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:
58.37%
Gain +0.45%
Monthly
0.79%
Yearly
9.87%
Drawdown
17.81%
$1.35B
Equity
Holdings
$1.35B
Investment
$1.08B
$337.22M
Profit +$4.51M
Realized
$67.09M
Unrealized
$270.13M
Dividends
$84.25M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$4.51M
Win %
77%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$13.41M
Win %
77%
This Month
Compared to last month
Gain
-1.01%
Profit
-$13.79M
Win %
77%
This Year
Compared to last year
Gain
-1.03%
Profit
-$13.97M
Win %
77%
MU Micron Technology, Inc.
+4.57%
+$10,168.22 
WDC Western Digital Corporation
+3.92%
+$6,638.5 
INTC Intel Corporation
+3.71%
+$13,692.87 
AMD Advanced Micro Devices, Inc.
+3.49%
+$7,687.86 
AVGO Broadcom Inc.
+3.05%
+$132,864.9 
STX Seagate Technology Holdings plc
+2.98%
+$5,680.95 
PLTR Palantir Technologies Inc.
+2.79%
+$12,726.81 
FIX Comfort Systems USA, Inc.
+2.71%
+$4,997.3 
MPC Marathon Petroleum Corporation
+2.06%
+$10,112.95 
MSFT Microsoft Corp.
+2.04%
+$69,093.15 
ARM Arm Holdings plc American Depositary Receipt
+2.03%
+$5,430 
GOOG Alphabet Inc
+1.97%
+$47,311.41 
GOOGL Alphabet Inc
+1.83%
+$68,885.16 
EPD Enterprise Products Partners L.P.
+1.72%
+$4,501.16 
BAI iShares A.I. Innovation and Tech Active ETF
+1.61%
+$4,578.54 
CVX Chevron Corporation
+1.49%
+$8,719.2 
AMZN Amazon.com Inc
+1.37%
+$53,870.44 
ARTY iShares Future AI & Tech ETF
+1.32%
+$8,093.81 
IBM International Business Machines Corporation
+1.31%
+$4,570.32 
BSTZ BlackRock Science and Technology Term Trust
+1.23%
+$4,938.5 
XOM Exxon Mobil Corporation
+1.07%
+$10,195.74 
V Visa Inc. Class A
+1.04%
+$6,089.64 
GTOP Goldman Sachs Technology Opportunities ETF
+1.01%
+$4,666.57 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$10,236.8 
NVDA NVIDIA Corporation
+0.87%
+$26,655.2 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.83%
+$2,574.8 
HIPO Hippo Holdings Inc.
+0.82%
+$3,667.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$9,619.22 
FTEC Fidelity MSCI Information Technology Index ETF
+0.79%
+$2,083.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.76%
+$5,071.7 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$265,941.78 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.72%
+$5,491.74 
IWP iShares Russell Mid-Cap Growth ETF
+0.71%
+$2,450 
MMM 3M Company
+0.66%
+$1,421.09 
IUSG iShares Core S&P U.S. Growth ETF
+0.65%
+$49,566 
BCAT BlackRock Capital Allocation Trust
+0.65%
+$3,529 
LMT Lockheed Martin Corporation
+0.64%
+$1,297.48 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$10,552.64 
T AT&T Inc.
+0.62%
+$1,816.53 
VONG Vanguard Russell 1000 Growth Fund
+0.59%
+$1,624.25 
MA Mastercard Incorporated
+0.57%
+$3,955.92 
AVEM Avantis Emerging Markets Equity ETF
+0.56%
+$181,421 
DBA Invesco DB Agriculture Fund
+0.54%
+$1,626 
VWO Vanguard FTSE Emerging Markets ETF
+0.46%
+$1,304.86 
VUG Vanguard Growth ETF
+0.46%
+$2,254.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.45%
+$2,884.35 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.44%
+$47,703 
META Meta Platforms Inc Class A
+0.37%
+$4,742.4 
ET Energy Transfer L.P.
