Portfolio (Quarterly)
Guide ↗
Amplius Wealth Advisors, LLC
· CIK 0001900584| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | — | 1,744 | $370K | 0.03% | SOLD |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,806 | $239K | 0.02% | SOLD |
| 3 | NOW | SERVICENOW INC | Technology | 1,555 | $238K | 0.02% | SOLD |
| 4 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,269 | $235K | 0.02% | SOLD |
| 5 | ESGV | VANGUARD WORLD FD | — | 1,898 | $230K | 0.02% | SOLD |
| 6 | MMM | 3M CO | Industrials | 1,379 | $221K | 0.02% | SOLD |
| 7 | MDT | MEDTRONIC PLC | Healthcare | 2,253 | $216K | 0.02% | SOLD |
| 8 | ACM | AECOM | Industrials | 2,241 | $214K | 0.02% | SOLD |
| 9 | TJUL | INNOVATOR ETFS TR | — | 6,884 | $204K | 0.02% | SOLD |
| 10 | ECVT | ECOVYST INC | Basic Materials | 18,288 | $178K | 0.01% | SOLD |
| 11 | — | BLACKROCK TECH AND PRIVATE E | — | 11,845 | $78K | 0.01% | SOLD |
| 12 | — | XAI OCTAGN FLT RAT & ALT INM | — | 11,182 | $54K | 0.01% | SOLD |
Sector Allocation
Financial Services
69.7%
Technology
13.6%
Communication Services
5.3%
Industrials
3.4%
Consumer Cyclical
2.4%
Healthcare
2.0%
Energy
1.4%
Consumer Defensive
1.3%
Utilities
0.5%
Real Estate
0.2%