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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.39%
0.68%
$6.593M
11,250 shares@ $586.07 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -88.48%
0.62%
$5.99M
80,155 shares@ $74.73 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.82%
0.56%
$5.426M
27,704 shares@ $195.85 avg price
JPEMJ P Morgan Exchange Traded F
Recent Activity
Increased 6.9%
0.56%
$5.378M
103,650 shares@ $51.89 avg price
IWFIshares Tr
Recent Activity
Decreased -1.41%
0.54%
$5.244M
13,059 shares@ $401.58 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.91%
0.52%
$5.042M
11,962 shares@ $421.51 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -2%
0.41%
$3.908M
78,940 shares@ $49.51 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -0.27%
0.38%
$3.683M
98,135 shares@ $37.54 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.35%
$3.405M
5 shares@ $680920.0 avg price
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.23%
0.33%
$3.203M
32,713 shares@ $97.93 avg price