Amplius Wealth Advisors, LLC - Q42025 Holdings
Amplius Wealth Advisors, LLC holds 177 stocks with a total portfolio value of $ 1.19B as of Q42025. In Q42025, Amplius Wealth Advisors, LLC added 9 new positions, increased stakes in 68 stocks, reduced 72 holdings, and fully exited 6 positions. The largest holding is Ea Series Trust (AAAA), representing 20.52% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options