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Matthew Liebman

@Amplius Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$975.296MTotal holdings177
Assets growth rate6.46%Assets growth rate (2-Q avg)4.2%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Amplius Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Amplius Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 975.296M in assets, with a quarterly growth rate of 6.46% and a 2-quarter average growth rate of 4.2%. The portfolio is managed by Matthew Liebman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XTWOBondbloxx Etf Trust
Recent Activity
Decreased -3.44%
5.24%
$51.101M
1.041M shares@ $49.09 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -3.67%
3.44%
$33.465M
560,266 shares@ $59.73 avg price
IJRIshares Tr
Recent Activity
Decreased -0.85%
3.35%
$32.6M
282,937 shares@ $115.23 avg price
ICOWPacer Fds Tr
Recent Activity
Decreased -12.72%
2.53%
$24.596M
842,602 shares@ $29.2 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.78%
2.27%
$22.053M
127,902 shares@ $172.43 avg price
OSEAHarbor Etf Trust
Recent Activity
Decreased -4.57%
1.78%
$17.298M
669,171 shares@ $25.86 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -1.67%
1.66%
$16.151M
499,882 shares@ $32.32 avg price
CPSMCalamos Etf Tr
Recent Activity
Decreased -14.83%
1.24%
$12.014M
449,961 shares@ $26.7 avg price
IUSVIshares Tr
Recent Activity
Decreased -1.45%
1.14%
$11.115M
120,044 shares@ $92.6 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.29%
0.75%
$7.312M
41,727 shares@ $175.24 avg price