Amplius Wealth Advisors, LLC

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CIK 1900584

13F portfolio (2026-Q1)

$1.2B

Positions

175

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

175

Top 5

43.0%

Top 10

59.6%

Effective N

15.4

HHI

0.065

This quarter

10 new · 0 exit →

By sector

Unclassified91.6%

Financials4.3%

Information Technology2.2%

Communication Services0.7%

Consumer Discretionary0.4%

Health Care0.2%

Industrials0.2%

Energy0.2%

Other0.2%

By market cap

Unknown91.7%

Large ($10–200B)4.2%

Mega (>$200B)3.6%

Mid ($2–10B)0.5%

By region

Other91.6%

North America8.3%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.71%	116
Insurance	2.12%	3
Capital Markets	1.75%	4
Technology Hardware & Equipment	1.06%	3
Semiconductors & Semiconductor Equipment	0.65%	5
Software & IT Services	0.61%	4
Specialty Retail	0.38%	4
Software	0.27%	2
Pharmaceuticals & Biotechnology	0.24%	5
Media & Entertainment	0.23%	2
Banks	0.22%	4
Oil, Gas & Consumable Fuels	0.16%	3
Commercial Services & Supplies	0.11%	4
Utilities	0.10%	4
Chemicals	0.07%	2
Road & Rail	0.07%	1
Beverages	0.04%	1
Entertainment	0.04%	1
Equity Real Estate Investment Trusts (REITs)	0.03%	2
Automobiles & Components	0.03%	1
Diversified Telecommunication Services	0.03%	1
Electrical Equipment & Components	0.02%	1
Aerospace & Defense	0.02%	1
Construction & Engineering	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAAA	EA SERIES TRUST	Unclassified	20.21%
2	PVAL	Putnam Focased Large Cap Value ETF	Unclassified	7.65%
3	RECS	COLUMBIA ETF TR I	Unclassified	5.40%
4	TMFC	RBB FD INC	Unclassified	5.33%
5	STIP	ISHARES TR	Unclassified	4.40%
6	JHMM	JOHN HANCOCK EXCHANGE TRADED	Unclassified	3.75%
7	IJR	ISHARES TR	Unclassified	3.48%
8	GSST	GOLDMAN SACHS ETF TR	Unclassified	3.17%
9	IOO	IShares S&P Global 100 Index ETF	Unclassified	3.12%
10	USTB	VICTORY PORTFOLIOS II	Unclassified	3.09%

60/175 names classified · sector 8.4% of weight · industry 8.3% · mkt cap 8.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

FinancialsBX, CB, JPM, AMG, VOYA · other

Information TechnologyAAPL, MSFT, NVDA, VRSK, AVGO · other

Communication ServicesCMCSA, GOOGL, GOOG, T, DIS · other

Health CareJNJ, PFE, LLY, ABBV, MDT · other

Consumer DiscretionaryAMZN, HD, COST, TSLA, HAS · other

MaterialsLIN, PG, DD, ECVT, EL · other

IndustrialsUPS, LMT, RELX, PAYX, FIS · other

EnergyXOM, CVX, MPC, EOG, COP · other

Consumer StaplesKO, CTVA, PEP, DEO, PM · other

UtilitiesAWR, NEE, ET, ES, WMB · other

Real EstateBXMT, AMT, RITM, WY, PLD · other

UnclassifiedIOO, PVAL, QQQ, AAAA, DGRW · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 8.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 8% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (57 classified)Amplius Wealth Advisors, LLC centroid (Large Core)

FinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryHealth CareIndustrialsEnergyUtilitiesMaterialsConsumer StaplesReal Estate

Style box summary for Amplius Wealth Advisors, LLC: centroid Large Core. Heaviest cells: Large Core 4.9%, Large Growth 1.7%, Large Value 0.8%.

