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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
METAMeta Platforms Inc
Recent Activity
Increased 1.5%
0.17%
$1.592M
2,719 shares@ $585.5 avg price
JHMLJohn Hancock Exchange Traded
Recent Activity
Increased 0.01%
0.16%
$1.534M
22,022 shares@ $69.66 avg price
HMOPHartford Fds Exchange Traded
Recent Activity
Increased 0.96%
0.15%
$1.404M
36,306 shares@ $38.67 avg price
VTIVanguard Index Fds
Recent Activity
Increased 9.34%
0.14%
$1.317M
4,544 shares@ $289.82 avg price
PFEPfizer Inc
Recent Activity
Increased 80.71%
0.13%
$1.242M
46,823 shares@ $26.53 avg price
LLYLilly Eli & Co
Recent Activity
Increased 4.17%
0.13%
$1.178M
1,526 shares@ $772.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.15%
0.12%
$1.135M
2,106 shares@ $538.89 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.54%
0.11%
$1.019M
6,078 shares@ $167.66 avg price
HDHome Depot Inc
Recent Activity
Increased 1.86%
0.1%
$962,361
2,474 shares@ $388.99 avg price
IJTIshares Tr
Recent Activity
Increased 52.7%
0.1%
$944,612
6,978 shares@ $135.38 avg price