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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
IEFAIshares Tr
Recent Activity
Increased 135.86%
0.07%
$641,691
9,130 shares@ $70.29 avg price
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
IBMInternational Business Machs
Recent Activity
Decreased -7.94%
0.07%
$606,291
2,758 shares@ $219.83 avg price
IBMNIshares Tr
Recent Activity
Decreased -9.42%
0.06%
$578,184
21,724 shares@ $26.62 avg price
IVWIshares Tr
Recent Activity
Increased 0.11%
0.06%
$570,314
5,617 shares@ $101.54 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
0.06%
$560,762
2,640 shares@ $212.41 avg price
MTUMIshares Tr
Recent Activity
0.06%
$556,615
2,690 shares@ $206.93 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.76%
0.06%
$552,997
1,093 shares@ $505.95 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.36%
0.06%
$550,067
8,835 shares@ $62.26 avg price