Titelia

Holdings of Amplius Wealth Advisors, LLC

152 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60 % of the equity sleeve

Sector breakdown

  • Funds 6.7 %
  • Financials 3.1 %
  • Technology 2.9 %
  • Communication 1.2 %
  • Industrials 0.8 %
  • Consumer discretionary 0.5 %
  • Health care 0.4 %
  • Consumer staples 0.3 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 83.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US151759.6M $99.95 %
2TW1412.4K $0.05 %

Positions

RankCompanySharesValueWeight
101Taiwan Semiconductor Manufacturing Co Ltd 1,220412.4K $
102Cisco Systems, Inc. 5,236406.3K $
103Bank of America Corp 8,299404.6K $
104Tesla Inc 1,088404.5K $
105SELECT SECTOR SPDR TRUST (THE) 3,571395.9K $
106NextEra Energy Inc 4,175387.8K $
107SPDR Series Trust 3,016385.2K $
108AT&T Inc 13,240383.8K $
109Marathon Petroleum Corp 1,567382.6K $
110Waste Management Inc 1,625373.4K $
111iShares National Muni Bond ETF 3,461367.4K $
112Energy Transfer LP 18,882364.4K $
113iShares Russell 2000 ETF 1,433355.4K $
114PJT Partners Inc 2,434340.1K $
115International Business Machines Corp. 1,372332.6K $
116Vanguard Financials ETF 2,743331.4K $
117JPMorgan Ultra-Short Municipal Income ETF 6,479330.3K $
118WisdomTree Trust 3,800328.2K $
119BlackRock Science and Technology Term Trust 14,783327.4K $
120iShares Trust 2,516322.4K $
121Mastercard Inc 637318.3K $
122iShares S&P Mid-Cap 400 Growth ETF 3,031305K $
123iShares ESG Aware MSCI USA ETF 2,115299.1K $
124INVESCO DB MULTI-SECTOR COMMODITY TRUST 10,840296.1K $
125Vanguard Total World Stock ETF 2,101290.6K $
126Pfizer Inc 10,285288.8K $
127Vanguard Index Funds 1,302282.8K $
128WisdomTree Trust - WisdomTree International High Dividend Fund 5,167279.5K $
129Eaton Vance Tax-Managed Global Diversified Equity Income Fund 32,171278.6K $
130General Electric Co 969274.9K $
131Consolidated Edison Inc 2,360267.1K $
132Blackstone Mortgage Trust Inc 13,326255.2K $
133J.P. MORGAN EXCHANGE-TRADED FUND TRUST 3,432254.8K $
134Vanguard Russell 1000 Growth ETF 2,229244.5K $
135iShares Core Dividend Growth ETF 3,453242.3K $
136Lockheed Martin Corp 400241.8K $
137Invesco Preferred ETF 21,761236.8K $
138FIDELITY COVINGTON TRUST 2,458229.2K $
139American States Water Co 3,000226.9K $
140Merck & Co Inc 1,833220.5K $
141State Street Health Care Select Sector SPDR ETF 1,499219.8K $
142EMCOR Group Inc 293216.3K $
143Air Products and Chemicals Inc 740215K $
144Netflix Inc 2,198211.3K $
145iShares Core MSCI International Developed Markets ETF 2,521210.7K $
146Uber Technologies Inc 2,916209.7K $
147Citigroup Inc 1,834208K $
148Blue Owl Capital Corp 18,695206.8K $
149Intel Corp 4,672206.2K $
150Vanguard International Equity Index Funds 3,737202K $
151Rithm Capital Corp 15,774149.5K $
152PIMCO Income Strategy Fund II 11,00075.8K $