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
UTENRbb Fd Inc Recent Activity Exited	0%	$458,920 10,107 shares@ $45.41 avg price	Exited
AMKRAmkor Technology Inc Recent Activity Exited	0%	$307,224 10,040 shares@ $30.6 avg price	Exited
BLDRBuilders Firstsource Inc Recent Activity Exited	0%	$230,693 1,190 shares@ $193.86 avg price	Exited
DHRDanaher Corporation Recent Activity Exited	0%	$229,367 825 shares@ $278.03 avg price	Exited
ASMLAsml Holding N V Recent Activity Exited	0%	$226,644 272 shares@ $833.25 avg price	Exited
CATCaterpillar Inc Recent Activity Exited	0%	$218,636 559 shares@ $391.12 avg price	Exited
VZVerizon Communications Inc Recent Activity Exited	0%	$214,827 4,784 shares@ $44.91 avg price	Exited
VEAVanguard Tax-managed Fds Recent Activity Exited	0%	$212,743 4,028 shares@ $52.82 avg price	Exited
PGRProgressive Corp Recent Activity Exited	0%	$211,636 834 shares@ $253.77 avg price	Exited
GEGe Aerospace Recent Activity Exited	0%	$209,701 1,112 shares@ $188.59 avg price	Exited