Classified: 8.2% of book weight (57/175 names) · unclassified 91.8%: AAAA, PVAL, RECS, TMFC, STIP, JHMM, IJR, GSST, IOO, USTB +108 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 175 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAAAEA SERIES TRUST	9,065,825	$243M	20.2%	HOLD
2	PVALPutnam Focased Large Cap Value ETF	1,978,456	$92M	7.7%	TRIM −3%
3	RECSCOLUMBIA ETF TR I	1,662,973	$65M	5.4%	ADD 2%
4	TMFCRBB FD INC	969,164	$64M	5.3%	ADD 6%
5	STIPISHARES TR	510,301	$53M	4.4%	ADD 6%
6	JHMMJOHN HANCOCK EXCHANGE TRADED	670,909	$45M	3.8%	HOLD
7	IJRISHARES TR	336,052	$42M	3.5%	ADD 3%
8	GSSTGOLDMAN SACHS ETF TR	752,287	$38M	3.2%	TRIM −4%
9	IOOIShares S&P Global 100 Index ETF	309,853	$37M	3.1%	TRIM −4%
10	USTBVICTORY PORTFOLIOS II	733,336	$37M	3.1%	TRIM −5%
11	CGICCAPITAL GROUP INTERNATIONAL	992,381	$33M	2.7%	TRIM −4%
12	AVEMAMERICAN CENTY ETF TR	386,797	$31M	2.6%	TRIM −5%
13	QQQINVESCO QQQ TR	49,071	$28M	2.4%	ADD 9%
14	DGRWWISDOMTREE TR	283,428	$25M	2.1%	ADD 11%
15	BOXXEA SERIES TRUST	212,011	$25M	2.1%	ADD 11%
16	CBCHUBB LIMITED	75,325	$25M	2.0%	HOLD
17	OEFISHARES TR	76,554	$24M	2.0%	ADD 3%
18	JMUBJPMORGAN MUNICIPAL ETF	384,602	$19M	1.6%	ADD 15%
19	BXBLACKSTONE INC	128,696	$15M	1.2%	HOLD
20	BIZDVANECK ETF TRUST	1,015,187	$13M	1.1%	ADD 873%
21	GPZVANECK ETF TRUST	584,105	$13M	1.0%	NEW
22	DIASPDR DOW JONES INDL AVERAGE	26,316	$12M	1.0%	ADD 5%
23	ACWIISHARES TR	86,434	$12M	1.0%	HOLD
24	AAPLAPPLE INC	47,078	$12M	1.0%	HOLD
25	IDMOINVESCO EXCH TRADED FD TR II	191,793	$11M	0.9%	ADD 14%
26	IUSVISHARES TR	84,621	$9M	0.7%	TRIM −3%
27	EMGFISHARES INC	142,838	$9M	0.7%	NEW
28	ITOTISHARES TR	49,059	$7M	0.6%	HOLD
29	SPYSTATE STR SPDR S&P 500 ETF T	10,304	$7M	0.6%	HOLD
30	EESWISDOMTREE TR	114,870	$7M	0.6%	TRIM −4%
31	IUSGISHARES TR	42,295	$7M	0.5%	HOLD
32	IAUISHARES GOLD TR	64,522	$6M	0.5%	HOLD
33	AMGAFFILIATED MANAGERS GROUP	19,616	$5M	0.5%	HOLD
34	BXSLBLACKSTONE SECD LENDING FD	191,700	$5M	0.4%	TRIM −52%
35	ICOWPacer FDS TR Developed Mrkts Int'l CC ETF	99,617	$4M	0.4%	TRIM −8%
36	RSPINVESCO EXCHANGE TRADED FD T	19,964	$4M	0.3%	HOLD
37	IXUSISHARES TR	41,854	$4M	0.3%	HOLD
38	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$4M	0.3%	HOLD
39	AVGOBROADCOM INC	11,579	$4M	0.3%	ADD 54%
40	GLDSPDR GOLD TR	7,651	$3M	0.3%	HOLD
41	BUFRFIRST TR EXCHNG TRADED FD VI	91,847	$3M	0.3%	TRIM −20%
42	AMZNAMAZON COM INC	13,860	$3M	0.2%	HOLD
43	MSFTMICROSOFT CORP	7,381	$3M	0.2%	TRIM −2%
44	CMCSACOMCAST CORP NEW	90,835	$3M	0.2%	HOLD
45	BIVVANGUARD BD INDEX FDS	32,564	$3M	0.2%	TRIM −29%
46	GOOGLALPHABET INC	8,671	$2M	0.2%	HOLD
47	XTWOBONDBLOXX ETF TRUST	49,094	$2M	0.2%	TRIM −18%
48	VIGVANGUARD SPECIALIZED FUNDS	11,239	$2M	0.2%	HOLD
49	CPSMCALAMOS ETF TR	82,863	$2M	0.2%	TRIM −18%
50	BTTBLACKROCK MUN TARGET TERM TR	103,581	$2M	0.2%	HOLD
51	VRSKVERISK ANALYTICS INC	11,558	$2M	0.2%	TRIM −5%
52	NVDANVIDIA CORPORATION	12,128	$2M	0.2%	HOLD
53	CPSLCALAMOS ETF TR	76,248	$2M	0.2%	TRIM −4%
54	MUSTCOLUMBIA ETF TR I	98,231	$2M	0.2%	ADD 11%
55	DLNWISDOMTREE TR	21,019	$2M	0.2%	ADD 4%
56	GOOGALPHABET INC	6,436	$2M	0.2%	HOLD
57	GCOWPacer Global Cash Cows Dividend ETF	39,603	$2M	0.2%	HOLD
