Amplius Wealth Advisors, LLC

13F filer, CIK 1900584, BLUE BELL, PA

Amplius Wealth Advisors, LLC reported $916,136,475 across 174 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-16. Its ten largest share positions make up 51.69% of the portfolio.

Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001900584-24-000006

Period: 2024-09-30
Reported value: $916M
Holdings: 174
Top 10 weight: 51.69%
New: 11
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IJRadded	+262,186	$30.7M
BUFRadded	+578,271	$17.3M
XTWOadded	+196,158	$9.78M
PVALadded	+201,908	$7.66M
RECSadded	+196,022	$6.65M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CALFreduced	-803,010	-$37.4M
TJULreduced	-1,189,380	-$32.4M
CPSMreduced	-749,778	-$19.8M
ICOWreduced	-381,481	-$12.1M
UTENreduced	-239,396	-$10.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001900584-24-000006, largest first. % of portfolio is the value over $916,136,475, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IOOISHARES TR	916,550	$90.9M	9.92%	+11,760	Timeline
PVALPUTNAM ETF TRUST	1,566,637	$59.4M	6.49%	+201,908	Timeline
BIVVANGUARD BD INDEX FDS	696,075	$54.5M	5.95%	+2,757	Timeline
XTWOBONDBLOXX ETF TRUST	1,078,321	$53.8M	5.87%	+196,158	Timeline
TMFCRBB FD INC	741,380	$41.7M	4.55%	+107,287	Timeline
RECSCOLUMBIA ETF TR I	1,217,034	$41.3M	4.5%	+196,022	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	581,659	$35M	3.82%	-72,164	Timeline
IJRISHARES TR	285,368	$33.4M	3.64%	+262,186	Timeline
QQQINVESCO QQQ TR	67,739	$33.1M	3.61%	+2,266	Timeline
ICOWPACER FDS TR	965,421	$30.5M	3.33%	-381,481	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	1,008,308	$30.1M	3.29%	+578,271	Timeline
OEFISHARES TR	90,888	$25.2M	2.75%	-739	Timeline
DGRWWISDOMTREE TR	243,835	$20.3M	2.21%	+4,657	Timeline
OSEAHARBOR ETF TRUST	701,249	$20.3M	2.21%	+201,692	Timeline
BXBLACKSTONE INC	128,914	$19.7M	2.15%	+1,377	Timeline
CBCHUBB LIMITED	60,029	$17.3M	1.89%	+2,504	Timeline
IUSGISHARES TR	118,568	$15.6M	1.71%	-1,094	Timeline
HTABHARTFORD FDS EXCHANGE TRADED	755,505	$15M	1.63%	+11,713	Timeline
GSSTGOLDMAN SACHS ETF TR	295,008	$14.9M	1.63%	+7,253	Timeline
BXSLBLACKSTONE SECD LENDING FD	508,415	$14.9M	1.63%	-15,242	Timeline
CPSMCALAMOS ETF TR	528,328	$13.9M	1.52%	-749,778	Timeline
AAPLAPPLE INC	59,163	$13.8M	1.5%	+385	Timeline
AVEMAMERICAN CENTY ETF TR	195,277	$12.6M	1.38%	-23,696	Timeline
DIASTATE STR SPDR DOW JONES IND	28,510	$12.1M	1.32%	+215	Timeline
MUSTCOLUMBIA ETF TR I	562,508	$11.7M	1.28%	+106,395	Timeline
IUSVISHARES TR	121,819	$11.6M	1.27%	-4,478	Timeline
BOXXEA SERIES TRUST	74,048	$8.07M	0.88%	+39,218	Timeline
ACWIISHARES TR	64,248	$7.68M	0.84%	-1,733	Timeline
RSPINVESCO EXCHANGE TRADED FD T	42,706	$7.65M	0.84%	-640	Timeline
