Amplius Wealth Advisors, LLC

13F filer, CIK 1900584, BLUE BELL, PA

Amplius Wealth Advisors, LLC reported $975,296,416 across 177 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-16. Its ten largest share positions make up 50.04% of the portfolio.

Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001900584-25-000002

Period: 2024-12-31
Reported value: $975M
Holdings: 177
Top 10 weight: 50.04%
New: 13
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MAXJnew	+931,267	$24.3M
GSSTadded	+394,106	$19.8M
HTABadded	+1,019,668	$19.7M
IOOadded	+126,863	$12.8M
PVALadded	+161,154	$5.98M

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
BIVreduced	-615,920	-$46M
ICOWreduced	-122,819	-$3.59M
CPSMreduced	-78,367	-$2.09M
XTWOreduced	-37,144	-$1.82M
JHMMreduced	-21,393	-$1.28M

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, Q4 2024

Share positions as resolved from 13F-HR 0001900584-25-000002, largest first. % of portfolio is the value over $975,296,416, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IOOISHARES TR	1,043,413	$105M	10.78%	+126,863	Timeline
PVALPUTNAM ETF TRUST	1,727,791	$64.1M	6.58%	+161,154	Timeline
XTWOBONDBLOXX ETF TRUST	1,041,177	$51.1M	5.24%	-37,144	Timeline
TMFCRBB FD INC	803,546	$48.3M	4.95%	+62,166	Timeline
RECSCOLUMBIA ETF TR I	1,351,246	$46.8M	4.8%	+134,212	Timeline
QQQINVESCO QQQ TR	68,767	$35.2M	3.6%	+1,028	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	1,147,278	$35M	3.58%	+138,970	Timeline
GSSTGOLDMAN SACHS ETF TR	689,114	$34.6M	3.55%	+394,106	Timeline
HTABHARTFORD FDS EXCHANGE TRADED	1,775,173	$34.4M	3.52%	+1,019,668	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	560,266	$33.5M	3.43%	-21,393	Timeline
IJRISHARES TR	282,937	$32.6M	3.34%	-2,431	Timeline
OEFISHARES TR	93,555	$27M	2.77%	+2,667	Timeline
ICOWPACER FDS TR	842,602	$24.6M	2.52%	-122,819	Timeline
MAXJISHARES TR	931,267	$24.3M	2.5%	new	Timeline
BXBLACKSTONE INC	127,902	$22.1M	2.26%	-1,012	Timeline
DGRWWISDOMTREE TR	257,129	$20.8M	2.13%	+13,294	Timeline
CBCHUBB LIMITED	65,669	$18.1M	1.86%	+5,640	Timeline
OSEAHARBOR ETF TRUST	669,171	$17.3M	1.77%	-32,078	Timeline
IUSGISHARES TR	119,827	$16.7M	1.71%	+1,259	Timeline
AVEMAMERICAN CENTY ETF TR	275,941	$16.2M	1.66%	+80,664	Timeline
BXSLBLACKSTONE SECD LENDING FD	499,882	$16.2M	1.66%	-8,533	Timeline
AAPLAPPLE INC	59,763	$15M	1.53%	+600	Timeline
BOXXEA SERIES TRUST	118,340	$13.1M	1.34%	+44,292	Timeline
MUSTCOLUMBIA ETF TR I	639,448	$13M	1.33%	+76,940	Timeline
DIASTATE STR SPDR DOW JONES IND	29,907	$12.7M	1.3%	+1,397	Timeline
CPSMCALAMOS ETF TR	449,961	$12M	1.23%	-78,367	Timeline
IUSVISHARES TR	120,044	$11.1M	1.14%	-1,775	Timeline
ACWIISHARES TR	70,806	$8.32M	0.85%	+6,558	Timeline
ITOTISHARES TR	60,085	$7.73M	0.79%	+371	Timeline
RSPINVESCO EXCHANGE TRADED FD T	41,727	$7.31M	0.75%	-979	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,250	$6.59M	0.68%	+43	Timeline
