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Name: |
Lehman & Derafelo Financial Resources LLC |
City: |
MEDIA |
State: |
PA |
Zip: |
19063 |
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Holdings
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100 |
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Closed Positions |
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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 |
|
IYW |
iShares Trust DJ US Sector |
136 |
Closed |
$138.70 |
$0 |
0 |
0% |
-4,000 |
-60 |
0 |
Closed - End Fund - E... |
|
PBE |
Invesco Dynamic Biotechnolo... |
168 |
Closed |
$65.42 |
$0 |
0 |
0% |
-18,000 |
-300 |
0 |
Closed - End Fund - Debt |
|
IEO |
iShares Dow Jones U.S. Oil ... |
200 |
Closed |
$0.00 |
$0 |
0 |
0% |
-11,000 |
-135 |
0 |
Closed - End Fund - E... |
|
IVW |
ishares tr S&P 500 BARRA GR |
123 |
Closed |
$86.66 |
$0 |
0 |
0% |
-76,000 |
-1,316 |
0 |
Closed - End Fund - E... |
|
CSJ |
iShares Barclays 1-3 Year C... |
155 |
Closed |
$51.18 |
$0 |
0 |
0% |
-9,000 |
-188 |
0 |
Closed - End Fund - E... |
|
XLF |
SPDR Financial Sector |
187 |
Closed |
$42.18 |
$0 |
0 |
0% |
-24,000 |
-800 |
0 |
Closed - End Fund - E... |
|
IJK |
iShares S&P mC400/BARRA GR |
142 |
Closed |
$91.12 |
$0 |
0 |
0% |
-7,000 |
-118 |
0 |
Closed - End Fund - E... |
|
SCHX |
Schwab Strategic Trust |
174 |
Closed |
$62.84 |
$0 |
0 |
0% |
-8,000 |
-196 |
0 |
Closed - End Fund - Debt |
|
PFF |
iShares S&P U.S. Preferred ... |
206 |
Closed |
$31.76 |
$0 |
0 |
0% |
-25,000 |
-800 |
0 |
Closed - End Fund - E... |
|
IVE |
iShares S&P 500/BARRA Value |
110 |
Closed |
$186.05 |
$0 |
0 |
0% |
-23,000 |
-183 |
0 |
Closed - End Fund - E... |
|
RYF |
Invesco S&p 500 Equal Weigh... |
129 |
Closed |
$63.23 |
$0 |
0 |
0% |
-6,000 |
-121 |
0 |
Closed - End Fund - E... |
|
IWP |
iShares Tr Russell MidCap Gr |
161 |
Closed |
$112.24 |
$0 |
0 |
0% |
-5,000 |
-58 |
0 |
Closed - End Fund - E... |
|
ICF |
iShares Tr Cohen & Steers |
193 |
Closed |
$0.00 |
$0 |
0 |
0% |
-43,000 |
-800 |
0 |
Closed - End Fund - E... |
|
TSLA |
Tesla Motors Inc |
116 |
Closed |
$177.81 |
$0 |
0 |
0% |
-413,000 |
-1,558 |
0 |
Auto Manufacturers |
|
INTF |
Ishares Factorselect Msci I... |
148 |
Closed |
$30.53 |
$0 |
0 |
0% |
-168,000 |
-8,000 |
0 |
N/A |
|
ESPO |
Vaneck Vectors Video Gaming... |
180 |
Closed |
$0.00 |
$0 |
0 |
0% |
-41,000 |
-1,000 |
0 |
N/A |
|
ISHG |
iShares S&P/Citi 1-3 Yr Int... |
135 |
Closed |
$70.35 |
$0 |
0 |
0% |
-3,000 |
-54 |
0 |
Closed - End Fund - Debt |
