HoldingsChannel.com
Amplius Wealth Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Amplius Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Amplius Wealth Advisors LLC. In the Amplius Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Amplius Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Amplius Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES GLOBAL TR (IOO) 783,407 -94,667 $46,628
     IOO783,407-94,667$46,628
SPDR DOW JONES INDL AVERAGE (DIA) 119,453 +13,736 $34,319
     DIA119,453+13,736$34,319
INVESCO QQQ TR 127,516 +12,784 $34,080
     QQQ127,516+12,784$34,080
INVESCO EXCH TRADED FD T (RSP) 255,845 +27,370 $32,564
     RSP255,845+27,370$32,564
WISDOMTREE TR 500,306 +75,419 $27,647
     DLN500,306+75,419$27,647
ISHARES TR (ACWI) 298,872 +27,486 $23,261
     ACWI298,872+27,486$23,261
BLACKROCK CAP ALLOCATION TR 1,524,315 -1,066,198 $20,746
     BCAT1,524,315-1,066,198$20,746
ISHARES GOLD TR (IAU) 620,438 -52,069 $19,562
     IAU620,438-52,069$19,562
ISHARES TR (IJR) 205,673 +185,608 $17,933
     IJR205,673+185,608$17,933
ISHARES TR (IUSG) 218,645 +2,901 $17,531
     IUSG218,645+2,901$17,531
WISDOMTREE TR 706,392 +643,302 $17,391
     XSOE706,392+643,302$17,391
PACER FDS TR 637,586 +637,586 $17,055
     GCOW637,586+637,586$17,055
ISHARES TR (IJH) 75,630 +72,134 $16,583
     IJH75,630+72,134$16,583
ISHARES TR (OEF) 95,950 -340 $15,592
     OEF95,950-340$15,592
ISHARES TR (IUSV) 212,907 +10,330 $13,330
     IUSV212,907+10,330$13,330
WISDOMTREE TR 605,086 -29,243 $12,898
     GCC605,086-29,243$12,898
BLACKSTONE INC COM 133,112 +8,854 $11,141
     BX133,112+8,854$11,141
CHUBB LIMITED 58,794 +5,471 $10,693
     CB58,794+5,471$10,693
BLACKROCK SCIENCE & TECHNOLOGY 545,376 -171,140 $9,620
     BSTZ545,376-171,140$9,620
ISHARES TR (STIP) 87,353 -67,962 $8,396
     STIP87,353-67,962$8,396
ISHARES TR (AGG) 86,990 -32,662 $8,381
     AGG86,990-32,662$8,381
APPLE INC 54,648 +2,445 $7,552
     AAPL54,648+2,445$7,552
WISDOMTREE TR 114,999 -59,988 $5,782
     USFR114,999-59,988$5,782
ISHARES TR (SHY) 65,714 -34,105 $5,337
     SHY65,714-34,105$5,337
BLACKSTONE SECD LENDING FD 224,919 +147,168 $5,115
     BXSL224,919+147,168$5,115
VANGUARD SPECIALIZED FUNDS (VIG) 37,811 -437 $5,110
     VIG37,811-437$5,110
ISHARES TR (LQD) 47,114 -25,953 $4,827
     LQD47,114-25,953$4,827
SPDR S&P 500 ETF TR (SPY) 11,876 +800 $4,242
     SPY11,876+800$4,242
ISHARES TR (IXUS) 78,491 +3,969 $3,997
     IXUS78,491+3,969$3,997
ISHARES TR (ITOT) 50,003 +5,467 $3,977
     ITOT50,003+5,467$3,977
SPDR GOLD TR (GLD) 25,523 -3,819 $3,948
     GLD25,523-3,819$3,948
INVESCO EXCH TRADED FD TR II (SPLV) 67,841 -3,334 $3,923
     SPLV67,841-3,334$3,923
ISHARES TR (IWF) 17,607 +375 $3,705
     IWF17,607+375$3,705
BLACKROCK MUN TARGET TERM TR 171,851 -3,304 $3,526
     BTT171,851-3,304$3,526
MICROSOFT CORP 13,531 +984 $3,151
     MSFT13,531+984$3,151
BERKSHIRE HATHAWAY INC DEL      $3,023
     BRK.A5+4$2,032
     BRK.B3,710+1,087$991
COMCAST CORP NEW 97,968 -8,608 $2,873
     CMCSA97,968-8,608$2,873
VANGUARD INDEX FDS (VTV) 22,118 -1,009 $2,731
     VTV22,118-1,009$2,731
GOLDMAN SACHS ETF TR (GSIE) 103,183 -18,512 $2,554
     GSIE103,183-18,512$2,554
INVESCO EXCH TRADED FD TR II (RWL) 35,734 +361 $2,398
     RWL35,734+361$2,398
ISHARES TR (QUAL) 21,589 -1,705 $2,244
     QUAL21,589-1,705$2,244
ISHARES TR (SUB) 18,680 -13,688 $1,918
     SUB18,680-13,688$1,918
JPMORGAN EXCHANGE TRADED F (JPST) 36,282 -13,359 $1,820
     JPST36,282-13,359$1,820
ISHARES TR (MUB) 17,677 -16,030 $1,813
     MUB17,677-16,030$1,813
SPDR SER TR (TFI) 40,645 -34,931 $1,788
     TFI40,645-34,931$1,788
JOHNSON & JOHNSON 10,715 -298 $1,750
     JNJ10,715-298$1,750
JPMORGAN CHASE & CO 16,244 +9,911 $1,697
     JPM16,244+9,911$1,697
WISDOMTREE TR 46,735 -975 $1,677
     IHDG46,735-975$1,677
AMAZON COM INC COM 12,576 +2,087 $1,421
     AMZN12,576+2,087$1,421
PFIZER INC 32,469 +732 $1,421
     PFE32,469+732$1,421

See Full List: All Stocks Held By Amplius Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Amplius Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $559,362
At 06/30/2022: $618,361

Amplius Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Amplius Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Amplius Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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