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 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE | NextEra Energy Inc | 1,153,132 | 48316.000 | +2.41% | 23.040 | +0.54% | 0.010 | +14.95% | +39.29% | 170101.064 | Utilities - Regulated | |
NEP | NextEra Energy Partners LP | 450,088 | 21829.000 | +2.27% | 10.410 | +0.23% | 0.540 | -0.32% | -2.21% | 2528.366 | Utilities - Independent Power Producers | |
BRK.B | Berkshire Hathaway Inc | 46,414 | 9937.000 | +0.22% | 4.740 | +0.01% | 0.000 | +11.28% | +27.66% | 982609.775 | Insurance | |
IVV | iShares Core S&P 500 ETF | 32,569 | 9534.000 | 0% | 4.550 | 0% | 0.000 | +4.57% | +19.97% | 527235.205 | ||
PFE | Pfizer Inc | 197,344 | 8696.000 | -1.64% | 4.150 | -0.06% | 0.000 | +7.55% | +6.78% | 166714.169 | Drug Manufacturers | |
BAC | Bank of America Corp | 287,912 | 8481.000 | -2.04% | 4.040 | -0.09% | 0.000 | +1.36% | +21.97% | 312478.182 | Banks | |
KBE | SPDR S&P Bank ETF | 125,928 | 5864.000 | -0.16% | 2.800 | 0% | 0.240 | +19.75% | +16.73% | 1917.918 | ||
CSCO | Cisco Systems Inc | 120,341 | 5854.000 | +1.76% | 2.790 | +0.05% | 0.000 | +12.19% | +5.41% | 207398.487 | Hardware | |
BP | BP PLC | 125,876 | 5802.000 | -0.23% | 2.770 | -0.01% | 0.000 | -7.27% | -4.19% | 86775.358 | Oil & Gas | |
VT | Vanguard Total World Stock ETF | 73,300 | 5558.000 | 0% | 2.650 | 0% | 0.030 | +4.05% | +14.60% | 38945.946 |
Lehman Financial Resources, Inc.'s Historical Top Holdings Breakdowns
Lehman Financial Resources, Inc. Total Holding History ($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 % |
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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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