William Garver

@Leibman Financial Services, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$137.057M

Total holdings55

Assets growth rate-2.86%

Assets growth rate (2-Q avg)0.88%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Leibman Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Leibman Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 137.057M in assets, with a quarterly growth rate of -2.86% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by William Garver, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMZNAmazon Com Inc Recent Activity New Position	1.87%	$2.556M 11,649 shares@ $219.39 avg price	New Position
AESAes Corp Recent Activity New Position	1.74%	$2.375M 184,566 shares@ $12.87 avg price	New Position
TGTTarget Corp Recent Activity New Position	1.66%	$2.272M 16,804 shares@ $135.19 avg price	New Position
DGDollar Gen Corp New Recent Activity New Position	1.48%	$2.018M 26,617 shares@ $75.83 avg price	New Position
8816⤦Tesla Inc Recent Activity New Position	1.24%	$1.697M 4,202 shares@ $403.83 avg price	New Position
GRABGrab Holdings Limited Recent Activity New Position	0.69%	$937,047 198,527 shares@ $4.72 avg price	New Position
RXTRtx Corporation Recent Activity New Position	0.33%	$442,282 3,822 shares@ $115.73 avg price	New Position