- New Purchases: BMY, RTX, XLP, IEI, ONVO, PTI, SHYG, SPAB, SPTL, IYG, SCHH, VXF,
- Added Positions: AMZN, BRK.B, MMP, NEP, XOM, MSFT, AAPL, QQQ, CVX, V, JNJ, CSCO, CVS, XLV, VXUS, SPY, VTI, GOOGL, VOO, VB, GLD, SBUX, HD, IAU, VYM, F, BA, VTV, CAT, VUG, PFF, DUK, NOC, C, GOOG, BP, DIS, VZ, SO, XAR, T, SLV, PGF, COST, PEP, MCD, JPM,
- Reduced Positions: BTZ, SRPT, IJR, DIA, O, AMD, IXUS, IYW, BTT, SCHD, BKK, WMT, GM, PCI, UPS, KMB, SLY, PKW, XLE, IBB, HDV, FTEC, SPCB, INTC, AEP, IWS, EFV, RSP, VOD, SCHF, SCHM, SLYV, TLT,
- Sold Out: KBE, XLF, COP, WFC, LVS, IRDM, BHC, MO, TSM, USB, EMR, CMCSA, ABBV, PNC, COF, GLW, RDS.B, VGT, RDS.A, VCR, VHT, ILF, TIP, XES,
For the details of Lehman & Derafelo Financial Resources LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lehman+%26+derafelo+financial+resources+llc/current-portfolio/portfolio
These are the top 5 holdings of Lehman & Derafelo Financial Resources LLC- NextEra Energy Inc (NEE) - 279,765 shares, 29.61% of the total portfolio. Shares reduced by 0.59%
- NextEra Energy Partners LP (NEP) - 460,748 shares, 8.72% of the total portfolio. Shares added by 2.28%
- Amazon.com Inc (AMZN) - 6,365 shares, 5.46% of the total portfolio. Shares added by 5.21%
- Berkshire Hathaway Inc (BRK.B) - 60,267 shares, 4.85% of the total portfolio. Shares added by 4.78%
- iShares Core S&P 500 (IVV) - 32,711 shares, 3.72% of the total portfolio. Shares added by 0.38%
Lehman & Derafelo Financial Resources LLC initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $63.09. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,470 shares as of .
New Purchase: Raytheon Technologies Corp (RTX)Lehman & Derafelo Financial Resources LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $47.17 and $98.69, with an estimated average price of $85.15. The stock is now traded at around $54.07. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,422 shares as of .
New Purchase: SPDR Select Sector Fund - Consumer Staples (XLP)Lehman & Derafelo Financial Resources LLC initiated holding in SPDR Select Sector Fund - Consumer Staples. The purchase prices were between $48.63 and $64.79, with an estimated average price of $61. The stock is now traded at around $57.04. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,300 shares as of .
New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)Lehman & Derafelo Financial Resources LLC initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $125.33 and $133.05, with an estimated average price of $128.4. The stock is now traded at around $133.53. The impact to a portfolio due to this purchase was 0.02%. The holding were 410 shares as of .
New Purchase: SPDR Portfolio Aggregate Bond (SPAB)Lehman & Derafelo Financial Resources LLC initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $27.93 and $30.83, with an estimated average price of $29.74. The stock is now traded at around $30.43. The impact to a portfolio due to this purchase was 0.01%. The holding were 974 shares as of .
New Purchase: Organovo Holdings Inc (ONVO)Lehman & Derafelo Financial Resources LLC initiated holding in Organovo Holdings Inc. The purchase prices were between $0.21 and $0.49, with an estimated average price of $0.34. The stock is now traded at around $0.90. The impact to a portfolio due to this purchase was 0.01%. The holding were 45,942 shares as of .
Added: Exxon Mobil Corp (XOM)Lehman & Derafelo Financial Resources LLC added to a holding in Exxon Mobil Corp by 47.84%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $41.95. The impact to a portfolio due to this purchase was 0.17%. The holding were 30,569 shares as of .
Added: Microsoft Corp (MSFT)Lehman & Derafelo Financial Resources LLC added to a holding in Microsoft Corp by 25.95%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $178.24. The impact to a portfolio due to this purchase was 0.16%. The holding were 11,480 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)Lehman & Derafelo Financial Resources LLC added to a holding in PowerShares QQQ Trust Ser 1 by 83.36%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $217.70. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,724 shares as of .
Added: Visa Inc (V)Lehman & Derafelo Financial Resources LLC added to a holding in Visa Inc by 39.04%. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $176.28. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,233 shares as of .
Added: Vanguard Total International Stock (VXUS)Lehman & Derafelo Financial Resources LLC added to a holding in Vanguard Total International Stock by 67.87%. The purchase prices were between $36.75 and $56.64, with an estimated average price of $51.24. The stock is now traded at around $44.42. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,120 shares as of .
Added: SPDR Select Sector Fund - Health Care (XLV)Lehman & Derafelo Financial Resources LLC added to a holding in SPDR Select Sector Fund - Health Care by 506.67%. The purchase prices were between $74.62 and $104.73, with an estimated average price of $97.73. The stock is now traded at around $98.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,365 shares as of .
Sold Out: SPDR S&P Bank (KBE)Lehman & Derafelo Financial Resources LLC sold out a holding in SPDR S&P Bank. The sale prices were between $23.13 and $47.09, with an estimated average price of $39.78.
Sold Out: SPDR Select Sector Fund - Financial (XLF)Lehman & Derafelo Financial Resources LLC sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $17.66 and $31.17, with an estimated average price of $27.83.
Sold Out: ConocoPhillips (COP)Lehman & Derafelo Financial Resources LLC sold out a holding in ConocoPhillips. The sale prices were between $22.67 and $66.48, with an estimated average price of $51.43.
Sold Out: Wells Fargo & Co (WFC)Lehman & Derafelo Financial Resources LLC sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.
Sold Out: Las Vegas Sands Corp (LVS)Lehman & Derafelo Financial Resources LLC sold out a holding in Las Vegas Sands Corp. The sale prices were between $37.68 and $74.06, with an estimated average price of $61.
Sold Out: Bausch Health Companies Inc (BHC)Lehman & Derafelo Financial Resources LLC sold out a holding in Bausch Health Companies Inc. The sale prices were between $12.98 and $30.25, with an estimated average price of $24.35.
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