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
Vanguard Total International Stock ETF(VXUS)VG TL INTL STK F921909768$4867,6550.0%
Wisdomtree U.S. Smallcap Fund(EES)US SMALLCAP FUND97717W562$4899,5190.0%
Unilever PLC Spon ADR NewSPON ADR NEW904767704$4959,2170.0%
Procter and Gamble Co COM(PG)COM742718109$4973,0430.0%
Vanguard Growth Index Fund(VUG)GROWTH ETF922908736$5161,6090.0%
Vanguard Ftse Emerging Markets ETF(VWO)FTSE EMR MKT ETF922042858$54611,0410.0%
Citizens Finl Group Inc COM(CFG)COM174610105$57612,2080.0%
Victoryshares U.S. 500 Volatility WTD Index Fund(CFA)VCSHS US 500 VOL92647N766$5787,4500.0%
Lockheed Martin Corp COM(LMT)COM539830109$5881,6550.0%
Astrazeneca PLC Sponsored ADR(AZN)SPONSORED ADR046353108$58810,0950.0%
Golub Cap BDC Inc COM(GBDC)COM38173M102$59038,2540.0%
Telus Corporation COM(TU)COM87971M103$59425,2080.0%
Exxon Mobil Corp COM(XOM)COM30231G102$61510,0620.0%
Skillz Inc COMCOM83067L109$61983,2310.0%
Tesla Inc COM(TSLA)COM88160R101$6506160.0%
Pimco Short Term Municipal Bond Active Exchange-Traded Fund(SMMU)SHTRM MUN BD ACT72201R874$65712,8420.0%
Diageo PLC Spon ADR New(DGED)SPON ADR NEW25243Q205$6592,9970.0%
Ishares Msci USA Momentum Factor ETF(MTUM)MSCI USA MMENTM46432F396$6703,6900.0%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$6922,3160.0%
Sanofi Sponsored ADR(SNY)SPONSORED ADR80105N105$69313,8470.0%
Ferguson PLC New SHS(FERG)SHSG3421J106$7013,9080.0%
BlackRock Inc COM(BLKCHF)COM09247X101$7057710.0%
Intuit COM(INTU)COM461202103$7101,1040.0%
Visa Inc COM CL A(V)COM CL A92826C839$7113,2810.0%
Wisdomtree U.S. Total Dividend Fund(DTD)US TOTAL DIVIDND97717W109$71811,0920.0%
Novo-Nordisk A S ADR(NVO)ADR670100205$7196,4210.0%
Ishares Russell Mid-Cap ETF(IWR)RUS MID CAP ETF464287499$7268,7490.0%
Relx PLC Sponsored ADR(RELX)SPONSORED ADR759530108$73322,5080.0%
Intercontinental Exchange Inc COM(ICE)COM45866F104$7405,4150.0%
Nvidia Corporation COM(NVDA)COM67066G104$7402,5190.0%
Schwab Short-Term U.S. Treasury ETF(SCHO)SHT TM US TRES808524862$75014,7640.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)SPONSORED ADS874039100$7806,4850.0%
Texas Instrs Inc COM(TXN)COM882508104$7944,2130.0%
Marsh & Mclennan COS Inc COM(MRSH)COM571748102$8104,6620.0%
Home Depot Inc COM(HD)COM437076102$9202,2190.0%
Bath & Body Works Inc COM(BBWI)COM070830104$1.0K160.0%
Eversource Energy COM(ES)COM30040W108$1.0K11,0320.0%
Vanguard Total Stock Market Index Fund(VTI)TOTAL STK MKT922908769$1.0K4,1870.0%
Ishares Core High Dividend ETF(HDV)CORE HIGH DV ETF46429B663$1.0K10,0970.0%
Meta Platforms Inc CL A(META)CL A30303M102$1.1K3,1500.0%
JPMorgan Chase & Co COM(JPM)COM46625H100$1.1K6,7690.0%
BNY Mellon Short Duration Corporate Bond ETFSHRT DUR CORP BD09661T701$1.1K21,7500.0%
Unitedhealth Group Inc COM(UNH)COM91324P102$1.1K2,2810.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)1 3 YR TREAS BD464287457$1.1K13,4400.0%
Ishares Russell 1000 ETF(IWB)RUS 1000 ETF464287622$1.2K4,4440.0%
Ishares Msci Eafe ETF(EFA)MSCI EAFE ETF464287465$1.2K15,1450.0%
Ishares S&P Midcap Fund(IJH)CORE S&P MCP ETF464287507$1.3K4,4460.0%
Spdr SSgA Ultra Short Term Bond ETF(ULST)ULT SHT TRM BD78467V707$1.3K32,2460.0%
Ishares Russell 1000 Value ETF(IWD)RUS 1000 VAL ETF464287598$1.3K8,0330.0%
Wisdomtree U.S. Largecap Dividend Fund(DLN)US LARGECAP DIVD97717W307$1.4K20,8640.0%
PreviousPage 19 of 21Next