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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
XOMExxon Mobil Corp
Recent Activity
Increased 2.66%
0.09%
$847,759
7,881 shares@ $107.57 avg price
IVVIshares Tr
Recent Activity
Increased 0.36%
0.09%
$831,951
1,413 shares@ $588.79 avg price
DISDisney Walt Co
Recent Activity
Increased 2.81%
0.08%
$775,769
6,967 shares@ $111.35 avg price
GBDCGolub Cap Bdc Inc
Recent Activity
Increased 4.17%
0.08%
$761,499
50,231 shares@ $15.16 avg price
JNJJohnson & Johnson
Recent Activity
Increased 16.14%
0.08%
$756,992
5,234 shares@ $144.63 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.08%
0.08%
$741,411
1,408 shares@ $526.58 avg price
CPSLCalamos Etf Tr
Recent Activity
Increased 177.57%
0.08%
$719,182
28,137 shares@ $25.57 avg price
VVisa Inc
Recent Activity
Increased 3.96%
0.08%
$698,132
2,209 shares@ $316.04 avg price
IJKIshares Tr
Recent Activity
Increased 117.52%
0.07%
$667,360
7,339 shares@ $90.94 avg price
IEFAIshares Tr
Recent Activity
Increased 135.86%
0.07%
$641,691
9,130 shares@ $70.29 avg price