LF
| |
Lehman Financial Resources, Inc.13F | |
| Lehman Financial Resources, Inc. | |
| Last update 2018-11-16 | 99 Stocks (16 new) |
| Value $210.00 Mil | Turnover 6 % |
Lehman Financial Resources, In... Top Holdings of 2018-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE | NextEra Energy Inc | 1,153,132 | 48,316.0 | +2.41% | 23.040 | +0.54% | 0.010 | +9.34% | +3.44% | 150,197.7 | Utilities - Regulated | |
XIFR | NextEra Energy Partners LP | 450,088 | 21,829.0 | +2.27% | 10.410 | +0.23% | 0.540 | +12.13% | -46.52% | 894.9 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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BRK.B | Berkshire Hathaway Inc | 46,414 | 9,937.0 | +0.22% | 4.740 | +0.01% | 0.000 | -8.40% | +6.46% | 1,039,681.8 | Insurance | |
IVV | iShares Core S&P 500 ETF | 32,569 | 9,534.0 | 0% | 4.550 | 0% | 0.000 | +18.68% | +8.77% | 641,181.3 | ||
PFE | Pfizer Inc | 197,344 | 8,696.0 | -1.64% | 4.150 | -0.06% | 0.000 | +15.38% | -1.02% | 144,124.0 | Drug Manufacturers | |
BAC | Bank of America Corp | 287,912 | 8,481.0 | -2.04% | 4.040 | -0.09% | 0.000 | +25.07% | +10.97% | 358,299.2 | Banks | |
KBE | SPDR S&P Bank ETF | 125,928 | 5,864.0 | -0.16% | 2.800 | 0% | 0.240 | +18.77% | +7.52% | 1,641.1 | ||
CSCO | Cisco Systems Inc | 120,341 | 5,854.0 | +1.76% | 2.790 | +0.05% | 0.000 | +23.93% | +18.03% | 271,378.7 | Hardware | |
BP | BP PLC | 125,876 | 5,802.0 | -0.23% | 2.770 | -0.01% | 0.000 | +16.12% | +13.92% | 84,644.5 | Oil & Gas | |
VT | Vanguard Total World Stock ETF | 73,300 | 5,558.0 | 0% | 2.650 | 0% | 0.030 | +16.99% | +13.18% | 46,476.3 |
Lehman Financial Resources, Inc.'s Historical Top Holdings Breakdowns
Lehman Financial Resources, Inc. Total Holding History ($B)
Lehman Financial Resources, Inc.'s Asset Allocation
Lehman Financial Resources, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lehman Financial Resources, Inc.'s Hypothetical Growth since 2018-09-30
Lehman Financial Resources, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lehman Financial Resources, Inc.'s Holdings Heat Map
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Lehman Financial Resources, Inc.'s Holdings Bubble Chart
Lehman Financial Resources, Inc. News
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