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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
OBDCOwl Rock Capital Corporation
Recent Activity
Increased 1.76%
0.07%
$615,192
40,687 shares@ $15.13 avg price
EFAIshares Tr
Recent Activity
Increased 9.73%
0.07%
$610,853
8,079 shares@ $75.61 avg price
IVWIshares Tr
Recent Activity
Increased 0.11%
0.06%
$570,314
5,617 shares@ $101.54 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.76%
0.06%
$552,997
1,093 shares@ $505.95 avg price
CEFSExchange Listed Fds Tr
Recent Activity
Increased 1.27%
0.06%
$541,932
25,300 shares@ $21.43 avg price
BACBank America Corp
Recent Activity
Increased 3.67%
0.06%
$490,790
11,167 shares@ $43.96 avg price
AXPAmerican Express Co
Recent Activity
Increased 4.97%
0.05%
$482,877
1,627 shares@ $296.79 avg price
VOEVanguard Index Fds
Recent Activity
Increased 0.04%
0.05%
$482,146
2,980 shares@ $161.8 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.66%
0.05%
$472,712
7,985 shares@ $59.2 avg price
IWMIshares Tr
Recent Activity
Increased 14.96%
0.05%
$458,492
2,075 shares@ $220.96 avg price