58	IJHISHARES TR	25,090	$2M	0.1%	TRIM −5%
59	JPMJPMORGAN CHASE & CO	5,560	$2M	0.1%	HOLD
60	RWLInvesco S&P 500 Revenue ETF	13,220	$2M	0.1%	ADD 13%
61	IWFISHARES TR	3,460	$1M	0.1%	HOLD
62	HUBBHUBBELL INC	3,004	$1M	0.1%	HOLD
63	VTVVANGUARD INDEX FDS	7,462	$1M	0.1%	ADD 5%
64	SMAXISHARES LARGE CAP MAX BUFFER SEP ETF	48,101	$1M	0.1%	HOLD
65	IWDISHARES TR	5,987	$1M	0.1%	TRIM −4%
66	IEFAISHARES TR	13,842	$1M	0.1%	TRIM −29%
67	BRK.BBERKSHIRE HATHAWAY INC DEL	2,421	$1M	0.1%	HOLD
68	IEMGISHARES INC	16,621	$1M	0.1%	TRIM −4%
69	GBDCGOLUB CAP BDC INC	84,152	$1M	0.1%	ADD 100%
70	EZMWISDOMTREE TR	15,620	$1M	0.1%	ADD 11%
71	JPEMJ P MORGAN EXCHANGE TRADED F	15,120	$939,352	0.1%	TRIM −89%
72	XOMEXXON MOBIL CORP	5,476	$929,058	0.1%	ADD 4%
73	SUBISHARES TR	8,708	$927,402	0.1%	HOLD
74	JHMLJOHN HANCOCK EXCHANGE TRADED	11,750	$919,672	0.1%	TRIM −5%
75	LLYELI LILLY & CO	999	$918,850	0.1%	TRIM −3%
76	IVVISHARES TR	1,400	$914,277	0.1%	HOLD
77	HDVISHARES TR	6,674	$905,795	0.1%	HOLD
78	XLKSELECT SECTOR SPDR TR	6,660	$885,114	0.1%	HOLD
79	JNJJOHNSON & JOHNSON	3,606	$881,432	0.1%	ADD 7%
80	UPSUNITED PARCEL SERVICE INC	8,770	$862,793	0.1%	HOLD
81	QUALISHARES TR	4,269	$818,852	0.1%	HOLD
82	METAMETA PLATFORMS INC	1,399	$800,476	0.1%	HOLD
83	DMAXISHARES TR	29,647	$787,745	0.1%	HOLD
84	EFAISHARES TR	8,079	$784,713	0.1%	HOLD
85	VBVANGUARD INDEX FDS	2,916	$763,759	0.1%	HOLD
86	SPLVINVESCO EXCH TRADED FD TR II	10,175	$744,200	0.1%	HOLD
87	MAXJISHARES TR	26,252	$739,246	0.1%	TRIM −10%
88	CPRJCALAMOS ETF TR	26,500	$714,175	0.1%	TRIM −7%
89	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	16,508	$711,990	0.1%	HOLD
90	OBILRBB FD INC	13,475	$674,761	0.1%	TRIM −24%
91	HMOPHARTFORD FDS EXCHANGE TRADED	17,172	$665,243	0.1%	TRIM −6%
92	VPLVANGUARD INTL EQUITY INDEX F	6,680	$652,836	0.1%	NEW
93	PGPROCTER AND GAMBLE CO	4,492	$648,824	0.1%	TRIM −10%
94	HDHOME DEPOT INC	1,946	$640,020	0.1%	TRIM −2%
95	CEFSEXCHANGE LISTED FDS TR	28,382	$640,007	0.1%	ADD 3%
96	IVWISHARES TR	5,644	$638,344	0.1%	HOLD
97	WMTWALMART INC	4,915	$610,836	0.1%	HOLD
98	EMXCISHARES INC	7,611	$598,697	0.0%	ADD 38%
99	CVXCHEVRON CORP NEW	2,746	$568,147	0.0%	HOLD
100	CPNJCALAMOS ETF TR	20,500	$553,793	0.0%	HOLD
101	HTABHARTFORD FDS EXCHANGE TRADED	28,606	$543,513	0.0%	TRIM −23%
102	VOEVANGUARD INDEX FDS	2,813	$518,322	0.0%	HOLD
103	ABBVABBVIE INC	2,344	$509,797	0.0%	HOLD
104	BCATBLACKROCK CAP ALLOCATION TER	35,621	$503,320	0.0%	ADD 5%
105	VTIVANGUARD INDEX FDS	1,553	$498,099	0.0%	ADD 21%
106	PLTRPALANTIR TECHNOLOGIES INC	3,398	$497,039	0.0%	ADD 6%
107	XCEMCOLUMBIA ETF TR II	11,922	$486,537	0.0%	TRIM −13%
108	ARTYISHARES TR	10,271	$477,918	0.0%	TRIM −9%
109	KOCOCA COLA CO	6,220	$473,031	0.0%	TRIM −9%
110	VOOVANGUARD INDEX FDS	791	$472,744	0.0%	HOLD
111	UNHUNITEDHEALTH GROUP INC	1,746	$472,565	0.0%	TRIM −16%
112	VBKVANGUARD INDEX FDS	1,559	$471,236	0.0%	HOLD
113	COSTCOSTCO WHSL CORP NEW	472	$470,315	0.0%	ADD 11%
114	VVISA INC	1,502	$454,038	0.0%	TRIM −4%
115	AXPAMERICAN EXPRESS CO	1,476	$446,460	0.0%	HOLD
116	VUGVANGUARD INDEX FDS	991	$432,958	0.0%	HOLD
117	MSMORGAN STANLEY	2,618	$430,844	0.0%	HOLD
118	DISDISNEY WALT CO	4,420	$426,041	0.0%	TRIM −8%
