0001606587-17-000345.txt : 20170515 0001606587-17-000345.hdr.sgml : 20170515 20170515065012 ACCESSION NUMBER: 0001606587-17-000345 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 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: 17840977 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 03-31-2017 03-31-2017 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 05-14-2017 0 62 180839 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM USD1 COM 00206R102 639 15379 SH SOLE 15379.967 0 0 0 ALTRIA GROUP INC COM 02209S103 251 3517 SH SOLE 3517.0 0 0 0 AMERICAN ELEC PWR CO COM 025537101 297 4428 SH SOLE 4428.0 0 0 0 APPLE INC COM 037833100 1325 9223 SH SOLE 9223.406 0 0 0 AQUA AMERICA INC COM 03836W103 225 7020 SH SOLE 7020.0 0 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 4681 135628 SH SOLE 135628.373 0 0 0 BANK OF AMERICA CORP COM 060505104 7301 309498 SH SOLE 309498.295 0 0 0 BERKSHIRE HATHAWAY CL B NEW 084670702 7788 46725 SH SOLE 46725.0 0 0 0 BLACKROCK MUN 2020 COM SHS 09249X109 3608 228815 SH SOLE 228815.37 0 0 0 BLACKROCK CREDIT ALL COM 092508100 4170 316921 SH SOLE 316921.04 0 0 0 BLACKROCK MUNICIPAL COM SHS BEN IN 09257P105 4660 205940 SH SOLE 205940.0 0 0 0 CHEVRON CORP NEW COM COM 166764100 3686 34335 SH SOLE 34335.374 0 0 0 CITIGROUP INC COM NEW 172967424 269 4510 SH SOLE 4510.0 0 0 0 CONSOLIDATED EDISON COM 209115104 274 3534 SH SOLE 3534.0 0 0 0 DISNEY WALT CO COM DISNEY 254687106 301 2660 SH SOLE 2660.786 0 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 942 11497 SH SOLE 11497.0 0 0 0 ENTERPRISE PRODUCTS COM 293792107 5497 199130 SH SOLE 199130.676 0 0 0 EXELON CORP COM 30161N101 797 22162 SH SOLE 22162.0 0 0 0 EXXON MOBIL CORP COM 30231G102 585 7141 SH SOLE 7141.0 0 0 0 FACEBOOK INC COM CL A 30303M102 269 1900 SH SOLE 1900.0 0 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 817 70248 SH SOLE 70248.897 0 0 0 GENERAL ELECTRIC CO COM 369604103 6211 208455 SH SOLE 208455.588 0 0 0 GENERAL MTRS CO COM COM 37045V100 2263 64003 SH SOLE 64003.364 0 0 0 GOLDCORP INC COM NPV COM 380956409 997 68401 SH SOLE 68401.202 0 0 0 HARRIS CORP DEL COM 413875105 470 4228 SH SOLE 4228.0 0 0 0 ISHARES GOLD TRUST ISHARES 464285105 130 10900 SH SOLE 10900.0 0 0 0 ISHARES CORE S&P CORE S&P500 ETF 464287200 5901 24872 SH SOLE 24872.0 0 0 0 ISHARES MSCI MSCI EMG MKT ETF 464287234 401 10200 SH SOLE 10200.0 0 0 0 ISHARES SILVER TR ISHARES 46428Q109 1129 65500 SH SOLE 65500.0 0 0 0 JOHNSON & JOHNSON COM 478160104 1129 9067 SH SOLE 9067.976 0 0 0 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 7547 98133 SH SOLE 98133.272 0 0 0 MERCK & CO INC NEW COM 58933Y105 3169 49879 SH SOLE 49879.0 0 0 0 MICROSOFT CORP COM 594918104 208 3160 SH SOLE 3160.419 0 0 0 NEXTERA ENERGY INC COM 65339F101 36346 283137 SH SOLE 283137.954 0 0 0 NEXTERA ENERGY COM UNIT PART IN 65341B106 16965 512082 SH SOLE 512082.454 0 0 0 OPKO HEALTH INC COM 68375N103 1948 243593 SH SOLE 243593.0 0 0 0 ORGANOVO HLDGS INC COM 68620A104 467 146900 SH SOLE 146900.0 0 0 0 PFIZER INC COM 717081103 7074 206784 SH SOLE 206784.774 0 0 0 PIMCO DYNMIC CREDIT COM SHS 72202D106 6876 320750 SH SOLE 320750.946 0 0 0 POWERSHARES EXCHANGE DYNA BUYBK ACH 73935X286 400 7700 SH SOLE 7700.0 0 0 0 PRAXAIR INC COM 74005P104 249 2100 SH SOLE 2100.0 0 0 0 PROCTER AND GAMBLE COM 742718109 699 7781 SH SOLE 7781.0 0 0 0 REALTY INCOME CORP COM 756109104 3831 64369 SH SOLE 64369.279 0 0 0 ROYAL DUTCH SHELL SPON ADR B 780259107 206 3700 SH SOLE 3700.0 0 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 459 1951 SH SOLE 1951.0 0 0 0 SPDR GOLD TR GOLD GOLD SHS 78463V107 670 5645 SH SOLE 5645.0 0 0 0 SPDR SER TR S&P BK ETF 78464A797 5548 129106 SH SOLE 129106.264 0 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2433 49797 SH SOLE 49797.0 0 0 0 SAREPTA THERAPEUTICS COM 803607100 203 6861 SH SOLE 6861.0 0 0 0 SECTOR SPDR TR SHS SBI INT-ENERGY 81369Y506 1195 17100 SH SOLE 17100.0 0 0 0 SIRIUS XM HLDGS INC COM 82968B103 83 16145 SH SOLE 16145.0 0 0 0 STARBUCKS CORP COM COM 855244109 432 7400 SH SOLE 7400.0 0 0 0 UNION PACIFIC CORP COM 907818108 207 1960 SH SOLE 1960.0 0 0 0 UNITED PARCEL SVC CL B 911312106 3331 31050 SH SOLE 31050.0 0 0 0 VANECK VECTORS ETF GOLD MINERS ETF 92189F106 1185 51960 SH SOLE 51960.0 0 0 0 VANGUARD INTL EQUITY TT WRLD ST ETF 922042742 3978 61000 SH SOLE 61000.0 0 0 0 VERIZON COM 92343V104 218 4475 SH SOLE 4475.015 0 0 0 VISA INC COM CL A COM CL A 92826C839 817 9200 SH SOLE 9200.0 0 0 0 VODAFONE GROUP SPON SPONSORED ADR 92857W308 715 27078 SH SOLE 27078.0 0 0 0 WELLS FARGO &COMPANY COM 949746101 311 5603 SH SOLE 5603.0 0 0 0 WELLTOWER INC COM COM 95040Q104 2984 42138 SH SOLE 42138.377 0 0 0 YAHOO INC COM 984332106 3072 66200 SH SOLE 66200.0 0 0 0