StockDriftsStockDriftsTop 50 Amplius Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAAA | EA SERIES TRUST | 20.21% | 9.07M | $242.5M | +1.32%(+118.54K) | $26.68(+10.56%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 7.65% | 1.98M | $91.8M | -3.01%(-61.31K) | $30.67(+61.16%) | 2026-03-31 | |
| RECS | COLUMBIA ETF TR I | 5.4% | 1.66M | $64.8M | +2.36%(+38.39K) | $28.84(+45.75%) | 2026-03-31 | |
| TMFC | RBB FD INC | 5.33% | 969.2K | $63.9M | +6.01%(+54.95K) | $46.42(+61.38%) | 2026-03-31 | |
| STIP | ISHARES TR | 4.4% | 510.3K | $52.8M | +5.72%(+27.60K) | $103.14(+0.38%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 3.75% | 670.9K | $45.0M | -0.28%(-1.85K) | $47.79(+51.11%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.48% | 336.1K | $41.8M | +2.71%(+8.87K) | $111.15(+24.25%) | 2026-03-31 | |
| GSST | GOLDMAN SACHS ETF TR | 3.17% | 752.3K | $38.0M | -4.43%(-34.91K) | $50.35(+0.19%) | 2026-03-31 | |
| IOO | ISHARES TR | 3.12% | 309.9K | $37.5M | -4.18%(-13.53K) | $81.71(+67.09%) | 2026-03-31 | |
| USTB | VICTORY PORTFOLIOS II | 3.09% | 733.3K | $37.1M | -4.72%(-36.30K) | $50.14(+1.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.66% | +42.99% |
| Top 20 Holdings Unweighted | +11.40% | +38.24% |
Sign up free to track Amplius Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.