HoldingsChannel.com
Lehman & Derafelo Financial Resources LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NEXTERA ENERGY INC 279,765 -1,660 $67,317
     NEE279,765-1,660$67,317
NEXTERA ENERGY PARTNERS LP 460,748 +10,269 $19,812
     NEP460,748+10,269$19,812
AMAZON COM INC 6,365 +315 $12,410
     AMZN6,365+315$12,410
BERKSHIRE HATHAWAY INC DEL      $11,019
     BRK.B60,267+2,752$11,019
J P MORGAN EXCHANGE TRADED F (JMST) 182,000 +182,000 $9,178
     JMST182,000+182,000$9,178
ISHARES TR (IVV) 32,711 +125 $8,453
     IVV32,711+125$8,453
PFIZER INC 202,603 -616 $6,613
     PFE202,603-616$6,613
CVS HEALTH CORP 110,723 +2,070 $6,569
     CVS110,723+2,070$6,569
BK OF AMERICA CORP 281,365 -1,746 $5,973
     BAC281,365-1,746$5,973
CISCO SYS INC 128,745 +4,132 $5,061
     CSCO128,745+4,132$5,061
VANGUARD INTL EQUITY INDEX F (VT) 73,300 UNCH $4,603
     VT73,300UNCH$4,603
MERCK & CO. INC 51,108 -100 $3,932
     MRK51,108-100$3,932
MAGELLAN MIDSTREAM PRTNRS LP 89,565 +13,100 $3,268
     MMP89,565+13,100$3,268
FIDELITY COVINGTON TR 121,281 +52,885 $3,199
     FDRR121,281+52,885$3,199
BP PLC 127,977 +1,391 $3,121
     BP127,977+1,391$3,121
CHEVRON CORP NEW 40,840 +4,347 $2,959
     CVX40,840+4,347$2,959
BLACKROCK MUN TARGET TERM TR 129,500 -3,000 $2,937
     BTT129,500-3,000$2,937
UNITED PARCEL SERVICE INC 29,792 -499 $2,783
     UPS29,792-499$2,783
APPLE INC 10,445 +1,363 $2,656
     AAPL10,445+1,363$2,656
L3HARRIS TECHNOLOGIES INC 14,418 +125 $2,597
     LHX14,418+125$2,597
REALTY INCOME CORP 51,183 -1,400 $2,552
     O51,183-1,400$2,552
BLACKROCK CR ALLOCATION INCO 216,957 -77,353 $2,530
     BTZ216,957-77,353$2,530
GENERAL ELECTRIC CO 270,535 -1,800 $2,148
     GE270,535-1,800$2,148
ISHARES TR (IXUS) 43,538 -1,446 $2,047
     IXUS43,538-1,446$2,047
JOHNSON & JOHNSON 14,417 +1,526 $1,891
     JNJ14,417+1,526$1,891
MICROSOFT CORP 11,480 +2,365 $1,810
     MSFT11,480+2,365$1,810
GILEAD SCIENCES INC 22,960 +1 $1,716
     GILD22,960+1$1,716
PIMCO DYNAMIC CR & MTG INC F 97,807 -2,400 $1,645
     PCI97,807-2,400$1,645
GENERAL MTRS CO 78,643 -1,300 $1,634
     GM78,643-1,300$1,634
SPDR SER TR (SLY) 28,691 -864 $1,390
     SLY28,691-864$1,390
ISHARES TR (HDV) 19,381 -328 $1,387
     HDV19,381-328$1,387
BLACKROCK MUN 2020 TERM TR 93,656 -3,000 $1,374
     BKK93,656-3,000$1,374
ISHARES TR (IJR) 23,538 -2,259 $1,321
     IJR23,538-2,259$1,321
VANECK VECTORS ETF TR (GDX) 51,997 +400 $1,198
     GDX51,997+400$1,198
EXXON MOBIL CORP 30,569 +9,892 $1,161
     XOM30,569+9,892$1,161
PROCTER & GAMBLE CO 10,466 -55 $1,151
     PG10,466-55$1,151
SAREPTA THERAPEUTICS INC 11,442 -3,300 $1,119
     SRPT11,442-3,300$1,119
DUKE ENERGY CORP NEW 12,927 +400 $1,046
     DUK12,927+400$1,046
ISHARES TR (IBB) 9,422 -126 $1,015
     IBB9,422-126$1,015
SCHWAB STRATEGIC TR 22,484 -1,400 $1,011
     SCHD22,484-1,400$1,011
VISA INC 6,233 +1,750 $1,004
     V6,233+1,750$1,004
NEWMONT CORP 21,606 UNCH $978
     NEM21,606UNCH$978
VERIZON COMMUNICATIONS INC 17,459 +291 $938
     VZ17,459+291$938
SPDR GOLD TRUST (GLD) 5,940 +515 $879
     GLD5,940+515$879
ISHARES SILVER TRUST (SLV) 66,270 +770 $865
     SLV66,270+770$865
ENTERPRISE PRODS PARTNERS L 58,040 -400 $830
     EPD58,040-400$830
WASHINGTON TR BANCORP 21,295 UNCH $779
     WASH21,295UNCH$779
AT&T INC 25,082 +360 $731
     T25,082+360$731
HOME DEPOT INC 3,886 +235 $725
     HD3,886+235$725
INVESCO QQQ TR 3,724 +1,693 $709
     QQQ3,724+1,693$709

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 03/31/2020: $240,366
At 12/31/2019: $278,437

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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