Amplius Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Amplius Wealth Advisors, LLC reported 177 stock positions worth $975.3 million. Its top holding was iShares Global 100 ETF (IOO) at 10.8% of the portfolio, followed by Putnam Focused LRG Cap Value (PVAL, 6.6%) and Bondbloxx BBG 2Y US TSY ETF (XTWO, 5.2%). Compared with Q3 2024, it opened 13 new positions, sold out of 10, added to 74 and reduced 61. The biggest buy was a new position in iShares LG Cap Max Buff Jun (MAXJ) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- BLUE BELL, PA
- CIK
- 0001900584
- Portfolio Value
- $975.3M (Q4 2024)
- SEC Filing
- 0001900584-25-000002 ↗ filed Jan 16, 2025
Holdings Value
Holdings 177 stocks · $975.3M
| IOO iShares Global 100 ETF | 10.78% | 1,043,413 | $105.1M | Add +13.8% |
| PVAL Putnam Focused LRG Cap Value | 6.58% | 1,727,791 | $64.1M | Add +10.3% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 5.24% | 1,041,177 | $51.1M | Reduce -3.4% |
| TMFC Motley Fool 100 Index ETF | 4.95% | 803,546 | $48.3M | Add +8.4% |
| RECS Columbia Resear Enh Cor ETF | 4.80% | 1,351,246 | $46.8M | Add +11.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.60% | 68,767 | $35.2M | Add +1.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.58% | 1,147,278 | $35.0M | Add +13.8% |
| GSST Goldman Sachs Ultra Short Bo | 3.55% | 689,114 | $34.6M | Add +133.6% |
| HTAB Hartford Schroders Tax Aware | 3.52% | 1,775,173 | $34.4M | Add +135.0% |
| JHMM John Hancock Multi Fact Mid | 3.43% | 560,266 | $33.5M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 3.34% | 282,937 | $32.6M | Reduce -0.8% |
| OEF iShares S&P 100 ETF | 2.77% | 93,555 | $27.0M | Add +2.9% |
| ICOW Pacer Developed Markets Inte | 2.52% | 842,602 | $24.6M | Reduce -12.7% |
| MAXJ iShares LG Cap Max Buff Jun | 2.50% | 931,267 | $24.3M | New |
| BX Blackstone Inc. | 2.26% | 127,902 | $22.1M | Reduce -0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 2.13% | 257,129 | $20.8M | Add +5.5% |
| CB Chubb Ltd. | 1.86% | 65,669 | $18.1M | Add +9.4% |
| OSEA Harbor Intl Compounders ETF | 1.77% | 669,171 | $17.3M | Reduce -4.6% |
| IUSG iShares Core S&P U.S. Growth | 1.71% | 119,827 | $16.7M | Add +1.1% |
| AVEM Avantis Emerging Markets Eq | 1.66% | 275,941 | $16.2M | Add +41.3% |
| BXSL Blackstone Secured Lending F | 1.66% | 499,882 | $16.2M | Reduce -1.7% |
| AAPL Apple Inc. | 1.53% | 59,763 | $15.0M | Add +1.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.34% | 118,340 | $13.1M | Add +59.8% |
| MUST Columbia Multi-Sect Muni Inc. | 1.33% | 639,448 | $13.0M | Add +13.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.30% | 29,907 | $12.7M | Add +4.9% |
| CPSM Calamos SP500 STR Alt Promay | 1.23% | 449,961 | $12.0M | Reduce -14.8% |
| IUSV iShares Core S&P U.S. Value | 1.14% | 120,044 | $11.1M | Reduce -1.5% |
| ACWI iShares MSCI Acwi ETF | 0.85% | 70,806 | $8.3M | Add +10.2% |
| ITOT iShares Core S&P Total U.S. | 0.79% | 60,085 | $7.7M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.75% | 41,727 | $7.3M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 11,250 | $6.6M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 0.61% | 80,155 | $6.0M | Reduce -88.5% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 27,704 | $5.4M | Reduce -0.8% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.55% | 103,650 | $5.4M | Add +6.9% |
| IWF iShares Russell 1000 Growth | 0.54% | 13,059 | $5.2M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.52% | 11,962 | $5.0M | Add +0.9% |
| IAU iShares Gold Trust | 0.40% | 78,940 | $3.9M | Reduce -2.0% |
| CMCSA Comcast Corp. Class A | 0.38% | 98,135 | $3.7M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 5 | $3.4M | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.33% | 32,713 | $3.2M | Reduce -1.2% |