|
HYG |
iShares iBoxx $ High Yield ... |
167 |
Closed |
$77.45 |
$0 |
0 |
0% |
-6,000 |
-85 |
0 |
Closed - End Fund - E... |
|
TLT |
iShares Tr Lehman 20+yr Tres |
199 |
Closed |
$92.10 |
$0 |
0 |
0% |
-100,000 |
-980 |
0 |
Closed - End Fund - E... |
|
IWW |
iShares Russell 3000 Value |
122 |
Closed |
$90.09 |
$0 |
0 |
0% |
-9,000 |
-150 |
0 |
Closed - End Fund - E... |
|
SOXX |
iShares S&P GSTI Semiconductor |
154 |
Closed |
$230.67 |
$0 |
0 |
0% |
-36,000 |
-114 |
0 |
Closed - End Fund - E... |
|
BBJP |
Jpmorgan Betabuilders Japan... |
186 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,000 |
-116 |
0 |
N/A |
|
IWF |
iShares Russell 1000 Growth |
141 |
Closed |
$344.03 |
$0 |
0 |
0% |
-84,000 |
-399 |
0 |
Closed - End Fund - E... |
|
XLP |
SPDR Consmr Stpls Sector |
173 |
Closed |
$77.30 |
$0 |
0 |
0% |
-87,000 |
-1,300 |
0 |
Closed - End Fund - E... |
|
IEI |
iShares Barclays 3-7 Year T... |
205 |
Closed |
$115.20 |
$0 |
0 |
0% |
-47,000 |
-410 |
0 |
Closed - End Fund - E... |
|
SCHF |
Schwab Strategic Trust |
128 |
Closed |
$39.81 |
$0 |
0 |
0% |
-2,000 |
-62 |
0 |
Closed - End Fund - Debt |
|
XHB |
SPDR S&P Homebuilders |
160 |
Closed |
$110.00 |
$0 |
0 |
0% |
-15,000 |
-269 |
0 |
Closed - End Fund - E... |
|
USMV |
iShares MSCI USA Minimum Vo... |
192 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,000 |
-34 |
0 |
N/A |
|
SCHV |
Schwab Strategic Trust |
115 |
Closed |
$75.62 |
$0 |
0 |
0% |
-5,000 |
-80 |
0 |
Closed - End Fund - Debt |
|
XLU |
SPDR Utilities Select |
147 |
Closed |
$72.53 |
$0 |
0 |
0% |
-91,000 |
-1,390 |
0 |
Closed - End Fund - E... |
|
OPK |
Opko Health Inc |
179 |
Closed |
$1.35 |
$0 |
0 |
0% |
-86,000 |
-45,700 |
0 |
Drug Manufacturers - ... |
|
EFV |
iShares MSCI EAFE Value Ind... |
134 |
Closed |
$0.00 |
$0 |
0 |
0% |
-8,000 |
-200 |
0 |
Closed - End Fund - E... |
|
PGF |
Invesco Financial Preferred... |
166 |
Closed |
$14.87 |
$0 |
0 |
0% |
-36,000 |
-2,411 |
0 |
Closed - End Fund - E... |
|
IEFA |
Ishares Core Msci Eafe |
198 |
Closed |
$0.00 |
$0 |
0 |
0% |
-22,000 |
-409 |
0 |
N/A |
|
SCHM |
Schwab U.S. Mid-Cap Etf |
121 |
Closed |
$81.19 |
$0 |
0 |
0% |
-15,000 |
-248 |
0 |
N/A |
|
EFG |
iShares MSCI EAFE Growth ETF |
153 |
Closed |
$0.00 |
$0 |
0 |
0% |
-7,000 |
-93 |
0 |
Closed - End Fund - E... |
|
VXF |
Vanguard Extended Market VI... |
185 |
Closed |
$174.44 |
$0 |
0 |
0% |
-16,000 |
-127 |
0 |
Closed - End Fund - E... |
|
IWN |
iShares Russell 2000 Value |
140 |
Closed |
$158.93 |
$0 |
0 |
0% |
