TR | — | 510K | $52.8M | 4.40% |
| 6 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 671K | $45.0M | 3.75% |
| 7 | IJR | ISHARES TR | — | 336K | $41.8M | 3.48% |
| 8 | GSST | GOLDMAN SACHS ETF TR | — | 752K | $38.0M | 3.17% |
| 9 | IOO | ISHARES TR | — | 310K | $37.5M | 3.12% |
| 10 | USTB | VICTORY PORTFOLIOS II | — | 733K | $37.1M | 3.09% |
| 11 | CGIC | CAPITAL GROUP INTERNATIONAL | — | 992K | $32.9M | 2.74% |
| 12 | AVEM | AMERICAN CENTY ETF TR | — | 387K | $31.2M | 2.60% |
| 13 | QQQ | Invesco QQQ Trust | — | 49K | $28.3M | 2.36% |
| 14 | DGRW | WISDOMTREE TR | — | 283K | $24.9M | 2.08% |
| 15 | BOXX | EA SERIES TRUST | — | 212K | $24.7M | 2.06% |
Showing 1 to 15 of 175 holdings