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
Lincoln Natl Corp IND COM(LNC)COM534187109$3570.0%
Vodafone Group PLC New Sponsored ADR(VOD)SPONSORED ADR92857W308$32380.0%
Veracyte Inc COM(VCYT)COM92337F107$3740.0%
Enphase Energy Inc COM(ENPH)COM29355A107$3200.0%
Western UN Co COM(WU)COM959802109$31960.0%
Equity Residential SH BEN INT(EQR)SH BEN INT29476L107$3410.0%
Workday Inc CL A(WDAY)CL A98138H101$3140.0%
Ameren Corp COM(AEE)COM023608102$3370.0%
Cosan S A ADS(CSAN)ADS22113B103$32160.0%
Cardinal Health Inc COM(CAH)COM14149Y108$3610.0%
Clorox Co del COM(CLX)COM189054109$3190.0%
CF Inds Hldgs Inc COM(CF)COM125269100$4570.0%
CDW Corp COM(CDW)COM12514G108$4200.0%
NU Hldgs LTD ORD SHS CL A(NU)ORD SHS CL AG6683N103$45000.0%
Sarcos Techn and Robotics Corp WT EXP 061527*W EXP 06/15/20280359A114$42,0500.0%
AES Corp COM(AES)COM00130H105$41650.0%
National Grid PLC Sponsored ADR NE(NGG)SPONSORED ADR NE636274409$4570.0%
Akamai Technologies Inc COM(AKAM)COM00971T101$4380.0%
Mosaic Co New COM(MOS)COM61945C103$41050.0%
Verisign Inc COM(VRSN)COM92343E102$4180.0%
Fiserv Inc COM(FISV)COM337738108$4430.0%
Atai Life Sciences NV SHSSHSN0731H103$46150.0%
Amcor PLC ORD(AMCR)ORDG0250X107$43890.0%
Mercadolibre Inc COM(MELI)COM58733R102$430.0%
Canadian PAC RY LTD COMCOM13645T100$4640.0%
Buzzfeed Inc Class A COMCLASS A COM12430A102$48600.0%
Kinder Morgan Inc del COM(KMI)COM49456B101$42940.0%
Totalenergies SE Sponsored ADS(TTEN)SPONSORED ADS89151E109$4880.0%
Tusimple Hldgs Inc CL A(TSPH)CL A90089L108$41250.0%
Draftkings Inc COM CL A(DKNG1USD)COM CL A26142R104$41610.0%
Clearbridge MLP and Midstrm FD COMCOM184692200$41670.0%
Ishares Ibonds DEC 2022 Term Corporate ETFIBONDS DEC22 ETF46434VBA7$41960.0%
Corning Inc COM(GLW)COM219350105$41110.0%
FOX Corp CL A COM(FOXA)CL A COM35137L105$41170.0%
Whirlpool Corp COM(WHR)COM963320106$4190.0%
Ishares Msci India Index Fund(INDA)MSCI INDIA ETF46429B598$4900.0%
Pentair PLC SHS(PNR)SHSG7S00T104$4570.0%
Opko Health Inc COM(OPK)COM68375N103$41,0000.0%
Packaging Corp Amer COM(PKG)COM695156109$4340.0%
LKQ Corp COM(LKQ)COM501889208$4720.0%
Pagerduty Inc COM(PD)COM69553P100$41200.0%
Paycom Software Inc COM(PAYC)COM70432V102$4110.0%
Wisdomtree India Earnings Fund(EPI)INDIA ERNGS FD97717W422$41250.0%
G&P Acquisition Corp Unit EX 022828UNIT 02/28/202836146G202$44500.0%
DXC Technology Co COM(DXC)COM23355L106$41510.0%
Avalonbay Cmntys Inc COM(AVB)COM053484101$4160.0%
Archer Daniels Midland Co COM(ADM)COM039483102$4610.0%
Cboe Global Mkts Inc COM(CBOE)COM12503M108$4350.0%
Avanos MED Inc COM(AVNS)COM05350V106$41180.0%
Centerpoint Energy Inc COM(CNP)COM15189T107$41660.0%
PreviousPage 6 of 21Next