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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

InvestmentPortfolio %Reported Value
IOO
Ishares Tr
Recent Activity
Increased 13.85%
10.79%
$105.144M
1.043M shares@ $100.77 avg price
PVAL
Putnam Etf Trust
Recent Activity
Increased 10.29%
6.58%
$64.136M
1.728M shares@ $37.12 avg price
XTWO
Bondbloxx Etf Trust
Recent Activity
Decreased -3.44%
5.24%
$51.101M
1.041M shares@ $49.09 avg price
TMFC
Rbb Fd Inc
Recent Activity
Increased 8.39%
4.96%
$48.309M
803,546 shares@ $60.13 avg price
RECS
Columbia Etf Tr I
Recent Activity
Increased 11.03%
4.8%
$46.78M
1.351M shares@ $34.63 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Increased 1.52%
3.61%
$35.154M
68,767 shares@ $511.21 avg price
BUFR
First Tr Exchng Traded Fd Vi
Recent Activity
Increased 13.79%
3.59%
$34.958M
1.147M shares@ $30.48 avg price
GSST
Goldman Sachs Etf Tr
Recent Activity
Increased 133.6%
3.55%
$34.6M
689,114 shares@ $50.21 avg price
HTAB
Hartford Fds Exchange Traded
Recent Activity
Increased 134.97%
3.53%
$34.367M
1.775M shares@ $19.36 avg price
JHMM
John Hancock Exchange Traded
Recent Activity
Decreased -3.67%
3.44%
$33.465M
560,266 shares@ $59.73 avg price

1-10 of 177