test

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
JPEMJ P Morgan Exchange Traded F
Recent Activity
Increased 6.9%
0.56%
$5.378M
103,650 shares@ $51.89 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.91%
0.52%
$5.042M
11,962 shares@ $421.51 avg price
AMGAffiliated Managers Group Inc
Recent Activity
Increased 0.03%
0.33%
$3.18M
17,199 shares@ $184.92 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.23%
0.27%
$2.576M
11,110 shares@ $231.84 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.29%
0.25%
$2.362M
17,585 shares@ $134.3 avg price
IJHIshares Tr
Recent Activity
Increased 9.43%
0.24%
$2.275M
36,505 shares@ $62.32 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.38%
0.24%
$2.249M
9,288 shares@ $242.14 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.13%
0.22%
$2.068M
12,218 shares@ $169.3 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.93%
0.21%
$2.003M
10,582 shares@ $189.3 avg price
QUALIshares Tr
Recent Activity
Increased 0.9%
0.18%
$1.73M
9,716 shares@ $178.09 avg price