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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
GPCGenuine Parts Co
Recent Activity
Increased 20.16%
2.17%
$2.973M
25,460 shares@ $116.77 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -23.88%
2.16%
$2.951M
11,958 shares@ $246.8 avg price
SMINIshares Tr
Recent Activity
Increased 11.4%
2.11%
$2.891M
37,810 shares@ $76.45 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.6%
1.96%
$2.675M
18,466 shares@ $144.85 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
1.87%
$2.556M
11,649 shares@ $219.39 avg price
AMATApplied Materials Inc
Recent Activity
Increased 1.67%
1.82%
$2.486M
15,285 shares@ $162.64 avg price
PSTGPure Storage Inc
Recent Activity
Decreased -1.06%
1.82%
$2.482M
40,412 shares@ $61.43 avg price
AESAes Corp
Recent Activity
New Position
1.74%
$2.375M
184,566 shares@ $12.87 avg price
DDOGDatadog Inc
Recent Activity
Decreased -9.66%
1.72%
$2.356M
16,488 shares@ $142.89 avg price
TGTTarget Corp
Recent Activity
New Position
1.66%
$2.272M
16,804 shares@ $135.19 avg price