| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 12.0% |
| INVESCO QQQ TRUST | 8 | Q3 2023 | 10.7% |
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 8 | Q3 2023 | 9.1% |
| ISHARES TR | 8 | Q3 2023 | 7.5% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 8 | Q3 2023 | 5.8% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 8 | Q3 2023 | 6.1% |
| ISHARES TR | 8 | Q3 2023 | 3.3% |
| BLACKROCK CAP ALLOCATION TR COM | 8 | Q3 2023 | 6.3% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
| ISHARES GOLD TRUST | 8 | Q3 2023 | 5.1% |
View Amplius Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
View Amplius Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.