AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 8K | $4.03M |
 | KO | 7K | $468.35K |
 | AVGO | 7K | $2.32M |
 | JPM | 7K | $2.07M |
 | GOOG | 6K | $1.54M |
 | CSCO | 5K | $375.76K |
 | PG | 5K | $773.63K |
 | NEE | 5K | $374.81K |
 | DIS | 5K | $550.94K |
 | WMT | 5K | $488.19K |
 | XOM | 5K | $509.07K |
 | JNJ | 3K | $594.64K |
 | MPC | 3K | $589.78K |
 | HUBB | 3K | $1.29M |
 | AWR | 3K | $219.96K |
 | PLTR | 3K | $545.98K |
 | UBER | 3K | $293.13K |
 | CVX | 3K | $448.63K |
 | BRK-B | 3K | $1.39M |
 | MDT | 3K | $260.00K |
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.03M
The Coca-Cola Company
KO
Shares Held
7K
Value
$468.35K
Broadcom Inc.
AVGO
Shares Held
7K
Value
$2.32M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.07M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.54M
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$375.76K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$773.63K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$374.81K
The Walt Disney Company
DIS
Shares Held
5K
Value
$550.94K
Walmart Inc.
WMT
Shares Held
5K
Value
$488.19K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$509.07K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$594.64K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$589.78K
Hubbell Incorporated
HUBB
Shares Held
3K
Value
$1.29M
American States Water Company
AWR
Shares Held
3K
Value
$219.96K
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$545.98K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$293.13K
Chevron Corporation
CVX
Shares Held
3K
Value
$448.63K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.39M
Medtronic plc
MDT
Shares Held
3K
Value
$260.00K