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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
AONAon Plc
Recent Activity
Decreased -1.8%
0.05%
$469,366
1,307 shares@ $359.12 avg price
WMTWalmart Inc
Recent Activity
Decreased -7.75%
0.05%
$467,652
5,176 shares@ $90.36 avg price
CVXChevron Corp New
Recent Activity
Decreased -5.65%
0.05%
$461,605
3,187 shares@ $144.84 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.8%
0.05%
$457,933
2,577 shares@ $177.71 avg price
BCATBlackrock Cap Allocation Term
Recent Activity
Decreased -4.01%
0.05%
$416,816
27,513 shares@ $15.15 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -5.01%
0.04%
$384,917
3,976 shares@ $96.82 avg price
VFHVanguard World Fds
Recent Activity
Decreased -4.84%
0.04%
$347,480
2,943 shares@ $118.07 avg price
IWPIshares Tr
Recent Activity
Decreased -0.8%
0.04%
$343,873
2,713 shares@ $126.76 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -1.6%
0.04%
$302,950
1,534 shares@ $197.5 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -1.31%
0.04%
$298,640
150 shares@ $1990.94 avg price