Amplius Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$916M
Signature - Title
Matthew Liebman - Chief Compliance Officer
Location
Blue Bell, PA
Summary
This page shows a list of all the recent 13F filings made by Amplius Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Amplius Wealth Advisors, LLC reported 174 stock holdings with total value $916M as of Q3 2024. Top holdings included IOO, PVAL, BIV, XTWO, and TMFC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 174 $916M +$100M -$125M -$24.9M IOO, PVAL, BIV, XTWO, TMFC 13F-HR 10/16/2024, 11:27 AM
Q2 2024 167 $899M +$99.9M -$102M -$1.9M IOO, BIV, PVAL, XTWO, ICOW 13F-HR 7/22/2024, 03:48 PM
Q1 2024 178 $892M +$142M -$130M +$11.8M IOO, ICOW, PVAL, CALF, BIV 13F-HR 4/16/2024, 05:35 PM
Q4 2023 172 $827M +$152M -$135M +$17.6M IOO, BIV, DGRW, PVAL, ICOW 13F-HR 1/10/2024, 12:01 PM
Q3 2023 162 $746M +$74.4M -$53.3M +$21M DGRW, PVAL, IOO, RECS, ICOW 13F-HR 10/17/2023, 03:36 PM
Q2 2023 165 $742M +$96.7M -$91.8M +$4.93M DGRW, PVAL, RECS, IOO, BXSL 13F-HR 7/26/2023, 12:08 PM
Q1 2023 165 $697M +$109M -$72.4M +$36.4M QQQ, DGRW, PVAL, IOO, ICOW 13F-HR 4/25/2023, 03:17 PM
Q4 2022 164 $626M +$361M -$333M +$27.7M DGRW, PVAL, VONG, IOO, ICOW 13F-HR 1/19/2023, 02:45 PM
Q3 2022 157 $559M +$100M -$115M -$14.4M IOO, DIA, QQQ, RSP, DLN 13F-HR 11/10/2022, 10:47 AM
Q2 2022 170 $616M +$182M -$122M +$59.4M IOO, BCAT, DIA, QQQ, RSP 13F-HR 7/21/2022, 01:31 PM
Q1 2022 177 $648M +$55.5M -$107M -$51.1M IOO, BCAT, ACWI, IAU, RSP 13F-HR 5/9/2022, 01:46 PM
Q4 2021 932 $725M $0 $0 IOO, ACWI, BCAT, RSP, IAU 13F-HR 1/28/2022, 10:39 AM