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
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE | NextEra Energy Inc | 1,153,132 | 48,316.0 | +2.41% | 23.040 | +0.54% | 0.010 | +8.57% | +2.72% | 149,147.8 | Utilities - Regulated | |
XIFR | NextEra Energy Partners LP | 450,088 | 21,829.0 | +2.27% | 10.410 | +0.23% | 0.540 | +12.01% | -46.57% | 894.0 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
| |
BRK.B | Berkshire Hathaway Inc | 46,414 | 9,937.0 | +0.22% | 4.740 | +0.01% | 0.000 | -8.16% | +6.74% | 1,042,418.0 | Insurance | |
IVV | iShares Core S&P 500 ETF | 32,569 | 9,534.0 | 0% | 4.550 | 0% | 0.000 | +18.40% | +8.51% | 639,679.9 | ||
PFE | Pfizer Inc | 197,344 | 8,696.0 | -1.64% | 4.150 | -0.06% | 0.000 | +15.61% | -0.82% | 144,408.3 | Drug Manufacturers | |
BAC | Bank of America Corp | 287,912 | 8,481.0 | -2.04% | 4.040 | -0.09% | 0.000 | +24.87% | +10.79% | 357,741.5 | Banks | |
KBE | SPDR S&P Bank ETF | 125,928 | 5,864.0 | -0.16% | 2.800 | 0% | 0.240 | +18.52% | +7.30% | 1,637.6 | ||
CSCO | Cisco Systems Inc | 120,341 | 5,854.0 | +1.76% | 2.790 | +0.05% | 0.000 | +24.01% | +18.11% | 271,556.9 | Hardware | |
BP | BP PLC | 125,876 | 5,802.0 | -0.23% | 2.770 | -0.01% | 0.000 | +16.79% | +14.59% | 85,136.6 | Oil & Gas | |
VT | Vanguard Total World Stock ETF | 73,300 | 5,558.0 | 0% | 2.650 | 0% | 0.030 | +16.83% | +13.03% | 46,412.8 |
Lehman Financial Resources, Inc.'s Historical Top Holdings Breakdowns
Lehman Financial Resources, Inc. Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Lehman Financial Resources, Inc.'s Holdings Bubble Chart
Lehman Financial Resources, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers