LD

Lehman & Derafelo Financial Resources LLC

13F
Lehman & Derafelo Financial Resources LLC
Last update 2023-01-20 111 Stocks (11 new)
Value $337.00 Mil Turnover 5 %
Countries:
Top Holdings: NEE(28.78%)LBAY(8.94%)NEP(7.47%)BRK.B(5.83%)AMZN(3.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
Lehman & Derafelo Financial Re... Top Holdings of 2022-12-31 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2022-12-31Add
+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 ETF2022-12-31Reduce
-1.33%
●
356.44 ($384.6) 407.56
$585.55
52.25%
Reduce -48.77%
12,336
-11,745
DGRO 		iShares Core Dividend Growth ETF2022-12-31New Buy
+0.65%
●
44.25 ($48.84) 52
$62.54
28.05%
New holding
44,066
44,066
FDRR 		Fidelity Dividend ETF for Rising Rates2022-12-31Reduce
-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 ETF2022-12-31Add
+0.41%
●
25.81 ($28.09) 29.66
$26.68
-5.02%
Add 4.75%
1,025,944
46,502
BRK.A 		Berkshire Hathaway Inc2022-12-31New Buy
+0.28%
●
399251 ($448762) 480280
$685,071.00
52.66%
New holding
2
2
MA 		Mastercard Inc2022-12-31New Buy
+0.26%
●
283.38 ($329.15) 360.8
$513.46
56.00%
New holding
2,521
2,521
BRK.B 		Berkshire Hathaway Inc2022-12-31Add
+0.25%
●
264 ($296.98) 318.6
$456.19
53.61%
Add 4.39%
63,582
2,672
NEE 		NextEra Energy Inc2022-12-31Reduce
-0.20%
●
70.64 ($80.78) 87.15
$79.13
-2.04%
Reduce -0.69%
1,160,606
-8,030
PM 		Philip Morris International Inc2022-12-31New 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)

To

Lehman & Derafelo Financial Resources LLC's Asset Allocation

To

Lehman & Derafelo Financial Resources LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lehman & Derafelo Financial Resources LLC's Hypothetical Growth since 2022-12-31

Lehman & Derafelo Financial Resources LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lehman & Derafelo Financial Resources LLC's Holdings Heat Map

Size field:

Lehman & Derafelo Financial Resources LLC's Holdings Bubble Chart

Lehman & Derafelo Financial Resources LLC News

  • 1

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