Lehman & Derafelo Financial Resources LLC Incresed Positions in Q4 2022

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
46.5K
+ 4.75%
$26.0 - $29.65 $1.21M - $1.38M
1.03M $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.67K
+ 4.39%
$264.0 - $318.6 $705K - $851K
63.6K $0
AMZN
Amazon Com Inc

Consumer Cyclical
936
+ 0.72%
$81.82 - $121.09 $76.6K - $113K
132K $0
BAC
Bank Of America Corp

Financial Services
1.79K
+ 0.65%
$29.77 - $38.41 $53.3K - $68.8K
275K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
12.1K
+ 183.89%
$357.63 - $407.42 $4.33M - $4.93M
18.7K $0
AAPL
Apple Inc.

Technology
26
+ 0.06%
$126.04 - $155.74 $3.28K - $4.05K
40.5K $0
XLC
Select Sector Spdr Tr Communic

ETFs
499
+ 0.92%
$45.41 - $51.94 $22.7K - $25.9K
54.5K $0
MSFT
Microsoft Corp

Technology
374
+ 3.73%
$214.25 - $257.22 $80.1K - $96.2K
10.4K $0
HDV
Ishares Core High Dividend ETF

ETFs
2.45K
+ 15.17%
$93.56 - $108.19 $229K - $265K
18.6K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
455
+ 2.7%
$89.09 - $102.13 $40.5K - $46.5K
17.3K $0
GM
General Motors CO

Consumer Cyclical
1.31K
+ 3.21%
$31.76 - $41.12 $41.7K - $54K
42.2K $0
VTRS
Viatris Inc

Healthcare
2.55K
+ 2.26%
$8.72 - $11.56 $22.2K - $29.5K
116K $0
GOOG
Alphabet Inc.

Communication Services
7.39K
+ 111.04%
$85.08 - $104.93 $629K - $775K
14K $0
V
Visa Inc.

Financial Services
261
+ 4.79%
$179.14 - $217.69 $46.8K - $56.8K
5.71K $0
DUK
Duke Energy Corp

Utilities
166
+ 1.52%
$86.82 - $103.84 $14.4K - $17.2K
11.1K $0
VDE
Vanguard Energy ETF

ETFs
86
+ 1.45%
$107.13 - $131.88 $9.21K - $11.3K
6K $0
F
Ford Motor CO

Consumer Cyclical
104
+ 0.18%
$10.95 - $14.5 $1.14K - $1.51K
56.4K $0
JPM
Jpmorgan Chase & CO

Financial Services
2.21K
+ 86.49%
$101.96 - $137.84 $225K - $304K
4.76K $0
O
Realty Income Corp

Real Estate
106
+ 1.12%
$55.54 - $65.37 $5.89K - $6.93K
9.56K $0
GOOGL
Alphabet Inc.

Communication Services
320
+ 5.61%
$83.43 - $104.48 $26.7K - $33.4K
6.02K $0
CAT
Caterpillar Inc

Industrials
172
+ 8.49%
$171.23 - $243.14 $29.5K - $41.8K
2.2K $0
PEP
Pepsico Inc

Consumer Defensive
131
+ 4.95%
$161.61 - $185.9 $21.2K - $24.4K
2.78K $0
SABR
Sabre Corp

Consumer Cyclical
5K
+ 7.17%
$4.5 - $6.45 $22.5K - $32.3K
74.8K $0
BA
Boeing CO

Industrials
120
+ 5.92%
$126.05 - $195.98 $15.1K - $23.5K
2.15K $0
VTI
Vanguard Total Stock Market Et

ETFs
600
+ 44.51%
$179.3 - $204.18 $108K - $123K
1.95K $0
KO
Coca Cola CO

Consumer Defensive
400
+ 7.63%
$54.39 - $64.37 $21.8K - $25.7K
5.64K $0
IBM
International Business Machines Corp

Technology
435
+ 22.98%
$117.75 - $150.62 $51.2K - $65.5K
2.33K $0
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.85%
$138.31 - $165.87 $2.35K - $2.82K
2.01K $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.85K
+ 41.62%
$30.18 - $34.51 $86K - $98.4K
9.7K $0
EEM
Ishares Msci Emerging Markets

ETFs
3K
+ 80.6%
$33.93 - $39.54 $102K - $118K
6.71K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
456
+ 30.08%
$96.14 - $113.15 $43.8K - $51.6K
1.97K $0
Activity Summary
Buys All Purchases 44 New Holdings 12 Increased Positions 32 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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