Portfolio (Quarterly)
Guide ↗
Amplius Wealth Advisors, LLC
· CIK 0001900584| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 5,476 | $929K | 0.08% | SOLD |
| 2 | SUB | ISHARES TR | — | 8,708 | $927K | 0.08% | SOLD |
| 3 | IVV | ISHARES TR | — | 1,400 | $914K | 0.08% | SOLD |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,101 | $291K | 0.02% | SOLD |
| 5 | NYF | ISHARES TR | — | 4,350 | $231K | 0.02% | SOLD |
| 6 | NFLX | NETFLIX INC. | Communication Services | 2,198 | $211K | 0.02% | SOLD |
| 7 | IDEV | ISHARES TR | — | 2,521 | $211K | 0.02% | SOLD |
Sector Allocation
Financial Services
67.1%
Technology
15.7%
Industrials
4.4%
Communication Services
3.9%
Healthcare
2.9%
Consumer Cyclical
2.8%
Consumer Defensive
1.5%
Energy
0.7%
Utilities
0.4%
Real Estate
0.4%