Lehman Financial Resources, Inc.

Q3 2018 13F Holdings

  • Location
    media, PA
  • Num holdings

    103

  • Value ($000)

    $213,268

  • Date Filed
    11/14/2018
  • Form type
    13F-HR
  • CIK
    0001589661
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NEE

NEXTERA ENERGY INC COM

COM
65339F101
$48.32M
23 %

288,283

N
NEP

NEXTERA ENERGY PARTNERS LP COM UNIT PART IN

COM UNIT PART IN
65341B106
$21.83M
10 %

450,088

B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

CL B NEW
084670702
$9.94M
5 %

46,414

I
IVV

ISHARES CORE S&P 500 ETF

CORE S&P500 ETF
464287200
$9.53M
5 %

32,569

P
PFE

PFIZER INC

COM
717081103
$8.70M
4 %

197,344

B
BAC

BANK OF AMERICA CORP

COM
060505104
$8.48M
4 %

287,912

K
KBE

SPDR SER TR S&P BK ETF

S&P BK ETF
78464A797
$5.86M
3 %

125,928

C
CSCO

CISCO SYS INC COM

COM
17275R102
$5.85M
3 %

120,341

B
BP

BP PLC SPONSORED ADR

SPONSORED ADR
055622104
$5.80M
3 %

125,876

V
VT

VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS

TT WRLD ST ETF
922042742
$5.56M
3 %

73,300

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