HoldingsChannel.com
Lehman & Derafelo Financial Resources LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 281,425 +2,256 $68,150
     NEE281,425+2,256$68,150
NEXTERA ENERGY PARTNERS LP 450,479 -1,440 $23,718
     NEP450,479-1,440$23,718
BERKSHIRE HATHAWAY INC DEL      $13,027
     BRK.B57,515+165$13,027
AMAZON COM INC 6,050 +62 $11,179
     AMZN6,050+62$11,179
ISHARES TR (IVV) 32,586 UNCH $10,533
     IVV32,586UNCH$10,533
BANK AMER CORP 283,111 -1,341 $9,971
     BAC283,111-1,341$9,971
CVS HEALTH CORP 108,653 +358 $8,072
     CVS108,653+358$8,072
PFIZER INC 203,219 +316 $7,962
     PFE203,219+316$7,962
CISCO SYS INC 124,613 +3,519 $5,976
     CSCO124,613+3,519$5,976
VANGUARD INTL EQUITY INDEX F (VT) 73,300 UNCH $5,937
     VT73,300UNCH$5,937
MAGELLAN MIDSTREAM PRTNRS LP 76,465 +4,330 $4,807
     MMP76,465+4,330$4,807
BP PLC 126,586 +417 $4,777
     BP126,586+417$4,777
MERCK & CO INC 51,208 +231 $4,657
     MRK51,208+231$4,657
CHEVRON CORP NEW 36,493 +499 $4,398
     CVX36,493+499$4,398
BLACKROCK CR ALLCTN INC TR 294,310 +535 $4,114
     BTZ294,310+535$4,114
REALTY INCOME CORP 52,583 -143 $3,872
     O52,583-143$3,872
UNITED PARCEL SERVICE INC 30,291 -199 $3,546
     UPS30,291-199$3,546
SPDR SERIES TRUST (KBE) 74,018 -98 $3,500
     KBE74,018-98$3,500
BLACKROCK MUN 2030 TAR TERM 132,500 UNCH $3,205
     BTT132,500UNCH$3,205
GENERAL ELECTRIC CO 272,335 -62 $3,039
     GE272,335-62$3,039
GENERAL MTRS CO 79,943 +4,707 $2,926
     GM79,943+4,707$2,926
L3HARRIS TECHNOLOGIES INC 14,293 -195 $2,828
     LHX14,293-195$2,828
ISHARES TR (IXUS) 44,984 -294 $2,784
     IXUS44,984-294$2,784
APPLE INC 9,082 +220 $2,667
     AAPL9,082+220$2,667
PIMCO DYNMIC CREDIT AND MRT 100,207 UNCH $2,525
     PCI100,207UNCH$2,525
FIDELITY COVINGTON TR 68,396 +6,691 $2,411
     FDRR68,396+6,691$2,411
SELECT SECTOR SPDR TR (XLF) 77,338 -3,281 $2,380
     XLF77,338-3,281$2,380
ISHARES TR (IJR) 25,797 UNCH $2,163
     IJR25,797UNCH$2,163
SPDR SERIES TRUST (SLY) 29,555 -247 $2,141
     SLY29,555-247$2,141
ISHARES TR (HDV) 19,709 +3 $1,933
     HDV19,709+3$1,933
SAREPTA THERAPEUTICS INC 14,742 UNCH $1,902
     SRPT14,742UNCH$1,902
JOHNSON & JOHNSON 12,891 -587 $1,880
     JNJ12,891-587$1,880
ENTERPRISE PRODS PARTNERS L 58,440 -13,400 $1,646
     EPD58,440-13,400$1,646
VANECK VECTORS ETF TRUST (GDX) 51,597 +4,293 $1,511
     GDX51,597+4,293$1,511
GILEAD SCIENCES INC 22,959 +151 $1,492
     GILD22,959+151$1,492
EXXON MOBIL CORP 20,677 -3,295 $1,443
     XOM20,677-3,295$1,443
BLACKROCK MUN 2020 TERM TR 96,656 -4,900 $1,439
     BKK96,656-4,900$1,439
MICROSOFT CORP 9,115 +747 $1,437
     MSFT9,115+747$1,437
SCHWAB STRATEGIC TR 23,884 UNCH $1,383
     SCHD23,884UNCH$1,383
PROCTER & GAMBLE CO 10,521 +23 $1,314
     PG10,521+23$1,314
ISHARES TR (IBB) 9,548 -100 $1,151
     IBB9,548-100$1,151
WASHINGTON TR BANCORP 21,295 UNCH $1,145
     WASH21,295UNCH$1,145
DUKE ENERGY CORP NEW 12,527 UNCH $1,143
     DUK12,527UNCH$1,143
ISHARES SILVER TRUST (SLV) 65,500 UNCH $1,093
     SLV65,500UNCH$1,093
VERIZON COMMUNICATIONS INC 17,168 +424 $1,054
     VZ17,168+424$1,054
SELECT SECTOR SPDR TR (XLE) 17,515 -370 $1,052
     XLE17,515-370$1,052
AT&T INC 24,722 +1,462 $966
     T24,722+1,462$966
NEWMONT GOLDCORP CORPORATION 21,606 +1,377 $939
     NEM21,606+1,377$939
VISA INC 4,483 +184 $842
     V4,483+184$842
HOME DEPOT INC 3,651 +268 $797
     HD3,651+268$797

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 12/31/2019: $278,437
At 09/30/2019: $261,403

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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