Lehman Financial Resources, Inc. Buys Welltower Inc, General Electric Co, Schwab US Dividend Equity, Sells Praxair Inc, Apple Inc, Starbucks Corp

Media, PA, based Investment company Lehman Financial Resources, Inc. buys Welltower Inc, General Electric Co, Schwab US Dividend Equity, SPDR Dow Jones Industrial Average, Exelon Corp, ConocoPhillips, Emerson Electric Co, Corporate Capital Trust Inc, Amazon.com Inc, Nuveen Municipal 2021 Target Term, sells Praxair Inc, Apple Inc, Starbucks Corp, Visa Inc, Caterpillar Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Lehman Financial Resources, Inc.. As of 2018-03-31, Lehman Financial Resources, Inc. owns 78 stocks with a total value of $191 million. These are the details of the buys and sells.

For the details of Lehman Financial Resources, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lehman+Financial+Resources%2C+Inc.

These are the top 5 holdings of Lehman Financial Resources, Inc.
  1. NextEra Energy Inc (NEE) - 296,179 shares, 25.38% of the total portfolio. Shares added by 14.17%
  2. NextEra Energy Partners LP (NEP) - 495,364 shares, 10.39% of the total portfolio. Shares reduced by 0.56%
  3. Berkshire Hathaway Inc (BRK.B) - 45,550 shares, 4.77% of the total portfolio. Shares added by 0.35%
  4. Bank of America Corporation (BAC) - 294,895 shares, 4.64% of the total portfolio. Shares reduced by 3.41%
  5. iShares Core S&P 500 (IVV) - 30,371 shares, 4.23% of the total portfolio. Shares added by 3.40%
New Purchase: Welltower Inc (WELL)

Lehman Financial Resources, Inc. initiated holding in Welltower Inc. The purchase prices were between $52.03 and $64.14, with an estimated average price of $56.46. The stock is now traded at around $50.52. The impact to a portfolio due to this purchase was 1.1%. The holding were 38,480 shares as of 2018-03-31.

New Purchase: Schwab US Dividend Equity (SCHD)

Lehman Financial Resources, Inc. initiated holding in Schwab US Dividend Equity. The purchase prices were between $47.58 and $54.58, with an estimated average price of $51.15. The stock is now traded at around $48.46. The impact to a portfolio due to this purchase was 0.59%. The holding were 22,994 shares as of 2018-03-31.

New Purchase: SPDR Dow Jones Industrial Average (DIA)

Lehman Financial Resources, Inc. initiated holding in SPDR Dow Jones Industrial Average. The purchase prices were between $235.13 and $265.91, with an estimated average price of $251.16. The stock is now traded at around $240.70. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,071 shares as of 2018-03-31.

New Purchase: Emerson Electric Co (EMR)

Lehman Financial Resources, Inc. initiated holding in Emerson Electric Co. The purchase prices were between $66.4 and $74.05, with an estimated average price of $71.25. The stock is now traded at around $68.86. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,966 shares as of 2018-03-31.

New Purchase: ConocoPhillips (COP)

Lehman Financial Resources, Inc. initiated holding in ConocoPhillips. The purchase prices were between $52.02 and $60.67, with an estimated average price of $56.54. The stock is now traded at around $65.18. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,611 shares as of 2018-03-31.

New Purchase: Nuveen Municipal 2021 Target Term (NHA)

Lehman Financial Resources, Inc. initiated holding in Nuveen Municipal 2021 Target Term. The purchase prices were between $9.34 and $9.77, with an estimated average price of $9.52. The stock is now traded at around $9.54. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,417 shares as of 2018-03-31.

Added: General Electric Co (GE)

Lehman Financial Resources, Inc. added to a holding in General Electric Co by 384.34%. The purchase prices were between $12.89 and $19.02, with an estimated average price of $15.54. The stock is now traded at around $14.04. The impact to a portfolio due to this purchase was 0.95%. The holding were 170,251 shares as of 2018-03-31.

Added: Exelon Corp (EXC)

Lehman Financial Resources, Inc. added to a holding in Exelon Corp by 67.11%. The purchase prices were between $35.98 and $39.59, with an estimated average price of $37.89. The stock is now traded at around $39.17. The impact to a portfolio due to this purchase was 0.14%. The holding were 17,531 shares as of 2018-03-31.

Added: Corporate Capital Trust Inc (CCT)

Lehman Financial Resources, Inc. added to a holding in Corporate Capital Trust Inc by 57.45%. The purchase prices were between $14.63 and $17.23, with an estimated average price of $15.98. The stock is now traded at around $16.77. The impact to a portfolio due to this purchase was 0.08%. The holding were 26,350 shares as of 2018-03-31.

Added: Amazon.com Inc (AMZN)

Lehman Financial Resources, Inc. added to a holding in Amazon.com Inc by 39.91%. The purchase prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19. The stock is now traded at around $1460.17. The impact to a portfolio due to this purchase was 0.07%. The holding were 298 shares as of 2018-03-31.

Added: Vanguard Total International Stock ETF (VXUS)

Lehman Financial Resources, Inc. added to a holding in Vanguard Total International Stock ETF by 24.39%. The purchase prices were between $55.1 and $61.17, with an estimated average price of $57.9. The stock is now traded at around $56.54. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,100 shares as of 2018-03-31.

Added: FS Investment Corp (FSIC)

Lehman Financial Resources, Inc. added to a holding in FS Investment Corp by 22.15%. The purchase prices were between $7.05 and $7.8, with an estimated average price of $7.44. The stock is now traded at around $7.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 17,220 shares as of 2018-03-31.

Sold Out: Praxair Inc (PX)

Lehman Financial Resources, Inc. sold out a holding in Praxair Inc. The sale prices were between $142.16 and $165.69, with an estimated average price of $155.53.

Sold Out: Starbucks Corp (SBUX)

Lehman Financial Resources, Inc. sold out a holding in Starbucks Corp. The sale prices were between $53.77 and $61.69, with an estimated average price of $57.81.

Sold Out: Caterpillar Inc (CAT)

Lehman Financial Resources, Inc. sold out a holding in Caterpillar Inc. The sale prices were between $144.29 and $170.89, with an estimated average price of $158.07.

Sold Out: Viacom Inc (VIAB)

Lehman Financial Resources, Inc. sold out a holding in Viacom Inc. The sale prices were between $29.04 and $34.28, with an estimated average price of $32.3.

Sold Out: Norfolk Southern Corp (NSC)

Lehman Financial Resources, Inc. sold out a holding in Norfolk Southern Corp. The sale prices were between $132.18 and $154.34, with an estimated average price of $143.81.



Here is the complete portfolio of Lehman Financial Resources, Inc.. Also check out:

1. Lehman Financial Resources, Inc.'s Undervalued Stocks
2. Lehman Financial Resources, Inc.'s Top Growth Companies, and
3. Lehman Financial Resources, Inc.'s High Yield stocks
4. Stocks that Lehman Financial Resources, Inc. keeps buying