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
ADPAutomatic Data Processing In Recent Activity Increased 0.96%	0.03%	$247,064 844 shares@ $292.73 avg price	Increased 0.96%
UBERUber Technologies Inc Recent Activity Increased 2.6%	0.03%	$240,978 3,995 shares@ $60.32 avg price	Increased 2.6%
COWZPacer Fds Tr Recent Activity Increased 8.69%	0.03%	$235,362 4,167 shares@ $56.49 avg price	Increased 8.69%
LOWLowes Cos Inc Recent Activity Increased 0.7%	0.03%	$215,210 872 shares@ $246.81 avg price	Increased 0.7%