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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
IOOIshares Tr
Recent Activity
Increased 13.85%
10.79%
$105.144M
1.043M shares@ $100.77 avg price
PVALPutnam Etf Trust
Recent Activity
Increased 10.29%
6.58%
$64.136M
1.728M shares@ $37.12 avg price
TMFCRbb Fd Inc
Recent Activity
Increased 8.39%
4.96%
$48.309M
803,546 shares@ $60.13 avg price
RECSColumbia Etf Tr I
Recent Activity
Increased 11.03%
4.8%
$46.78M
1.351M shares@ $34.63 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.52%
3.61%
$35.154M
68,767 shares@ $511.21 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 13.79%
3.59%
$34.958M
1.147M shares@ $30.48 avg price
GSSTGoldman Sachs Etf Tr
Recent Activity
Increased 133.6%
3.55%
$34.6M
689,114 shares@ $50.21 avg price
HTABHartford Fds Exchange Traded
Recent Activity
Increased 134.97%
3.53%
$34.367M
1.775M shares@ $19.36 avg price
OEFIshares Tr
Recent Activity
Increased 2.94%
2.78%
$27.023M
93,555 shares@ $288.86 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 5.46%
2.14%
$20.81M
257,129 shares@ $80.94 avg price