HoldingsChannel.com
Lehman & Derafelo Financial Resources LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 279,169 +725 $65,044
     NEE279,169+725$65,044
NEXTERA ENERGY PARTNERS LP 451,919 -2,650 $23,879
     NEP451,919-2,650$23,879
BERKSHIRE HATHAWAY INC DEL      $11,930
     BRK.B57,350+3,380$11,930
AMAZON COM INC 5,988 -12 $10,395
     AMZN5,988-12$10,395
ISHARES TR (IVV) 32,586 UNCH $9,728
     IVV32,586UNCH$9,728
BANK AMER CORP 284,452 +1,408 $8,297
     BAC284,452+1,408$8,297
PFIZER INC 202,903 +5,718 $7,290
     PFE202,903+5,718$7,290
CVS HEALTH CORP 108,295 +108,295 $6,830
     CVS108,295+108,295$6,830
CISCO SYS INC 121,094 +1,931 $5,983
     CSCO121,094+1,931$5,983
VANGUARD INTL EQUITY INDEX F (VT) 73,300 UNCH $5,484
     VT73,300UNCH$5,484
BP PLC 126,169 +3,209 $4,793
     BP126,169+3,209$4,793
MAGELLAN MIDSTREAM PRTNRS LP 72,135 +8,600 $4,780
     MMP72,135+8,600$4,780
MERCK & CO INC 50,977 -198 $4,291
     MRK50,977-198$4,291
CHEVRON CORP NEW 35,994 +56 $4,269
     CVX35,994+56$4,269
REALTY INCOME CORP 52,726 -100 $4,043
     O52,726-100$4,043
BLACKROCK CR ALLCTN INC TR 293,775 -3,972 $4,001
     BTZ293,775-3,972$4,001
UNITED PARCEL SERVICE INC 30,490 -299 $3,653
     UPS30,490-299$3,653
SPDR SERIES TRUST (KBE) 74,116 -498 $3,199
     KBE74,116-498$3,199
BLACKROCK MUN 2030 TAR TERM 132,500 -4,000 $3,135
     BTT132,500-4,000$3,135
L3HARRIS TECHNOLOGIES INC 14,488 +14,488 $3,023
     LHX14,488+14,488$3,023
GENERAL MTRS CO 75,236 +6,125 $2,820
     GM75,236+6,125$2,820
ISHARES TR (IXUS) 45,278 UNCH $2,615
     IXUS45,278UNCH$2,615
PIMCO DYNMIC CREDIT AND MRT 100,207 -1 $2,453
     PCI100,207-1$2,453
GENERAL ELECTRIC CO 272,397 +62 $2,435
     GE272,397+62$2,435
SELECT SECTOR SPDR TR (XLF) 80,619 UNCH $2,257
     XLF80,619UNCH$2,257
ENTERPRISE PRODS PARTNERS L 71,840 +1,000 $2,053
     EPD71,840+1,000$2,053
ISHARES TR (IJR) 25,797 -200 $2,008
     IJR25,797-200$2,008
SPDR SERIES TRUST (SLY) 29,802 -425 $2,003
     SLY29,802-425$2,003
FIDELITY COVINGTON TR 61,705 +8,632 $1,991
     FDRR61,705+8,632$1,991
APPLE INC 8,862 +98 $1,985
     AAPL8,862+98$1,985
ISHARES TR (HDV) 19,706 +3 $1,856
     HDV19,706+3$1,856
JOHNSON & JOHNSON 13,478 +701 $1,744
     JNJ13,478+701$1,744
EXXON MOBIL CORP 23,972 -250 $1,693
     XOM23,972-250$1,693
BLACKROCK MUN 2020 TERM TR 101,556 -4,800 $1,532
     BKK101,556-4,800$1,532
GILEAD SCIENCES INC 22,808 +1 $1,446
     GILD22,808+1$1,446
SCHWAB STRATEGIC TR 23,884 -38 $1,308
     SCHD23,884-38$1,308
PROCTER & GAMBLE CO 10,498 UNCH $1,306
     PG10,498UNCH$1,306
VANECK VECTORS ETF TR (GDX) 47,304 -400 $1,263
     GDX47,304-400$1,263
DUKE ENERGY CORP NEW 12,527 UNCH $1,201
     DUK12,527UNCH$1,201
MICROSOFT CORP 8,368 +3,556 $1,163
     MSFT8,368+3,556$1,163
SAREPTA THERAPEUTICS INC 14,742 +7,300 $1,110
     SRPT14,742+7,300$1,110
SELECT SECTOR SPDR TR (XLE) 17,885 -1,350 $1,059
     XLE17,885-1,350$1,059
ISHARES SILVER TRUST (SLV) 65,500 UNCH $1,043
     SLV65,500UNCH$1,043
WASHINGTON TR BANCORP 21,295 UNCH $1,029
     WASH21,295UNCH$1,029
VERIZON COMMUNICATIONS INC 16,744 +1,000 $1,011
     VZ16,744+1,000$1,011
ISHARES TR (IBB) 9,648 -300 $960
     IBB9,648-300$960
AT&T INC 23,260 +2,213 $880
     T23,260+2,213$880
EXELON CORP 17,281 -100 $835
     EXC17,281-100$835
HOME DEPOT INC 3,383 UNCH $785
     HD3,383UNCH$785
NEWMONT GOLDCORP CORPORATION 20,229 +236 $767
     NEM20,229+236$767

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 09/30/2019: $261,403
At 06/30/2019: $245,253

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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