HoldingsChannel.com
Lehman & Derafelo Financial Resources LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
NEXTERA ENERGY INC 286,230 +6,465 $68,744
     NEE286,230+6,465$68,744
NEXTERA ENERGY PARTNERS LP 443,669 -17,079 $22,751
     NEP443,669-17,079$22,751
AMAZON COM INC 6,236 -129 $17,204
     AMZN6,236-129$17,204
BERKSHIRE HATHAWAY INC DEL      $11,083
     BRK.B62,084+1,817$11,083
J P MORGAN EXCHANGE TRADED F (JMST) 180,000 -2,000 $9,176
     JMST180,000-2,000$9,176
ISHARES TR (IVV) 26,858 -5,853 $8,318
     IVV26,858-5,853$8,318
CVS HEALTH CORP 111,267 +544 $7,229
     CVS111,267+544$7,229
BK OF AMERICA CORP 284,196 +2,831 $6,750
     BAC284,196+2,831$6,750
PFIZER INC 203,448 +845 $6,653
     PFE203,448+845$6,653
CISCO SYS INC 128,118 -627 $5,975
     CSCO128,118-627$5,975
MAGELLAN MIDSTREAM PRTNRS LP 95,580 +6,015 $4,126
     MMP95,580+6,015$4,126
FIDELITY COVINGTON TR 129,364 +8,083 $3,978
     FDRR129,364+8,083$3,978
MERCK & CO. INC 50,409 -699 $3,898
     MRK50,409-699$3,898
CHEVRON CORP NEW 38,526 -2,314 $3,438
     CVX38,526-2,314$3,438
UNITED PARCEL SERVICE INC 28,532 -1,260 $3,172
     UPS28,532-1,260$3,172
APPLE INC 8,693 -1,752 $3,171
     AAPL8,693-1,752$3,171
REALTY INCOME CORP 49,975 -1,208 $2,974
     O49,975-1,208$2,974
BP PLC 127,152 -825 $2,965
     BP127,152-825$2,965
BLACKROCK CR ALLOCATION INCO 212,120 -4,837 $2,800
     BTZ212,120-4,837$2,800
L3HARRIS TECHNOLOGIES INC 14,353 -65 $2,435
     LHX14,353-65$2,435
MICROSOFT CORP 11,082 -398 $2,255
     MSFT11,082-398$2,255
GENERAL ELECTRIC CO 311,535 +41,000 $2,128
     GE311,535+41,000$2,128
BLACKROCK MUN TARGET TERM TR 88,000 -41,500 $2,091
     BTT88,000-41,500$2,091
JOHNSON & JOHNSON 14,657 +240 $2,061
     JNJ14,657+240$2,061
ISHARES TR (IXUS) 36,278 -7,260 $1,978
     IXUS36,278-7,260$1,978
VANECK VECTORS ETF TR (GDX) 51,997 UNCH $1,907
     GDX51,997UNCH$1,907
GENERAL MTRS CO 75,002 -3,641 $1,898
     GM75,002-3,641$1,898
PIMCO DYNAMIC CR INCOME FD 97,807 UNCH $1,803
     PCI97,807UNCH$1,803
GILEAD SCIENCES INC 23,035 +75 $1,772
     GILD23,035+75$1,772
SPDR S&P 500 ETF TR (SPY) 5,506 +3,065 $1,698
     SPY5,506+3,065$1,698
ISHARES TR (IJR) 22,191 -1,347 $1,515
     IJR22,191-1,347$1,515
ISHARES TR (HDV) 18,415 -966 $1,494
     HDV18,415-966$1,494
EXXON MOBIL CORP 32,896 +2,327 $1,471
     XOM32,896+2,327$1,471
SPDR SER TR (SLY) 23,753 -4,938 $1,402
     SLY23,753-4,938$1,402
VISA INC 7,240 +1,007 $1,399
     V7,240+1,007$1,399
BLACKROCK MUN 2020 TERM TR 90,956 -2,700 $1,366
     BKK90,956-2,700$1,366
NEWMONT CORP 21,746 +140 $1,343
     NEM21,746+140$1,343
ISHARES TR (IBB) 9,172 -250 $1,254
     IBB9,172-250$1,254
SQUARE INC      $1,197
     Call10,000+10,000$1,049
     SQ1,410+1,410$148
PROCTER AND GAMBLE CO 9,466 -1,000 $1,132
     PG9,466-1,000$1,132
ISHARES SILVER TR (SLV) 66,270 UNCH $1,127
     SLV66,270UNCH$1,127
SCHWAB STRATEGIC TR 21,384 -1,100 $1,107
     SCHD21,384-1,100$1,107
DUKE ENERGY CORP NEW 12,761 -166 $1,019
     DUK12,761-166$1,019
SPDR GOLD TR (GLD) 5,940 UNCH $994
     GLD5,940UNCH$994
ENTERPRISE PRODS PARTNERS L 54,240 -3,800 $986
     EPD54,240-3,800$986
VANGUARD INTL EQUITY INDEX F (VT) 12,300 -61,000 $920
     VT12,300-61,000$920
HOME DEPOT INC 3,649 -237 $914
     HD3,649-237$914
INVESCO QQQ TR 3,558 -166 $881
     QQQ3,558-166$881
VERIZON COMMUNICATIONS INC 14,804 -2,655 $816
     VZ14,804-2,655$816
AT&T INC 24,830 -252 $751
     T24,830-252$751

See Full List: All Stocks Held By Lehman & Derafelo Financial Resources LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lehman & Derafelo Financial Resources LLC

Size ($ in 1000's)
At 06/30/2020: $286,449
At 03/31/2020: $240,366

Lehman & Derafelo Financial Resources LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lehman & Derafelo Financial Resources LLC 13F filings. Link to 13F filings: SEC filings

Lehman & Derafelo Financial Resources LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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