119	VEAVANGUARD TAX-MANAGED FDS	6,544	$419,317	0.0%	ADD 9%
120	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,220	$412,398	0.0%	HOLD
121	CSCOCISCO SYS INC	5,236	$406,261	0.0%	TRIM −4%
122	BACBANK AMERICA CORP	8,299	$404,576	0.0%	HOLD
123	TSLATESLA INC	1,088	$404,537	0.0%	ADD 9%
124	XLCSELECT SECTOR SPDR TR	3,571	$395,881	0.0%	HOLD
125	NEENEXTERA ENERGY INC	4,175	$387,769	0.0%	HOLD
126	MMITNEW YORK LIFE INVTS ACTIVE E	16,059	$387,102	0.0%	TRIM −7%
127	AONAON PLC	1,195	$385,883	0.0%	HOLD
128	XBISPDR SERIES TRUST	3,016	$385,212	0.0%	HOLD
129	TAT&T INC	13,240	$383,823	0.0%	TRIM −3%
130	MPCMARATHON PETE CORP	1,567	$382,630	0.0%	HOLD
131	WMWASTE MGMT INC DEL	1,625	$373,409	0.0%	HOLD
132	MUBISHARES TR	3,461	$367,418	0.0%	ADD 8%
133	ETENERGY TRANSFER L P	18,882	$364,429	0.0%	HOLD
134	IWMISHARES TR	1,433	$355,384	0.0%	TRIM −20%
135	PJTPJT PARTNERS INC	2,434	$340,145	0.0%	HOLD
136	IBMINTERNATIONAL BUSINESS MACHS	1,372	$332,559	0.0%	HOLD
137	VFHVANGUARD WORLD FD	2,743	$331,382	0.0%	HOLD
138	JMSTJ P MORGAN EXCHANGE TRADED F	6,479	$330,288	0.0%	TRIM −26%
139	DTDWISDOMTREE TR	3,800	$328,168	0.0%	HOLD
140	BSTZBLACKROCK SCIENCE & TECHNOLO	14,783	$327,445	0.0%	TRIM −5%
141	IWPISHARES TR	2,516	$322,350	0.0%	ADD 12%
142	MAMASTERCARD INCORPORATED	637	$318,283	0.0%	TRIM −7%
143	IJKISHARES TR	3,031	$304,979	0.0%	HOLD
144	ESGUISHARES TR	2,115	$299,103	0.0%	ADD 8%
145	DBAINVESCO DB MULTI-SECTOR COMM	10,840	$296,149	0.0%	HOLD
146	VTVANGUARD INTL EQUITY INDEX F	2,101	$290,610	0.0%	HOLD
147	PFEPFIZER INC	10,285	$288,811	0.0%	HOLD
148	VBRVANGUARD INDEX FDS	1,302	$282,754	0.0%	HOLD
149	DTHWISDOMTREE TR	5,167	$279,483	0.0%	HOLD
150	XEXGXEATON VANCE TAX-MANAGED GLOB	32,171	$278,602	0.0%	HOLD
151	GEGE AEROSPACE	969	$274,937	0.0%	TRIM −6%
152	EDCONSOLIDATED EDISON INC	2,360	$267,105	0.0%	HOLD
153	BXMTBLACKSTONE MTG TR INC	13,326	$255,195	0.0%	ADD 2%
154	JIGJ P MORGAN EXCHANGE TRADED F	3,432	$254,792	0.0%	HOLD
155	IHDGWisdomTree International Hdgd Div Gr ETF	5,180	$249,417	0.0%	HOLD
156	VONGVANGUARD SCOTTSDALE FDS	2,229	$244,453	0.0%	HOLD
157	DGROISHARES CORE DIVIDEND GROWTH ETF	3,453	$242,332	0.0%	ADD 3%
158	LMTLOCKHEED MARTIN CORP	400	$241,756	0.0%	TRIM −16%
159	PGXINVESCO EXCH TRADED FD TR II	21,761	$236,760	0.0%	HOLD
160	NYFISHARES TR	4,350	$231,072	0.0%	NEW
161	FDISFIDELITY COVINGTON TRUST	2,458	$229,233	0.0%	ADD 3%
162	AWRAMER STATES WTR CO	3,000	$226,860	0.0%	HOLD
163	MRKMERCK & CO INC	1,833	$220,492	0.0%	NEW
164	XLVSELECT SECTOR SPDR TR	1,499	$219,768	0.0%	TRIM −2%
165	EMEEMCOR GROUP INC	293	$216,325	0.0%	NEW
166	APDAIR PRODS & CHEMS INC	740	$214,963	0.0%	NEW
167	NFLXNETFLIX INC	2,198	$211,338	0.0%	NEW
168	IDEVISHARES TR	2,521	$210,710	0.0%	HOLD
169	UBERUBER TECHNOLOGIES INC	2,916	$209,748	0.0%	TRIM −3%
170	CCITIGROUP INC	1,834	$207,994	0.0%	HOLD
171	OBDCBLUE OWL CAPITAL CORPORATION	18,695	$206,766	0.0%	HOLD
172	INTCINTEL CORP	4,672	$206,175	0.0%	NEW
173	VWOVANGUARD INTL EQUITY INDEX F	3,737	$201,977	0.0%	NEW
174	RITMRITHM CAPITAL CORP	15,774	$149,538	0.0%	HOLD
175	PFNPIMCO INCOME STRATEGY FD II	11,000	$75,790	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAAAEA SERIES TRUST

