Stock Taper 
AMPLIUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chevron Corporation | CVX | 3.11K | $516.18K |
 Uber Technologies, Inc. | UBER | 3.05K | $220.16K |
 American States Water Company | AWR | 3.02K | $249.38K |
 Iron Mountain Incorporated | IRM | 2.95K | $373.12K |
 Morgan Stanley | MS | 2.64K | $551.66K |
 The Home Depot, Inc. | HD | 2.59K | $913.79K |
 Berkshire Hathaway Inc. | BRK-B | 2.57K | $1.28M |
 American Express Company | AXP | 2.51K | $849.68K |
 Waste Management, Inc. | WM | 2.47K | $549.85K |
 PJT Partners Inc. | PJT | 2.44K | $368.04K |
 Consolidated Edison, Inc. | ED | 2.39K | $264.3K |
 Capital One Financial Corporation | COF | 2.19K | $440.36K |
 Merck & Co., Inc. | MRK | 2.15K | $276.66K |
 Gilead Sciences, Inc. | GILD | 2.11K | $266.45K |
 Starbucks Corporation | SBUX | 2.02K | $206.87K |
 Meta Platforms, Inc. | META | 1.98K | $1.11M |
 Emerson Electric Co. | EMR | 1.91K | $272.7K |
 Palo Alto Networks, Inc. | PANW | 1.66K | $567.12K |
 International Business Machines Corporation | IBM | 1.64K | $462.31K |
 Visa Inc. | V | 1.64K | $561.77K |