13F Filings History of Lehman & Derafelo Financial Resources LLC

Latest 13F report
Q4 2022 - 20 Jan 2023
Value $
$337,109,041
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 $337,109,041 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 Filing Time
Q4 2022 110 $337,109,041 +$15,777,994 -$13,159,583 +$2,618,411 NEE, LBAY, NEP, BRKB, AMZN 13F-HR 20 Jan 2023, 15:24
Q3 2022 197 $314,104,000 +$12,722,714 -$10,666,272 +$2,056,442 NEE, NEP, LBAY, BRKB, AMZN 13F-HR 21 Oct 2022, 15:14
Q2 2022 201 $323,053,000 +$21,415,164 -$3,552,128 +$17,863,036 NEE, NEP, LBAY, BRKB, AMZN 13F-HR 19 Jul 2022, 10:48
Q1 2022 111 $359,672,000 +$42,215,484 -$2,514,570 +$39,700,914 NEE, NEP, LBAY, BRKB, AMZN 13F-HR 21 Apr 2022, 11:55
Q4 2021 110 $330,893,000 +$6,188,480 -$17,635,472 -$11,446,992 NEE, NEP, AMZN, BRKB, PFE 13F-HR 11 Feb 2022, 11:10
Q3 2021 196 $307,705,000 +$11,290,886 -$69,068,495 -$57,777,609 NEE, NEP, AMZN, BRKB, BAC 13F-HR 28 Oct 2021, 10:34
Q2 2021 221 $365,801,000 +$6,809,577 -$10,611,813 -$3,802,236 NEE, NEP, AMZN, BRKB, IVV 13F-HR 19 Jul 2021, 16:01
Q1 2021 225 $356,070,000 +$18,434,347 -$9,824,336 +$8,610,011 NEE, NEP, AMZN, BRKB, JMST Restatement 04 Jun 2021, 16:37
Q4 2020 226 $334,176,000 +$92,544,840 -$5,510,929 +$87,033,911 NEE, NEP, AMZN, BRKB, JMST Restatement 04 Jun 2021, 16:39
Q3 2020 229 $285,378,000 +$16,920,885 -$8,279,366 +$8,641,519 NEE, NEP, AMZN, BRKB, JMST 13F-HR 06 Nov 2020, 16:04
Q2 2020 219 $259,045,000 +$6,873,608 -$13,994,370 -$7,120,762 NEE, NEP, AMZN, BRKB, JMST 13F-HR 29 Jul 2020, 17:55
Q1 2020 195 $240,359,000 +$17,560,984 -$13,158,802 +$4,402,182 NEE, NEP, AMZN, BRKB, JMST 13F-HR 13 May 2020, 14:24
Q4 2019 201 $278,435,000 +$5,213,744 -$2,434,414 +$2,779,330 NEE, NEP, BRKB, AMZN, IVV 13F-HR 12 Feb 2020, 15:33
Q3 2019 192 $261,400,000 +$15,987,145 -$3,270,280 +$12,716,865 NEE, NEP, BRKB, AMZN, IVV 13F-HR 12 Nov 2019, 08:57
Q2 2019 185 $245,251,000 +$7,862,167 -$5,665,043 +$2,197,124 NEE, NEP, AMZN, BRKB, IVV 13F-HR 13 Aug 2019, 20:14
Q1 2019 188 $231,744,000 +$11,603,237 -$2,319,103 +$9,284,134 NEE, NEP, AMZN, BRKB, IVV 13F-HR 14 May 2019, 08:43
Q4 2018 177 $201,139,000 $0 $0 $0 NEE, NEP, BRKB, AMZN, PFE 13F-HR 14 Feb 2019, 11:14