—

8.8M

8.9M

9.1M

$243M

PVALPutnam Focased Large Cap Value ETF

1.7M

1.9M

2.0M

$92M

RECSCOLUMBIA ETF TR I

1.4M

1.5M

1.6M

1.7M

$65M

TMFCRBB FD INC

804K

902K

873K

902K

914K

969K

$64M

STIPISHARES TR

—

469K

483K

510K

$53M

JHMMJOHN HANCOCK EXCHANGE TRADED

560K

617K

629K

659K

673K

671K

$45M

IJRISHARES TR

283K

329K

283K

319K

327K

336K

$42M

GSSTGOLDMAN SACHS ETF TR

689K

641K

693K

783K

787K

752K

$38M

IOOIShares S&P Global 100 Index ETF

1.0M

1.2M

1.1M

330K

323K

310K

$37M

USTBVICTORY PORTFOLIOS II

—

624K

673K

763K

770K

733K

$37M

CGICCAPITAL GROUP INTERNATIONAL

—

1.0M

992K

$33M

AVEMAMERICAN CENTY ETF TR

276K

384K

398K

401K

407K

387K

$31M

QQQINVESCO QQQ TR

69K

71K

72K

44K

45K

49K

$28M

DGRWWISDOMTREE TR

257K

272K

274K

249K

256K

283K

$25M

BOXXEA SERIES TRUST

118K

133K

172K

178K

192K

212K

$25M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Amplius Wealth Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 175 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Amplius Wealth Advisors, LLC