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%)BRK.B(5.83%)AMZN(3.28%)PFE(3.22%)
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
97,026.7
-0.69%
28.780
-0.20%
0.060
+14.83%
+6.00%
153,923.8
Utilities - Regulated
LBAY
Leatherback Long/Short Alternative Yield ETF
Leatherback Long/Short Alternative Yield ETF
1,025,944
30,121.7
+4.75%
8.940
+0.41%
29.480
+0.56%
+2.46%
29.8
 
XIFR
NextEra Energy Partners LP
359,102
25,169.5
-0.43%
7.470
-0.04%
0.410
+2.30%
-50.00%
836.6
Utilities - Independent Power Producers
Utilities - Independent Power Producers
BRK.B
Berkshire Hathaway Inc
63,582
19,640.6
+4.39%
5.830
+0.25%
0.000
-8.74%
+3.98%
1,017,162.4
Insurance
AMZN
Amazon.com Inc
131,737
11,065.9
+0.72%
3.280
+0.02%
0.000
+28.03%
+1.73%
2,369,463.7
Retail - Cyclical
PFE
Pfizer Inc
211,824
10,853.8
-0.52%
3.220
-0.02%
0.000
+13.79%
-3.90%
139,916.8
Drug Manufacturers
FDRR
Fidelity Dividend ETF for Rising Rates
Fidelity Dividend ETF for Rising Rates
263,357
10,494.8
-12.33%
3.110
-0.41%
1.850
+19.51%
+8.63%
569.4
 
CVS
CVS Health Corp
108,233
10,086.2
-1.46%
2.990
-0.05%
0.010
-5.97%
+45.42%
80,708.2
Healthcare Plans
BAC
Bank of America Corp
275,085
9,110.8
+0.65%
2.700
+0.02%
0.000
+24.03%
+6.01%
342,310.4
Banks
SPY
S&P 500 ETF TRUST ETF
18,697
7,150.1
+183.89%
2.120
+1.37%
0.000
+19.10%
+7.14%
639,845.5
 

Lehman & Derafelo Financial Resources LLC's Historical Top Holdings Breakdowns

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

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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 %

Lehman & Derafelo Financial Resources LLC's Holdings Heat Map

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Lehman & Derafelo Financial Resources LLC's Holdings Bubble Chart

Lehman & Derafelo Financial Resources LLC News

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