BIVVANGUARD BD INDEX FDS	80,155	$5.99M	0.61%	-615,920	Timeline
VIGVANGUARD SPECIALIZED FUNDS	27,704	$5.43M	0.56%	-231	Timeline
JPEMJ P MORGAN EXCHANGE TRADED F	103,650	$5.38M	0.55%	+6,682	Timeline
IWFISHARES TR	13,059	$5.24M	0.54%	-188	Timeline
MSFTMICROSOFT CORP	11,962	$5.04M	0.52%	+107	Timeline
IAUISHARES GOLD TR	78,940	$3.91M	0.4%	-1,613	Timeline
CMCSACOMCAST CORP NEW	98,135	$3.68M	0.38%	-273	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	5	$3.4M	0.35%	0	Timeline
RWLINVESCO EXCH TRADED FD TR II	32,713	$3.2M	0.33%	-408	Timeline
AMGAFFILIATED MANAGERS GROUP	17,199	$3.18M	0.33%	+4	Timeline
AMZNAMAZON COM INC	13,626	$2.99M	0.31%	-924	Timeline
IXUSISHARES TR	42,191	$2.79M	0.29%	-4,793	Timeline
JPMJPMORGAN CHASE & CO	11,298	$2.71M	0.28%	-1,068	Timeline
AVGOBROADCOM INC	11,110	$2.58M	0.26%	+134	Timeline
NVDANVIDIA CORPORATION	17,585	$2.36M	0.24%	+223	Timeline
VRSKVERISK ANALYTICS INC	8,406	$2.32M	0.24%	-81	Timeline
IJHISHARES TR	36,505	$2.27M	0.23%	+3,143	Timeline
GLDSPDR GOLD TR	9,288	$2.25M	0.23%	+35	Timeline
BTTBLACKROCK MUN TARGET TERM TR	107,987	$2.22M	0.23%	-15,930	Timeline
VTVVANGUARD INDEX FDS	12,218	$2.07M	0.21%	+15	Timeline
DLNWISDOMTREE TR	26,075	$2.03M	0.21%	-100	Timeline
GOOGLALPHABET INC	10,582	$2M	0.21%	+301	Timeline
GCOWPACER FDS TR	58,972	$1.99M	0.2%	-650	Timeline
QUALISHARES TR	9,716	$1.73M	0.18%	+86	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,602	$1.63M	0.17%	-353	Timeline
CALFPACER FDS TR	36,562	$1.61M	0.17%	-13,366	Timeline
METAMETA PLATFORMS INC	2,719	$1.59M	0.16%	+40	Timeline
SPLVINVESCO EXCH TRADED FD TR II	22,591	$1.58M	0.16%	-356	Timeline
GOOGALPHABET INC	8,197	$1.56M	0.16%	-91	Timeline
JHMLJOHN HANCOCK EXCHANGE TRADED	22,022	$1.53M	0.16%	+1	Timeline
HMOPHARTFORD FDS EXCHANGE TRADED	36,306	$1.4M	0.14%	+342	Timeline
VTIVANGUARD INDEX FDS	4,544	$1.32M	0.14%	+388	Timeline
ISHARES U S ETF TRISHARES U S ETF TR	64,210	$1.28M	0.13%	new
HUBBHUBBELL INC	3,035	$1.27M	0.13%	0	Timeline
PFEPFIZER INC	46,823	$1.24M	0.13%	+20,911	Timeline
OBILRBB FD INC	24,414	$1.22M	0.13%	-18,136	Timeline
LLYELI LILLY & CO	1,526	$1.18M	0.12%	+61	Timeline
IWDISHARES TR	6,222	$1.15M	0.12%	0	Timeline
VOOVANGUARD INDEX FDS	2,106	$1.13M	0.12%	+3	Timeline
PGPROCTER & GAMBLE CO	6,078	$1.02M	0.1%	+92	Timeline
UPSUNITED PARCEL SVCS INC	7,816	$986K	0.1%	-3	Timeline
XLKSELECT SECTOR SPDR TR	4,223	$982K	0.1%	-103	Timeline
HDHOME DEPOT INC	2,474	$962K	0.1%	+45	Timeline
IJTISHARES TR	6,978	$945K	0.1%	+2,408	Timeline
MMITNYLIM ACTIVE ETF TR	38,875	$933K	0.1%	-2,039	Timeline
GSIEGOLDMAN SACHS ETF TR	27,394	$914K	0.09%	-329	Timeline
VONGVANGUARD SCOTTSDALE FDS	8,657	$894K	0.09%	-6	Timeline
XOMEXXON MOBIL CORP	7,881	$848K	0.09%	+204	Timeline
IVVISHARES TR	1,413	$832K	0.09%	+5	Timeline
COSTCOSTCO WHOLESALE CORPORATION	855	$783K	0.08%	-200	Timeline
