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Lehman & Derafelo Financial Resources LLC13F | |
Lehman & Derafelo Financial Resources LLC | |
Last update 2023-01-20 | 111 Stocks (11 new) |
Value $337.00 Mil | Turnover 5 % |
Portfolio Report |
Lehman & Derafelo Financial Re... Top Holdings of 2022-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE | NextEra Energy Inc | 1,160,606 | 97026.670 | -0.69% | 28.780 | -0.20% | 0.060 | +7.31% | +33.30% | 162723.290 | Utilities - Regulated | |
LBAY | Leatherback Long/Short Alternative Yield ETF | 1,025,944 | 30121.710 | +4.75% | 8.940 | +0.41% | 29.480 | -2.52% | +2.77% | 40.687 | ||
NEP | NextEra Energy Partners LP | 359,102 | 25169.460 | -0.43% | 7.470 | -0.04% | 0.410 | -23.66% | -29.85% | 1818.305 | Utilities - Independent Power Producers | |
BRK.B | Berkshire Hathaway Inc | 63,582 | 19640.570 | +4.39% | 5.830 | +0.25% | 0.000 | +3.41% | +27.94% | 983659.323 | Insurance | |
AMZN | Amazon.com Inc | 131,737 | 11065.940 | +0.72% | 3.280 | +0.02% | 0.000 | +6.64% | +27.54% | 2030682.281 | Retail - Cyclical | |
PFE | Pfizer Inc | 211,824 | 10853.840 | -0.52% | 3.220 | -0.02% | 0.000 | -9.41% | +3.20% | 160282.468 | Drug Manufacturers | |
FDRR | Fidelity Dividend ETF for Rising Rates | 263,357 | 10494.760 | -12.33% | 3.110 | -0.41% | 1.850 | +6.88% | +18.93% | 560.497 | ||
CVS | CVS Health Corp | 108,233 | 10086.210 | -1.46% | 2.990 | -0.05% | 0.010 | -9.90% | -25.72% | 71113.568 | Healthcare Plans | |
BAC | Bank of America Corp | 275,085 | 9110.810 | +0.65% | 2.700 | +0.02% | 0.000 | +4.30% | +29.55% | 327118.626 | Banks | |
SPY | S&P 500 ETF TRUST ETF | 18,697 | 7150.130 | +183.89% | 2.120 | +1.37% | 0.000 | +7.49% | +22.58% | 603971.715 |
Lehman & Derafelo Financial Resources LLC's Historical Top Holdings Breakdowns
Lehman & Derafelo Financial Resources LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2022-12-31 | Add | +1.37% | 354.93 ($382.87) 405.82 | $582.68 | 52.19% | Add 183.89% | 18,697 | 12,111 | |
IVV | iShares Core S&P 500 ETF | 2022-12-31 | Reduce | -1.33% | 356.44 ($384.6) 407.56 | $585.55 | 52.25% | Reduce -48.77% | 12,336 | -11,745 | |
DGRO | iShares Core Dividend Growth ETF | 2022-12-31 | New Buy | +0.65% | 44.25 ($48.84) 52 | $62.54 | 28.05% | New holding | 44,066 | 44,066 | |
FDRR | Fidelity Dividend ETF for Rising Rates | 2022-12-31 | Reduce | -0.41% | 35.6 ($39.11) 41.69 | $52.19 | 33.44% | Reduce -12.33% | 263,357 | -37,044 | |
LBAY | Leatherback Long/Short Alternative Yield ETF | 2022-12-31 | Add | +0.41% | 25.81 ($28.09) 29.66 | $26.68 | -5.02% | Add 4.75% | 1,025,944 | 46,502 | |
BRK.A | Berkshire Hathaway Inc | 2022-12-31 | New Buy | +0.28% | 399251 ($448762) 480280 | $685,071.00 | 52.66% | New holding | 2 | 2 | |
MA | Mastercard Inc | 2022-12-31 | New Buy | +0.26% | 283.38 ($329.15) 360.8 | $513.46 | 56.00% | New holding | 2,521 | 2,521 | |
BRK.B | Berkshire Hathaway Inc | 2022-12-31 | Add | +0.25% | 264 ($296.98) 318.6 | $456.19 | 53.61% | Add 4.39% | 63,582 | 2,672 | |
NEE | NextEra Energy Inc | 2022-12-31 | Reduce | -0.20% | 70.64 ($80.78) 87.15 | $79.13 | -2.04% | Reduce -0.69% | 1,160,606 | -8,030 | |
PM | Philip Morris International Inc | 2022-12-31 | New Buy | +0.20% | 84 ($94.37) 104.3 | $131.66 | 39.51% | New holding | 6,500 | 6,500 |
Lehman & Derafelo Financial Resources LLC Total Holding History ($B)
Lehman & Derafelo Financial Resources LLC's Asset Allocation
Lehman & Derafelo Financial Resources LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Lehman & Derafelo Financial Resources LLC's Hypothetical Growth since 2022-12-31
Lehman & Derafelo Financial Resources LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Lehman & Derafelo Financial Resources LLC's Holdings Heat Map
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Lehman & Derafelo Financial Resources LLC's Holdings Bubble Chart
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