AMPLIUS WEALTH ADVISORS LLC

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IOO
ISHARES GLOBAL 100 ETF
1,154,012+110,599+10.60%
Created with Highcharts 10.1.0
$82.4511.56%1.83%111,125,2272025-03-31
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
1,883,958+156,167+9.04%
Created with Highcharts 10.1.0
$29.907.47%0.00%71,740,6752025-03-31
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
1,512,538+161,292+11.94%
Created with Highcharts 10.1.0
$28.045.23%0.00%50,234,4542025-03-31
TMFC
MOTLEY FOOL 100 INDEX ETF
901,527+97,981+12.19%
Created with Highcharts 10.1.0
$47.175.22%0.00%50,147,8572025-03-31
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
616,916+56,650+10.11%
Created with Highcharts 10.1.0
$48.053.68%0.00%35,350,2072025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
328,504+45,567+16.10%
Created with Highcharts 10.1.0
$106.993.57%0.04%34,353,1572025-03-31
QQQ
INVESCO QQQ
70,518+1,751+2.55%
Created with Highcharts 10.1.0
$310.473.44%0.01%33,067,1602025-03-31
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
641,389-47,725-6.93%
Created with Highcharts 10.1.0
$50.193.37%0.00%32,415,4282025-03-31
HTAB
HARTFORD SCHRODERS TAX-AWARE BOND ETF
1,686,359-88,814-5.00%
Created with Highcharts 10.1.0
$19.493.36%0.00%32,328,3092025-03-31
USTB
USAA CORE SHORT-TERM BOND ETF
623,732+623,732
Open
Created with Highcharts 10.1.0
$50.453.29%0.00%31,591,8842025-03-31
BUFR
FT CBOE VEST FUND OF BUFFER ETFS
992,058-155,220-13.53%
Created with Highcharts 10.1.0
$28.143.07%0.00%29,455,0382025-03-31
OEF
ISHARES S&P 100 ETF
94,418+863+0.92%
Created with Highcharts 10.1.0
$213.362.66%0.15%25,571,1852025-03-31
OSEA
HARBOR INTERNATIONAL COMPOUNDERS ETF
930,282+261,111+39.02%
Created with Highcharts 10.1.0
$27.312.57%0.00%24,687,4302025-03-31
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
384,391+108,450+39.30%
Created with Highcharts 10.1.0
$57.092.41%0.00%23,129,8882025-03-31
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
271,502+14,373+5.59%
Created with Highcharts 10.1.0
$61.772.26%0.00%21,682,1332025-03-31
CB
CHUBB
66,060+391+0.60%
Created with Highcharts 10.1.0
$207.312.08%0.02%19,949,3442025-03-31
MAXJ
ISHARES LARGE CAP MAX BUFFER JUN ETF
722,975-208,292-22.37%
Created with Highcharts 10.1.0
$26.201.94%15.85%18,646,0782025-03-31
BX
BLACKSTONE
127,472-430-0.34%
Created with Highcharts 10.1.0
$124.191.85%0.02%17,818,0372025-03-31
BXSL
BLACKSTONE SECURED LENDING FUND
511,802+11,920+2.38%
Created with Highcharts 10.1.0
$24.771.72%0.22%16,561,9062025-03-31
IUSG
ISHARES CORE S&P US GROWTH ETF
119,264-563-0.47%
Created with Highcharts 10.1.0
$108.921.58%0.08%15,156,1122025-03-31
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
132,995+14,655+12.38%
Created with Highcharts 10.1.0
$108.731.54%0.00%14,827,6652025-03-31
AAPL
APPLE
59,388-375-0.63%
Created with Highcharts 10.1.0
$159.291.37%0.00%13,191,9522025-03-31
JMUB
JPMORGAN MUNICIPAL ETF
259,968+259,968
Open
Created with Highcharts 10.1.0
$50.241.35%0.52%12,998,4222025-03-31
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
29,983+76+0.25%
Created with Highcharts 10.1.0
$339.981.31%0.03%12,589,1162025-03-31
IUSV
ISHARES CORE S&P US VALUE ETF
