| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | SUPERCOM LTD NEW | $0 | – | -12,607 | -100.0% | -0.01% | – | |
| DNMR | Exit | DANIMER SCIENTIFIC INC | $0 | – | -21,100 | -100.0% | -0.01% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -15,160 | -100.0% | -0.03% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -13,984 | -100.0% | -0.05% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -4,147 | -100.0% | -0.06% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -1,972 | -100.0% | -0.06% | – |
| BFA | Exit | BROWN FORMAN CORPcl a | $0 | – | -3,250 | -100.0% | -0.06% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -605 | -100.0% | -0.06% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,866 | -100.0% | -0.06% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,794 | -100.0% | -0.07% | – |
| Exit | TRUST FOR PROFESSIONAL MANAGcrossingbrdg pre | $0 | – | -11,100 | -100.0% | -0.07% | – | |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -933 | -100.0% | -0.07% | – |
| LRGF | Exit | ISHARES TRu s equity factr | $0 | – | -6,000 | -100.0% | -0.07% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -1,753 | -100.0% | -0.07% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,451 | -100.0% | -0.07% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -6,713 | -100.0% | -0.08% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -7,308 | -100.0% | -0.08% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,724 | -100.0% | -0.08% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,805 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,942 | -100.0% | -0.08% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,627 | -100.0% | -0.09% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,193 | -100.0% | -0.09% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -901 | -100.0% | -0.09% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -6,019 | -100.0% | -0.09% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -590 | -100.0% | -0.09% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,040 | -100.0% | -0.09% | – |
| OUNZ | Exit | VANECK MERK GOLD TRgold trust | $0 | – | -17,800 | -100.0% | -0.09% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,646 | -100.0% | -0.09% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -9,698 | -100.0% | -0.10% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -3,825 | -100.0% | -0.10% | – | |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,008 | -100.0% | -0.10% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,328 | -100.0% | -0.10% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,616 | -100.0% | -0.10% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -19,030 | -100.0% | -0.10% | – |
| T | Exit | AT&T INC | $0 | – | -19,430 | -100.0% | -0.11% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -9,076 | -100.0% | -0.11% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,642 | -100.0% | -0.11% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,948 | -100.0% | -0.11% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -7,774 | -100.0% | -0.11% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,289 | -100.0% | -0.11% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,533 | -100.0% | -0.12% | – |
| BA | Exit | BOEING CO | $0 | – | -2,147 | -100.0% | -0.12% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -4,290 | -100.0% | -0.12% | – |
| WASH | Exit | WASHINGTON TR BANCORP INC | $0 | – | -8,647 | -100.0% | -0.12% | – |
| SABR | Exit | SABRE CORP | $0 | – | -74,752 | -100.0% | -0.14% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,507 | -100.0% | -0.14% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,778 | -100.0% | -0.15% | – |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -6,000 | -100.0% | -0.15% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -2,197 | -100.0% | -0.16% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,166 | -100.0% | -0.16% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -6,020 | -100.0% | -0.16% | – |
| VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -3,230 | -100.0% | -0.17% | – |
| WMT | Exit | WALMART INC | $0 | – | -4,078 | -100.0% | -0.17% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -9,559 | -100.0% | -0.18% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -4,763 | -100.0% | -0.19% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -6,500 | -100.0% | -0.20% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -56,400 | -100.0% | -0.20% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -5,997 | -100.0% | -0.22% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -2,347 | -100.0% | -0.23% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -40,304 | -100.0% | -0.26% | – |
| PDI | Exit | PIMCO DYNAMIC INCOME FD | $0 | – | -46,606 | -100.0% | -0.26% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,521 | -100.0% | -0.26% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,953 | -100.0% | -0.26% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -2 | -100.0% | -0.28% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -7,318 | -100.0% | -0.28% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,192 | -100.0% | -0.30% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -21,679 | -100.0% | -0.30% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -12,300 | -100.0% | -0.31% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -11,112 | -100.0% | -0.34% | – |
| V | Exit | VISA INC | $0 | – | -5,709 | -100.0% | -0.35% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -7,247 | -100.0% | -0.36% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -14,045 | -100.0% | -0.37% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -115,534 | -100.0% | -0.38% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -48,053 | -100.0% | -0.41% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -9,236 | -100.0% | -0.42% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -42,170 | -100.0% | -0.42% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -5,446 | -100.0% | -0.43% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -20,884 | -100.0% | -0.47% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -27,538 | -100.0% | -0.47% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -73,820 | -100.0% | -0.48% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -17,304 | -100.0% | -0.49% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -20,441 | -100.0% | -0.53% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCO | $0 | – | -180,378 | -100.0% | -0.54% | – |
| SLY | Exit | SPDR SER TRs&p 600 sml cap | $0 | – | -22,519 | -100.0% | -0.55% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -18,605 | -100.0% | -0.58% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -19,098 | -100.0% | -0.62% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -44,066 | -100.0% | -0.65% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -26,777 | -100.0% | -0.68% | – |
| GBDC | Exit | GOLUB CAP BDC INC | $0 | – | -189,042 | -100.0% | -0.74% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -10,404 | -100.0% | -0.74% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -103,770 | -100.0% | -0.74% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -14,592 | -100.0% | -0.76% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -51,325 | -100.0% | -0.77% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -54,450 | -100.0% | -0.78% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -14,203 | -100.0% | -0.88% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -42,190 | -100.0% | -1.39% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -12,336 | -100.0% | -1.41% | – |
| AAPL | Exit | APPLE INC | $0 | – | -40,450 | -100.0% | -1.56% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -109,054 | -100.0% | -1.62% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -119,317 | -100.0% | -1.86% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -18,697 | -100.0% | -2.12% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -275,085 | -100.0% | -2.70% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -108,233 | -100.0% | -2.99% | – |
| FDRR | Exit | FIDELITY COVINGTON TRUSTdivid etf risi | $0 | – | -263,357 | -100.0% | -3.11% | – |
| PFE | Exit | PFIZER INC | $0 | – | -211,824 | -100.0% | -3.22% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -131,737 | -100.0% | -3.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -63,582 | -100.0% | -5.83% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -359,102 | -100.0% | -7.47% | – |
| LBAY | Exit | TIDAL ETF TRleatherback lng | $0 | – | -1,025,944 | -100.0% | -8.94% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -1,160,606 | -100.0% | -28.78% | – |
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.