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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
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -1.67%
1.66%
$16.151M
499,882 shares@ $32.32 avg price
AAPLApple Inc
Recent Activity
Increased 1.02%
1.54%
$14.966M
59,763 shares@ $250.42 avg price
BOXXEa Series Trust
Recent Activity
Increased 59.82%
1.34%
$13.05M
118,340 shares@ $110.28 avg price
MUSTColumbia Etf Tr I
Recent Activity
Increased 13.68%
1.34%
$12.987M
639,448 shares@ $20.32 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 4.91%
1.31%
$12.725M
29,907 shares@ $425.51 avg price
CPSMCalamos Etf Tr
Recent Activity
Decreased -14.83%
1.24%
$12.014M
449,961 shares@ $26.7 avg price
IUSVIshares Tr
Recent Activity
Decreased -1.45%
1.14%
$11.115M
120,044 shares@ $92.6 avg price
ACWIIshares Tr
Recent Activity
Increased 10.21%
0.86%
$8.32M
70,806 shares@ $117.51 avg price
ITOTIshares Tr
Recent Activity
Increased 0.63%
0.8%
$7.728M
60,085 shares@ $128.63 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.29%
0.75%
$7.312M
41,727 shares@ $175.24 avg price