DISDISNEY WALT CO	6,967	$776K	0.08%	+190	Timeline
GBDCGOLUB CAP BDC INC	50,231	$761K	0.08%	+2,007	Timeline
HDVISHARES TR	6,765	$759K	0.08%	-690	Timeline
JNJJOHNSON & JOHNSON	5,234	$757K	0.08%	+727	Timeline
MAMASTERCARD INCORPORATED	1,408	$741K	0.08%	+1	Timeline
CPRJCALAMOS ETF TR	28,500	$726K	0.07%	new	Timeline
CPSLCALAMOS ETF TR	28,137	$719K	0.07%	+18,000	Timeline
VVISA INC	2,209	$698K	0.07%	+84	Timeline
IJKISHARES TR	7,339	$667K	0.07%	+3,965	Timeline
IEFAISHARES TR	9,130	$642K	0.07%	+5,259	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	40,687	$615K	0.06%	+702	Timeline
EFAISHARES TR	8,079	$611K	0.06%	+716	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,758	$606K	0.06%	-238	Timeline
ISHARESISHARES	21,724	$578K	0.06%	-2,261
IVWISHARES TR	5,617	$570K	0.06%	+6	Timeline
MRSHMARSH & MCLENNAN COS INC	2,640	$561K	0.06%	0	Timeline
MTUMISHARES TR	2,690	$557K	0.06%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,093	$553K	0.06%	+115	Timeline
KOCOCA COLA CO	8,835	$550K	0.06%	-214	Timeline
CEFSEXCHANGE LISTED FDS TR	25,300	$542K	0.06%	+316	Timeline
XCEMCOLUMBIA ETF TR II	17,765	$526K	0.05%	new	Timeline
CPNJCALAMOS ETF TR	20,500	$511K	0.05%	0	Timeline
VBKVANGUARD INDEX FDS	1,777	$498K	0.05%	-5	Timeline
BACBANK OF AMER CORP	11,167	$491K	0.05%	+395	Timeline
MSMORGAN STANLEY	3,853	$484K	0.05%	0	Timeline
AXPAMERICAN EXPRESS CO	1,627	$483K	0.05%	+77	Timeline
VOEVANGUARD INDEX FDS	2,980	$482K	0.05%	+1	Timeline
TSLATESLA INC	1,184	$478K	0.05%	-286	Timeline
CSCOCISCO SYS INC	7,985	$473K	0.05%	+52	Timeline
XLFSELECT SECTOR SPDR TR	9,723	$470K	0.05%	0	Timeline
AONAON PLC	1,307	$469K	0.05%	-24	Timeline
WMTWALMART INC	5,176	$468K	0.05%	-435	Timeline
CVXCHEVRON CORPORATION	3,187	$462K	0.05%	-191	Timeline
IWMISHARES TR	2,075	$458K	0.05%	+270	Timeline
ABBVABBVIE INC	2,577	$458K	0.05%	-21	Timeline
IEMGISHARES INC	8,187	$428K	0.04%	+1,846	Timeline
DTDWISDOMTREE TR	5,586	$424K	0.04%	0	Timeline
BCATBLACKROCK CAP ALLOCATION TER	27,513	$417K	0.04%	-1,152	Timeline
VUGVANGUARD INDEX FDS	975	$400K	0.04%	+142	Timeline
LMTLOCKHEED MARTIN CORP	818	$397K	0.04%	+13	Timeline
XLCSELECT SECTOR SPDR TR	3,976	$385K	0.04%	-210	Timeline
PJTPJT PARTNERS INC	2,423	$382K	0.04%	0	Timeline
BSTZBLACKROCK SCIENCE & TECHNOLO	17,396	$360K	0.04%	+138	Timeline
VFHVANGUARD WORLD FD	2,943	$347K	0.04%	-150	Timeline
IWPISHARES TR	2,713	$344K	0.04%	-22	Timeline
IDEVISHARES TR	5,275	$340K	0.03%	new	Timeline
BLKBLACKROCK INC	329	$337K	0.03%	new	Timeline
WMWASTE MGMT INC DEL	1,649	$333K	0.03%	0	Timeline
VBVANGUARD INDEX FDS	1,342	$322K	0.03%	+364	Timeline
NEENEXTERA ENERGY INC	4,427	$317K	0.03%	+115	Timeline
NFLXNETFLIX INC.	353	$315K	0.03%	+17	Timeline
VBRVANGUARD INDEX FDS	1,584	$314K	0.03%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,079	$313K	0.03%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,534	$303K	0.03%	-25	Timeline
