AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 3K | $426.49K |
 | ABBV | 3K | $616.36K |
 | ED | 3K | $256.93K |
 | PJT | 2K | $431.24K |
 | ACM | 2K | $293.04K |
 | AEE | 2K | $220.45K |
 | UNH | 2K | $724.00K |
 | HD | 2K | $777.15K |
 | IBM | 2K | $456.25K |
 | WM | 2K | $354.65K |
 | META | 1K | $1.08M |
 | AXP | 1K | $487.94K |
 | V | 1K | $465.98K |
 | MMC | 1K | $251.71K |
 | TSM | 1K | $333.75K |
 | AON | 1K | $416.33K |
 | LLY | 993 | $757.66K |
 | GE | 978 | $294.10K |
 | TSLA | 963 | $428.35K |
 | MA | 810 | $460.74K |
Morgan Stanley
MS
Shares Held
3K
Value
$426.49K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$616.36K
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$256.93K
PJT Partners Inc.
PJT
Shares Held
2K
Value
$431.24K
Aecom
ACM
Shares Held
2K
Value
$293.04K
Ameren Corporation
AEE
Shares Held
2K
Value
$220.45K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$724.00K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$777.15K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$456.25K
Waste Management, Inc.
WM
Shares Held
2K
Value
$354.65K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.08M
American Express Company
AXP
Shares Held
1K
Value
$487.94K
Visa Inc.
V
Shares Held
1K
Value
$465.98K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
1K
Value
$251.71K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$333.75K
Aon plc
AON
Shares Held
1K
Value
$416.33K
Eli Lilly and Company
LLY
Shares Held
993
Value
$757.66K
GE Aerospace
GE
Shares Held
978
Value
$294.10K
Tesla, Inc.
TSLA
Shares Held
963
Value
$428.35K
Mastercard Incorporated
MA
Shares Held
810
Value
$460.74K