Lehman & Derafelo Financial Resources LLC Closed Holding Positions

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 19, 2022
3,000
$92.2 - $121.25 $277K - $364K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 19, 2022
4,467
$41.5 - $56.57 $185K - $253K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 19, 2022
1,250
$89.08 - $177.02 $111K - $221K
IAU
Ishares Gold Trust

ETFs
Q2 2022 Filed on Jul 19, 2022
6,550
$34.31 - $37.62 $225K - $246K
QCOM
Qualcomm Inc

Technology
Q2 2022 Filed on Jul 19, 2022
1,450
$120.09 - $153.81 $174K - $223K
LMT
Lockheed Martin Corp

Industrials
Q2 2022 Filed on Jul 19, 2022
657
$404.01 - $469.19 $265K - $308K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 19, 2022
1,087
$151.48 - $184.7 $165K - $201K
NOC
Northrop Grumman Corp

Industrials
Q2 2022 Filed on Jul 19, 2022
637
$438.62 - $492.06 $279K - $313K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on Apr 21, 2022
2,370
$72.2 - $85.22 $171K - $202K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
117
$1313.6 - $1690.67 $154K - $198K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
1,000
$203.94 - $344.46 $204K - $344K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q4 2021 Filed on Feb 11, 2022
110
$63.43 - $69.31 $6.98K - $7.62K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 11, 2022
116,105
$25.65 - $30.13 $2.98M - $3.5M
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Feb 11, 2022
81,557
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,137
$179.32 - $271.7 $204K - $309K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2021 Filed on Feb 11, 2022
250
$38.35 - $47.99 $9.59K - $12K
OGI
Organigram Holdings Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
12,300
$2.3 - $2.94 $28.3K - $36.2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Oct 28, 2021
1,001
$181.39 - $202.99 $182K - $203K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 28, 2021
2,024
$144.45 - $168.0 $292K - $340K
AVGO
Broadcom Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
490
$465.67 - $509.74 $228K - $250K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2021 Filed on Oct 28, 2021
3,088
$108.12 - $124.7 $334K - $385K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Oct 28, 2021
1,515
$132.43 - $141.49 $201K - $214K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2021 Filed on Oct 28, 2021
974
$29.83 - $30.33 $29.1K - $29.5K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Oct 28, 2021
5,600
$30.48 - $38.73 $171K - $217K
COF
Capital One Financial Corp

Financial Services
Q3 2021 Filed on Oct 28, 2021
37,843
$152.46 - $177.73 $5.77M - $6.73M
OCGN
Ocugen, Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
21,000
$6.36 - $8.51 $134K - $179K
FXI
Ishares Tr

ETFs
Q3 2021 Filed on Oct 28, 2021
500
$38.18 - $46.09 $19.1K - $23K
AIM
Aim Immuno Tech Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
11,100
$1.91 - $2.17 $21.2K - $24.1K
Vaneck Vectors ETF Tr
Q3 2021 Filed on Oct 28, 2021
1,000
N/A
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Oct 28, 2021
2,945
$65.37 - $89.39 $193K - $263K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 28, 2021
1,827
$85.4 - $126.43 $156K - $231K
MU
Micron Technology Inc

Technology
Q3 2021 Filed on Oct 28, 2021
2,550
$70.23 - $82.0 $179K - $209K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2021 Filed on Oct 28, 2021
393
$41.23 - $43.27 $16.2K - $17K
AMD
Advanced Micro Devices Inc

Technology
Q3 2021 Filed on Oct 28, 2021
7,775
$85.89 - $118.77 $668K - $923K
EXC
Exelon Corp

Utilities
Q3 2021 Filed on Oct 28, 2021
17,281
$31.95 - $36.27 $552K - $627K
General Electric CO
Q3 2021 Filed on Oct 28, 2021
284,083
N/A
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2021 Filed on Oct 28, 2021
25
$32.45 - $34.78 $811 - $870
GLW
Corning Inc

Technology
Q3 2021 Filed on Oct 28, 2021
6,115
$36.49 - $41.86 $223K - $256K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2021 Filed on Oct 28, 2021
3,668
$63.26 - $67.0 $232K - $246K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2021 Filed on Jul 19, 2021
900
$12.68 - $15.37 $11.4K - $13.8K
Ishares Gold Tr
Q2 2021 Filed on Jul 19, 2021
15,500
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Jul 19, 2021
15
$65.3 - $73.24 $980 - $1.1K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2021 Filed on Jul 19, 2021
74
$31.06 - $33.61 $2.3K - $2.49K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2021 Filed on Jul 19, 2021
27
$159.69 - $175.61 $4.31K - $4.74K
CSCO
Cisco Systems, Inc.

Technology
Q2 2021 Filed on Jul 19, 2021
129,542
$50.71 - $55.03 $6.57M - $7.13M
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 19, 2021
233
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 19, 2021
71
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 19, 2021
221
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2021 Filed on Jul 19, 2021
11
$48.39 - $52.91 $532 - $582
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