AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 127K | $19.55M |
 | CMCSA | 90K | $2.71M |
 | CB | 74K | $23.19M |
 | AAPL | 48K | $12.93M |
 | GBDC | 42K | $571.06K |
 | AMG | 20K | $5.65M |
 | ET | 19K | $310.20K |
 | OBDC | 19K | $231.06K |
 | ECVT | 18K | $177.94K |
 | RITM | 16K | $169.30K |
 | AMZN | 14K | $3.17M |
 | T | 14K | $338.93K |
 | BXMT | 13K | $248.79K |
 | VRSK | 12K | $2.73M |
 | NVDA | 12K | $2.26M |
 | PFE | 10K | $259.89K |
 | UPS | 9K | $866.23K |
 | GOOGL | 9K | $2.73M |
 | BAC | 8K | $448.75K |
 | MSFT | 8K | $3.65M |
Blackstone Inc.
BX
Shares Held
127K
Value
$19.55M
Comcast Corporation
CMCSA
Shares Held
90K
Value
$2.71M
Chubb Limited
CB
Shares Held
74K
Value
$23.19M
Apple Inc.
AAPL
Shares Held
48K
Value
$12.93M
Golub Capital BDC, Inc.
GBDC
Shares Held
42K
Value
$571.06K
Affiliated Managers Group, Inc.
AMG
Shares Held
20K
Value
$5.65M
Energy Transfer LP
ET
Shares Held
19K
Value
$310.20K
Blue Owl Capital Corporation
OBDC
Shares Held
19K
Value
$231.06K
Ecovyst Inc.
ECVT
Shares Held
18K
Value
$177.94K
Rithm Capital Corp.
RITM
Shares Held
16K
Value
$169.30K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.17M
AT&T Inc.
T
Shares Held
14K
Value
$338.93K
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
13K
Value
$248.79K
Verisk Analytics, Inc.
VRSK
Shares Held
12K
Value
$2.73M
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.26M
Pfizer Inc.
PFE
Shares Held
10K
Value
$259.89K
United Parcel Service, Inc.
UPS
Shares Held
9K
Value
$866.23K
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.73M
Bank of America Corporation
BAC
Shares Held
8K
Value
$448.75K
Microsoft Corporation
MSFT
Shares Held
8K
Value
$3.65M