0001606587-16-000738.txt : 20160811 0001606587-16-000738.hdr.sgml : 20160811 20160811164133 ACCESSION NUMBER: 0001606587-16-000738 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160811 DATE AS OF CHANGE: 20160811 EFFECTIVENESS DATE: 20160811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lehman Financial Resources, Inc. CENTRAL INDEX KEY: 0001589661 IRS NUMBER: 200614003 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15661 FILM NUMBER: 161825182 BUSINESS ADDRESS: STREET 1: 1215 W. BALTIMORE PIKE, SUITE 8 CITY: MEDIA STATE: PA ZIP: 19063 BUSINESS PHONE: 610-565-2343 MAIL ADDRESS: STREET 1: 1215 W. BALTIMORE PIKE, SUITE 8 CITY: MEDIA STATE: PA ZIP: 19063 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001589661 XXXXXXXX 06-30-2016 06-30-2016 false Lehman Financial Resources, Inc.

1215 W. Baltimore Pike, Suite 8 Media PA 19063

13F HOLDINGS REPORT 028-15661 N Rich DeRafelo 610-565-2343 Rich DeRafelo Media PA 08-10-2016 0 60 199230 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM COM 00206R102 554 12829 SH SOLE NONE 12829 0 0 ALCOA INC COM 013817101 93 10100 SH SOLE NONE 10100 0 0 ALTRIA GROUP INC COM 02209S103 232 3375 SH SOLE NONE 3375 0 0 AMERICAN ELEC PWR CO COM 025537101 307 4387 SH SOLE NONE 4387 0 0 APPLE INC COM 037833100 529 5536 SH SOLE NONE 5536 0 0 AQUA AMERICA INC COM 03836W103 250 7020 SH SOLE NONE 7020 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 6013 169354 SH SOLE NONE 169354 0 0 BANK OF AMERICA CORP COM 060505104 3943 297166 SH SOLE NONE 297166 0 0 BERKSHIRE HATHAWAY CL B NEW 084670702 6323 43675 SH SOLE NONE 43675 0 0 BLACKROCK MUN 2020 COM SHS 09249X109 4415 270417 SH SOLE NONE 270417 0 0 BLACKROCK CREDIT ALL COM 092508100 4110 315737 SH SOLE NONE 315737 0 0 BLACKROCK MUNICIPAL COM SHS BEN IN 09257P105 7529 311140 SH SOLE NONE 311140 0 0 CARE CAP PPTYS INC COM 141624106 205 7825 SH SOLE NONE 7825 0 0 CATERPILLAR INC COM 149123101 223 2950 SH SOLE NONE 2950 0 0 CHEVRON CORP NEW COM COM 166764100 3604 34383 SH SOLE NONE 34383 0 0 CISCO SYS INC COM COM 17275R102 2598 90558 SH SOLE NONE 90558 0 0 CONSOLIDATED EDISON COM 209115104 305 3800 SH SOLE NONE 3800 0 0 DISNEY WALT CO COM DISNEY 254687106 200 2054 SH SOLE NONE 2054 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1037 12096 SH SOLE NONE 12096 0 0 ENTERPRISE PRODUCTS COM 293792107 6017 205660 SH SOLE NONE 205660 0 0 EXELON CORP COM 30161N101 2691 74024 SH SOLE NONE 74024 0 0 EXXON MOBIL CORP COM 30231G102 639 6825 SH SOLE NONE 6825 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 1819 144748 SH SOLE NONE 144748 0 0 GENERAL ELECTRIC CO COM 369604103 6170 196017 SH SOLE NONE 196017 0 0 GENERAL MTRS CO COM COM 37045V100 1774 62703 SH SOLE NONE 62703 0 0 HARRIS CORP DEL COM 413875105 352 4228 SH SOLE NONE 4228 0 0 INVESCO QUALITY MUN COM 46133G107 172 12504 SH SOLE NONE 12504 0 0 ISHARES MSCI MSCI JAPAN ETF 464286848 2155 187400 SH SOLE NONE 187400 0 0 ISHARES CORE S&P CORE S&P500 ETF 464287200 6123 29092 SH SOLE NONE 29092 0 0 ISHARES MSCI MSCI EMG MKT ETF 464287234 422 12300 SH SOLE NONE 12300 0 0 ISHARES SILVER TR ISHARES 46428Q109 1170 65500 SH SOLE NONE 65500 0 0 JOHNSON & JOHNSON COM 478160104 1099 9067 SH SOLE NONE 9067 0 0 KIMBERLY CLARK CORP COM 494368103 200 1459 SH SOLE NONE 1459 0 0 KINDER MORGAN INC COM 49456B101 354 18942 SH SOLE NONE 18942 0 0 KINDRED HEALTHCARE COM 494580103 613 54300 SH SOLE NONE 54300 0 0 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 7500 98688 SH SOLE NONE 98688 0 0 MERCK & CO INC NEW COM 58933Y105 2942 51069 SH SOLE NONE 51069 0 0 NEXTERA ENERGY INC COM 65339F101 58067 445301 SH SOLE NONE 445301 0 0 NEXTERA ENERGY COM UNIT PART IN 65341B106 15076 496270 SH SOLE NONE 496270 0 0 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 2404 60020 SH SOLE NONE 60020 0 0 OPKO HEALTH INC COM 68375N103 1654 177150 SH SOLE NONE 177150 0 0 ORGANOVO HLDGS INC COM 68620A104 488 131400 SH SOLE NONE 131400 0 0 PFIZER INC COM 717081103 6864 194955 SH SOLE NONE 194955 0 0 PHILIP MORRIS INTL COM 718172109 3681 36195 SH SOLE NONE 36195 0 0 POWERSHARES EXCHANGE DYNA BUYBK ACH 73935X286 348 7700 SH SOLE NONE 7700 0 0 PROCTER & GAMBLE CO COM 742718109 602 7120 SH SOLE NONE 7120 0 0 REALTY INCOME CORP COM 756109104 4553 65648 SH SOLE NONE 65648 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 250 1194 SH SOLE NONE 1194 0 0 SPDR GOLD TR GOLD GOLD SHS 78463V107 711 5628 SH SOLE NONE 5628 0 0 SCHLUMBERGER LIMITED COM 806857108 1973 24960 SH SOLE NONE 24960 0 0 SIRIUS XM HLDGS INC COM 82968B103 60 15215 SH SOLE NONE 15215 0 0 TRISTATE CAP HLDGS COM 89678F100 321 23406 SH SOLE NONE 23406 0 0 UNILEVER PLC SPON SPON ADR NEW 904767704 4597 95968 SH SOLE NONE 95968 0 0 VANGUARD INTL EQUITY TT WRLD ST ETF 922042742 3542 61000 SH SOLE NONE 61000 0 0 VENTAS INC COM 92276F100 2799 38450 SH SOLE NONE 38450 0 0 VERIZON COM 92343V104 237 4255 SH SOLE NONE 4255 0 0 VISA INC COM CL A COM CL A 92826C839 374 5050 SH SOLE NONE 5050 0 0 WELLS FARGO & CO COM 949746101 279 5900 SH SOLE NONE 5900 0 0 WELLTOWER INC COM COM 95040Q104 3143 41263 SH SOLE NONE 41263 0 0 YAHOO INC COM 984332106 2525 67250 SH SOLE NONE 67250 0 0