ITOTISHARES TR	59,714	$7.5M	0.82%	-3,169	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,207	$6.43M	0.7%	-20	Timeline
VIGVANGUARD SPECIALIZED FUNDS	27,935	$5.53M	0.6%	-655	Timeline
JPEMJ P MORGAN EXCHANGE TRADED F	96,968	$5.49M	0.6%	-3,939	Timeline
MSFTMICROSOFT CORP	11,855	$5.1M	0.56%	-127	Timeline
IWFISHARES TR	13,247	$4.97M	0.54%	-72	Timeline
CMCSACOMCAST CORP NEW	98,408	$4.11M	0.45%	+1,627	Timeline
IAUISHARES GOLD TR	80,553	$4M	0.44%	-3,397	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	5	$3.46M	0.38%	0	Timeline
IXUSISHARES TR	46,984	$3.41M	0.37%	-2,312	Timeline
RWLINVESCO EXCH TRADED FD TR II	33,121	$3.25M	0.35%	+4	Timeline
AMGAFFILIATED MANAGERS GROUP	17,195	$3.06M	0.33%	0	Timeline
AMZNAMAZON COM INC	14,550	$2.71M	0.3%	+132	Timeline
BTTBLACKROCK MUN TARGET TERM TR	123,917	$2.68M	0.29%	-1,030	Timeline
JPMJPMORGAN CHASE & CO	12,366	$2.61M	0.28%	+179	Timeline
CALFPACER FDS TR	49,928	$2.32M	0.25%	-803,010	Timeline
VRSKVERISK ANALYTICS INC	8,487	$2.27M	0.25%	-7	Timeline
GLDSPDR GOLD TR	9,253	$2.25M	0.25%	-153	Timeline
GCOWPACER FDS TR	59,622	$2.18M	0.24%	-2,834	Timeline
OBILRBB FD INC	42,550	$2.14M	0.23%	-9,958	Timeline
VTVVANGUARD INDEX FDS	12,203	$2.13M	0.23%	-135	Timeline
NVDANVIDIA CORPORATION	17,362	$2.11M	0.23%	-479	Timeline
IJHISHARES TR	33,362	$2.08M	0.23%	+167	Timeline
DLNWISDOMTREE TR	26,175	$2.06M	0.22%	-1,243	Timeline
AVGOBROADCOM INC	10,976	$1.89M	0.21%	+10,132	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,955	$1.82M	0.2%	0	Timeline
QUALISHARES TR	9,630	$1.73M	0.19%	-136	Timeline
GOOGLALPHABET INC	10,281	$1.71M	0.19%	-46	Timeline
SPLVINVESCO EXCH TRADED FD TR II	22,947	$1.65M	0.18%	-611	Timeline
METAMETA PLATFORMS INC	2,679	$1.53M	0.17%	+35	Timeline
JHMLJOHN HANCOCK EXCHANGE TRADED	22,021	$1.53M	0.17%	0	Timeline
HMOPHARTFORD FDS EXCHANGE TRADED	35,964	$1.42M	0.15%	-4,363	Timeline
GOOGALPHABET INC	8,288	$1.39M	0.15%	-22	Timeline
HUBBHUBBELL INC	3,035	$1.3M	0.14%	-19	Timeline
LLYELI LILLY & CO	1,465	$1.3M	0.14%	-7	Timeline
IWDISHARES TR	6,222	$1.18M	0.13%	0	Timeline
VTIVANGUARD INDEX FDS	4,156	$1.18M	0.13%	+10	Timeline
VOOVANGUARD INDEX FDS	2,103	$1.11M	0.12%	+720	Timeline
UPSUNITED PARCEL SVCS INC	7,819	$1.07M	0.12%	-20	Timeline
PGPROCTER & GAMBLE CO	5,986	$1.04M	0.11%	+144	Timeline
MMITNYLIM ACTIVE ETF TR	40,914	$1.01M	0.11%	-2,217	Timeline
GSIEGOLDMAN SACHS ETF TR	27,723	$1M	0.11%	-244	Timeline
HDHOME DEPOT INC	2,429	$984K	0.11%	+115	Timeline
XLKSELECT SECTOR SPDR TR	4,326	$977K	0.11%	-45	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,055	$935K	0.1%	-3	Timeline
XOMEXXON MOBIL CORP	7,677	$900K	0.1%	-49	Timeline
HDVISHARES TR	7,455	$877K	0.1%	0	Timeline
VONGVANGUARD SCOTTSDALE FDS	8,663	$836K	0.09%	-2	Timeline
