Lehman Financial Resources, Inc. Buys iShares Core High Dividend, iShares Core S&P Small-Cap, Vanguard High Dividend Yield, Sells Welltower Inc

• New Purchases: HDV, IJR, VYM, DWDP, BMY, NSC, KMB, XGTI,
• Added Positions: IVV, VT, BRK.B, T, SCHD, FB, AEP, DIA, VZ, ONVO,
• Reduced Positions: NEE, NEP, HBI, O, BP, MMP, PCI, BKK, AAPL, GILD,
• Sold Out: WELL,

For the details of Lehman Financial Resources, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lehman+Financial+Resources%2C+Inc.

1. NextEra Energy Inc (NEE) - 281,494 shares, 24.07% of the total portfolio. Shares reduced by 4.96%
2. NextEra Energy Partners LP (NEP) - 440,083 shares, 10.52% of the total portfolio. Shares reduced by 11.16%
3. iShares Core S&P 500 (IVV) - 32,569 shares, 4.55% of the total portfolio. Shares added by 7.24%
4. Berkshire Hathaway Inc (BRK.B) - 46,314 shares, 4.43% of the total portfolio. Shares added by 1.68%
5. Bank of America Corporation (BAC) - 293,906 shares, 4.24% of the total portfolio. Shares reduced by 0.34%

Lehman Financial Resources, Inc. initiated holding in iShares Core High Dividend. The purchase prices were between $82.89 and $86.67, with an estimated average price of $85. The stock is now traded at around $88.04. The impact to a portfolio due to this purchase was 0.81%. The holding were 18,723 shares as of 2018-06-30.

Lehman Financial Resources, Inc. initiated holding in iShares Core S&P Small-Cap. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $86.93. The impact to a portfolio due to this purchase was 0.3%. The holding were 7,065 shares as of 2018-06-30.

Lehman Financial Resources, Inc. initiated holding in Vanguard High Dividend Yield. The purchase prices were between $80.64 and $85.99, with an estimated average price of $83.75. The stock is now traded at around $85.81. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,075 shares as of 2018-06-30.

Lehman Financial Resources, Inc. initiated holding in DowDuPont Inc. The purchase prices were between $62.04 and $70.04, with an estimated average price of $66.14. The stock is now traded at around $66.46. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,415 shares as of 2018-06-30.

Lehman Financial Resources, Inc. initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $50.53 and $62.98, with an estimated average price of $54.03. The stock is now traded at around $60.26. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,757 shares as of 2018-06-30.

Lehman Financial Resources, Inc. initiated holding in Norfolk Southern Corp. The purchase prices were between $128.92 and $156.28, with an estimated average price of $146.05. The stock is now traded at around $171.86. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,433 shares as of 2018-06-30.

Lehman Financial Resources, Inc. added to a holding in AT&T Inc by 26.25%. The purchase prices were between $31.4 and $36.14, with an estimated average price of $33.25. The stock is now traded at around $32.47. The impact to a portfolio due to this purchase was 0.06%. The holding were 18,938 shares as of 2018-06-30.

Lehman Financial Resources, Inc. added to a holding in Altria Group Inc by 21.73%. The purchase prices were between $54.52 and $64.54, with an estimated average price of $57.7. The stock is now traded at around $60.18. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,230 shares as of 2018-06-30.

Lehman Financial Resources, Inc. sold out a holding in Welltower Inc. The sale prices were between $50.01 and $62.69, with an estimated average price of $55.69.