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  Name: Lehman & Derafelo Financial Resources LLC
  City: MEDIA
  State: PA
  Zip: 19063
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $337,110,000
  Total Value Change : $23,005,000
  Securities Held Change : -89
   
All Securities Held : 110
  New Positions : 11
  Closed Positions : 101
  Increased Positions : 33
  Unchanged Positions : 25
  Decreased Positions : 41

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 24 New $57.92 $2,203,000 44,066 0.65% 2,203,000 44,066 0.014    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 47 New $619,250.00 $937,000 2 0.28% 937,000 2 0    Property & Casualty I...
   (MA)1 Year Chart         MA MasterCard Inc A 49 New $454.20 $877,000 2,521 0.26% 877,000 2,521 0    Business Services
   (PM)1 Year Chart         PM Philip Morris International... 54 New $99.84 $658,000 6,500 0.2% 658,000 6,500 0    Cigarettes & Other To...
   (NFLX)1 Year Chart         NFLX Netflix Inc 71 New $613.66 $380,000 1,289 0.11% 380,000 1,289 0    Music & Video Stores
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 86 New $606.13 $305,000 901 0.09% 305,000 901 0.001    General Building Mate...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 88 New $54.04 $303,000 6,019 0.09% 303,000 6,019 0    Food - Major Diversified
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 94 New $39.70 $256,000 7,308 0.08% 256,000 7,308 0    CATV Systems
   (SBUX)1 Year Chart         SBUX Starbucks Corp 96 New $75.63 $243,000 2,451 0.07% 243,000 2,451 0    Specialty Eateries
   (BF.A)1 Year Chart         BF.A Brown Forman Corporation 103 New $49.56 $214,000 3,250 0.06% 214,000 3,250 0.002    Beverage - Wineries &...
   (SPCB)1 Year Chart         SPCB SuperCom Ltd New $0.24 $22,000 12,607 0.01% 22,000 12,607 0.402    N/A

      11 Records Found
  1    
Page 1 of 1
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