$186 Million is the total value of Lehman Financial Resources, Inc.'s 59 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SRPT | SAREPTA THERAPEUTICS | $1,593,000 | +20.1% | 41,311 | 0.0% | 0.86% | +27.1% | |
| PSLV | SPROTT PHYSICALtr unit | $486,000 | -7.1% | 92,400 | 0.0% | 0.26% | -1.5% | |
| SLV | ISHARES SILVER TRishares | $387,000 | -4.9% | 29,350 | 0.0% | 0.21% | +1.0% | |
| PKW | POWERSHARES EXCHANGEdyna buybk ach | $362,000 | +4.0% | 7,970 | 0.0% | 0.20% | +10.2% | |
| ED | CONSOLIDATED EDISON | $289,000 | -3.7% | 4,500 | 0.0% | 0.16% | +2.0% | |
| AEP | AMERICAN ELEC PWR CO | $255,000 | +2.4% | 4,387 | 0.0% | 0.14% | +7.9% | |
| IAU | ISHARES GOLD TRUSTishares | $247,000 | -5.0% | 24,200 | 0.0% | 0.13% | +0.8% | |
| IQI | INVESCO QUALITY MUN | $158,000 | +4.6% | 12,504 | 0.0% | 0.08% | +10.4% | |
| SIRI | SIRIUS XM HLDGS INC | $61,000 | +8.9% | 15,215 | 0.0% | 0.03% | +13.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NEXTERA ENERGY INC COM | 24 | Q3 2018 | 36.9% |
| PFIZER INC | 24 | Q3 2018 | 4.1% |
| BP PLC SPONSORED ADR | 24 | Q3 2018 | 4.2% |
| BANK OF AMERICA CORP | 24 | Q3 2018 | 4.7% |
| MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | 24 | Q3 2018 | 4.8% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 24 | Q3 2018 | 4.7% |
| ENTERPRISE PRODUCTS | 24 | Q3 2018 | 4.0% |
| GENERAL ELECTRIC CO | 24 | Q3 2018 | 3.7% |
| MERCK & CO INC NEW COM | 24 | Q3 2018 | 1.8% |
| CHEVRON CORP NEW COM | 24 | Q3 2018 | 2.3% |
View Lehman Financial Resources, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-15 |
| 13F-HR | 2018-04-25 |
| 13F-HR | 2018-02-09 |
| 13F-HR | 2017-11-06 |
| 13F-HR | 2017-08-11 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-06 |
| 13F-HR | 2016-10-31 |
| 13F-HR | 2016-08-11 |
View Lehman Financial Resources, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.