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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
IJRIshares Tr
Recent Activity
Decreased -0.85%
3.35%
$32.6M
282,937 shares@ $115.23 avg price
OEFIshares Tr
Recent Activity
Increased 2.94%
2.78%
$27.023M
93,555 shares@ $288.86 avg price
ICOWPacer Fds Tr
Recent Activity
Decreased -12.72%
2.53%
$24.596M
842,602 shares@ $29.2 avg price
MAXJIshares Tr
Recent Activity
New Position
2.5%
$24.339M
931,267 shares@ $26.14 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.78%
2.27%
$22.053M
127,902 shares@ $172.43 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 5.46%
2.14%
$20.81M
257,129 shares@ $80.94 avg price
CBChubb Limited
Recent Activity
Increased 9.4%
1.87%
$18.144M
65,669 shares@ $276.31 avg price
OSEAHarbor Etf Trust
Recent Activity
Decreased -4.57%
1.78%
$17.298M
669,171 shares@ $25.86 avg price
IUSGIshares Tr
Recent Activity
Increased 1.07%
1.72%
$16.696M
119,827 shares@ $139.34 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 41.31%
1.67%
$16.223M
275,941 shares@ $58.8 avg price