HoldingsChannel.com
Lehman & Derafelo Financial Resources LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 278,444 -1,615 $57,947
     NEE278,444-1,615$57,947
NEXTERA ENERGY PARTNERS LP 454,569 -1,906 $22,474
     NEP454,569-1,906$22,474
AMAZON COM INC 6,000 -33 $11,657
     AMZN6,000-33$11,657
BERKSHIRE HATHAWAY INC DEL      $11,617
     BRK.B53,970+4,515$11,617
ISHARES TR (IVV) 32,586 -33 $9,779
     IVV32,586-33$9,779
PFIZER INC 197,185 +2,284 $8,660
     PFE197,185+2,284$8,660
BANK AMER CORP 283,044 -4,343 $8,282
     BAC283,044-4,343$8,282
CISCO SYS INC 119,163 -1,192 $6,745
     CSCO119,163-1,192$6,745
VANGUARD INTL EQUITY INDEX F (VT) 73,300 UNCH $5,579
     VT73,300UNCH$5,579
BP PLC 122,960 -1,722 $5,045
     BP122,960-1,722$5,045
CHEVRON CORP NEW 35,938 +1,166 $4,440
     CVX35,938+1,166$4,440
MERCK & CO INC 51,175 +2,502 $4,381
     MRK51,175+2,502$4,381
MAGELLAN MIDSTREAM PRTNRS LP 63,535 +1,800 $4,120
     MMP63,535+1,800$4,120
BLACKROCK CR ALLCTN INC TR 297,747 -4,971 $3,906
     BTZ297,747-4,971$3,906
REALTY INCOME CORP 52,826 +101 $3,697
     O52,826+101$3,697
SPDR SERIES TRUST (KBE) 74,614 -98 $3,283
     KBE74,614-98$3,283
BLACKROCK MUN 2030 TAR TERM 136,500 -7,495 $3,157
     BTT136,500-7,495$3,157
UNITED PARCEL SERVICE INC 30,789 -299 $3,153
     UPS30,789-299$3,153
GENERAL ELECTRIC CO 272,335 +80 $2,860
     GE272,335+80$2,860
ISHARES TR (IXUS) 45,278 -1,080 $2,674
     IXUS45,278-1,080$2,674
GENERAL MTRS CO 69,111 +2,727 $2,661
     GM69,111+2,727$2,661
PIMCO DYNMIC CREDIT AND MRT 100,208 +1 $2,433
     PCI100,208+1$2,433
SELECT SECTOR SPDR TR (XLF) 80,619 UNCH $2,270
     XLF80,619UNCH$2,270
ENTERPRISE PRODS PARTNERS L 70,840 -4,800 $2,081
     EPD70,840-4,800$2,081
SPDR SERIES TRUST (SLY) 30,227 UNCH $2,058
     SLY30,227UNCH$2,058
ISHARES TR (IJR) 25,997 -415 $2,047
     IJR25,997-415$2,047
ISHARES TR (HDV) 19,703 +977 $1,884
     HDV19,703+977$1,884
EXXON MOBIL CORP 24,222 +3,752 $1,844
     XOM24,222+3,752$1,844
JOHNSON & JOHNSON 12,777 +1,277 $1,796
     JNJ12,777+1,277$1,796
APPLE INC 8,764 -8 $1,790
     AAPL8,764-8$1,790
FIDELITY 53,073 +27,983 $1,719
     FDRR53,073+27,983$1,719
BLACKROCK MUN 2020 TERM TR 106,356 -17,612 $1,608
     BKK106,356-17,612$1,608
GILEAD SCIENCES INC 22,807 -499 $1,563
     GILD22,807-499$1,563
SCHWAB STRATEGIC TR 23,922 UNCH $1,286
     SCHD23,922UNCH$1,286
SELECT SECTOR SPDR TR (XLE) 19,235 +100 $1,214
     XLE19,235+100$1,214
VANECK VECTORS ETF TR (GDX) 47,704 UNCH $1,211
     GDX47,704UNCH$1,211
PROCTER AND GAMBLE CO 10,498 +1,500 $1,188
     PG10,498+1,500$1,188
DUKE ENERGY CORP NEW 12,527 +600 $1,123
     DUK12,527+600$1,123
SAREPTA THERAPEUTICS INC 7,442 UNCH $1,122
     SRPT7,442UNCH$1,122
WASHINGTON TR BANCORP 21,295 UNCH $1,119
     WASH21,295UNCH$1,119
ISHARES TR (IBB) 9,948 -386 $1,087
     IBB9,948-386$1,087
ISHARES SILVER TRUST (SLV) 65,500 UNCH $921
     SLV65,500UNCH$921
VERIZON COMMUNICATIONS INC 15,744 +701 $918
     VZ15,744+701$918
EXELON CORP 17,381 +100 $855
     EXC17,381+100$855
NEWMONT GOLDCORP CORPORATION 19,993 +19,993 $768
     NEM19,993+19,993$768
VISA INC 4,299 +15 $759
     V4,299+15$759
FACEBOOK INC 3,700 +30 $727
     FB3,700+30$727
AT&T INC 21,047 +2,024 $722
     T21,047+2,024$722
SPDR GOLD TRUST (GLD) 5,425 UNCH $717
     GLD5,425UNCH$717
HOME DEPOT INC 3,383 +1,407 $715
     HD3,383+1,407$715

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 06/30/2019: $245,253
At 03/31/2019: $231,748

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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