Lehman & Derafelo Financial Resources LLC Reduced Holdings in Q4 2022

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 6.2%
$327.64 - $374.54 $13.1K - $15K
605 $0
COP
Conocophillips

Energy
-211
- 10.16%
$109.97 - $135.25 $23.2K - $28.5K
1.87K $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-46
- 1.62%
$80.6 - $81.52 $3.71K - $3.75K
2.79K $0
XLV
Select Sector Spdr Fund Health

ETFs
-112
- 6.01%
$121.85 - $140.1 $13.6K - $15.7K
1.75K $0
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-650
- 18.81%
$88.99 - $103.33 $57.8K - $67.2K
2.81K $0
C
Citigroup Inc

Financial Services
-298
- 4.78%
$40.3 - $50.19 $12K - $15K
5.94K $0
ORCL
Oracle Corp

Technology
-100
- 2.68%
$62.41 - $84.15 $6.24K - $8.42K
3.63K $0
SO
Southern CO

Utilities
-46
- 1.09%
$63.44 - $72.26 $2.92K - $3.32K
4.19K $0
RTX
Raytheon Technologies Corp

Industrials
-93
- 2.97%
$82.59 - $101.0 $7.68K - $9.39K
3.04K $0
META
Meta Platforms, Inc.

Communication Services
-361
- 12.01%
$88.91 - $140.28 $32.1K - $50.6K
2.65K $0
KMI
Kinder Morgan, Inc.

Energy
-254
- 1.32%
$16.91 - $19.17 $4.3K - $4.87K
19K $0
VZ
Verizon Communications Inc

Communication Services
-520
- 5.42%
$35.35 - $39.81 $18.4K - $20.7K
9.08K $0
T
At&T Inc.

Communication Services
-1.54K
- 7.36%
$14.76 - $19.3 $22.8K - $29.8K
19.4K $0
DIS
Walt Disney CO

Communication Services
-110
- 1.96%
$84.16 - $106.54 $9.26K - $11.7K
5.51K $0
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-4.7K
- 10.44%
$20.3 - $21.74 $95.3K - $102K
40.3K $0
PDI
Pimco Dynamic Income Fund

Financial Services
-5.57K
- 10.67%
$18.29 - $20.73 $102K - $115K
46.6K $0
CVX
Chevron Corp

Energy
-250
- 4.8%
$151.73 - $188.05 $37.9K - $47K
4.95K $0
IBB
Ishares Biotechnology ETF

ETFs
-702
- 8.75%
$117.58 - $138.43 $82.5K - $97.2K
7.32K $0
HD
Home Depot, Inc.

Consumer Cyclical
-482
- 13.12%
$269.46 - $333.38 $130K - $161K
3.19K $0
NEM
Newmont Corp

Basic Materials
-76
- 0.35%
$37.7 - $48.75 $2.87K - $3.71K
21.7K $0
PG
Procter & Gamble CO

Consumer Defensive
-523
- 5.36%
$123.76 - $153.95 $64.7K - $80.5K
9.24K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-179
- 3.18%
$260.1 - $293.72 $46.6K - $52.6K
5.45K $0
IXUS
Ishares Tr

ETFs
-304
- 1.09%
$50.56 - $60.03 $15.4K - $18.2K
27.5K $0
XLE
Energy Sector Spdr

ETFs
-389
- 1.87%
$76.09 - $94.08 $29.6K - $36.6K
20.4K $0
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-4.47K
- 2.42%
$9.37 - $10.83 $41.9K - $48.5K
180K $0
XOM
Exxon Mobil Corp

Energy
-1.4K
- 6.81%
$91.92 - $114.2 $128K - $159K
19.1K $0
GILD
Gilead Sciences, Inc.

Healthcare
-800
- 2.9%
$62.32 - $89.47 $49.9K - $71.6K
26.8K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
-8.54K
- 4.32%
$12.46 - $14.25 $106K - $122K
189K $0
EPD
Enterprise Products Partners L.P.

Energy
-5.51K
- 5.04%
$23.37 - $25.5 $129K - $140K
104K $0
JNJ
Johnson & Johnson

Healthcare
-87
- 0.59%
$160.2 - $179.79 $13.9K - $15.6K
14.6K $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.5K
- 4.64%
$50.24 - $50.61 $126K - $127K
51.3K $0
MRK
Merck & Co., Inc.

Healthcare
-509
- 1.19%
$87.44 - $112.11 $44.5K - $57.1K
42.2K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-11.7K
- 48.77%
$357.98 - $409.32 $4.2M - $4.81M
12.3K $0
MMP
Magellan Midstream Partners, L.P.

Energy
-2.42K
- 2.17%
$46.99 - $53.95 $113K - $130K
109K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.07K
- 1.7%
$47.29 - $54.28 $97.7K - $112K
119K $0
CVS
Cvs Health Corp

Healthcare
-1.61K
- 1.46%
$88.25 - $103.78 $142K - $167K
108K $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
-37K
- 12.33%
$35.77 - $41.89 $1.33M - $1.55M
263K $0
PFE
Pfizer Inc

Healthcare
-1.12K
- 0.52%
$41.75 - $54.5 $46.6K - $60.8K
212K $0
NEP
Nextera Energy Partners, LP

Utilities
-1.57K
- 0.43%
$67.94 - $80.48 $106K - $126K
359K $0
NEE
Nextera Energy Inc

Utilities
-8.03K
- 0.69%
$70.64 - $87.15 $567K - $700K
1.16M $0
Activity Summary
Buys All Purchases 44 New Holdings 12 Increased Positions 32 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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