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
TSLATesla Inc Recent Activity Exited	0%	$2.938M 11,230 shares@ $261.63 avg price	Exited
RTXRtx Corporation Recent Activity Exited	0%	$463,074 3,822 shares@ $121.17 avg price	Exited
PFEPfizer Inc Recent Activity Exited	0%	$303,638 10,492 shares@ $28.94 avg price	Exited
CVSCvs Health Corp Recent Activity Exited	0%	$300,559 4,780 shares@ $62.88 avg price	Exited
KRKroger Co Recent Activity Exited	0%	$273,079 4,766 shares@ $57.3 avg price	Exited
GMGeneral Mtrs Co Recent Activity Exited	0%	$233,527 5,208 shares@ $44.85 avg price	Exited
NEMNewmont Corp Recent Activity Exited	0%	$215,510 4,032 shares@ $53.45 avg price	Exited
RSReliance Steel & Aluminum Co Recent Activity Exited	0%	$207,942 719 shares@ $289.22 avg price	Exited
BCXBlackrock Res & Commodities Recent Activity Exited	0%	$201,552 20,995 shares@ $9.6 avg price	Exited