• 13F History

Lehman & Derafelo Financial Resources LLC

13F Filings History

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.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 110 $337M +$15.8M -$8.89M +$6.88M NEE, LBAY, NEP, BRKB, AMZN 13F-HR 1/20/2023, 02:24 PM
Q3 2022 197 $317M +$15.6M -$9.73M +$5.89M NEE, NEP, LBAY, BRKB, AMZN 13F-HR 10/21/2022, 03:14 PM
Q2 2022 201 $323M +$21.6M -$1.37M +$20.3M NEE, NEP, LBAY, BRKB, AMZN 13F-HR 7/19/2022, 10:48 AM
Q1 2022 110 $360M +$42.2M -$1.41M +$40.8M NEE, NEP, LBAY, BRKB, AMZN 13F-HR 4/21/2022, 11:55 AM
Q4 2021 109 $331M +$6.13M -$8.99M -$2.86M NEE, NEP, AMZN, BRKB, PFE 13F-HR 2/11/2022, 10:10 AM
Q3 2021 195 $308M +$11.3M -$69M -$57.7M NEE, NEP, AMZN, BRKB, BAC 13F-HR 10/28/2021, 10:34 AM
Q2 2021 220 $366M +$6.81M -$10.6M -$3.8M NEE, NEP, AMZN, BRKB, IVV 13F-HR 7/19/2021, 04:01 PM
Q1 2021 224 $356M +$18.4M -$9.82M +$8.61M NEE, NEP, AMZN, BRKB, JMST Restatement 6/4/2021, 04:37 PM
Q4 2020 223 $334M +$92.6M -$2.95M +$89.6M NEE, NEP, AMZN, BRKB, JMST Restatement 6/4/2021, 04:39 PM
Q3 2020 265 $314M +$36.4M -$9.97M +$26.5M NEE, NEP, AMZN, BRKB, JMST 13F-HR 11/6/2020, 03:04 PM
Q2 2020 249 $286M +$34.3M -$13.1M +$21.2M NEE, NEP, AMZN, BRKB, JMST 13F-HR 7/29/2020, 05:55 PM
Q1 2020 190 $240M +$17.6M -$2.93M +$14.6M NEE, NEP, AMZN, BRKB, JMST 13F-HR 5/13/2020, 02:24 PM
Q4 2019 198 $278M +$5.21M -$1.32M +$3.88M NEE, NEP, BRKB, AMZN, IVV 13F-HR 2/12/2020, 02:33 PM
Q3 2019 188 $261M +$15.9M -$1.31M +$14.6M NEE, NEP, BRKB, AMZN, IVV 13F-HR 11/12/2019, 07:57 AM
Q2 2019 183 $245M +$7.93M -$2.52M +$5.41M NEE, NEP, AMZN, BRKB, IVV 13F-HR 8/13/2019, 08:14 PM
Q1 2019 183 $232M +$11.6M -$1.81M +$9.79M NEE, NEP, AMZN, BRKB, IVV 13F-HR 5/14/2019, 08:43 AM
Q4 2018 172 $201M NEE, NEP, BRKB, AMZN, PFE 13F-HR 2/14/2019, 10:14 AM