Lehman & Derafelo Financial Resources LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2022
  • Location
    media, PA
  • CIK
    0001767952
  • All SEC filings
Q4 2022
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

110

$337.11M
NEE, TIDAL ETF TR, NEP, BRK.B
13F-HR
Jan 20, 2023
000139834423000826

200

$317.24M
NEE, NEP, TIDAL ETF TR, BRK.B
13F-HR
Oct 21, 2022
000139834422020568

204

$323.29M
NEE, NEP, TIDAL ETF TR, BRK.B
13F-HR
Jul 19, 2022
000139834422013513

111

$359.67M
NEE, NEP, TIDAL ETF TR, BRK.B
13F-HR
Apr 21, 2022
000139834422007587

110

$330.89M
NEE, NEP, AMZN, BRK.B
13F-HR
Feb 11, 2022
000139834422002729

197

$307.71M
NEE, NEP, AMZN, BRK.B
13F-HR
Oct 28, 2021
000139834421020528

221

$365.81M
NEE, NEP, AMZN, BRK.B
13F-HR
Jul 19, 2021
000139834421014485

225

$356.07M
NEE, NEP, AMZN, BRK.B
RESTATEMENT
Jun 4, 2021
000139834421012591

227

$334.23M
NEE, NEP, AMZN, BRK.B
RESTATEMENT
Jun 4, 2021
000139834421012594

270

$314.28M
NEE, NEP, AMZN, BRK.B
13F-HR
Nov 6, 2020
000139834420021632

256

$286.45M
NEE, NEP, AMZN, BRK.B
13F-HR
Jul 30, 2020
000139834420014638

196

$240.37M
NEE, NEP, AMZN, BRK.B
13F-HR
May 13, 2020
000139834420010066

202

$278.44M
NEE, NEP, BRK.B, AMZN
13F-HR
Feb 12, 2020
000139834420002747

194

$261.40M
NEE, NEP, BRK.B, AMZN
13F-HR
Nov 12, 2019
000139834419019549

186

$245.25M
NEE, NEP, AMZN, BRK.B
13F-HR
Aug 14, 2019
000139834419014215

191

$231.75M
NEE, NEP, AMZN, BRK.B
13F-HR
May 14, 2019
000139834419008756

180

$201.14M
NEE, NEP, BRK.B, AMZN
13F-HR
Feb 14, 2019
000139834419002816
Lehman & Derafelo Financial Resources Llc 13F Filings