IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Amplius Wealth Advisors, LLC

Q4 2021 Holdings

Filed 2022-01-28 | 1029 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Regeneron Pharmaceuticals COM(REGN)COM75886F107$20330.0%
Church & Dwight Co Inc COM(CHD)COM171340102$202030.0%
Matterport Inc COM CL A(MTTR*)COM CL A577096100$201,0000.0%
Rockwell Automation Inc COM(ROK)COM773903109$20580.0%
Spdr S&P Aerospace & Defense ETF(XAR)AEROSPACE DEF78464A631$201750.0%
Williams COS Inc COM(WMB)COM969457100$207750.0%
Autodesk Inc COM(ADSK)COM052769106$20740.0%
Emerson Elec Co COM(EMR)COM291011104$212320.0%
Affirm Hldgs Inc COM CL A(AFRM)COM CL A00827B106$212120.0%
ARK Genomic Revolution ETF(ARKG)GENOMIC REV ETF00214Q302$213560.0%
Five9 Inc COM(FIVN)COM338307101$211530.0%
Vanguard International Dividend Appreciation ETF(VIGI)INTL DVD ETF921946810$212510.0%
Snap on Inc COM(SNA)COM833034101$211000.0%
Ishares Silver Trust(SLV)ISHARES46428Q109$211,0000.0%
First Trust Nyse Arca Biotechnology Index Fund(FBT)NY ARCA BIOTECH33733E203$211300.0%
First Trust Capital Strength ETF(FTCS)CAP STRENGTH ETF33733E104$212570.0%
Schwab Charles Corp COM(SCHW)COM808513105$212580.0%
Bank New York Mellon Corp COM(BK)COM064058100$213690.0%
Vulcan Matls Co COM(VMC)COM929160109$221060.0%
Ishares Currency Hedged Msci Eafe ETF(HEFA)HDG MSCI EAFE46434V803$226490.0%
Marathon Pete Corp COM(MPC)COM56585A102$223590.0%
Willis Towers Watson PLC LTD SHS(WTW)SHSG96629103$22930.0%
Allstate Corp COM(ALL)COM020002101$221870.0%
Devon Energy Corp New COM(DVN)COM25179M103$225210.0%
Ebay Inc. COM(EBAY)COM278642103$223420.0%
Eaton Vance TX ADV Glbl DIV FD COM(ETG)COM27828S101$231,0200.0%
Moodys Corp COM(MCO)COM615369105$23600.0%
Tanger Factory Outlet Ctrs Inc COM(SKT)COM875465106$231,2000.0%
Fortive Corp COM(FTV)COM34959J108$233110.0%
Simon Ppty Group Inc New COM(SPG)COM828806109$231500.0%
Republic Svcs Inc COM(RSG)COM760759100$231720.0%
Vanguard Information Technology Index Fund(VGT)INF TECH ETF92204A702$23510.0%
Livent Corp COM(LTHM1EUR)COM53814L108$241,0000.0%
Public SVC Enterprise GRP Inc COM(PEG)COM744573106$243670.0%
SVB Financial Group COM(SIVBEUR)COM78486Q101$24360.0%
Calamos Strategic Total Return COM SH BEN INT(CSQ)COM SH BEN INT128125101$241,2500.0%
Pioneer NAT RES Co COM(PXDEUR)COM723787107$241370.0%
Liberty All Star Equity FD SH BEN INT(USA)SH BEN INT530158104$252,9910.0%
Sherwin Williams Co COM(SHW)COM824348106$25720.0%
Equinix Inc COM(EQIX)COM29444U700$25300.0%
Janus Henderson Short Duration Income ETF(VNLA)HENDRSN SHRT ETF47103U886$255180.0%
Valero Energy Corp COM(VLO)COM91913Y100$253350.0%
Mckesson Corp COM(MCK)COM58155Q103$251030.0%
Ishares Self-Driving EV and Tech ETF(IDRV)SELF DRIVNG EV46435U366$264900.0%
Resmed Inc COM(RMD)COM761152107$261010.0%
Zimmer Biomet Holdings Inc COM(ZBH)COM98956P102$262060.0%
Booking Holdings Inc COM(BKNG)COM09857L108$26110.0%
Genesis Energy L P Unit LTD Partn(GEL)UNIT LTD PARTN371927104$262,5000.0%
DTF Tax-Free Income 2028 Term COM(DTF)COM23334J107$261,8550.0%
Motorola Solutions Inc COM New(MSI)COM NEW620076307$271030.0%
PreviousPage 12 of 21Next