Lehman & Derafelo Financial Resources LLC Portfolio Holdings

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$25.2 Million 7.47% of portfolio
359,102
Q4 2022 Reduced 0.43%
$1.23B
$461,000 0.14% of portfolio
74,752
Q4 2022 Added 7.17%
$546M
$407,000 0.12% of portfolio
8,647
Q2 2021 Reduced 10.37%
$327M
$37,000 0.01% of portfolio
21,100
Q3 2022 Added 5.5%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $337 Million
  • Prior Value $317 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 20, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 12 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Lehman & Derafelo Financial Resources LLC Portfolio

Follow Lehman & Derafelo Financial Resources LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lehman & Derafelo Financial Resources LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lehman & Derafelo Financial Resources LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email