0001900584-22-000002.txt : 20221110 0001900584-22-000002.hdr.sgml : 20221110 20221110104740 ACCESSION NUMBER: 0001900584-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Amplius Wealth Advisors, LLC CENTRAL INDEX KEY: 0001900584 IRS NUMBER: 862302068 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21517 FILM NUMBER: 221375590 BUSINESS ADDRESS: STREET 1: 930 HARVEST DRIVE STREET 2: SUITE 250 CITY: BLUE BELL STATE: PA ZIP: 19422 BUSINESS PHONE: 215-310-7770 MAIL ADDRESS: STREET 1: 930 HARVEST DRIVE STREET 2: SUITE 250 CITY: BLUE BELL STATE: PA ZIP: 19422 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001900584 XXXXXXXX 09-30-2022 09-30-2022 Amplius Wealth Advisors, LLC

930 HARVEST DRIVE SUITE 250 BLUE BELL PA 19422

13F HOLDINGS REPORT 028-21517 N Matthew Liebman 215-310-7776 Matthew LIebman Blue Bell PA 11-10-2022 0 157 559362 false INFORMATION TABLE 2 awa-13f2022q3.xml ABBVIE INC COM COM 00287Y109 711 5299 SH SOLE 0 0 5299 AIR PRODS & CHEMS INC COM 009158106 254 1093 SH SOLE 0 0 1093 ALPHABET INC CAP STK CL C 02079K107 1256 13063 SH SOLE 0 0 13063 ALPHABET INC CAP STK CL A 02079K305 1093 11428 SH SOLE 0 0 11428 AMAZON COM INC COM COM 023135106 1421 12576 SH SOLE 0 0 12576 AMER STATES WTR CO COM 029899101 234 3000 SH SOLE 0 0 3000 AMKOR TECHNOLOGY INC COM 031652100 222 13000 SH SOLE 0 0 13000 APPLE INC COM 037833100 7552 54648 SH SOLE 0 0 54648 ASSURANT INC COM 04621X108 334 2299 SH SOLE 0 0 2299 ASTRAZENECA PLC SPONSORED ADR 046353108 504 9198 SH SOLE 0 0 9198 AT&T INC COM 00206R102 1118 72874 SH SOLE 0 0 72874 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2032 5 SH SOLE 0 0 5 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 991 3710 SH SOLE 0 0 3710 BK OF AMERICA CORP COM 060505104 440 14574 SH SOLE 0 0 14574 BLACKROCK CAP ALLOCATION TR COM 09260U109 20746 1524315 SH SOLE 0 0 1524315 BLACKROCK INC COM 09247X101 415 755 SH SOLE 0 0 755 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 600 82551 SH SOLE 0 0 82551 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 3526 171851 SH SOLE 0 0 171851 BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 09260K101 9620 545376 SH SOLE 0 0 545376 BLACKSTONE INC COM COM 09260D107 11141 133112 SH SOLE 0 0 133112 BLACKSTONE MTG TR INC COM CL A 09257W100 281 12053 SH SOLE 0 0 12053 BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 5115 224919 SH SOLE 0 0 224919 CHEVRON CORP NEW COM 166764100 949 6606 SH SOLE 0 0 6606 CHUBB LIMITED COM H1467J104 10693 58794 SH SOLE 0 0 58794 CISCO SYS INC COM 17275R102 325 8135 SH SOLE 0 0 8135 CITIZENS FINL GROUP INC COM 174610105 269 7842 SH SOLE 0 0 7842 COCA COLA CO COM 191216100 318 5675 SH SOLE 0 0 5675 COMCAST CORP NEW CL A 20030N101 2873 97968 SH SOLE 0 0 97968 CORTEVA INC COM 22052L104 458 8010 SH SOLE 0 0 8010 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INC COM 704326107 220 1957 SH SOLE 0 0 1957 PFIZER INC COM 717081103 1421 32469 SH SOLE 0 0 32469 PGIM ETF TR PGIM ULTRA SH BD 69344A107 333 6780 SH SOLE 0 0 6780 PHILIP MORRIS INTL INC COM 718172109 360 4333 SH SOLE 0 0 4333 PIMCO INCOME STRATEGY FD II COM 72201J104 76 11000 SH SOLE 0 0 11000 PROCTER AND GAMBLE CO COM 742718109 467 3698 SH SOLE 0 0 