IVVISHARES TR	1,408	$812K	0.09%	+5	Timeline
PFEPFIZER INC	25,912	$750K	0.08%	-104	Timeline
JNJJOHNSON & JOHNSON	4,507	$730K	0.08%	-34	Timeline
GBDCGOLUB CAP BDC INC	48,224	$729K	0.08%	+3,841	Timeline
MAMASTERCARD INCORPORATED	1,407	$695K	0.08%	-5	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,996	$662K	0.07%	+1	Timeline
DISDISNEY WALT CO	6,777	$652K	0.07%	-100	Timeline
KOCOCA COLA CO	9,049	$650K	0.07%	+654	Timeline
ISHARESISHARES	23,985	$639K	0.07%	-36,343
IJTISHARES TR	4,570	$637K	0.07%	+951	Timeline
EFAISHARES TR	7,363	$616K	0.07%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	2,640	$589K	0.06%	-10	Timeline
VVISA INC	2,125	$584K	0.06%	-15	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	39,985	$583K	0.06%	-3,826	Timeline
UNHUNITEDHEALTH GROUP INC	978	$572K	0.06%	+31	Timeline
CEFSEXCHANGE LISTED FDS TR	24,984	$556K	0.06%	+478	Timeline
MTUMISHARES TR	2,690	$545K	0.06%	0	Timeline
IVWISHARES TR	5,611	$537K	0.06%	+8	Timeline
ABBVABBVIE INC	2,598	$513K	0.06%	0	Timeline
CPNJCALAMOS ETF TR	20,500	$502K	0.05%	+9,800	Timeline
VOEVANGUARD INDEX FDS	2,979	$500K	0.05%	-325	Timeline
CVXCHEVRON CORPORATION	3,378	$497K	0.05%	-152	Timeline
VBKVANGUARD INDEX FDS	1,782	$476K	0.05%	-29	Timeline
BCATBLACKROCK CAP ALLOCATION TER	28,665	$472K	0.05%	-8,133	Timeline
LMTLOCKHEED MARTIN CORP	805	$471K	0.05%	-3	Timeline
AONAON PLC	1,331	$460K	0.05%	+31	Timeline
UTENRBB FD INC	10,107	$459K	0.05%	-239,396	Timeline
WMTWALMART INC	5,611	$453K	0.05%	-50	Timeline
XLFSELECT SECTOR SPDR TR	9,723	$441K	0.05%	0	Timeline
DTDWISDOMTREE TR	5,586	$428K	0.05%	0	Timeline
BACBANK OF AMER CORP	10,772	$427K	0.05%	0	Timeline
CSCOCISCO SYS INC	7,933	$422K	0.05%	-469	Timeline
AXPAMERICAN EXPRESS CO	1,550	$420K	0.05%	+2	Timeline
MSMORGAN STANLEY	3,853	$402K	0.04%	+46	Timeline
IWMISHARES TR	1,805	$399K	0.04%	+30	Timeline
TSLATESLA INC	1,470	$385K	0.04%	-19	Timeline
XLCSELECT SECTOR SPDR TR	4,186	$378K	0.04%	0	Timeline
NEENEXTERA ENERGY INC	4,312	$364K	0.04%	-2	Timeline
IEMGISHARES INC	6,341	$364K	0.04%	+7	Timeline
WMWASTE MGMT INC DEL	1,649	$342K	0.04%	0	Timeline
VFHVANGUARD WORLD FD	3,093	$340K	0.04%	0	Timeline
BSTZBLACKROCK SCIENCE & TECHNOLO	17,258	$331K	0.04%	+499	Timeline
PJTPJT PARTNERS INC	2,423	$323K	0.04%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,079	$321K	0.04%	0	Timeline
IWPISHARES TR	2,735	$321K	0.04%	+212	Timeline
TJULINNOVATOR ETFS TRUST	11,756	$320K	0.03%	-1,189,380	Timeline
VUGVANGUARD INDEX FDS	833	$320K	0.03%	+9	Timeline
MRKMERCK & CO INC	2,808	$319K	0.03%	-102	Timeline
VBRVANGUARD INDEX FDS	1,584	$318K	0.03%	-37	Timeline
IJKISHARES TR	3,374	$310K	0.03%	-674	Timeline
AMKRAMKOR TECHNOLOGY INC	10,040	$307K	0.03%	-16	Timeline
PGXINVESCO EXCH TRADED FD TR II	24,761	$306K	0.03%	0	Timeline
