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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
LUVSouthwest Airls Co
Recent Activity
Decreased -30.2%
2.7%
$3.694M
109,887 shares@ $33.63 avg price
AAPLApple Inc
Recent Activity
Decreased -35.54%
2.64%
$3.61M
14,414 shares@ $250.43 avg price
DISDisney Walt Co
Recent Activity
Decreased -29.78%
2.57%
$3.512M
31,540 shares@ $111.35 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
TMUST-mobile Us Inc
Recent Activity
Decreased -11.5%
2.33%
$3.193M
14,466 shares@ $220.73 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -10.37%
2.27%
$3.102M
26,393 shares@ $117.53 avg price
MSFTMicrosoft
Recent Activity
Decreased -25.1%
2.26%
$3.095M
7,344 shares@ $421.49 avg price
FSLRFirst Solar Inc
Recent Activity
Increased 15.18%
2.22%
$3.036M
17,226 shares@ $176.24 avg price
DEDeere & Co
Recent Activity
Decreased -47.09%
2.2%
$3.003M
7,088 shares@ $423.71 avg price