Amplius Wealth Advisors, LLC

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
Matthew Liebman - Founding Partner, CEO & CCO
Location
Blue Bell, PA
Holdings as of
31 Dec 2021
Value $
$724,668,000
Num holdings
932
Filing time
28 Jan 2022, 10:39:52 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IOO, ACWI, BCAT, RSP, and IAU.
Next filing
Q1 2022 - 09 May 2022
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew Liebman Founding Partner, CEO & CCO Blue Bell, Pennsylvania 27 Jan 2022