3698 PROSHARES TR II VIX SH TRM FUTRS 74347Y854 216 12608 SH SOLE 0 0 12608 RELX PLC SPONSORED ADR 759530108 354 14565 SH SOLE 0 0 14565 SANOFI SPONSORED ADR 80105N105 240 6321 SH SOLE 0 0 6321 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 709 5858 SH SOLE 0 0 5858 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 547 3843 SH SOLE 0 0 3843 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 507 16691 SH SOLE 0 0 16691 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 317 2668 SH SOLE 0 0 2668 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 307 6419 SH SOLE 0 0 6419 SELECT SECTOR SPDR TR ENERGY 81369Y506 269 3738 SH SOLE 0 0 3738 SIRIUS XM HOLDINGS INC COM 82968B103 214 37476 SH SOLE 0 0 37476 SOCIETAL CDMO INC COM 75629F109 80 48800 SH SOLE 0 0 48800 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 34319 119453 SH SOLE 0 0 119453 SPDR GOLD TR GOLD SHS 78463V107 3948 25523 SH SOLE 0 0 25523 SPDR S&P 500 ETF TR TRU UNIT 78462F103 4242 11876 SH SOLE 0 0 11876 SPDR SER TR NUVEEN BLMBRG MU 78468R721 1788 40645 SH SOLE 0 0 40645 SPDR SER TR S&P 400 MDCP GRW 78464A821 532 8818 SH SOLE 0 0 8818 SPDR SER TR S&P BIOTECH 78464A870 238 3000 SH SOLE 0 0 3000 SPDR SER TR S&P DIVID ETF 78464A763 208 1865 SH SOLE 0 0 1865 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 277 4040 SH SOLE 0 0 4040 TELUS CORPORATION COM 87971M103 439 22113 SH SOLE 0 0 22113 TESLA INC COM 88160R101 455 1714 SH SOLE 0 0 1714 TRUIST FINL CORP COM 89832Q109 217 200595 SH SOLE 0 0 200595 UNITED PARCEL SERVICE INC CL B 911312106 1349 8353 SH SOLE 0 0 8353 UNITEDHEALTH GROUP INC COM 91324P102 960 1902 SH SOLE 0 0 1902 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 210 2805 SH SOLE 0 0 2805 VANGUARD INDEX FDS VALUE ETF 922908744 2731 22118 SH SOLE 0 0 22118 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1254 10298 SH SOLE 0 0 10298 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1101 6132 SH SOLE 0 0 6132 VANGUARD INDEX FDS SML CP GRW ETF 922908595 643 3297 SH SOLE 0 0 3297 VANGUARD INDEX FDS SM CP VAL ETF 922908611 483 3365 SH SOLE 0 0 3365 VANGUARD INDEX FDS GROWTH ETF 922908736 216 1010 SH SOLE 0 0 1010 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5110 37811 SH SOLE 0 0 37811 VANGUARD WORDS FDS FINANCIALS ETF 92204A405 206 2773 SH SOLE 0 0 2773 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 323 2052 SH SOLE 0 0 2052 VERIZON COMMUNICATIONS INC COM 92343V104 376 9899 SH SOLE 0 0 9899 VISA INC COM CL A 92826C839 627 3530 SH SOLE 0 0 3530 WALMART INC COM 931142103 242 1866 SH SOLE 0 0 1866 WARNER BROS DISCOVERY INC COM SER A 934423104 199 17308 SH SOLE 0 0 17308 WASTE MGMT INC DEL COM 94106L109 275 1717 SH SOLE 0 0 1717 WISDOMTREE TR US LARGECAP DIVD 97717W307 27647 500306 SH SOLE 0 0 500306 WISDOMTREE TR EM EX ST-OWNED 97717X578 17391 706392 SH SOLE 0 0 706392 WISDOMTREE TR ENHNCD CMMDTY ST 97717Y683 12898 605086 SH SOLE 0 0 605086 WISDOMTREE TR FLOATING RAT TREA 97717Y527 5782 114999 SH SOLE 0 0 114999 WISDOMTREE TR ITL HDG QLTY DIV 97717X594 1677 46735 SH SOLE 0 0 46735 WISDOMTREE TR US TOTAL DIVIDND 97717W109 424 7816 SH SOLE 0 0 7816 WISDOMTREE TR US QTLY DIV GRT 97717X669 238 4411 SH SOLE 0 0 4411