0001900584-24-000001.txt : 20240110
0001900584-24-000001.hdr.sgml : 20240110
20240110120155
ACCESSION NUMBER: 0001900584-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240110
DATE AS OF CHANGE: 20240110
EFFECTIVENESS DATE: 20240110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Amplius Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001900584
ORGANIZATION NAME:
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: 24525633
BUSINESS ADDRESS:
STREET 1: 1787 SENTRY PARKWAY WEST
STREET 2: VEVA 16, SUITE 100
CITY: BLUE BELL
STATE: PA
ZIP: 19422
BUSINESS PHONE: 215-310-7770
MAIL ADDRESS:
STREET 1: 1787 SENTRY PARKWAY WEST
STREET 2: VEVA 16, SUITE 100
CITY: BLUE BELL
STATE: PA
ZIP: 19422
13F-HR
1
primary_doc.xml
X0202
13F-HR
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false
false
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0001900584
XXXXXXXX
12-31-2023
12-31-2023
Amplius Wealth Advisors, LLC
1787 SENTRY PARKWAY WEST
VEVA 16, SUITE 100
BLUE BELL
PA
19422
13F HOLDINGS REPORT
028-21517
N
Matthew Liebman
Chief Compliance Officer
(215) 310-7776
Matthew Liebman
Blue Bell
PA
01-10-2024
0
172
827420612
false
INFORMATION TABLE
2
amplius-13f2023q4.xml
ABBVIE INC
COM
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SH
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ADOBE INC
COM
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SOLE
0
0
393
AECOM
COM
00766T100
253998
2748
SH
SOLE
0
0
2748
AFFILIATED MANAGERS GROUP INC
COM
008252108
2307035
15236
SH
SOLE
0
0
15236
AIR PRODS & CHEMS INC
COM
009158106
297347
1086
SH
SOLE
0
0
1086
ALPHABET INC
CAP STK CL A
02079K305
1576821
11288
SH
SOLE
0
0
11288
ALPHABET INC
CAP STK CL C
02079K107
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SOLE
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8226
AMAZON COM INC
COM
023135106
2233199
14698
SH
SOLE
0
0
14698
AMER STATES WTR CO
COM
029899101
241260
3000
SH
SOLE
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3000
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
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23851950
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SOLE
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423048
AMERICAN EXPRESS CO
COM
025816109
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SOLE
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0
1500
AMKOR TECHNOLOGY INC
COM
031652100
334031
10040
SH
SOLE
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0
10040
AON PLC
SHS CL A
G0403H108
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SOLE
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APPLE INC
COM
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ASML HOLDING N V
N Y REGISTRY SHS
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AT&T INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
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BANK AMERICA CORP
COM
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CL B NEW
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BLACKROCK CAP ALLOCATION TERM
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COM
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COM
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BOEING CO
COM
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BROADCOM INC
COM
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BUILDERS FIRSTSOURCE INC
COM
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CHEVRON CORP NEW
COM
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CHUBB LIMITED
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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RESH ENHNC COR
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MULTI SEC MUNI
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CL A
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CORTEVA INC
COM
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COSTCO WHSL CORP NEW
COM
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CVS HEALTH CORP
COM
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DISNEY WALT CO
COM
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DOW INC
COM
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DUPONT DE NEMOURS INC
COM
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COM
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ECOVYST INC
COM
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COM UT LTD PTN
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EXCHANGE LISTED FDS TR
SABA INT RATE
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SOLE
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EXXON MOBIL CORP
COM
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MSCI INDL INDX
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GOLDMAN SACHS ETF TR
ACTIVEBETA INT
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GOLUB CAP BDC INC
COM
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MUN OPORTUNITE
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HOME DEPOT INC
COM
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SOLE
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HUBBELL INC
COM
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INDEXIQ ACTIVE ETF TR
IQ MACKAY INTRME
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INNOVATOR ETFS TR
EQUITY DEF PROTN
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INTEL CORP
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INVESCO DB MULTI-SECTOR COMM
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ISHARES TR
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RUS MD CP GR ETF
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ISHARES TR
S&P SML 600 GWT
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CORE DIV GRWTH
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ULTRA SHRT INC
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JOHN HANCOCK EXCHANGE TRADED
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JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
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LILLY ELI & CO
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COM
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COM
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1882
SH
SOLE
0
0
1882
WARNER BROS DISCOVERY INC
COM SER A
934423104
202473
17792
SH
SOLE
0
0
17792
WASTE MGMT INC DEL
COM
94106L109
296231
1654
SH
SOLE
0
0
1654
WELLS FARGO CO NEW
COM
949746101
234871
4772
SH
SOLE
0
0
4772
WISDOMTREE TR
US QTLY DIV GRT
97717X669
42536468
605300
SH
SOLE
0
0
605300
WISDOMTREE TR
US LARGECAP DIVD
97717W307
1887943
28441
SH
SOLE
0
0
28441
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
632327
15059
SH
SOLE
0
0
15059
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
469821
7186
SH
SOLE
0
0
7186
WISDOMTREE TR
ITL HIGH DIV FD
97717W802
237082
6096
SH
SOLE
0
0
6096
WISDOMTREE TR
EM EX ST-OWNED
97717X578
228037
7896
SH
SOLE
0
0
7896