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| Name: |
Lehman & Derafelo Financial Resources LLC |
| City: |
MEDIA |
| State: |
PA |
| Zip: |
19063 |
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data |
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| Holdings
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25 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LHX |
L3harris Technologies Inc |
16 |
- |
$222.09 |
$2,957,000 |
14,203 |
0.88% |
5,000 |
0 |
0.007 |
Communication Equipment |
|
|
SLY |
streetTRACKS Series Trust -... |
27 |
- |
$85.99 |
$1,851,000 |
22,519 |
0.55% |
147,000 |
0 |
0.139 |
Closed - End Fund - E... |
|
|
SLV |
iShares Silver Trust ETF |
31 |
- |
$27.12 |
$1,626,000 |
73,820 |
0.48% |
334,000 |
0 |
0.012 |
Closed - End Fund - E... |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
37 |
- |
$34.07 |
$1,377,000 |
48,053 |
0.41% |
218,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
GLD |
streetTRACKS Gold Trust |
40 |
- |
$220.89 |
$1,229,000 |
7,247 |
0.36% |
108,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
VT |
Vanguard Total World Stock ... |
43 |
- |
$112.53 |
$1,060,000 |
12,300 |
0.31% |
90,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
52 |
- |
$399.28 |
$778,000 |
2,347 |
0.23% |
102,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
WMT |
Wal-Mart Stores Inc |
58 |
- |
$60.24 |
$578,000 |
4,078 |
0.17% |
49,000 |
0 |
0 |
Discount, Variety Stores |
|
|
VONE |
Vanguard Russell 1000 Etf |
59 |
- |
$240.90 |
$563,000 |
3,230 |
0.17% |
33,000 |
0 |
0.003 |
N/A |
|
|
COST |
Costco Wholesale Corp |
60 |
- |
$787.04 |
$532,000 |
1,166 |
0.16% |
-19,000 |
0 |
0 |
Discount, Variety Stores |
|
|
PKW |
Invesco Buyback Achievers ETF |
63 |
- |
$105.46 |
$513,000 |
6,000 |
0.15% |
68,000 |
0 |
0.026 |
N/A |
|
|
WASH |
Washington Trust Bancorp Inc |
68 |
- |
$27.35 |
$408,000 |
8,647 |
0.12% |
1,000 |
0 |
0.05 |
Domestic Regional Banks |
|
|
AEP |
American Electric Power Co Inc |
69 |
- |
$91.97 |
$407,000 |
4,290 |
0.12% |
36,000 |
0 |
0.001 |
Electric Utilities |
|
|
MCD |
McDonalds Corp |
70 |
- |
$273.87 |
$404,000 |
1,533 |
0.12% |
50,000 |
0 |
0 |
Restaurants |
|
|
WTRG |
Essential Utilities Ord Shs |
73 |
- |
$51.94 |
$371,000 |
7,774 |
0.11% |
49,000 |
0 |
0.003 |
Water Utilities |
|
|
UNP |
Union Pacific Corp |
78 |
- |
$246.54 |
$335,000 |
1,616 |
0.1% |
20,000 |
0 |
0 |
Railroads |
|
|
OUNZ |
Van Eck Merk Gold Trust |
84 |
- |
$0.00 |
$315,000 |
17,800 |
0.09% |
28,000 |
0 |
0.078 |
N/A |
|
|
ANTM |
Anthem Inc |
87 |
- |
$539.99 |
$303,000 |
590 |
0.09% |
35,000 |
0 |
0.001 |
N/A |
|
|
ED |
Consolidated Edison Inc |
93 |
- |
$96.91 |
$260,000 |
2,724 |
0.08% |
26,000 |
0 |
0.001 |
Multi Utilities |
|
|
LRGF |
Ishares Factorselect Msci U... |
98 |
- |
$54.63 |
$234,000 |
6,000 |
0.07% |
17,000 |
0 |
0.003 |
N/A |
|
|
SPC |
Crossingbridge Pre-merger S... |
100 |
- |
$0.00 |
$230,000 |
11,100 |
0.07% |
2,000 |
0 |
0 |
N/A |
|
|
FLOT |
Ishares Floating Rate Note ... |
106 |
- |
$0.00 |
$209,000 |
4,147 |
0.06% |
1,000 |
0 |
0 |
N/A |
|
|
PAA |
Plains All American Pipelin... |
107 |
- |
$17.31 |
$164,000 |
13,984 |
0.05% |
17,000 |
0 |
0.002 |
Oil & Gas Pipelines &... |
|
|
SIRI |
Sirius XM Radio Inc |
108 |
- |
$3.04 |
$89,000 |
15,160 |
0.03% |
2,000 |
0 |
0 |
Broadcasting - Radio |
|
|
DNMR |
Danimer Scientific Inc |
109 |
- |
$0.75 |
$38,000 |
21,100 |
0.01% |
-24,000 |
0 |
0.024 |
N/A |
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