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
+0.21%
+2.64%
149,044.9
Utilities - Regulated
LBAY 		Leatherback Long/Short Alternative Yield ETF
1,025,944
30,121.7
+4.75%
8.940
+0.41%
29.480
-4.01%
+2.73%
31.2
 
XIFR 		NextEra Energy Partners LP
359,102
25,169.5
-0.43%
7.470
-0.04%
0.410
+0.76%
-50.41%
829.7
Utilities - Independent Power Producers
BRK.B 		Berkshire Hathaway Inc
63,582
19,640.6
+4.39%
5.830
+0.25%
0.000
-0.47%
+8.83%
1,064,235.6
Insurance
AMZN 		Amazon.com Inc
131,737
11,065.9
+0.72%
3.280
+0.02%
0.000
+8.29%
-1.65%
2,290,690.4
Retail - Cyclical
PFE 		Pfizer Inc
211,824
10,853.8
-0.52%
3.220
-0.02%
0.000
-8.54%
-6.33%
136,391.9
Drug Manufacturers
FDRR 		Fidelity Dividend ETF for Rising Rates
263,357
10,494.8
-12.33%
3.110
-0.41%
1.850
+1.79%
+3.14%
530.2
 
CVS 		CVS Health Corp
108,233
10,086.2
-1.46%
2.990
-0.05%
0.010
-2.12%
+46.46%
81,290.1
Healthcare Plans
BAC 		Bank of America Corp
275,085
9,110.8
+0.65%
2.700
+0.02%
0.000
+9.62%
+3.91%
339,800.6
Banks
SPY 		S&P 500 ETF TRUST ETF
18,697
7,150.1
+183.89%
2.120
+1.37%
0.000
+4.55%
+2.74%
614,031.7
 

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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