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William Garver

@Leibman Financial Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$137.057MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Tr
Recent Activity
Increased 30.15%
9.22%
$12.636M
251,115 shares@ $50.32 avg price
EPIWisdomtree Tr
Recent Activity
Increased 22.41%
4.03%
$5.514M
121,803 shares@ $45.28 avg price
LULULululemon Athletica Inc
Recent Activity
Increased 6.25%
3.17%
$4.339M
11,346 shares@ $382.42 avg price
AREAlexandria Real Estate Eq In
Recent Activity
Increased 21.38%
2.96%
$4.056M
41,580 shares@ $97.56 avg price
TECKTeck Resources Ltd
Recent Activity
Increased 1.32%
2.9%
$3.973M
98,025 shares@ $40.53 avg price
3567⤦Freeport-mcmoran Inc
Recent Activity
Increased 7.05%
2.81%
$3.838M
100,786 shares@ $38.08 avg price
ALBAlbemarle Corp
Recent Activity
Increased 50.51%
2.45%
$3.354M
38,964 shares@ $86.08 avg price
AMGNAmgen Inc
Recent Activity
Increased 6.83%
2.44%
$3.336M
12,800 shares@ $260.64 avg price
FSLRFirst Solar Inc
Recent Activity
Increased 15.18%
2.22%
$3.036M
17,226 shares@ $176.24 avg price
GPCGenuine Parts Co
Recent Activity
Increased 20.16%
2.17%
$2.973M
25,460 shares@ $116.77 avg price