$334 Million is the total value of Lehman & Derafelo Financial Resources LLC's 227 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COF | New | CAPITAL ONE FINL CORP | $4,975,000 | – | 50,324 | +100.0% | 1.49% | – |
| LBAY | New | TIDAL ETF TRleatherback lng | $2,163,000 | – | 103,800 | +100.0% | 0.65% | – |
| VTRS | New | VIATRIS INC | $466,000 | – | 24,886 | +100.0% | 0.14% | – |
| ROKU | New | ROKU INC | $432,000 | – | 1,300 | +100.0% | 0.13% | – |
| KMI | New | KINDER MORGAN INC DEL | $284,000 | – | 20,784 | +100.0% | 0.08% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $267,000 | – | 6,800 | +100.0% | 0.08% | – |
| PTON | New | PELOTON INTERACTIVE INC | $262,000 | – | 1,727 | +100.0% | 0.08% | – |
| GLW | New | CORNING INC | $220,000 | – | 6,115 | +100.0% | 0.07% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $222,000 | – | 2,945 | +100.0% | 0.07% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $221,000 | – | 3,668 | +100.0% | 0.07% | – |
| AVGO | New | BROADCOM INC | $210,000 | – | 480 | +100.0% | 0.06% | – |
| MO | New | ALTRIA GROUP INC | $211,000 | – | 5,153 | +100.0% | 0.06% | – |
| ALRM | New | ALARM COM HLDGS INC | $207,000 | – | 2,000 | +100.0% | 0.06% | – |
| LVS | New | LAS VEGAS SANDS CORP | $203,000 | – | 3,400 | +100.0% | 0.06% | – |
| CL | New | COLGATE PALMOLIVE CO | $203,000 | – | 2,370 | +100.0% | 0.06% | – |
| EEM | New | ISHARES TRcall | $52,000 | – | 1,000 | +100.0% | 0.02% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $24,000 | – | 800 | +100.0% | 0.01% | – |
| RSX | New | VANECK VECTORS ETF TRrussia etf | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| SMEZ | New | SPDR INDEX SHS FDSeur stoxx smcp | $1,000 | – | 25 | +100.0% | 0.00% | – |
| IYZ | New | ISHARES TR | $1,000 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-06-04
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.