Matthew Liebman

@Amplius Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$975.296M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JHMLJohn Hancock Exchange Traded Recent Activity Increased 0.01%	0.16%	$1.534M 22,022 shares@ $69.66 avg price	Increased 0.01%
HMOPHartford Fds Exchange Traded Recent Activity Increased 0.96%	0.15%	$1.404M 36,306 shares@ $38.67 avg price	Increased 0.96%
VTIVanguard Index Fds Recent Activity Increased 9.34%	0.14%	$1.317M 4,544 shares@ $289.82 avg price	Increased 9.34%
CCRVIshares U S Etf Tr Recent Activity New Position	0.14%	$1.285M 64,210 shares@ $20.01 avg price	New Position
HUBBHubbell Inc Recent Activity	0.14%	$1.271M 3,035 shares@ $418.89 avg price
PFEPfizer Inc Recent Activity Increased 80.71%	0.13%	$1.242M 46,823 shares@ $26.53 avg price	Increased 80.71%
OBILRbb Fd Inc Recent Activity Decreased -42.62%	0.13%	$1.222M 24,414 shares@ $50.07 avg price	Decreased -42.62%
LLYLilly Eli & Co Recent Activity Increased 4.17%	0.13%	$1.178M 1,526 shares@ $772.0 avg price	Increased 4.17%
IWDIshares Tr Recent Activity	0.12%	$1.152M 6,222 shares@ $185.14 avg price
VOOVanguard Index Fds Recent Activity Increased 0.15%	0.12%	$1.135M 2,106 shares@ $538.89 avg price	Increased 0.15%