AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 126K | $21.50M |
 | CMCSA | 92K | $2.90M |
 | CB | 76K | $21.47M |
 | GBDC | 54K | $733.74K |
 | AAPL | 48K | $12.35M |
 | PFE | 43K | $1.10M |
 | AMG | 20K | $4.67M |
 | ECVT | 18K | $160.20K |
 | OBDC | 16K | $200.85K |
 | T | 15K | $435.19K |
 | AMZN | 15K | $3.35M |
 | ET | 15K | $253.61K |
 | NVDA | 13K | $2.46M |
 | BXMT | 13K | $233.45K |
 | TROX | 13K | $50.45K |
 | VRSK | 12K | $3.06M |
 | COTY | 12K | $46.55K |
 | UPS | 10K | $868.71K |
 | GOOGL | 8K | $1.99M |
 | BAC | 8K | $419.38K |
Blackstone Inc.
BX
Shares Held
126K
Value
$21.50M
Comcast Corporation
CMCSA
Shares Held
92K
Value
$2.90M
Chubb Limited
CB
Shares Held
76K
Value
$21.47M
Golub Capital BDC, Inc.
GBDC
Shares Held
54K
Value
$733.74K
Apple Inc.
AAPL
Shares Held
48K
Value
$12.35M
Pfizer Inc.
PFE
Shares Held
43K
Value
$1.10M
Affiliated Managers Group, Inc.
AMG
Shares Held
20K
Value
$4.67M
Ecovyst Inc.
ECVT
Shares Held
18K
Value
$160.20K
Blue Owl Capital Corporation
OBDC
Shares Held
16K
Value
$200.85K
AT&T Inc.
T
Shares Held
15K
Value
$435.19K
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.35M
Energy Transfer LP
ET
Shares Held
15K
Value
$253.61K
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.46M
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
13K
Value
$233.45K
Tronox Holdings plc
TROX
Shares Held
13K
Value
$50.45K
Verisk Analytics, Inc.
VRSK
Shares Held
12K
Value
$3.06M
Coty Inc.
COTY
Shares Held
12K
Value
$46.55K
United Parcel Service, Inc.
UPS
Shares Held
10K
Value
$868.71K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$1.99M
Bank of America Corporation
BAC
Shares Held
8K
Value
$419.38K