-12,000 |
-95 |
0 |
Closed - End Fund - E... |
|
JEPI |
Jpmorgan Equity Premium Inc... |
172 |
Closed |
$0.00 |
$0 |
0 |
0% |
-90,000 |
-1,747 |
0 |
N/A |
|
IWD |
iShares Russell 1000 Value |
204 |
Closed |
$178.76 |
$0 |
0 |
0% |
-47,000 |
-348 |
0 |
Closed - End Fund - E... |
|
SCHH |
Schwab Us Reit |
127 |
Closed |
$20.04 |
$0 |
0 |
0% |
-7,000 |
-356 |
0 |
N/A |
|
SPCB |
SuperCom Ltd |
159 |
Closed |
$0.24 |
$0 |
0 |
0% |
-39,000 |
-136,748 |
0 |
N/A |
|
VWO |
Vanguard Emerging Markets S... |
191 |
Closed |
$44.40 |
$0 |
0 |
0% |
-58,000 |
-1,600 |
0 |
Closed - End Fund - E... |
|
PRFZ |
Invesco FTSE RAFI US 1500 S... |
114 |
Closed |
$36.72 |
$0 |
0 |
0% |
-5,000 |
-35 |
0 |
Closed - End Fund - E... |
|
BNGO |
Bionano Genomics, Inc |
146 |
Closed |
$1.15 |
$0 |
0 |
0% |
-26,000 |
-1,400 |
0 |
N/A |
|
XLI |
SPDR Industrial Sector |
178 |
Closed |
$125.94 |
$0 |
0 |
0% |
-15,000 |
-176 |
0 |
Closed - End Fund - E... |
|
LQD |
iShares Trust Goldman Sachs |
210 |
Closed |
$107.61 |
$0 |
0 |
0% |
-2,000 |
-24 |
0 |
Closed - End Fund - E... |
|
RSP |
Guggenheim ETF Trust - Gugg... |
133 |
Closed |
$168.06 |
$0 |
0 |
0% |
-19,000 |
-146 |
0 |
Closed - End Fund - E... |
|
VUG |
Vanguard Growth VIPERS |
165 |
Closed |
$351.38 |
$0 |
0 |
0% |
-81,000 |
-379 |
0 |
Closed - End Fund - E... |
|
VPL |
Vanguard Pacific Stock Vipers |
197 |
Closed |
$75.35 |
$0 |
0 |
0% |
-23,000 |
-405 |
0 |
Closed - End Fund - E... |
|
IJS |
iShares S&P SmCp 600/BRR Vl |
120 |
Closed |
$102.13 |
$0 |
0 |
0% |
-2,000 |
-26 |
0 |
Closed - End Fund - E... |
|
IYG |
iShares Dow Jones US Financ... |
152 |
Closed |
$66.95 |
$0 |
0 |
0% |
-61,000 |
-429 |
0 |
Closed - End Fund - E... |
|
VO |
Vanguard Mid Cap VIPERS |
184 |
Closed |
$248.98 |
$0 |
0 |
0% |
-28,000 |
-148 |
0 |
Closed - End Fund - E... |
|
IWO |
iShares Russell 2000 Growth |
139 |
Closed |
$267.96 |
$0 |
0 |
0% |
-52,000 |
-251 |
0 |
Closed - End Fund - E... |
|
EFA |
iShares TR MSCI EAFE Indx FD |
171 |
Closed |
$81.80 |
$0 |
0 |
0% |
-138,000 |
-2,472 |
0 |
Closed - End Fund - E... |
|
IWS |
iShares Tr Rssll Midcap Valu |
203 |
Closed |
$125.13 |
$0 |
0 |
0% |
-10,000 |
-102 |
0 |
Closed - End Fund - E... |
|
ITA |
iShares Dow Jones US Aerosp... |
126 |
Closed |
$0.00 |
$0 |
0 |
0% |
-54,000 |
-590 |
0 |
Closed - End Fund - E... |
|
IHY |
Market Vectors Internationa... |
158 |
Closed |
$20.73 |
$0 |
0 |
0% |
-12,000 |
-670 |
0 |
N/A |
|
SMH |
Vaneck Vectors Semiconducto... |
190 |
Closed |
$208.63 |
$0 |
0 |
0% |
-9,000 |
