Stock Taper 
AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Consolidated Edison, Inc. | ED | 2.39K | $264.3K |
 PJT Partners Inc. | PJT | 2.44K | $368.04K |
 Waste Management, Inc. | WM | 2.47K | $549.85K |
 American Express Company | AXP | 2.51K | $849.68K |
 Berkshire Hathaway Inc. | BRK-B | 2.57K | $1.28M |
 The Home Depot, Inc. | HD | 2.59K | $913.79K |
 Morgan Stanley | MS | 2.64K | $551.66K |
 Iron Mountain Incorporated | IRM | 2.95K | $373.12K |
 American States Water Company | AWR | 3.02K | $249.38K |
 Uber Technologies, Inc. | UBER | 3.05K | $220.16K |
 Chevron Corporation | CVX | 3.11K | $516.18K |
 AbbVie Inc. | ABBV | 3.24K | $815.57K |
 Citigroup Inc. | C | 3.37K | $471.38K |
 Palantir Technologies Inc. | PLTR | 3.45K | $402.4K |
 Bristol-Myers Squibb Company | BMY | 3.48K | $200.34K |
 Intel Corp. | INTC | 3.88K | $541.65K |
 The Walt Disney Company | DIS | 4.07K | $391.3K |
 CSX Corporation | CSX | 4.22K | $200.67K |
 NextEra Energy, Inc. | NEE | 4.32K | $378.87K |
 Amkor Technology, Inc. | AMKR | 4.36K | $375.79K |