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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
MMITIndexiq Active Etf Tr
Recent Activity
Decreased -4.98%
0.1%
$933,389
38,875 shares@ $24.02 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -1.18%
0.1%
$914,374
27,394 shares@ $33.38 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -0.06%
0.1%
$894,224
8,657 shares@ $103.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -18.95%
0.09%
$783,411
855 shares@ $916.28 avg price
HDVIshares Tr
Recent Activity
Decreased -9.25%
0.08%
$759,439
6,765 shares@ $112.27 avg price
IBMInternational Business Machs
Recent Activity
Decreased -7.94%
0.07%
$606,291
2,758 shares@ $219.83 avg price
IBMNIshares Tr
Recent Activity
Decreased -9.42%
0.06%
$578,184
21,724 shares@ $26.62 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.36%
0.06%
$550,067
8,835 shares@ $62.26 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -0.28%
0.06%
$497,748
1,777 shares@ $280.11 avg price
TSLATesla Inc
Recent Activity
Decreased -19.45%
0.05%
$478,248
1,184 shares@ $403.93 avg price