Amplius Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Blue Bell, PA
CIK
0001900584
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 172 827,420 IOO, BIV, DGRW, PVAL 13F-HR 1/10/2024 000190058424000001
Q3 2023 162 746,141 DGRW, PVAL, IOO, RECS 13F-HR 10/17/2023 000190058423000006
Q2 2023 165 742,461 DGRW, PVAL, RECS, IOO 13F-HR 7/26/2023 000190058423000005
Q1 2023 166 697,278 QQQ, DGRW, PVAL, IOO 13F-HR 4/25/2023 000190058423000003
Q4 2022 164 626,444 DGRW, PVAL, VONG, IOO 13F-HR 1/19/2023 000190058423000001
Q3 2022 157 559,362 IOO, DIA, QQQ, RSP 13F-HR 11/10/2022 000190058422000002
Q2 2022 170 618,361 IOO, BCAT, DIA, QQQ 13F-HR 7/21/2022 000160658722001394
Q1 2022 177 650,161 IOO, BCAT, ACWI, IAU 13F-HR 5/9/2022 000160658722001007
Q4 2021 1,029 724,832 IOO, ACWI, BCAT, RSP 13F-HR 1/28/2022 000160658722000157