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Lehman & Derafelo Financial Resources LLC Buys Fidelity Dividend ETF for Rising Rates, JPMorgan Ultra-Short Municipal Income ETF, iShares U.S. Medical Devices ETF, Sells NextEra Energy Inc, iShares Core S&P 500 ETF, Capital One Financial Corp

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Oct 28, 2021
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Investment company Lehman & Derafelo Financial Resources LLC (Current Portfolio) buys Fidelity Dividend ETF for Rising Rates, JPMorgan Ultra-Short Municipal Income ETF, iShares U.S. Medical Devices ETF, Leatherback Long/Short Alternative Yield ETF, Communication Services Select Sector SPDR Fund, sells NextEra Energy Inc, iShares Core S&P 500 ETF, Capital One Financial Corp, General Electric Co, Sarepta Therapeutics Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Lehman & Derafelo Financial Resources LLC. As of 2021Q3, Lehman & Derafelo Financial Resources LLC owns 197 stocks with a total value of $308 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) - 1,063,708 shares, 27.14% of the total portfolio. Shares reduced by 24.22%
  2. NextEra Energy Partners LP (NEP) - 358,565 shares, 8.78% of the total portfolio. Shares reduced by 16.78%
  3. Amazon.com Inc (AMZN) - 6,016 shares, 6.42% of the total portfolio. Shares reduced by 5.42%
  4. Berkshire Hathaway Inc (BRK.B) - 58,403 shares, 5.18% of the total portfolio. Shares reduced by 4.23%
  5. Bank of America Corp (BAC) - 260,168 shares, 3.59% of the total portfolio. Shares reduced by 5.22%
New Purchase: Fidelity Dividend ETF for Rising Rates (FDRR)

Lehman & Derafelo Financial Resources LLC initiated holding in Fidelity Dividend ETF for Rising Rates. The purchase prices were between $41.25 and $43.26, with an estimated average price of $42.48. The stock is now traded at around $43.492400. The impact to a portfolio due to this purchase was 2.74%. The holding were 203,657 shares as of 2021-09-30.

New Purchase: JPMorgan Ultra-Short Municipal Income ETF (JMST)

Lehman & Derafelo Financial Resources LLC initiated holding in JPMorgan Ultra-Short Municipal Income ETF. The purchase prices were between $51.02 and $51.09, with an estimated average price of $51.06. The stock is now traded at around $51.035000. The impact to a portfolio due to this purchase was 2.16%. The holding were 129,900 shares as of 2021-09-30.

New Purchase: Leatherback Long/Short Alternative Yield ETF (LBAY)

Lehman & Derafelo Financial Resources LLC initiated holding in Leatherback Long/Short Alternative Yield ETF. The purchase prices were between $22.35 and $23.94, with an estimated average price of $23.3. The stock is now traded at around $23.625100. The impact to a portfolio due to this purchase was 0.91%. The holding were 118,860 shares as of 2021-09-30.

New Purchase: VanEck Merk Gold Trust (OUNZ)

Lehman & Derafelo Financial Resources LLC initiated holding in VanEck Merk Gold Trust. The purchase prices were between $16.78 and $17.81, with an estimated average price of $17.41. The stock is now traded at around $17.500000. The impact to a portfolio due to this purchase was 0.08%. The holding were 15,000 shares as of 2021-09-30.

New Purchase: PNC Financial Services Group Inc (PNC)

Lehman & Derafelo Financial Resources LLC initiated holding in PNC Financial Services Group Inc. The purchase prices were between $177.8 and $200.2, with an estimated average price of $188.99. The stock is now traded at around $213.050000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,038 shares as of 2021-09-30.

New Purchase: iShares Gold Trust (IAU)

Lehman & Derafelo Financial Resources LLC initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $34.220000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,550 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Lehman & Derafelo Financial Resources LLC added to a holding in iShares U.S. Medical Devices ETF by 614.10%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.700000. The impact to a portfolio due to this purchase was 1.99%. The holding were 113,235 shares as of 2021-09-30.

Added: Communication Services Select Sector SPDR Fund (XLC)

Lehman & Derafelo Financial Resources LLC added to a holding in Communication Services Select Sector SPDR Fund by 103.29%. The purchase prices were between $79.49 and $85.9, with an estimated average price of $82.66. The stock is now traded at around $80.050000. The impact to a portfolio due to this purchase was 0.54%. The holding were 40,592 shares as of 2021-09-30.

Added: Viatris Inc (VTRS)

Lehman & Derafelo Financial Resources LLC added to a holding in Viatris Inc by 79.21%. The purchase prices were between $13.25 and $15.13, with an estimated average price of $14.21. The stock is now traded at around $13.330000. The impact to a portfolio due to this purchase was 0.08%. The holding were 39,439 shares as of 2021-09-30.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Lehman & Derafelo Financial Resources LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 133.36%. The purchase prices were between $86.08 and $86.29, with an estimated average price of $86.19. The stock is now traded at around $85.840000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,840 shares as of 2021-09-30.

Added: Plains All American Pipeline LP (PAA)

Lehman & Derafelo Financial Resources LLC added to a holding in Plains All American Pipeline LP by 27.47%. The purchase prices were between $9.11 and $11.71, with an estimated average price of $9.95. The stock is now traded at around $10.240000. The impact to a portfolio due to this purchase was 0.01%. The holding were 13,595 shares as of 2021-09-30.

Added: SPDR Dividend ETF (SDY)

Lehman & Derafelo Financial Resources LLC added to a holding in SPDR Dividend ETF by 200.00%. The purchase prices were between $117.12 and $124.88, with an estimated average price of $121.74. The stock is now traded at around $123.500000. The impact to a portfolio due to this purchase was 0.01%. The holding were 150 shares as of 2021-09-30.

Sold Out: Capital One Financial Corp (COF)

Lehman & Derafelo Financial Resources LLC sold out a holding in Capital One Financial Corp. The sale prices were between $152.46 and $177.73, with an estimated average price of $163.01.

Sold Out: Sarepta Therapeutics Inc (SRPT)

Lehman & Derafelo Financial Resources LLC sold out a holding in Sarepta Therapeutics Inc. The sale prices were between $65.97 and $92.48, with an estimated average price of $77.05.

Sold Out: Exelon Corp (EXC)

Lehman & Derafelo Financial Resources LLC sold out a holding in Exelon Corp. The sale prices were between $44.79 and $50.85, with an estimated average price of $47.9.

Sold Out: Advanced Micro Devices Inc (AMD)

Lehman & Derafelo Financial Resources LLC sold out a holding in Advanced Micro Devices Inc. The sale prices were between $85.89 and $118.77, with an estimated average price of $102.22.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Lehman & Derafelo Financial Resources LLC sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $108.12 and $124.7, with an estimated average price of $117.53.

Sold Out: Digital Realty Trust Inc (DLR)

Lehman & Derafelo Financial Resources LLC sold out a holding in Digital Realty Trust Inc. The sale prices were between $144.45 and $168, with an estimated average price of $156.92.



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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