Top 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 | โ | โ | โ | 2022-12-31 |
| LBAY | TIDAL ETF TR | 8.94% | 1.03M | $30.1M | โ | โ | โ | 2022-12-31 |
| XIFR | NEXTERA ENERGY PARTNERS LP | 7.47% | 359.1K | $25.2M | โ | โ | โ | 2022-12-31 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.83% | 63.6K | $19.6M | โ | โ | โ | 2022-12-31 |
| AMZN | AMAZON COM INC | 3.28% | 131.7K | $11.1M | โ | โ | โ | 2022-12-31 |
| PFE | PFIZER INC | 3.22% | 211.8K | $10.9M | โ | โ | โ | 2022-12-31 |
| FDRR | FIDELITY COVINGTON TRUST | 3.11% | 263.4K | $10.5M | โ | โ | โ | 2022-12-31 |
| CVS | CVS HEALTH CORP | 2.99% | 108.2K | $10.1M | โ | โ | โ | 2022-12-31 |
| BAC | BANK AMERICA CORP | 2.7% | 275.1K | $9.1M | โ | โ | โ | 2022-12-31 |
| SPY | SPDR S&P 500 ETF TR | 2.12% | 18.7K | $7.2M | โ | โ | โ | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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