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Matthew Liebman Portfolio
Invests via Amplius Wealth Advisors LLC | Managed by Matthew D. Liebman, Samuel A. Liebman, Aaron Marks, Patrick J. Swift
Invests via Amplius Wealth Advisors LLC
Managed by Matthew D. Liebman, Samuel A. Liebman, Aaron Marks, Patrick J. Swift
Automatically Tracked
Matthew Liebman Profile
With a distinguished career marked by strategic leadership, Matthew Liebman excels in the realm of corporate finance and investment. He has cultivated significant expertise as an operating executive, driving operational excellence and innovation across diverse sectors. His role in various financial ventures underscores a commitment to enhancing organizational growth and market adaptability. Known for forging impactful partnerships and fostering collaborative environments, he is pivotal in navigating complex financial landscapes. With educational credentials from renowned institutions, his insights influence emerging trends within capital markets, making him a respected figure among industry peers.
With a distinguished career marked by strategic leadership, Matthew Liebman excels in the realm of corporate finance and investment. He has cultivated significant expertise as an operating executive, driving operational excellence and innovation across diverse sectors. His role in various financial ventures underscores a commitment to enhancing organizational growth and market adaptability. Known for forging impactful partnerships and fostering collaborative environments, he is pivotal in navigating complex financial landscapes. With educational credentials from renowned institutions, his insights influence emerging trends within capital markets, making him a respected figure among industry peers.
Investment Philosophy & Strategy
Opportunistic opportunities define Matthew Liebman's investment approach, shaped by his extensive operating experience across multiple sectors. His commitment to innovation and strategic leadership allows him to identify underappreciated assets ripe for transformation. This pragmatic mindset fosters a focus on investments that not only promise financial returns but also advance operational efficiencies and market adaptability. By leveraging his strong network, he frequently forms strategic partnerships that bolster the potential of these ventures. With an eye toward disruption in traditional models, his methodology incorporates elements of calculated risk-taking while emphasizing growth through effective resource allocation.
Opportunistic opportunities define Matthew Liebman's investment approach, shaped by his extensive operating experience across multiple sectors. His commitment to innovation and strategic leadership allows him to identify underappreciated assets ripe for transformation. This pragmatic mindset fosters a focus on investments that not only promise financial returns but also advance operational efficiencies and market adaptability. By leveraging his strong network, he frequently forms strategic partnerships that bolster the potential of these ventures. With an eye toward disruption in traditional models, his methodology incorporates elements of calculated risk-taking while emphasizing growth through effective resource allocation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
39.42%
Gain +1.33%
Monthly
0.44%
Yearly
5.36%
Drawdown
13.75%
$1.28B
Equity
Holdings
$1.28B
Investment
$996.53M
$337.29M
Profit +$19.22M
Realized
$56.91M
Unrealized
$280.38M
Dividends
$79.39M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.33%
Profit
$19.22M
Win %
82%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$8.57M
Win %
82%
This Month
Compared to last month
Gain
-1.04%
Profit
-$13.43M
Win %
82%
This Year
Compared to last year
Gain
7.4%
Profit
$88M
Win %
82%
ARTY iShares Future AI & Tech ETF
+5.63%
+$43,506.06 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$27,697.85 
UPS United Parcel Service, Inc.
+5.1%
+$46,022.91 
XCEM Columbia EM Core ex-China ETF
+5.04%
+$33,828.29 
TSLA Tesla, Inc.
+4.64%
+$17,664.6 
AVEM Avantis Emerging Markets Equity ETF
+4.57%
+$1.7M 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$60,621.3 
LMT Lockheed Martin Corporation
+4.42%
+$11,001.53 
JIG JPMorgan International Growth ETF
+4.38%
+$12,080.64 
GE General Electric Company
+4.36%
+$14,254.77 
IDMO Invesco S&P International Developed Momentum ETF
+4.33%
+$413,643.3 
BSTZ BlackRock Science and Technology Term Trust
+4.32%
+$19,483.75 
XLK State Street Technology Select Sector SPDR ETF
+3.8%
+$44,688.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$15,200.5 
AVGO Broadcom Inc.
+3.54%
+$98,902.64 
IXUS iShares Core International Stock ETF
+3.45%
+$132,976 
CGIC Capital Group International Core Equity ETF
+3.42%
+$1.25M 
C Citigroup Inc.
+3.42%
+$8,280.96 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$1.07M 
VBK Vanguard Small-Cap Growth ETF
+3.3%
+$17,382.87 
IAU iShares Gold Trust
+3.12%
+$154,932.55 
EFA iShares MSCI EAFE ETF
+3.12%
+$25,570.03 
XBI SPDR S&P Biotech ETF
+3.11%
+$12,094.16 
GLD SPDR Gold Shares
+3.1%
+$89,668.08 
IWM iShares Russell 2000 ETF
+3.07%
+$15,492.17 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.04%
+$10,214.47 
IEFA iShares Core MSCI EAFE ETF
+3.03%
+$56,117.12 
AMG Affiliated Managers Group Inc.
