Amplius Wealth Advisors, LLC
CIK
1900584
City
BLUE BELL
State / Country
PA
Top Portfolio Positions
73 positions ·
$164,574,746 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
49,071 | $28,322,799 | 17.21% | |
| CB |
Chubb Ltd
Financial Services
|
75,325 | $24,550,677 | 14.92% | |
| BX |
Blackstone Inc.
Financial Services
|
128,696 | $14,798,753 | 8.99% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
26,316 | $12,189,308 | 7.41% | |
| AAPL |
Apple Inc.
Technology
|
47,078 | $11,947,925 | 7.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,304 | $6,701,103 | 4.07% | |
| IAU |
Ishares Gold Trust
|
64,522 | $5,688,259 | 3.46% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
19,616 | $5,427,747 | 3.30% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
191,700 | $4,541,373 | 2.76% | |
| AVGO |
Broadcom Inc.
Technology
|
11,579 | $3,583,816 | 2.18% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,351,288 | 103,581 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,389,413 | 104,707 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,350,753 | 104,664 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,294,290 | 104,810 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,233,608 | 105,210 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,223,452 | 107,987 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,679,085 | 123,917 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,595,149 | 124,947 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,762,566 | 131,176 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,836,433 | 136,367 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,905,249 | 149,678 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,402,267 | 163,728 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,031,547 | 139,574 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,245,788 | 152,456 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,526,382 | 171,851 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,879,683 | 175,155 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,237,969 | 179,347 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,614,710 | 177,968 | Shares | Sole | 2022-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||