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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
DEDeere & Co
Recent Activity
Decreased -47.09%
2.2%
$3.003M
7,088 shares@ $423.71 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -23.88%
2.16%
$2.951M
11,958 shares@ $246.8 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.6%
1.96%
$2.675M
18,466 shares@ $144.85 avg price
PSTGPure Storage Inc
Recent Activity
Decreased -1.06%
1.82%
$2.482M
40,412 shares@ $61.43 avg price
DDOGDatadog Inc
Recent Activity
Decreased -9.66%
1.72%
$2.356M
16,488 shares@ $142.89 avg price
KNSLKinsale Cap Group Inc
Recent Activity
Decreased -0.1%
1.55%
$2.12M
4,557 shares@ $465.14 avg price
MTHMeritage Homes Corp
Recent Activity
Decreased -25.72%
1.34%
$1.826M
11,874 shares@ $153.83 avg price
SHVIshares Tr
Recent Activity
Decreased -6.93%
0.78%
$1.063M
9,655 shares@ $110.12 avg price
WMTWalmart Inc
Recent Activity
Decreased -8.55%
0.66%
$900,312
9,965 shares@ $90.35 avg price
SHELShell Ptc
Recent Activity
Decreased -4.48%
0.37%
$495,020
7,901 shares@ $62.66 avg price