121,351+1,307+1.09%
Created with Highcharts 10.1.0
$74.091.17%0.06%11,199,5022025-03-31
CPSM
CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF – MAY
406,400-43,561-9.68%
Created with Highcharts 10.1.0
$25.291.14%0.00%10,925,4502025-03-31
ACWI
ISHARES MSCI ACWI ETF
70,437-369-0.52%
Created with Highcharts 10.1.0
$103.420.85%0.00%8,198,1982025-03-31
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
61,198+1,113+1.85%
Created with Highcharts 10.1.0
$97.930.78%0.01%7,466,7972025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
41,942+215+0.52%
Created with Highcharts 10.1.0
$144.180.76%0.01%7,265,6162025-03-31
JPEM
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF
125,388+21,738+20.97%
Created with Highcharts 10.1.0
$49.010.69%2.09%6,610,5422025-03-31
SPY
SPDR S&P 500 ETF
11,25000.00%
Created with Highcharts 10.1.0
$448.540.65%0.00%6,293,0332025-03-31
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
135,758+135,758
Open
Created with Highcharts 10.1.0
$43.460.62%1.21%5,995,0672025-03-31
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
185,664-656,938-77.97%
Created with Highcharts 10.1.0
$30.990.61%0.00%5,831,6942025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
27,536-168-0.61%
Created with Highcharts 10.1.0
$164.900.56%0.01%5,341,7782025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
12,992-67-0.51%
Created with Highcharts 10.1.0
$295.090.49%0.00%4,691,2812025-03-31
IAU
ISHARES GOLD TRUST
78,94000.00%
Created with Highcharts 10.1.0
$34.150.48%0.01%4,654,2862025-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
58,966-21,189-26.44%
Created with Highcharts 10.1.0
$73.560.47%0.02%4,515,0052025-03-31
XTWO
BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF
88,729-952,448-91.48%
Created with Highcharts 10.1.0
$49.040.46%0.00%4,389,5992025-03-31
MSFT
MICROSOFT
11,364-598-5.00%
Created with Highcharts 10.1.0
$321.560.44%0.00%4,265,8132025-03-31
BRK.A
BERKSHIRE HATHAWAY
500.00%
Created with Highcharts 10.1.0
$0.000.42%0.00%3,992,2082025-03-31
CMCSA
COMCAST
96,164-1,971-2.01%
Created with Highcharts 10.1.0
$51.390.37%0.00%3,548,4522025-03-31
RWL
OPPENHEIMER S&P 500 REVENUE ETF
32,717+4+0.01%
Created with Highcharts 10.1.0
$76.950.34%0.06%3,250,1022025-03-31
AMG
AFFILIATED MANAGERS GROUP
17,195-4-0.02%
Created with Highcharts 10.1.0
$146.980.30%0.06%2,889,2762025-03-31
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
40,521-1,670-3.96%
Created with Highcharts 10.1.0
$69.610.29%0.01%2,828,7942025-03-31
JPM
JPMORGAN CHASE
11,138-160-1.42%
Created with Highcharts 10.1.0
$117.850.28%0.00%2,732,0422025-03-31
AMZN
AMAZON
14,051+425+3.12%
Created with Highcharts 10.1.0
$153.910.28%0.00%2,673,3432025-03-31
VRSK
VERISK ANALYTICS
8,880+474+5.64%
Created with Highcharts 10.1.0
$244.750.28%0.01%2,642,9532025-03-31
GLD
SPDR GOLD TRUST
8,998-290-3.12%
Created with Highcharts 10.1.0
$167.880.27%0.00%2,592,7822025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
40,491+3,986+10.92%
Created with Highcharts 10.1.0
$207.080.25%0.00%2,362,6382025-03-31
VTV
VANGUARD VALUE INDEX FUND
13,563+1,345+11.01%
Created with Highcharts 10.1.0
$146.100.24%0.00%2,342,8052025-03-31