Matthew Liebman

@Amplius Wealth Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$975.296M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MAXJIshares Tr Recent Activity New Position	2.5%	$24.339M 931,267 shares@ $26.14 avg price	New Position
CCRVIshares U S Etf Tr Recent Activity New Position	0.14%	$1.285M 64,210 shares@ $20.01 avg price	New Position
CPRJCalamos Etf Tr Recent Activity New Position	0.08%	$726,456 28,500 shares@ $25.49 avg price	New Position
XCEMColumbia Etf Tr Ii Recent Activity New Position	0.06%	$525,844 17,765 shares@ $29.6 avg price	New Position
IDEVIshares Tr Recent Activity New Position	0.04%	$340,079 5,275 shares@ $64.47 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.04%	$337,261 329 shares@ $1025.11 avg price	New Position
QQQEDirexion Shs Etf Tr Recent Activity New Position	0.03%	$281,249 3,133 shares@ $89.77 avg price	New Position
APPApplovin Corp Recent Activity New Position	0.03%	$238,339 736 shares@ $323.84 avg price	New Position
AMPAmeriprise Finl Inc Recent Activity New Position	0.03%	$216,167 406 shares@ $532.44 avg price	New Position
FNCLFidelity Covington Trust Recent Activity New Position	0.03%	$205,903 2,998 shares@ $68.69 avg price	New Position