Lehman & Derafelo Financial Resources LLC has filed its 13F form on January 20, 2023 for Q4 2022 where it was disclosed a total value porftolio of $337 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nextera Energy Inc with a value of $97M, Tidal ETF Tr Leatherback Long/ with a value of $30.1M, Nextera Energy Partners, LP with a value of $25.2M, Berkshire Hathaway Inc Class B with a value of $19.6M, and Amazon Com Inc with a value of $11.1M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $317M to 337M.
Below you can find more details about Lehman & Derafelo Financial Resources LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
Utilities: $125 Billion
ETFs: $90 Billion
Financial Services: $39.1 Billion
Healthcare: $32.4 Billion
Consumer Cyclical: $15.3 Billion
Energy: $11.7 Billion
Technology: $8.38 Billion
Industrials: $5.08 Billion
Other: $10.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
