Lehman & Derafelo Financial Resources LLC's Q4 2018 13F: first filing on record
Form 13F-HR for the quarter ended Dec 31, 2018 · filed Feb 14, 2019 · 169 reported positions · accession 0001398344-19-002816
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 62.4% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | NEXTERA ENERGY INC (NEE) | 24.6% | |
| 2 | NEXTERA ENERGY PARTNERS LP (XIFR) | 9.7% | |
| 3 | BERKSHIRE HATHAWAY INC DEL (BRK-B) | 4.8% | |
| 4 | AMAZON COM INC (AMZN) | 4.6% | |
| 5 | PFIZER INC (PFE) | 4.3% | |
| 6 | ISHARES TR (IVV) | 4.1% | |
| 7 | BANK AMER CORP (BAC) | 3.5% | |
| 8 | CISCO SYS INC (CSCO) | 2.6% | |
| 9 | VANGUARD INTL EQUITY INDEX F (VT) | 2.4% | |
| 10 | CHEVRON CORP NEW (CVX) | 1.9% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).