+0.37%
+$1,791.45 
CMCSA Comcast Corp
+0.36%
+$7,716.56 
TMFC Motley Fool 100 Index ETF
+0.34%
+$248,185.48 
XLC Communication Services Select Sector SPDR Fund
+0.34%
+$1,290.86 
VPL Vanguard FTSE Pacific ETF
+0.32%
+$2,597.85 
VBK Vanguard Small-Cap Growth ETF
+0.3%
+$1,670.55 
AAAA Amplius Aggressive Asset Allocation ETF
+0.3%
+$818,170.65 
CPAI Counterpoint Quantitative Equity ETF
+0.28%
+$1,742.72 
UBER Uber Technologies, Inc.
+0.25%
+$549.18 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$562.9 
PWRD TCW Transform Systems ETF
+0.24%
+$446.42 
OEF iShares S&P 100 ETF
+0.23%
+$61,860.88 
APD Air Products and Chemicals, Inc.
+0.22%
+$495.66 
PANW Palo Alto Networks, Inc.
+0.21%
+$1,269.87 
VOO Vanguard S&P 500 ETF
+0.21%
+$1,415.2 
IOO iShares Global 100 ETF
+0.21%
+$88,708.68 
VRSK Verisk Analytics Inc.
+0.21%
+$4,860.66 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$20,233.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$1,536.65 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.18%
+$576.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$12,409.17 
ESGU iShares ESG Aware MSCI USA ETF
+0.17%
+$571.05 
COF Capital One Financial Corporation
+0.16%
+$746.3 
C Citigroup Inc.
+0.15%
+$673.6 
CB Chubb Limited
+0.14%
+$35,971.88 
BUFR FT Vestladder Buffer ETF-USD I
+0.12%
+$3,157.11 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,513.94 
AMAT Applied Materials, Inc.
+0.11%
+$176.96 
CEFS Saba Capital Income & Opportunities ETF
+0.1%
+$721.52 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$3,090.95 
SMAX iShares Large Cap Municipal Bond ETF
+0.07%
+$962.02 
EES WisdomTree U.S. SmallCap Fund
+0.06%
+$2,626.24 
EME EMCOR Group, Inc.
+0.04%
+$96.69 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.03%
+$242.49 
ACWI iShares MSCI ACWI ETF
+0.03%
+$4,288.65 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
+0.02%
+$127.1 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$41.86 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$2,255.68 
CPSL
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKT Rocket Companies, Inc. Class A
-3.75%
-$19,322.43 
UPS United Parcel Service, Inc.
-3.5%
-$35,077.68 
AAPL Apple Inc.
-2.69%
-$432,471.84 
DELL Dell Technologies Inc.
-2.51%
-$10,059.6 
BX Blackstone Inc.
-2.29%
-$376,612.2 
GPZ VanEck Alternative Asset Manager ETF
-2.11%
-$258,982.73 
EMR Emerson Electric Co.
-2%
-$5,314.95 
TSLA Tesla, Inc.
-1.96%
-$10,099.43 
MS Morgan Stanley
-1.93%
-$10,991.43 
HD The Home Depot, Inc.
-1.89%
-$16,582.4 
RITM Rithm Capital Corp.
-1.88%
-$2,813.3 
MRK Merck & Co., Inc.
-1.85%
-$5,091.85 
BXMT Blackstone Mortgage Trust Inc
-1.81%
-$4,228.4 
GE General Electric Company
-1.76%
-$6,232.1 
WMT Walmart Inc.
-1.75%
-$11,180 
LLY Eli Lilly and Company
-1.73%
-$25,675.6 
OBDC Blue Owl Capital Corporation
-1.68%
-$3,480.96 
CSX CSX Corporation
-1.67%
-$3,567.59 
BXSL Blackstone Secured Lending Fund
-1.62%
-$56,338.97 
BIZD VanEck BDC Income ETF
-1.61%
-$211,924.9 
GBDC Golub Capital BDC, Inc.
-1.61%
-$17,624.25 
XPO XPO Inc.
-1.59%
-$3,488.31 
CAT Caterpillar Inc.
-1.56%
-$6,769.91 
LRCX Lam Research Corporation
-1.4%
-$2,517.13 
PJT PJT Partners Inc.
