Lehman Financial Resources, Inc. 13F Holdings
CIK 0001589661 · Media, PA
As of Sep 30, 2018, Lehman Financial Resources, Inc. reported 103 positions worth $213.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NEXTERA ENERGY INC | NEE | Utilities | 288,283 | $48.3K | 22.66% |
| XPLR INFRASTRUCTURE LP | XIFR | Utilities | 450,088 | $21.8K | 10.24% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 46,414 | $9.9K | 4.66% |
| ISHARES CORE S&P 500 ETF | IVV | — | 32,569 | $9.5K | 4.47% |
| PFIZER INC | PFE | Healthcare | 197,344 | $8.7K | 4.08% |
| BANK OF AMERICA CORP | BAC | Financial Services | 287,912 | $8.5K | 3.98% |
| STATE STREET(R) SPDR(R) S&P(R) BANK ETF | KBE | — | 125,928 | $5.9K | 2.75% |
| CISCO SYSTEMS INC | CSCO | Technology | 120,341 | $5.9K | 2.74% |
| BP PLC | BP | Energy | 125,876 | $5.8K | 2.72% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 73,300 | $5.6K | 2.61% |
| MAGELLAN MIDSTREAM PARTNERS | MMP | Energy | 63,513 | $4.3K | 2.02% |
| CHEVRON CORP | CHV | Energy | 34,469 | $4.2K | 1.98% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 47,878 | $4.2K | 1.96% |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | BTZ | — | 308,756 | $3.8K | 1.77% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 31,386 | $3.7K | 1.72% |
| MERCK & CO INC | MRK | Healthcare | 48,293 | $3.4K | 1.61% |
| REALTY INCOME CORP | O | Real Estate | 56,200 | $3.2K | 1.50% |
| BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST | BTT | — | 143,995 | $3.0K | 1.40% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 60,085 | $2.8K | 1.33% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 90,540 | $2.6K | 1.22% |
| PIMCO DYNMIC CREDIT AND MRT | PCI1 | — | 100,207 | $2.4K | 1.13% |
| GENERAL MOTORS CO | GM | Consumer Cyclical | 64,685 | $2.2K | 1.02% |
| GE AEROSPACE | — | — | 168,849 |