| AMG Affiliated Managers Group | 0.33% | 17,199 | $3.2M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.31% | 13,626 | $3.0M | Reduce -6.3% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 42,191 | $2.8M | Reduce -10.2% |
| JPM JPMorgan Chase & Co. | 0.28% | 11,298 | $2.7M | Reduce -8.6% |
| AVGO Broadcom Inc. | 0.26% | 11,110 | $2.6M | Add +1.2% |
| NVDA Nvidia Corp. | 0.24% | 17,585 | $2.4M | Add +1.3% |
| VRSK Verisk Analytics Inc. | 0.24% | 8,406 | $2.3M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 36,505 | $2.3M | Add +9.4% |
| GLD SPDR Gold Shares | 0.23% | 9,288 | $2.2M | Add +0.4% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.23% | 107,987 | $2.2M | Reduce -12.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 12,218 | $2.1M | Add +0.1% |
| DLN Wisdomtree US Largecap Divid | 0.21% | 26,075 | $2.0M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 10,582 | $2.0M | Add +2.9% |
| GCOW Pacer Global Cash Cows Divid | 0.20% | 58,972 | $2.0M | Reduce -1.1% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 9,716 | $1.7M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 3,602 | $1.6M | Reduce -8.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.17% | 36,562 | $1.6M | Reduce -26.8% |
| META Meta Platforms Inc. Class A | 0.16% | 2,719 | $1.6M | Add +1.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.16% | 22,591 | $1.6M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.16% | 8,197 | $1.6M | Reduce -1.1% |
| JHML John Hancock Multi Fact LRG | 0.16% | 22,022 | $1.5M | Add +0.0% |
| HMOP Hartford Municipal Opp ETF | 0.14% | 36,306 | $1.4M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 4,544 | $1.3M | Add +9.3% |
| CCRV iShares Comm Curve Carry STR | 0.13% | 64,210 | $1.3M | New |
| HUBB Hubbell Inc. | 0.13% | 3,035 | $1.3M | No change |
| PFE Pfizer Inc. | 0.13% | 46,823 | $1.2M | Add +80.7% |
| OBIL F/M US Treasury 12 Month Bil | 0.13% | 24,414 | $1.2M | Reduce -42.6% |
| LLY Eli Lilly & Co. | 0.12% | 1,526 | $1.2M | Add +4.2% |
| IWD iShares Russell 1000 Value E | 0.12% | 6,222 | $1.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.12% | 2,106 | $1.1M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.10% | 6,078 | $1.0M | Add +1.5% |
| UPS United Parcel Service Class B | 0.10% | 7,816 | $986K | Reduce -0.0% |
| XLK SS Technology Select Sector | 0.10% | 4,223 | $982K | Reduce -2.4% |
| HD Home Depot Inc. | 0.10% | 2,474 | $962K | Add +1.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.10% | 6,978 | $945K | Add +52.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.10% | 38,875 | $933K | Reduce -5.0% |
| GSIE Goldman Sachs Activebeta Int | 0.09% | 27,394 | $914K | Reduce -1.2% |
| VONG Vanguard Russell 1000 Growth | 0.09% | 8,657 | $894K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.09% | 7,881 | $848K | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 0.09% | 1,413 | $832K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.08% | 855 | $783K | Reduce -19.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 6,967 | $776K | Add +2.8% |
| GBDC Golub Capital BDC Inc. | 0.08% | 50,231 | $761K | Add +4.2% |
| HDV iShares Core High Dividend E | 0.08% | 6,765 | $759K | Reduce -9.3% |
| JNJ Johnson & Johnson | 0.08% | 5,234 | $757K | Add +16.1% |
| MA Mastercard Inc. Class A | 0.08% | 1,408 | $741K | Add +0.1% |
| CPRJ Calamos Russ 2000 STR Al-Jul | 0.07% | 28,500 | $726K | New |
| CPSL Calm Lad S&P 500 STR A P ETF | 0.07% | 28,137 | $719K | Add +177.6% |
| V Visa Inc. Class A | 0.07% | 2,209 | $698K | Add +4.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 7,339 | $667K | Add +117.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 9,130 | $642K | Add +135.9% |
