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Institutional Investment Manager
Lehman Financial Resources, Inc.
Lehman Financial Resources, Inc. (CIK: 0001589661) incorporated in Pennsylvania, located at 1215 W. Baltimore Pike, Suite 8, Media, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 62 holdings with a total value of $180,839,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BP PLC 135,628 4,681,000 2.59%
52 ENTERPRISE PRODS PARTNERS L 199,130 5,497,000 3.04%
53 SPDR SERIES TRUST 129,106 5,548,000 3.07%
54 ISHARES TR 24,872 5,901,000 3.26%
55 GENERAL ELECTRIC CO 208,455 6,211,000 3.43%
56 PIMCO DYNAMIC CR INCOME FD 320,750 6,876,000 3.80%
57 PFIZER INC 206,784 7,074,000 3.91%
58 BANK AMER CORP 309,498 7,301,000 4.04%
59 MAGELLAN MIDSTREAM PRTNRS LP 98,133 7,547,000 4.17%
60 BERKSHIRE HATHAWAY INC DEL 46,725 7,788,000 4.31%
61 NEXTERA ENERGY PARTNERS LP 512,082 16,965,000 9.38%
62 NEXTERA ENERGY INC 283,137 36,346,000 20.10%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000345, filed 2017.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.