-47 |
0 |
N/A |
|
TIP |
iShares Lehman TIPS Bond |
113 |
Closed |
$106.83 |
$0 |
0 |
0% |
0 |
-4 |
0 |
Closed - End Fund - E... |
|
ACWI |
iShares MSCI ACWI Index |
145 |
Closed |
$112.13 |
$0 |
0 |
0% |
-28,000 |
-354 |
0 |
Closed - End Fund - E... |
|
XBI |
streetTRACKS Series Trust S... |
177 |
Closed |
$92.61 |
$0 |
0 |
0% |
-58,000 |
-730 |
0 |
Closed - End Fund - E... |
|
VFH |
Vanguard Financial VIPERS |
209 |
Closed |
$102.49 |
$0 |
0 |
0% |
-9,000 |
-123 |
0 |
Closed - End Fund - E... |
|
ACWX |
iShares MSCI ACWI ex US Index |
132 |
Closed |
$55.04 |
$0 |
0 |
0% |
-88,000 |
-2,200 |
0 |
Closed - End Fund - E... |
|
VCR |
Vanguard Cnsmr Discre VIPERs |
164 |
Closed |
$311.33 |
$0 |
0 |
0% |
-46,000 |
-197 |
0 |
Closed - End Fund - E... |
|
VTV |
Vanguard Value VIPERS |
196 |
Closed |
$163.36 |
$0 |
0 |
0% |
-64,000 |
-519 |
0 |
Closed - End Fund - E... |
|
IJT |
iShares S&P SC600 BR Gr Indx |
119 |
Closed |
$132.20 |
$0 |
0 |
0% |
-9,000 |
-88 |
0 |
Closed - End Fund - E... |
|
CMBS |
iShares Barclays Cmbs Bond ... |
151 |
Closed |
$46.11 |
$0 |
0 |
0% |
-14,000 |
-300 |
0 |
N/A |
|
VNQ |
Vanguard REIT Index VIPERs |
183 |
Closed |
$84.96 |
$0 |
0 |
0% |
-5,000 |
-59 |
0 |
Closed - End Fund - E... |
|
IJJ |
iShares S&P MC 400/BARRA VL |
138 |
Closed |
$118.40 |
$0 |
0 |
0% |
-7,000 |
-76 |
0 |
Closed - End Fund - E... |
|
VOX |
Vanguard Telecom Services ETF |
170 |
Closed |
$133.94 |
$0 |
0 |
0% |
-71,000 |
-860 |
0 |
Closed - End Fund - E... |
|
VBR |
Vanguard Small Cap Val VIPER |
202 |
Closed |
$191.11 |
$0 |
0 |
0% |
-3,000 |
-19 |
0 |
Closed - End Fund - E... |
|
GVI |
iShares Barclays Interm Gov... |
125 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,000 |
-62 |
0 |
Closed - End Fund - E... |
|
ITR |
SPDR Series Trust |
157 |
Closed |
$32.55 |
$0 |
0 |
0% |
-41,000 |
-1,322 |
0 |
Closed - End Fund - Debt |
|
SDY |
streetTRACKS Series Trust -... |
189 |
Closed |
$131.81 |
$0 |
0 |
0% |
-91,000 |
-820 |
0 |
Closed - End Fund - E... |
|
KIE |
streetTRACKS Series Trust -... |
144 |
Closed |
$51.02 |
$0 |
0 |
0% |
-33,000 |
-900 |
0 |
Closed - End Fund - E... |
|
XLK |
SPDR Technology Sector |
176 |
Closed |
$213.03 |
$0 |
0 |
0% |
-29,000 |
-244 |
0 |
Closed - End Fund - E... |
|
VIGI |
Vanguard International Divi... |
208 |
Closed |
$81.58 |
$0 |
0 |
0% |
-99,000 |
-1,600 |
0 |
N/A |
|
ITOT |
iShares Core S&P Total US |
112 |
Closed |
$116.55 |
$0 |
0 |
0% |
-17,000 |
-214 |
0 |
Closed - End Fund - E... |
|
QUAL |
Ishares Msci Usa Quality Fa... |
