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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
VTVVanguard Index Fds
Recent Activity
Increased 0.13%
0.22%
$2.068M
12,218 shares@ $169.3 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -0.38%
0.21%
$2.028M
26,075 shares@ $77.79 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.93%
0.21%
$2.003M
10,582 shares@ $189.3 avg price
GCOWPacer Fds Tr
Recent Activity
Decreased -1.09%
0.21%
$1.99M
58,972 shares@ $33.75 avg price
QUALIshares Tr
Recent Activity
Increased 0.9%
0.18%
$1.73M
9,716 shares@ $178.09 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -8.92%
0.17%
$1.633M
3,602 shares@ $453.29 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -26.77%
0.17%
$1.61M
36,562 shares@ $44.05 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.5%
0.17%
$1.592M
2,719 shares@ $585.5 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.55%
0.17%
$1.581M
22,591 shares@ $70.01 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.09%
0.17%
$1.561M
8,197 shares@ $190.45 avg price