13F Filings History of Lehman & Derafelo Financial Resources LLC

Latest 13F report
Q4 2022 - Jan 20, 2023
Value $
$337M
Signature - Title
Richard Derafelo - Chief Compliance Officer
Location
Media, PA
Summary
This page shows a list of all the recent 13F filings made by Lehman & Derafelo Financial Resources LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lehman & Derafelo Financial Resources LLC reported 110 stock holdings with total value $337M as of Q4 2022. Top holdings included NEE, LBAY, NEP, BRKB, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 110 $337M +$15.8M -$13.2M +$2.62M NEE, LBAY, NEP, BRKB, AMZN 13F-HR 1/20/2023, 03:24 PM
Q3 2022 197 $314M +$12.7M -$10.7M +$2.06M NEE, NEP, LBAY, BRKB, AMZN 13F-HR 10/21/2022, 03:14 PM
Q2 2022 201 $323M +$21.4M -$3.55M +$17.9M NEE, NEP, LBAY, BRKB, AMZN 13F-HR 7/19/2022, 10:48 AM
Q1 2022 111 $360M +$42.2M -$2.51M +$39.7M NEE, NEP, LBAY, BRKB, AMZN 13F-HR 4/21/2022, 11:55 AM
Q4 2021 110 $331M +$6.19M -$17.6M -$11.4M NEE, NEP, AMZN, BRKB, PFE 13F-HR 2/11/2022, 11:10 AM
Q3 2021 196 $308M +$11.3M -$69.1M -$57.8M NEE, NEP, AMZN, BRKB, BAC 13F-HR 10/28/2021, 10:34 AM
Q2 2021 221 $366M +$6.81M -$10.6M -$3.8M NEE, NEP, AMZN, BRKB, IVV 13F-HR 7/19/2021, 04:01 PM
Q1 2021 225 $356M +$18.4M -$9.82M +$8.61M NEE, NEP, AMZN, BRKB, JMST Restatement 6/4/2021, 04:37 PM
Q4 2020 226 $334M +$92.5M -$5.51M +$87M NEE, NEP, AMZN, BRKB, JMST Restatement 6/4/2021, 04:39 PM
Q3 2020 229 $285M +$16.9M -$8.28M +$8.64M NEE, NEP, AMZN, BRKB, JMST 13F-HR 11/6/2020, 04:04 PM
Q2 2020 219 $259M +$6.87M -$14M -$7.12M NEE, NEP, AMZN, BRKB, JMST 13F-HR 7/29/2020, 05:55 PM
Q1 2020 195 $240M +$17.6M -$13.2M +$4.4M NEE, NEP, AMZN, BRKB, JMST 13F-HR 5/13/2020, 02:24 PM
Q4 2019 201 $278M +$5.21M -$2.43M +$2.78M NEE, NEP, BRKB, AMZN, IVV 13F-HR 2/12/2020, 03:33 PM
Q3 2019 192 $261M +$16M -$3.27M +$12.7M NEE, NEP, BRKB, AMZN, IVV 13F-HR 11/12/2019, 08:57 AM
Q2 2019 185 $245M +$7.86M -$5.67M +$2.2M NEE, NEP, AMZN, BRKB, IVV 13F-HR 8/13/2019, 08:14 PM
Q1 2019 188 $232M +$11.6M -$2.32M +$9.28M NEE, NEP, AMZN, BRKB, IVV 13F-HR 5/14/2019, 08:43 AM
Q4 2018 177 $201M $0 $0 NEE, NEP, BRKB, AMZN, PFE 13F-HR 2/14/2019, 11:14 AM