-1.39%
-$5,656.16 
ED Consolidated Edison, Inc.
-1.33%
-$3,559.61 
DIS The Walt Disney Company
-1.3%
-$5,182.87 
PNC The PNC Financial Services Group, Inc.
-1.3%
-$3,299.87 
AWR American States Water Co.
-1.3%
-$3,500.88 
JNJ Johnson & Johnson
-1.29%
-$22,486.12 
RKLB Rocket Lab Corporation
-1.02%
-$14,732.88 
BAC Bank of America Corporation
-1%
-$5,140.17 
NEE NextEra Energy, Inc.
-0.97%
-$3,712.62 
AON Aon plc
-0.92%
-$5,502.64 
SBUX Starbucks Corporation
-0.86%
-$1,841.84 
XBI SPDR S&P Biotech ETF
-0.79%
-$3,698.28 
PFE Pfizer Inc.
-0.78%
-$2,778.95 
COST Costco Wholesale Corporation
-0.68%
-$7,484.61 
PG Procter & Gamble Co
-0.65%
-$4,522.7 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,898.2 
GILD Gilead Sciences Inc.
-0.63%
-$1,771.56 
SPLV Invesco S&P 500 Low Volatility ETF
-0.6%
-$4,680.5 
ASML ASML Holding N.V. New York Registry Shares
-0.59%
-$3,691.72 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.56%
-$1,567.31 
PGX Invesco Preferred ETF
-0.55%
-$1,305.66 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$1,454.26 
ICOW Pacer Developed Markets International ETF
-0.55%
-$22,905.69 
CMI Cummins Inc.
-0.51%
-$1,135.53 
AXP American Express Company
-0.51%
-$4,546.69 
JPM JPMorgan Chase & Co.
-0.51%
-$10,961.28 
DTH WisdomTree International High Dividend Fund
-0.51%
-$1,214.14 
IDMO Invesco S&P International Developed Momentum ETF
-0.5%
-$65,586.46 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.48%
-$3,636.16 
MRSH Marsh & McLennan Companies, Inc.
-0.47%
-$1,109.39 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$1,547.25 
IUSV iShares Core S&P U.S. Value ETF
-0.45%
-$39,487.5 
VIG Vanguard Dividend Appreciation ETF
-0.42%
-$10,870.63 
EFA iShares MSCI EAFE ETF
-0.41%
-$3,737.87 
EZM WisdomTree U.S. MidCap Fund
-0.41%
-$4,148.42 
PFN PIMCO Income Strategy Fund II
-0.41%
-$319 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.4%
-$1,087.8 
DGRO iShares Core Dividend Growth ETF
-0.4%
-$912.02 
ABBV AbbVie Inc.
-0.4%
-$3,305.82 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$5,012.91 
VOE Vanguard Mid-Cap Value ETF
-0.34%
-$2,144.04 
MAR Marriott International Inc. - Class A
-0.33%
-$702.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.33%
-$44,877.93 
BMY Bristol-Myers Squibb Company
-0.31%
-$660.63 
CSCO Cisco Systems, Inc.
-0.3%
-$2,601.68 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$5,771.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.3%
-$1,310.31 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$5,439.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$1,815.64 
UNH UnitedHealth Group Incorporated
-0.27%
-$1,893.14 
WM Waste Management, Inc.
-0.27%
-$1,603.55 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.26%
-$678.95 
IWD iShares Russell 1000 Value ETF
-0.25%
-$3,771.81 
DTD WisdomTree U.S. Total Dividend Fund
-0.25%
-$888.82 
HMOP Hartford Municipal Opportunities ETF
-0.24%
-$1,073.31 
BTT BlackRock Municipal 2030 Target Term Trust
-0.24%
-$5,518.92 
JHMM John Hancock Multifactor Mid Cap ETF
-0.24%
-$120,025.68 
CRUX Columbia Core Bond ETF
-0.23%
-$91,688.88 
QUAL iShares MSCI USA Quality Factor ETF
-0.23%
-$2,135 
IAU iShares Gold Trust
-0.23%
-$11,048.3 
GCOW Pacer Global Cash Cows Dividend ETF
-0.22%
-$3,797.5 
GLD SPDR Gold Shares
-0.22%
-$6,296.13 
HDV iShares Core High Dividend ETF
-0.21%
-$2,002.2 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.2%
-$768.04 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$92,434.23 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.17%
-$349.98 
CPRJ Calamos Russell 2000 Structured Alt Protection ETF - July
-0.16%
-$1,192.5 
AMKR Amkor Technology Inc.
