Lehman & Derafelo Financial Resources LLC 13F Holdings

CIK 0001767952 · MEDIA, PA

As of Dec 31, 2022, Lehman & Derafelo Financial Resources LLC reported 110 positions worth $337.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NEXTERA ENERGY INCNEEUtilities1,160,606$97.0M28.78%
TIDAL TRUST ILBAY—1,025,944$30.1M8.94%
XPLR INFRASTRUCTURE LPXIFRUtilities359,102$25.2M7.47%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services63,582 9.6M5.83%
AMAZON.COM INCAMZNEquity131,737 1.1M3.28%
PFIZER INCPFEHealthcare211,824 0.9M3.22%
FIDELITY COVINGTON TRUST——263,357 0.5M3.11%
CVS HEALTH CORPCVSHealthcare108,233 0.1M2.99%
BANK OF AMERICA CORPBACFinancial Services275,085$9.1M2.70%
SPDR S&P 500 ETF TRUSTSPY—18,697$7.2M2.12%
ISHARES US MEDICAL DEVICES ETFIHI—119,317$6.3M1.86%
MAGELLAN MIDSTREAM PARTNERSMMPEnergy109,054$5.5M1.62%
APPLE INCAAPLTechnology40,450$5.3M1.56%
ISHARES CORE S&P 500 ETFIVV—12,336$4.7M1.41%
MERCK & CO INCMRKHealthcare42,190$4.7M1.39%
L3HARRIS TECHNOLOGIES INCLHXIndustrials14,203$3.0M0.88%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDXLC—54,450$2.6M0.78%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFJMST—51,325$2.6M0.77%
JOHNSON & JOHNSONJNJHealthcare14,592$2.6M0.76%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy103,770$2.5M0.74%
MICROSOFT CORPMSFTTechnology10,404$2.5M0.74%
GOLUB CAPITAL BDC INCGBDCFinancial Services189,042$2.5M0.74%
GILEAD SCIENCES INCGILDHealthcare26,777$2.3M0.68%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—44,066$2.2M0.65%
EXXON MOBIL CORPXOMEnergy19,098$2.1M0.62%