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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
SPSMSpdr Ser Tr
Recent Activity
Decreased -0.07%
0.03%
$291,710
6,494 shares@ $44.92 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -0.19%
0.03%
$284,018
14,498 shares@ $19.6 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.99%
0.03%
$273,769
2,752 shares@ $99.49 avg price
INTUIntuit
Recent Activity
Decreased -2.15%
0.03%
$256,428
408 shares@ $628.5 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -4.03%
0.03%
$255,141
2,214 shares@ $115.24 avg price
ACMAecom
Recent Activity
Decreased -18.81%
0.03%
$238,315
2,231 shares@ $106.82 avg price
TJULInnovator Etfs Tr
Recent Activity
Decreased -28.74%
0.03%
$232,629
8,377 shares@ $27.77 avg price
FDISFidelity Covington Trust
Recent Activity
Decreased -0.91%
0.03%
$231,955
2,380 shares@ $97.47 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -16.44%
0.03%
$213,921
1,555 shares@ $137.57 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.71%
0.03%
$209,083
1,375 shares@ $152.07 avg price