$187 Million is the total value of Lehman Financial Resources, Inc.'s 61 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&Pcore s&p500 etf | $5,786,000 | +0.9% | 28,000 | 0.0% | 3.09% | -0.1% | |
| VT | VANGUARD INTL EQUITYtt wrld st etf | $3,519,000 | +0.1% | 61,000 | 0.0% | 1.88% | -0.8% | |
| DUK | DUKE ENERGY CORP NEW | $1,091,000 | +13.1% | 13,528 | 0.0% | 0.58% | +11.9% | |
| SRPT | SAREPTA THERAPEUTICS | $806,000 | -49.4% | 41,311 | 0.0% | 0.43% | -49.9% | |
| AAPL | APPLE INC | $547,000 | +3.6% | 5,019 | 0.0% | 0.29% | +2.5% | |
| V | VISA INC COM CL A | $397,000 | -1.5% | 5,200 | 0.0% | 0.21% | -2.3% | |
| PKW | POWERSHARES EXCHANGEdyna buybk ach | $361,000 | -0.3% | 7,970 | 0.0% | 0.19% | -1.0% | |
| ED | CONSOLIDATED EDISON | $344,000 | +19.0% | 4,500 | 0.0% | 0.18% | +17.9% | |
| HRS | HARRIS CORP DEL | $329,000 | -10.4% | 4,228 | 0.0% | 0.18% | -11.1% | |
| AEP | AMERICAN ELEC PWR CO | $291,000 | +14.1% | 4,387 | 0.0% | 0.16% | +13.1% | |
| IQI | INVESCO QUALITY MUN | $165,000 | +4.4% | 12,504 | 0.0% | 0.09% | +3.5% | |
| SIRI | SIRIUS XM HLDGS INC | $60,000 | -1.6% | 15,215 | 0.0% | 0.03% | -3.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-04
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.