FICOFAIR ISAAC CORP	150	$299K	0.03%	-2	Timeline
TAT&T INC	12,882	$293K	0.03%	+994	Timeline
SPSMSPDR SERIES TRUST	6,494	$292K	0.03%	-5	Timeline
DBAINVESCO DB MULTI-SECTOR COMM	10,840	$288K	0.03%	0	Timeline
PGXINVESCO EXCH TRADED FD TR II	24,761	$285K	0.03%	0	Timeline
ETENERGY TRANSFER L P	14,498	$284K	0.03%	-29	Timeline
IHDGWISDOMTREE TR	6,482	$282K	0.03%	0	Timeline
QQQEDIREXION SHARES ETF TRUST	3,133	$281K	0.03%	new	Timeline
EMEEMCOR GROUP INC	617	$280K	0.03%	0	Timeline
IWBISHARES TR	850	$274K	0.03%	0	Timeline
MRKMERCK & CO INC	2,752	$274K	0.03%	-56	Timeline
XBISPDR SERIES TRUST	3,005	$271K	0.03%	0	Timeline
NOWSERVICENOW INC	255	$270K	0.03%	+1	Timeline
TJXTJX COS INC NEW	2,231	$270K	0.03%	0	Timeline
INTUINTUIT	408	$256K	0.03%	-9	Timeline
PNCPNC FINL SVCS GROUP INC	1,325	$256K	0.03%	+120	Timeline
DELLDELL TECHNOLOGIES INC	2,214	$255K	0.03%	-93	Timeline
ADPAUTOMATIC DATA PROCESSING IN	844	$247K	0.03%	+8	Timeline
JIGJ P MORGAN EXCHANGE TRADED F	3,943	$246K	0.03%	0	Timeline
ESGUISHARES TR	1,894	$244K	0.03%	0	Timeline
UBERUBER TECHNOLOGIES INC	3,995	$241K	0.02%	+101	Timeline
APPAPPLOVIN CORP	736	$238K	0.02%	new	Timeline
ACMAECOM	2,231	$238K	0.02%	-517	Timeline
COWZPACER FDS TR	4,167	$235K	0.02%	+333	Timeline
AWRAMER STATES WTR CO	3,000	$233K	0.02%	0	Timeline
TJULINNOVATOR ETFS TRUST	8,377	$233K	0.02%	-3,379	Timeline
FDISFIDELITY COVINGTON TRUST	2,380	$232K	0.02%	-22	Timeline
DTHWISDOMTREE TR	5,968	$225K	0.02%	0	Timeline
AMPAMERIPRISE FINL INC	406	$216K	0.02%	new	Timeline
BXMTBLACKSTONE MORTGAGE TRUST IN	12,389	$216K	0.02%	0	Timeline
LOWLOWES COS INC	872	$215K	0.02%	+6	Timeline
XLVSELECT SECTOR SPDR TR	1,555	$214K	0.02%	-306	Timeline
PEPPEPSICO INC	1,375	$209K	0.02%	-24	Timeline
FNCLFIDELITY COVINGTON TRUST	2,998	$206K	0.02%	new	Timeline
MARMARRIOTT INTL INC NEW	738	$206K	0.02%	new	Timeline
BSXBOSTON SCIENTIFIC CORP	2,257	$202K	0.02%	new	Timeline
DGROISHARES TR	3,286	$202K	0.02%	0	Timeline
IWRISHARES TR	2,273	$201K	0.02%	0	Timeline
MPABLACKROCK MUNIYIELD PA QUALI	15,314	$179K	0.02%	new	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	20,000	$163K	0.02%	0	Timeline
ECVTECOVYST INC	18,288	$140K	0.01%	-18,000	Timeline
PFNPIMCO INCOME STRATEGY FD II	11,000	$82K	0.01%	0	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
UTENRBB FD INC	10,107	$459K	shares
AMKRAMKOR TECHNOLOGY INC	10,040	$307K	shares
BLDRBUILDERS FIRSTSOURCE INC	1,190	$231K	shares
DHRDANAHER CORP DEL	825	$229K	shares
ASMLASML HLDG NV	272	$227K	shares
CATCATERPILLAR INC	559	$219K	shares
VZVERIZON COMMUNICATIONS INC	4,784	$215K	shares
VEAVANGUARD TAX-MANAGED FDS	4,028	$213K	shares
PGRPROGRESSIVE CORP	834	$212K	shares
GEGE AEROSPACE	1,112	$210K	shares

How Q4 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 0001900584-25-000002	base		2025-01-16	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC