Latest Leibman Financial Services, Inc. Stock Portfolio
$130Million
Equity Portfolio Value
Last Reported on: 04 Apr, 2024
About Leibman Financial Services, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Leibman Financial Services, Inc. reported an equity portfolio of $130.3 Millions as of 31 Mar, 2024.
The top stock holdings of Leibman Financial Services, Inc. are DWMF, URI, DE. The fund has invested 7% of it's portfolio in WISDOMTREE TR and 4.9% of portfolio in UNITED RENTALS INC.
The fund managers got completely rid off LIVENT CORP (LTHM) stocks. They significantly reduced their stock positions in GENERAL MTRS CO (GM), APPLIED MATERIALS INC (AMAT) and UNITED RENTALS INC (URI). Leibman Financial Services, Inc. opened new stock positions in ARCADIUM LITHIUM PLC and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), PFIZER INC (PFE) and WISDOMTREE TR (DWMF).
The top stock holdings of Leibman Financial Services, Inc. are DWMF, URI, DE. The fund has invested 7% of it's portfolio in WISDOMTREE TR and 4.9% of portfolio in UNITED RENTALS INC.
The fund managers got completely rid off LIVENT CORP (LTHM) stocks. They significantly reduced their stock positions in GENERAL MTRS CO (GM), APPLIED MATERIALS INC (AMAT) and UNITED RENTALS INC (URI). Leibman Financial Services, Inc. opened new stock positions in ARCADIUM LITHIUM PLC and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), PFIZER INC (PFE) and WISDOMTREE TR (DWMF).
New Buys
| Ticker | $ Bought |
|---|---|
| ARCADIUM LITHIUM PLC | 1,285,680 |
| SPDR INDEX SHS FDS | 218,819 |
New stocks bought by Leibman Financial Services, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 200 |
| PFIZER INC | 26.19 |
| WISDOMTREE TR | 25.93 |
| TESLA INC | 24.73 |
| FIRST SOLAR INC | 13.81 |
| DEERE & CO | 13.21 |
| ISHARES TR | 10.92 |
| BOEING CO | 9.95 |
Additions to existing portfolio by Leibman Financial Services, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| GENERAL MTRS CO | -34.85 |
| APPLIED MATERIALS INC | -13.34 |
| UNITED RENTALS INC | -11.98 |
| SOUTHWEST AIRLS CO | -10.72 |
| PINTEREST INC | -6.33 |
| PURE STORAGE INC | -5.65 |
| DATADOG INC | -4.75 |
| CVS HEALTH CORP | -4.51 |
Leibman Financial Services, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| LIVENT CORP | -1,906,470 |
Leibman Financial Services, Inc. got rid off the above stocks
Current Stock Holdings of Leibman Financial Services, Inc.
Last Reported on: 04 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.98 | 22,641 | 3,882,480 | ADDED | 1.88 | |
| AAXJ | ISHARES TR | 0.94 | 11,134 | 1,230,650 | REDUCED | -1.7 | |
| AGZD | WISDOMTREE TR | 2.76 | 82,683 | 3,601,660 | ADDED | 6.31 | |
| ALB | ALBEMARLE CORP | 1.38 | 13,692 | 1,803,780 | ADDED | 7.71 | |
| AMAT | APPLIED MATERIALS INC | 3.28 | 20,691 | 4,266,970 | REDUCED | -13.34 | |
| AMGN | AMGEN INC | 2.63 | 12,049 | 3,425,540 | ADDED | 2.58 | |
| AMPS | ISHARES TR | 1.19 | 22,051 | 1,549,520 | ADDED | 10.92 | |
| AMPS | ISHARES TR | 0.34 | 8,543 | 440,713 | UNCHANGED | 0.00 | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 2.11 | 21,363 | 2,753,900 | ADDED | 4.28 | |
| BA | BOEING CO | 1.97 | 13,302 | 2,567,050 | ADDED | 9.95 | |
| CARR | CARRIER GLOBAL CORPORATION | 0.17 | 3,752 | 218,104 | UNCHANGED | 0.00 | |
| CAT | CATERPILLAR INC | 0.21 | 744 | 272,624 | UNCHANGED | 0.00 | |
| CVS | CVS HEALTH CORP | 0.41 | 6,641 | 529,678 | REDUCED | -4.51 | |
| CVX | CHEVRON CORP NEW | 2.02 | 16,722 | 2,637,690 | ADDED | 7.79 | |
| CWI | SPDR INDEX SHS FDS | 0.17 | 4,164 | 218,819 | NEW | ||
| DDOG | DATADOG INC | 1.66 | 17,454 | 2,157,320 | REDUCED | -4.75 | |
| DE | DEERE & CO | 4.12 | 13,078 | 5,371,480 | ADDED | 13.21 | |
| DIS | DISNEY WALT CO | 3.51 | 37,364 | 4,571,740 | REDUCED | -2.13 | |
| DWMF | WISDOMTREE TR | 6.97 | 180,734 | 9,089,090 | ADDED | 25.93 | |
| ENPH | ENPHASE ENERGY INC | 1.65 | 17,808 | 2,154,410 | REDUCED | -2.35 | |
| FSLR | FIRST SOLAR INC | 2.36 | 18,184 | 3,069,430 | ADDED | 13.81 | |
| GM | GENERAL MTRS CO | 1.74 | 49,862 | 2,261,220 | REDUCED | -34.85 | |
| GOOG | ALPHABET INC | 3.19 | 27,319 | 4,159,500 | ADDED | 0.01 | |
| HON | HONEYWELL INTL INC | 0.16 | 1,048 | 215,102 | UNCHANGED | 0.00 | |
| INTC | INTEL CORP | 0.23 | 6,674 | 294,791 | REDUCED | -0.99 | |
| KNSL | KINSALE CAP GROUP INC | 1.74 | 4,310 | 2,261,120 | ADDED | 1.92 | |
| KR | KROGER CO | 0.22 | 4,928 | 281,524 | REDUCED | -1.36 | |
| LOW | LOWES COS INC | 2.97 | 15,211 | 3,874,590 | ADDED | 3.24 | |
| LTHM | LIVENT CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LUV | SOUTHWEST AIRLS CO | 3.08 | 137,488 | 4,013,250 | REDUCED | -10.72 | |
| MGA | MAGNA INTL INC | 2.33 | 55,684 | 3,033,640 | ADDED | 7.57 | |
| MSFT | MICROSOFT | 3.15 | 9,745 | 4,099,530 | ADDED | 0.93 | |
| MTH | MERITAGE HOMES CORP | 2.25 | 16,677 | 2,926,000 | ADDED | 2.79 | |
| NUE | NUCOR CORP | 0.30 | 1,984 | 392,634 | UNCHANGED | 0.00 | |
| OLED | UNIVERSAL DISPLAY CORP | 0.70 | 5,443 | 916,818 | REDUCED | -3.01 | |
| PFE | PFIZER INC | 2.15 | 100,885 | 2,799,540 | ADDED | 26.19 | |
| PINS | PINTEREST INC | 0.83 | 31,124 | 1,079,040 | REDUCED | -6.33 | |
| PSTG | PURE STORAGE INC | 2.57 | 64,313 | 3,343,610 | REDUCED | -5.65 | |
| ROK | ROCKWELL AUTOMATION INC | 1.04 | 4,660 | 1,357,600 | UNCHANGED | 0.00 | |
| RS | RELIANCE STEEL & ALUMINUM CO | 0.18 | 719 | 240,276 | UNCHANGED | 0.00 | |
| RXT | RTX CORPORATION | 0.29 | 3,822 | 372,760 | UNCHANGED | 0.00 | |
| SHEL | SHELL PTC | 1.63 | 31,629 | 2,120,360 | REDUCED | -0.37 | |
| SWKS | SKYWORKS SOLUTIONS INC | 0.19 | 2,264 | 245,237 | UNCHANGED | 0.00 | |
| TCKRF | TECK RESOURCES LTD | 3.58 | 102,000 | 4,669,520 | ADDED | 7.06 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.44 | 32,943 | 4,481,770 | REDUCED | -4.36 | |
| TTD | THE TRADE DESK INC | 2.31 | 34,462 | 3,012,600 | ADDED | 3.44 | |
| UNP | UNION PAC CORP | 0.51 | 2,712 | 666,963 | UNCHANGED | 0.00 | |
| URI | UNITED RENTALS INC | 4.91 | 8,872 | 6,397,210 | REDUCED | -11.98 | |
| WMT | WALMART INC | 0.52 | 11,182 | 672,804 | ADDED | 200 | |
| BERKSHIRE HATHAWAY INC DEL | 3.65 | 11,312 | 4,756,550 | ADDED | 1.73 | ||
| TESLA INC | 2.65 | 19,680 | 3,459,530 | ADDED | 24.73 | ||
| ARCADIUM LITHIUM PLC | 0.99 | 298,301 | 1,285,680 | NEW | |||
| BLACKROCK RES & COMMODITIES | 0.15 | 20,995 | 190,635 | UNCHANGED | 0.00 |