StockDriftsStockDriftsTop 50 Lehman & Derafelo Financial Resources Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | 28.78% | 1.16M | $97.0M | — | — | — | 2022-12-31 |
| LBAY | TIDAL ETF TR | 8.94% | 1.03M | $30.1M | — | — | — | 2022-12-31 |
| XIFR | NEXTERA ENERGY PARTNERS LP | 7.47% | 359.1K | $25.2M | — | — | — | 2022-12-31 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.83% | 63.6K | $19.6M | — | — | — | 2022-12-31 |
| AMZN | AMAZON COM INC | 3.28% | 131.7K | $11.1M | — | — | — | 2022-12-31 |
| PFE | PFIZER INC | 3.22% | 211.8K | $10.9M | — | — | — | 2022-12-31 |
| FDRR | FIDELITY COVINGTON TRUST | 3.11% | 263.4K | $10.5M | — | — | — | 2022-12-31 |
| CVS | CVS HEALTH CORP | 2.99% | 108.2K | $10.1M | — | — | — | 2022-12-31 |
| BAC | BANK AMERICA CORP | 2.7% | 275.1K | $9.1M | — | — | — | 2022-12-31 |
| SPY | SPDR S&P 500 ETF TR | 2.12% | 18.7K | $7.2M | — | — | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lehman & Derafelo Financial Resources Llc reports $337.11M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are NEE (28.8%), LBAY (8.9%) and XIFR (7.5%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Lehman & Derafelo Financial Resources Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767952). View Lehman & Derafelo Financial Resources Llc’s 13F filings on SEC