131 |
Closed |
$0.00 |
$0 |
0 |
0% |
-36,000 |
-346 |
0 |
N/A |
|
IJH |
iShares S&P MidCap 400 Index |
163 |
Closed |
$60.79 |
$0 |
0 |
0% |
-8,000 |
-38 |
0 |
Closed - End Fund - E... |
|
VEU |
Vanguard FTSE All-World ETF |
195 |
Closed |
$57.31 |
$0 |
0 |
0% |
-4,000 |
-100 |
0 |
Closed - End Fund - F... |
|
VHT |
Vanguard Health Care Vipers |
118 |
Closed |
$267.23 |
$0 |
0 |
0% |
-41,000 |
-183 |
0 |
Closed - End Fund - E... |
|
EFAV |
Ishares Msci Eafe Minimum V... |
150 |
Closed |
$0.00 |
$0 |
0 |
0% |
-78,000 |
-1,375 |
0 |
N/A |
|
XAR |
SPDR S&P Aerospace & Defens... |
182 |
Closed |
$143.16 |
$0 |
0 |
0% |
-1,000 |
-13 |
0 |
N/A |
|
IYJ |
iShares Dow Jones US Indust... |
137 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,000 |
-120 |
0 |
Closed - End Fund - E... |
|
VGK |
Vanguard European Stock VIPERS |
169 |
Closed |
$70.31 |
$0 |
0 |
0% |
-17,000 |
-379 |
0 |
Closed - End Fund - E... |
|
VB |
Vanguard Small Cap VIPERS |
201 |
Closed |
$226.94 |
$0 |
0 |
0% |
-28,000 |
-162 |
0 |
Closed - End Fund - E... |
|
IXN |
iShares Tr S&P Glbl Info Tch |
124 |
Closed |
$76.54 |
$0 |
0 |
0% |
-3,000 |
-73 |
0 |
Closed - End Fund - E... |
|
SLYV |
streetTRACKS Dow Jones US S... |
156 |
Closed |
$82.53 |
$0 |
0 |
0% |
-9,000 |
-136 |
0 |
Closed - End Fund - E... |
|
KBE |
streetTRACKS Series Trust K... |
188 |
Closed |
$47.89 |
$0 |
0 |
0% |
-68,000 |
-1,534 |
0 |
Closed - End Fund - E... |
|
IWM |
iShares Tr Russell 2000 Indx |
143 |
Closed |
$209.44 |
$0 |
0 |
0% |
-23,000 |
-139 |
0 |
Closed - End Fund - E... |
|
XLRE |
Real Estate Select Sector S... |
175 |
Closed |
$38.83 |
$0 |
0 |
0% |
0 |
-3 |
0 |
N/A |
|
EMB |
iShares JPMorgan USD Emerg ... |
207 |
Closed |
$89.88 |
$0 |
0 |
0% |
-12,000 |
-149 |
0 |
Closed - End Fund - E... |
|
AGG |
iShares Barclays Agency Bond |
111 |
Closed |
$97.19 |
$0 |
0 |
0% |
-8,000 |
-82 |
0 |
Closed - End Fund - E... |
|
SRPT |
Sarepta Therapeutics Inc |
130 |
Closed |
$132.50 |
$0 |
0 |
0% |
-559,000 |
-5,060 |
0 |
Drug Manufacturers - ... |
|
IWR |
iShares Tr Rssll MidCap Indx |
162 |
Closed |
$83.59 |
$0 |
0 |
0% |
-16,000 |
-250 |
0 |
Closed - End Fund - E... |
|
BBAX |
Jpmorgan Betabuilders Devel... |
194 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-35 |
0 |
N/A |
|
VGT |
Vanguard I T VIPERS |
117 |
Closed |
$536.12 |
$0 |
0 |
0% |
-224,000 |
-727 |
0 |
Closed - End Fund - E... |
|
VLUE |
Ishares Msci Usa Value Factor |
149 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,000 |
-71 |
0 |
N/A |
|