Lehman Financial Resources, Inc.
Q3 2018 13F Holdings
- Locationmedia, PA
- Num holdings
103
- Value ($000)
$213,268
- Date Filed11/14/2018
- Form type13F-HR
- CIK0001589661
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NEE NEXTERA ENERGY INC COM | COM | 65339F101 | $48.32M | 23 % | 288,283 | ||
NEP NEXTERA ENERGY PARTNERS LP COM UNIT PART IN | COM UNIT PART IN | 65341B106 | $21.83M | 10 % | 450,088 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | CL B NEW | 084670702 | $9.94M | 5 % | 46,414 | ||
IVV ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | $9.53M | 5 % | 32,569 | ||
PFE PFIZER INC | COM | 717081103 | $8.70M | 4 % | 197,344 | ||
BAC BANK OF AMERICA CORP | COM | 060505104 | $8.48M | 4 % | 287,912 | ||
KBE SPDR SER TR S&P BK ETF | S&P BK ETF | 78464A797 | $5.86M | 3 % | 125,928 | ||
CSCO CISCO SYS INC COM | COM | 17275R102 | $5.85M | 3 % | 120,341 | ||
BP BP PLC SPONSORED ADR | SPONSORED ADR | 055622104 | $5.80M | 3 % | 125,876 | ||
VT VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS | TT WRLD ST ETF | 922042742 | $5.56M | 3 % | 73,300 |
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