+2.92%
+$191,717.08 
MS Morgan Stanley
+2.86%
+$15,485.47 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.81%
+$6,214.27 
IWP iShares Russell Mid-Cap Growth ETF
+2.81%
+$8,593.92 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+2.76%
+$20,387.38 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.75%
+$7,174.3 
IBIT iShares Bitcoin Trust
+2.74%
+$4,613.75 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.73%
+$6,467.65 
DTH WisdomTree International High Dividend Fund
+2.68%
+$7,595.49 
CSCO Cisco Systems, Inc.
+2.56%
+$16,525.44 
IJH iShares Core S&P Mid-Cap ETF
+2.55%
+$49,564.32 
VB Vanguard Small-Cap ETF
+2.54%
+$21,206.61 
ICOW Pacer Developed Markets International ETF
+2.54%
+$118,594.18 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$12,402 
HD The Home Depot, Inc.
+2.5%
+$15,868.25 
VT Vanguard Total World Stock ETF
+2.47%
+$7,889.26 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$1.1M 
ACWI iShares MSCI ACWI ETF
+2.37%
+$311,175.94 
NVDA NVIDIA Corporation
+2.33%
+$56,595.78 
PFE Pfizer Inc.
+2.29%
+$6,106.23 
IUSG iShares Core S&P U.S. Growth ETF
+2.28%
+$174,794.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.27%
+$16,860.61 
LLY Eli Lilly and Company
+2.27%
+$26,465.79 
BCAT BlackRock Capital Allocation Trust
+2.21%
+$11,687.57 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+2.1%
+$181,490.62 
JHMM John Hancock Multifactor Mid Cap ETF
+2.06%
+$1M 
ESGV Vanguard ESG U.S. Stock ETF
+2.04%
+$4,953.78 
IWD iShares Russell 1000 Value ETF
+2%
+$29,343.69 
EZM WisdomTree U.S. MidCap Fund
+1.98%
+$20,421.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.95%
+$5,939.06 
DIS The Walt Disney Company
+1.92%
+$9,099.79 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.92%
+$5,788.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.91%
+$239,860.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$148,925.26 
VUG Vanguard Growth ETF
+1.89%
+$9,385.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$8,639.99 
BX Blackstone Inc.
+1.87%
+$281,553.72 
TMFC Motley Fool 100 Index ETF
+1.84%
+$1.24M 
EES WisdomTree U.S. SmallCap Fund
+1.8%
+$139,017.72 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$134,674.82 
AXP American Express Company
+1.79%
+$8,379.42 
IOO iShares Global 100 ETF
+1.79%
+$785,810.97 
IVV iShares Core S&P 500 ETF
+1.77%
+$18,022.39 
VOO Vanguard S&P 500 ETF
+1.77%
+$9,353.53 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$15,791.6 
JHML John Hancock Multifactor Large Cap ETF
+1.73%
+$18,544.58 
VTV Vanguard Value ETF
+1.69%
+$25,472.02 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$27,610.8 
ESGU iShares ESG Aware MSCI USA ETF
+1.65%
+$5,116.86 
VONG Vanguard Russell 1000 Growth Fund
+1.64%
+$4,525.87 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$67,560.68 
OEF iShares S&P 100 ETF
+1.57%
+$415,834.3 
AMZN Amazon.com Inc
+1.54%
+$50,343.3 
JPM JPMorgan Chase & Co.
+1.53%
+$26,511.59 
CEFS Saba Capital Income & Opportunities ETF
+1.52%
+$10,469.38 
PVAL Putnam Focused Large Cap Value ETF
+1.52%
+$1.55M 
RECS Columbia Research Enhanced Core ETF
+1.46%
+$1.01M 
ACM Aecom
+1.46%
+$2,241 
AAPL Apple Inc.
+1.41%
+$195,422.76 
AAAA Amplius Aggressive Asset Allocation ETF
+1.34%
+$3.55M 
ECVT Ecovyst Inc.
+1.33%
+$3,108.96 
UBER Uber Technologies, Inc.
+1.33%
+$2,722.72 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$33,706.42 
RWL Invesco S&P 500 Revenue ETF
+1.27%
+$18,699.85 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$6,543.95 
IUSV iShares Core S&P U.S. Value ETF
+1.14%
+$108,214.8 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.12%
+$21,627.91 
IVE ISHARES S&P 500 VALUE ETF
+1.12%
+$4,394.9 
DTD WisdomTree U.S. Total Dividend Fund
+1.1%
+$3,838 
XLC Communication Services Select Sector SPDR Fund
+1.08%
+$4,303.05 
GCOW Pacer Global Cash Cows Dividend ETF
+1.05%
+$18,828.05 
IBM International Business Machines Corporation
+1.05%
+$3,932.51 
BAC Bank of America Corporation
+1.04%
+$4,609.84 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.98%
+$238,058.61 
DGRO iShares Core Dividend Growth ETF
+0.91%
+$2,278.68 
BUFR FT Vestladder Buffer ETF-USD I
+0.89%
+$36,620.8 
XLV Health Care Select Sector SPDR Fund
+0.86%
+$2,022.22 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.8%
+$2,825.29 
GBDC Golub Capital BDC, Inc.