-0.15%
-$414.01 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.15%
-$3,047.76 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$5,628.9 
RWL Invesco S&P 500 Revenue ETF
-0.14%
-$2,467.58 
RECS Columbia Research Enhanced Core ETF
-0.14%
-$100,505.82 
VTV Vanguard Value ETF
-0.13%
-$2,171.23 
VB Vanguard Small-Cap ETF
-0.13%
-$929.76 
AMG Affiliated Managers Group Inc.
-0.13%
-$10,447.68 
VXF Vanguard Extended Market ETF
-0.12%
-$250.25 
MUB iShares National Muni Bond ETF
-0.11%
-$438.38 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.1%
-$371.88 
KO The Coca-Cola Company
-0.1%
-$512 
CGIC Capital Group International Core Equity ETF
-0.1%
-$34,014.26 
MUST Columbia Multi-Sector Municipal Income ETF
-0.09%
-$2,013.86 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$26,326.46 
IRM Iron Mountain Inc.
-0.09%
-$324.94 
XCEM Columbia EM Core ex-China ETF
-0.08%
-$574.48 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.08%
-$1,560.56 
IXUS iShares Core International Stock ETF
-0.07%
-$2,787.26 
USTB VictoryShares Short-Term Bond ETF
-0.07%
-$27,675.65 
PVAL Putnam Focused Large Cap Value ETF
-0.06%
-$61,141.02 
IWM iShares Russell 2000 ETF
-0.05%
-$259.95 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$9,026.86 
OBIL US Treasury 12 Month Bill Mutual Fund
-0.04%
-$235.16 
JMUB JPMorgan Municipal Bond ETF
-0.04%
-$9,411.32 
JIG JPMorgan International Growth ETF
-0.03%
-$71.97 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$60.7 
DMAX iShares Large Cap Max Buffer December Fund
-0.02%
-$145.27 
HUBB Hubbell Inc.
-0.02%
-$76.72 
JHML John Hancock Multifactor Large Cap ETF
-0.01%
-$65.8 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
-0.01%
-$103.08 Events
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Dividends
Dividend Analysis
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| Trades 3666 | Longs Won 1783/3666 48% | Profit Factor 3.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $969,220.04 |
| Average Win $255,298.47 | Best Trade (Jul 22) $31.29M | Sharpe Ratio -187.69 |
| Average Loss -$62,653.28 | Worst Trade (Sep 29) -$11.3M | Z-Score -1.33 (81.77%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $91,986.1 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Matthew Liebman?
The largest contributions to the portfolio's profits come from the following stocks: iShares Global 100 ETF - $30.26M, Blackstone Secured Lending Fund - $12.17M, Invesco QQQ Trust, Series 1 - $12.07M, WisdomTree U.S. Quality Dividend Growth Fund - $12.03M, and Putnam Focused Large Cap Value ETF - $9.24M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Voya Financial Inc - $12.16M, BlackRock Capital Allocation Trust - $8.88M, BlackRock Science and Technology Term Trust - $7.84M, iShares MSCI ACWI ETF - $5.59M, and Truist Financial Corporation - $2.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Liebman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $84.25M earned over time. The largest contributors to dividend income include Blackstone Secured Lending Fund - $7.66M, iShares Global 100 ETF - $3.7M, Goldman Sachs Access Ultra Short Bond Fund - $3.41M, Pacer Developed Markets International ETF - $3.25M, and BlackRock Capital Allocation Trust - $3.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Liebman's monthly returns?
Matthew Liebman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Matthew Liebman's strategy be considered aggressive or moderate?
Matthew Liebman's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew Liebman's strategy?
Matthew Liebman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
