Amplius Wealth Advisors, LLC
Top Portfolio Positions
72 positions ·
$163,414,603 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 | 17.33% | |
| CB |
Chubb Ltd
Financial Services
|
75,325 | $24,550,677 | 15.02% | |
| BX |
Blackstone Inc.
Financial Services
|
128,696 | $14,798,753 | 9.06% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
26,316 | $12,189,308 | 7.46% | |
| AAPL |
Apple Inc.
Technology
|
47,078 | $11,947,925 | 7.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,304 | $6,701,103 | 4.10% | |
| IAU |
Ishares Gold Trust
|
64,522 | $5,688,259 | 3.48% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
19,616 | $5,427,747 | 3.32% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
191,700 | $4,541,373 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
11,579 | $3,583,816 | 2.19% |
Portfolio Trend
Holdings in PFN
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,790 | 11,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $82,500 | 11,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $83,490 | 11,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $81,290 | 11,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $82,940 | 11,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $81,950 | 11,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $83,820 | 11,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $78,870 | 11,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $82,060 | 11,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $79,530 | 11,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $72,490 | 11,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $79,310 | 11,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $78,870 | 11,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $77,770 | 11,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $76,010 | 11,000 | Shares | Sole | 2022-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||