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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
IEMGIshares Inc
Recent Activity
Increased 29.12%
0.05%
$427,500
8,187 shares@ $52.22 avg price
VUGVanguard Index Fds
Recent Activity
Increased 17.05%
0.05%
$400,349
975 shares@ $410.62 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.62%
0.05%
$397,499
818 shares@ $485.95 avg price
BSTZBlackrock Science & Technolo
Recent Activity
Increased 0.8%
0.04%
$360,278
17,396 shares@ $20.72 avg price
VBVanguard Index Fds
Recent Activity
Increased 37.22%
0.04%
$322,343
1,342 shares@ $240.2 avg price
NEENextera Energy Inc
Recent Activity
Increased 2.67%
0.04%
$317,372
4,427 shares@ $71.7 avg price
NFLXNetflix Inc
Recent Activity
Increased 5.06%
0.04%
$314,636
353 shares@ $891.33 avg price
TAt&t Inc
Recent Activity
Increased 8.37%
0.04%
$293,331
12,882 shares@ $22.78 avg price
NOWServicenow Inc
Recent Activity
Increased 0.4%
0.03%
$270,331
255 shares@ $1060.13 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 9.96%
0.03%
$255,541
1,325 shares@ $192.87 avg price