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Lehman & Derafelo Financial Resources LLC Buys SPDR S&P 500, AbbVie Inc, General Mills Inc, Sells Vanguard Total World Stock Index, Blackrock Municipal 2030 Target Term Trust, Kimberly-Clark Corp

Investment company Lehman & Derafelo Financial Resources LLC (Current Portfolio) buys SPDR S&P 500, AbbVie Inc, General Mills Inc, International Business Machines Corp, PayPal Holdings Inc, sells Vanguard Total World Stock Index, Blackrock Municipal 2030 Target Term Trust, Kimberly-Clark Corp, iShares MSCI Emerging Index Fund, Vanguard FTSE All World Ex US during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Lehman & Derafelo Financial Resources LLC. As of 2020Q2, Lehman & Derafelo Financial Resources LLC owns 242 stocks with a total value of $271 million. These are the details of the buys and sells.

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
  1. NextEra Energy Inc (NEE) - 286,230 shares, 25.36% of the total portfolio. Shares added by 2.31%
  2. NextEra Energy Partners LP (NEP) - 443,669 shares, 8.39% of the total portfolio. Shares reduced by 3.71%
  3. Amazon.com Inc (AMZN) - 6,236 shares, 6.35% of the total portfolio. Shares reduced by 2.03%
  4. Berkshire Hathaway Inc (BRK.B) - 62,084 shares, 4.09% of the total portfolio. Shares added by 3.01%
  5. iShares Core S&P 500 (IVV) - 26,858 shares, 3.07% of the total portfolio. Shares reduced by 17.89%
New Purchase: AbbVie Inc (ABBV)

Lehman & Derafelo Financial Resources LLC initiated holding in AbbVie Inc. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.01. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,541 shares as of .

New Purchase: International Business Machines Corp (IBM)

Lehman & Derafelo Financial Resources LLC initiated holding in International Business Machines Corp. The purchase prices were between $105.14 and $135.75, with an estimated average price of $121.28. The stock is now traded at around $125.32. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,771 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

Lehman & Derafelo Financial Resources LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $91.38 and $174.23, with an estimated average price of $137.26. The stock is now traded at around $184.60. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,197 shares as of .

New Purchase: General Mills Inc (GIS)

Lehman & Derafelo Financial Resources LLC initiated holding in General Mills Inc. The purchase prices were between $52.77 and $63.56, with an estimated average price of $60.14. The stock is now traded at around $64.37. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,716 shares as of .

New Purchase: Micron Technology Inc (MU)

Lehman & Derafelo Financial Resources LLC initiated holding in Micron Technology Inc. The purchase prices were between $39.89 and $53.72, with an estimated average price of $47.03. The stock is now traded at around $50.39. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,646 shares as of .

New Purchase: Las Vegas Sands Corp (LVS)

Lehman & Derafelo Financial Resources LLC initiated holding in Las Vegas Sands Corp. The purchase prices were between $37.92 and $55.64, with an estimated average price of $46.93. The stock is now traded at around $44.32. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,000 shares as of .

Added: SPDR S&P 500 (SPY)

Lehman & Derafelo Financial Resources LLC added to a holding in SPDR S&P 500 by 125.56%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $325.12. The impact to a portfolio due to this purchase was 0.35%. The holding were 5,506 shares as of .

Added: Raytheon Technologies Corp (RTX)

Lehman & Derafelo Financial Resources LLC added to a holding in Raytheon Technologies Corp by 41.54%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $59.40. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,428 shares as of .

Added: iShares S&P 500 Growth (IVW)

Lehman & Derafelo Financial Resources LLC added to a holding in iShares S&P 500 Growth by 41.85%. The purchase prices were between $157.63 and $209.49, with an estimated average price of $190.97. The stock is now traded at around $218.63. The impact to a portfolio due to this purchase was 0.01%. The holding were 261 shares as of .

Added: iShares S&P 500 Value (IVE)

Lehman & Derafelo Financial Resources LLC added to a holding in iShares S&P 500 Value by 378.95%. The purchase prices were between $91.41 and $118.98, with an estimated average price of $105.45. The stock is now traded at around $113.79. The impact to a portfolio due to this purchase was 0.01%. The holding were 182 shares as of .

Added: iShares Edge MSCI USA Value Factor (VLUE)

Lehman & Derafelo Financial Resources LLC added to a holding in iShares Edge MSCI USA Value Factor by 50.70%. The purchase prices were between $59.26 and $80.55, with an estimated average price of $69.57. The stock is now traded at around $73.94. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 107 shares as of .

Sold Out: Kimberly-Clark Corp (KMB)

Lehman & Derafelo Financial Resources LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $125.66 and $143.96, with an estimated average price of $137.81.

Sold Out: Vanguard FTSE All World Ex US (VEU)

Lehman & Derafelo Financial Resources LLC sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $39.28 and $49.82, with an estimated average price of $44.69.

Sold Out: Vodafone Group PLC (VOD)

Lehman & Derafelo Financial Resources LLC sold out a holding in Vodafone Group PLC. The sale prices were between $13.06 and $18.16, with an estimated average price of $15.07.

Sold Out: Otis Worldwide Corp (OTIS)

Lehman & Derafelo Financial Resources LLC sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.

Sold Out: SPDR S&P Insurance (KIE)

Lehman & Derafelo Financial Resources LLC sold out a holding in SPDR S&P Insurance. The sale prices were between $22.98 and $30.97, with an estimated average price of $26.35.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Lehman & Derafelo Financial Resources LLC sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $92.41 and $133.25, with an estimated average price of $117.49.



Here is the complete portfolio of Lehman & Derafelo Financial Resources LLC. Also check out:

1. Lehman & Derafelo Financial Resources LLC's Undervalued Stocks
2. Lehman & Derafelo Financial Resources LLC's Top Growth Companies, and
3. Lehman & Derafelo Financial Resources LLC's High Yield stocks
4. Stocks that Lehman & Derafelo Financial Resources LLC keeps buying

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