$356 Million is the total value of Lehman & Derafelo Financial Resources LLC's 225 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLC | New | SELECT SECTOR SPDR TR | $552,000 | – | 7,535 | +100.0% | 0.16% | – |
| MU | New | MICRON TECHNOLOGY INC | $229,000 | – | 2,600 | +100.0% | 0.06% | – |
| ANTM | New | ANTHEM INC | $212,000 | – | 590 | +100.0% | 0.06% | – |
| KMB | New | KIMBERLY-CLARK CORP | $211,000 | – | 1,515 | +100.0% | 0.06% | – |
| OUNZ | New | VANECK MERK GOLD TRgold trust | $200,000 | – | 12,000 | +100.0% | 0.06% | – |
| PAG | New | PENSKE AUTOMOTIVE GRP INC | $201,000 | – | 2,500 | +100.0% | 0.06% | – |
| OCGN | New | OCUGEN INC | $143,000 | – | 21,000 | +100.0% | 0.04% | – |
| AIM | New | AIM IMMUNOTECH INC | $25,000 | – | 11,100 | +100.0% | 0.01% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $23,000 | – | 500 | +100.0% | 0.01% | – |
| IYJ | New | ISHARES TRus industrials | $16,000 | – | 150 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD WORLD FDS | $10,000 | – | 80 | +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.