+0.8%
+$4,418.72 
MMM 3M Company
+0.77%
+$1,654.79 
GOOG Alphabet Inc
+0.76%
+$17,054.54 
PLTR Palantir Technologies Inc.
+0.71%
+$2,975.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$21,662.77 
PGX Invesco Preferred ETF
+0.6%
+$1,414.46 
MRSH Marsh & McLennan Companies, Inc.
+0.51%
+$1,078.66 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.38%
+$2,121.75 
GOOGL Alphabet Inc
+0.35%
+$10,905 
HTAB Hartford Schroders Tax-Aware Bond ETF
+0.26%
+$1,859.5 
HUBB Hubbell Inc.
+0.24%
+$3,394.52 
MUB iShares National Muni Bond ETF
+0.23%
+$797.5 
TJUL Innovator Equity Defined Protection ETF 0725
+0.22%
+$447.46 
SMAX iShares Large Cap Municipal Bond ETF
+0.2%
+$2,645.55 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
+0.2%
+$78.27 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.17%
+$1,453.35 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.16%
+$4,798.4 
USTB VictoryShares Short-Term Bond ETF
+0.15%
+$57,722.78 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$4,930 
MMIT NYLI MacKay Muni Intermediate ETF
+0.12%
+$519.06 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,405.34 
BIZD VanEck BDC Income ETF
+0.12%
+$1,564.89 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.1%
+$3,036.93 
HMOP Hartford Municipal Opportunities ETF
+0.1%
+$728.84 
MDT Medtronic plc
+0.1%
+$180.24 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$48,269.8 
JMUB JPMorgan Municipal Bond ETF
+0.08%
+$13,354.32 
MUST Columbia Multi-Sector Municipal Income ETF
+0.07%
+$1,322.28 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.07%
+$614.8 
ABBV AbbVie Inc.
+0.06%
+$327.46 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
+0.05%
+$427.5 
JNJ Johnson & Johnson
+0.05%
+$370.23 
BXSL Blackstone Secured Lending Fund
+0.04%
+$4,011.17 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$15,743.84 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$348.32 
CMCSA Comcast Corp
+0.02%
+$482.81 
BIGZ Blackrock Innovation & Growth Trust
0%
$0 
CPSL
0%
$0 
DMAX
0%
$0 
ORCC Owl Rock Capital Corporation
0%
$0 
NOW ServiceNow, Inc.
-2.86%
-$4,711.65 
XOM Exxon Mobil Corporation
-2.71%
-$21,556.54 
PJT PJT Partners Inc.
-2.56%
-$9,768.6 
WM Waste Management, Inc.
-2.4%
-$8,742.5 
AWR American States Water Co.
-2.22%
-$5,220 
CVX Chevron Corporation
-2.08%
-$11,024.12 
MSFT Microsoft Corp.
-1.81%
-$54,212.52 
ET Energy Transfer L.P.
-1.23%
-$4,420.6 
KO The Coca-Cola Company
-1.16%
-$6,655.17 
MPC Marathon Petroleum Corporation
-1.13%
-$4,677.49 
V Visa Inc. Class A
-1.13%
-$5,708.58 
CB Chubb Limited
-0.85%
-$208,813.17 
ED Consolidated Edison, Inc.
-0.81%
-$2,045.37 
COST Costco Wholesale Corporation
-0.75%
-$3,151.26 
PFN PIMCO Income Strategy Fund II
-0.66%
-$495 
T AT&T Inc.
-0.62%
-$1,978.53 
VRSK Verisk Analytics Inc.
-0.55%
-$12,186 
MA Mastercard Incorporated
-0.5%
-$1,666.97 
UNH UnitedHealth Group Incorporated
-0.44%
-$3,716.02 
PG Procter & Gamble Co
-0.4%
-$3,000.01 
META Meta Platforms Inc Class A
-0.4%
-$3,226.58 
AON Aon plc
-0.29%
-$1,167.2 
BXMT Blackstone Mortgage Trust Inc
-0.25%
-$585.23 
RITM-PD Rithm Capital Corp.
-0.2%
-$776.6 
HDV iShares Core High Dividend ETF
-0.13%
-$1,167.95 
WMT Walmart Inc.
-0.12%
-$712.67 
DBA Invesco DB Agriculture Fund
-0.11%
-$325.2 
SPLV Invesco S&P 500 Low Volatility ETF
-0.1%
-$712.25 
BTT BlackRock Municipal 2030 Target Term Trust
-0.09%
-$2,094.14 
NEE NextEra Energy, Inc.
-0.09%
-$311.7 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$87.21 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$3,836.66 Events
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Dividends
Dividend Analysis
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| Trades 3329 | Longs Won 1559/3329 46% | Profit Factor 3.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $289,693.45 | Best Trade (Jun 11) $29.22M | Sharpe Ratio -22.16 |
| Average Loss -$64,599.45 | Worst Trade (Sep 29) -$11.3M | Z-Score -11.46 (99.77%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $101,319.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
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