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:
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
+9.86%
+4.42%
151,618.2
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
+2.88%
+2.58%
31.7
 
XIFR
NextEra Energy Partners LP
359,102
25,169.5
-0.43%
7.470
-0.04%
0.410
+14.07%
-44.89%
922.1
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
-8.15%
+5.65%
1,033,828.1
Insurance
AMZN
Amazon.com Inc
131,737
11,065.9
+0.72%
3.280
+0.02%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
PFE
Pfizer Inc
211,824
10,853.8
-0.52%
3.220
-0.02%
0.000
+15.82%
-0.20%
145,317.9
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
+15.77%
+8.75%
548.6
 
CVS
CVS Health Corp
108,233
10,086.2
-1.46%
2.990
-0.05%
0.010
-4.04%
+51.93%
84,326.2
Healthcare Plans
BAC
Bank of America Corp
275,085
9,110.8
+0.65%
2.700
+0.02%
0.000
+26.83%
+7.88%
352,793.1
Banks
SPY
S&P 500 ETF TRUST ETF
18,697
7,150.1
+183.89%
2.120
+1.37%
0.000
+14.09%
+7.12%
641,836.6
 

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

Lehman & Derafelo Financial Resources LLC Total Holding History ($B)

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Lehman & Derafelo Financial Resources LLC's Asset Allocation

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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

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Lehman & Derafelo Financial Resources LLC's Holdings Heat Map

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