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Lehman & Derafelo Financial Resources Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$337.11M
# of Holdings
110
Performance Rank
N/A
Allocation (Top 20)
N/A

Lehman & Derafelo Financial Resources Llc Holdings Map

Top 50 Lehman & Derafelo Financial Resources Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEE
NEXTERA ENERGY INC
28.78%1.16M$97.0Mโ€”โ€”โ€”2022-12-31
LBAY
TIDAL ETF TR
8.94%1.03M$30.1Mโ€”โ€”โ€”2022-12-31
XIFR
NEXTERA ENERGY PARTNERS LP
7.47%359.1K$25.2Mโ€”โ€”โ€”2022-12-31
BRKB
BERKSHIRE HATHAWAY INC DEL
5.83%63.6K$19.6Mโ€”โ€”โ€”2022-12-31
AMZN
AMAZON COM INC
3.28%131.7K$11.1Mโ€”โ€”โ€”2022-12-31
PFE
PFIZER INC
3.22%211.8K$10.9Mโ€”โ€”โ€”2022-12-31
FDRR
FIDELITY COVINGTON TRUST
3.11%263.4K$10.5Mโ€”โ€”โ€”2022-12-31
CVS
CVS HEALTH CORP
2.99%108.2K$10.1Mโ€”โ€”โ€”2022-12-31
BAC
BANK AMERICA CORP
2.7%275.1K$9.1Mโ€”โ€”โ€”2022-12-31
SPY
SPDR S&P 500 ETF TR
2.12%18.7K$7.2Mโ€”โ€”โ€”2022-12-31

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