| OBDC Blue Owl Capital Corp. | 0.06% | 40,687 | $615K | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 0.06% | 8,079 | $611K | Add +9.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 2,758 | $606K | Reduce -7.9% |
| IBMN iShares Ibonds Dec 2025 Term | 0.06% | 21,724 | $578K | Reduce -9.4% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 5,617 | $570K | Add +0.1% |
| MRSH Marsh & McLennan Cos | 0.06% | 2,640 | $561K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 2,690 | $557K | No change |
| UNH Unitedhealth Group Inc. | 0.06% | 1,093 | $553K | Add +11.8% |
| KO The Coca-Cola Co. | 0.06% | 8,835 | $550K | Reduce -2.4% |
Portfolio Sells Q3 2024 → Q4 2024
| BIV Vanguard Intermediate-Term B | Reduce -88.5% | 0.61% | −5.34 |
| ICOW Pacer Developed Markets Inte | Reduce -12.7% | 2.52% | −0.81 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -3.4% | 5.24% | −0.63 |
| OSEA Harbor Intl Compounders ETF | Reduce -4.6% | 1.77% | −0.44 |
| JHMM John Hancock Multi Fact Mid | Reduce -3.7% | 3.43% | −0.39 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 3.34% | −0.30 |
| CPSM Calamos SP500 STR Alt Promay | Reduce -14.8% | 1.23% | −0.29 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.5% | 1.14% | −0.13 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -42.6% | 0.13% | −0.11 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -26.8% | 0.17% | −0.09 |
| IXUS iShares Core Intl Stock ETF | Reduce -10.2% | 0.29% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.3% | 0.75% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.38% | −0.07 |
| BTT BlackRock 2030 Muni TRGT TRM | Reduce -12.9% | 0.23% | −0.06 |
| UTEN F/M US Treasury 10 Year Note | Sold out | 0.00% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 0.56% | −0.05 |
| IAU iShares Gold Trust | Reduce -2.0% | 0.40% | −0.04 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.03 |
| GCOW Pacer Global Cash Cows Divid | Reduce -1.1% | 0.20% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.9% | 0.17% | −0.03 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.2% | 0.33% | −0.03 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.02 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.02 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.02 |
| GE General Electric | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -19.0% | 0.08% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -9.3% | 0.08% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.6% | 0.16% | −0.02 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.4% | 0.21% | −0.02 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.2% | 0.09% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.0% | 0.10% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.06% | −0.01 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -5.0% | 0.10% | −0.01 |
| ECVT Ecovyst Inc. | Reduce -49.6% | 0.01% | −0.01 |
| TJUL Innovator Equity Defined Pro | Reduce -28.7% | 0.02% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -0.9% | 0.24% | −0.01 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -9.4% | 0.06% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -7.9% | 0.06% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -16.4% | 0.02% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.05% | −0.01 |
| BCAT BlackRock Capital Alloc TR | Reduce -4.0% | 0.04% | −0.01 |
| CVX Chevron Corp. | Reduce -5.7% | 0.05% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -8.6% | 0.28% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.03% | −0.01 |