IEFAISHARES TR	3,871	$302K	0.03%	-1,107	Timeline
XBISPDR SERIES TRUST	3,005	$297K	0.03%	+1	Timeline
IHDGWISDOMTREE TR	6,482	$296K	0.03%	0	Timeline
SPSMSPDR SERIES TRUST	6,499	$296K	0.03%	-5,093	Timeline
FICOFAIR ISAAC CORP	152	$295K	0.03%	0	Timeline
UBERUBER TECHNOLOGIES INC	3,894	$293K	0.03%	-23	Timeline
XLVSELECT SECTOR SPDR TR	1,861	$287K	0.03%	-226	Timeline
ACMAECOM	2,748	$284K	0.03%	0	Timeline
DBAINVESCO DB MULTI-SECTOR COMM	10,840	$283K	0.03%	0	Timeline
DELLDELL TECHNOLOGIES INC	2,307	$273K	0.03%	-60	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,559	$271K	0.03%	-13	Timeline
IWBISHARES TR	850	$267K	0.03%	0	Timeline
JIGJ P MORGAN EXCHANGE TRADED F	3,943	$266K	0.03%	0	Timeline
EMEEMCOR GROUP INC	617	$266K	0.03%	-3	Timeline
TJXTJX COS INC NEW	2,231	$262K	0.03%	0	Timeline
TAT&T INC	11,888	$262K	0.03%	new	Timeline
INTUINTUIT	417	$259K	0.03%	-2	Timeline
CPSLCALAMOS ETF TR	10,137	$257K	0.03%	new	Timeline
AWRAMER STATES WTR CO	3,000	$250K	0.03%	0	Timeline
ECVTECOVYST INC	36,288	$249K	0.03%	0	Timeline
DTHWISDOMTREE TR	5,968	$247K	0.03%	-561	Timeline
ESGUISHARES TR	1,894	$239K	0.03%	-115	Timeline
NFLXNETFLIX INC.	336	$238K	0.03%	-1	Timeline
PEPPEPSICO INC	1,399	$238K	0.03%	-82	Timeline
BXMTBLACKSTONE MORTGAGE TRUST IN	12,389	$236K	0.03%	0	Timeline
LOWLOWES COS INC	866	$235K	0.03%	new	Timeline
ETENERGY TRANSFER L P	14,527	$233K	0.03%	-51	Timeline
VBVANGUARD INDEX FDS	978	$232K	0.03%	+2	Timeline
ADPAUTOMATIC DATA PROCESSING IN	836	$231K	0.03%	-3	Timeline
BLDRBUILDERS FIRSTSOURCE INC	1,190	$231K	0.03%	new	Timeline
DHRDANAHER CORP DEL	825	$229K	0.03%	+11	Timeline
NOWSERVICENOW INC	254	$227K	0.02%	-22	Timeline
ASMLASML HLDG NV	272	$227K	0.02%	-1	Timeline
PNCPNC FINL SVCS GROUP INC	1,205	$223K	0.02%	new	Timeline
COWZPACER FDS TR	3,834	$222K	0.02%	+3	Timeline
CATCATERPILLAR INC	559	$219K	0.02%	-42	Timeline
VZVERIZON COMMUNICATIONS INC	4,784	$215K	0.02%	-259	Timeline
VEAVANGUARD TAX-MANAGED FDS	4,028	$213K	0.02%	new	Timeline
FDISFIDELITY COVINGTON TRUST	2,402	$212K	0.02%	new	Timeline
PGRPROGRESSIVE CORP	834	$212K	0.02%	new	Timeline
GEGE AEROSPACE	1,112	$210K	0.02%	new	Timeline
DGROISHARES TR	3,286	$206K	0.02%	new	Timeline
IWRISHARES TR	2,273	$200K	0.02%	new	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	20,000	$174K	0.02%	0	Timeline
PFNPIMCO INCOME STRATEGY FD II	11,000	$83.8K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IBMOISHARES TR	22,909	$580K	shares
BLACKROCK INCBLACKROCK INC	317	$250K	shares
BABOEING CO	1,239	$225K	shares
SIRIUS XM HOLDINGS INCSIRIUS XM HOLDINGS INC	35,616	$101K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001900584-24-000006	base		2024-10-16	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC