Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
NEXTERA ENERGY INC | 17 | Q4 2022 | 29.6% |
NEXTERA ENERGY PARTNERS LP | 17 | Q4 2022 | 9.7% |
AMAZON COM INC | 17 | Q4 2022 | 6.4% |
BERKSHIRE HATHAWAY INC DEL | 17 | Q4 2022 | 5.8% |
PFIZER INC | 17 | Q4 2022 | 4.3% |
BK OF AMERICA CORP | 17 | Q4 2022 | 3.6% |
ISHARES TR | 17 | Q4 2022 | 4.1% |
FIDELITY COVINGTON TRUST | 17 | Q4 2022 | 3.4% |
MAGELLAN MIDSTREAM PRTNRS LP | 17 | Q4 2022 | 2.1% |
APPLE INC | 17 | Q4 2022 | 2.2% |
View Lehman & Derafelo Financial Resources LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-01-20 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-11 |
13F-HR | 2021-10-28 |
13F-HR | 2021-07-19 |
13F-HR/A | 2021-06-04 |
13F-HR/A | 2021-06-04 |
13F-HR | 2021-04-21 |
View Lehman & Derafelo Financial Resources LLC'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.