| ACM Aecom | Reduce -18.8% | 0.02% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.4% | 0.10% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| MAXJ iShares LG Cap Max Buff Jun | New | 2.50% | +2.50 |
| GSST Goldman Sachs Ultra Short Bo | Add +133.6% | 3.55% | +1.92 |
| HTAB Hartford Schroders Tax Aware | Add +135.0% | 3.52% | +1.89 |
| IOO iShares Global 100 ETF | Add +13.8% | 10.78% | +0.86 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +59.8% | 1.34% | +0.46 |
| TMFC Motley Fool 100 Index ETF | Add +8.4% | 4.95% | +0.40 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +13.8% | 3.58% | +0.29 |
| RECS Columbia Resear Enh Cor ETF | Add +11.0% | 4.80% | +0.29 |
| AVEM Avantis Emerging Markets Eq | Add +41.3% | 1.66% | +0.29 |
| CCRV iShares Comm Curve Carry STR | New | 0.13% | +0.13 |
| PVAL Putnam Focused LRG Cap Value | Add +10.3% | 6.58% | +0.09 |
| CPRJ Calamos Russ 2000 STR Al-Jul | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +1.2% | 0.26% | +0.06 |
| MUST Columbia Multi-Sect Muni Inc. | Add +13.7% | 1.33% | +0.06 |
| XCEM Columbia Em Core Ex-China | New | 0.05% | +0.05 |
| CPSL Calm Lad S&P 500 STR A P ETF | Add +177.6% | 0.07% | +0.05 |
| PFE Pfizer Inc. | Add +80.7% | 0.13% | +0.05 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.03% | +0.03 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +117.5% | 0.07% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +135.9% | 0.07% | +0.03 |
| AAPL Apple Inc. | Add +1.0% | 1.53% | +0.03 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.03% | +0.03 |
| IJT iShares S&P Small-Cap 600 GR | Add +52.7% | 0.10% | +0.03 |
| OEF iShares S&P 100 ETF | Add +2.9% | 2.77% | +0.03 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| AMP Ameriprise Financial Inc. | New | 0.02% | +0.02 |
| FNCL Fidelity MSCI Financial Indx | New | 0.02% | +0.02 |
| MAR Marriott International Class A | New | 0.02% | +0.02 |
| BSX Boston Scientific Corp. | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.9% | 0.21% | +0.02 |
| MPA BlackRock Muniyield Pa Qltyv | New | 0.02% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +10.2% | 0.85% | +0.01 |
| NVDA Nvidia Corp. | Add +1.3% | 0.24% | +0.01 |
| DIS The Walt Disney Co. | Add +2.8% | 0.08% | +0.01 |
| V Visa Inc. Class A | Add +4.0% | 0.07% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +37.2% | 0.03% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.3% | 0.14% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +9.4% | 0.23% | +0.01 |
| NFLX Netflix Inc. | Add +5.1% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.1% | 0.04% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +1.1% | 1.71% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +29.1% | 0.04% | +0.00 |
| BAC Bank of America Corp. | Add +3.7% | 0.05% | +0.00 |
| AXP American Express Co. | Add +5.0% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +15.0% | 0.05% | +0.00 |
| NOW ServiceNow Inc. | Add +0.4% | 0.03% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.7% | 0.05% | +0.00 |
| PNC PNC Financial Services Group | Add +10.0% | 0.03% | +0.00 |
| T AT&T Inc. | Add +8.4% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $1.4B | AAAA, PVAL, RECS, TMFC, JHMM |
| Q1 2026 | 175 | $1.2B | AAAA, PVAL, RECS, TMFC, STIP |
| Q4 2025 | 177 | $1.2B | AAAA, PVAL, RECS, TMFC, STIP |
| Q3 2025 | 174 | $1.2B | AAAA, PVAL, RECS, TMFC, STIP |
| Q2 2025 | 201 | $1.1B | IOO, PVAL, RECS, TMFC, QQQ |
| Q1 2025 | 183 | $961.5M | IOO, PVAL, RECS, TMFC, JHMM |
| Q4 2024 | 177 | $975.3M | IOO, PVAL, XTWO, TMFC, RECS |
| Q3 2024 | 174 | $916.1M | IOO, PVAL, BIV, XTWO, TMFC |
| Q2 2024 | 167 | $898.8M | IOO, BIV, PVAL, XTWO, ICOW |
| Q1 2024 | 178 | $892.2M | IOO, ICOW, PVAL, CALF, BIV |