Lehman & Derafelo Financial Resources LLC
Q4 2022 13F Holdings
- Locationmedia, PA
- Num holdings
110
- Value ($000)
$337,109
- Date Filed01/20/2023
- Form type13F-HR
- CIK0001767952
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NEE NEXTERA ENERGY INC | COM | 65339F101 | $97.03M | 29 % | 1,160,606 | ||
TIDAL ETF TR | LEATHERBACK LNG | 886364850 | $30.12M | 9 % | 1,025,944 | ||
NEP NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | $25.17M | 8 % | 359,102 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $19.64M | 6 % | 63,582 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.07M | 3 % | 131,737 | ||
PFE PFIZER INC | COM | 717081103 | $10.85M | 3 % | 211,824 | ||
FDRR FIDELITY COVINGTON TRUST | DIVID ETF RISI | 316092832 | $10.49M | 3 % | 263,357 | ||
CVS CVS HEALTH CORP | COM | 126650100 | $10.09M | 3 % | 108,233 | ||
BAC BANK AMERICA CORP | COM | 060505104 | $9.11M | 3 % | 275,085 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.15M | 2 % | 18,697 |
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