0001606587-17-000500.txt : 20170811 0001606587-17-000500.hdr.sgml : 20170811 20170811121040 ACCESSION NUMBER: 0001606587-17-000500 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170811 DATE AS OF CHANGE: 20170811 EFFECTIVENESS DATE: 20170811 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: 171023814 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 06-30-2017 06-30-2017 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 08-11-2017 0 62 177662 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALTRIA GROUP INC COM 02209S103 261 3517 SH SOLE NONE 3517 0 0 AMERICAN ELEC PWR CO COM 025537101 308 4428 SH SOLE NONE 4428 0 0 APPLE INC COM 037833100 1327 9238 SH SOLE NONE 9238 0 0 AQUA AMERICA INC COM 03836W103 234 7020 SH SOLE NONE 7020 0 0 AT&T INC COM USD1 COM 00206R102 576 15333 SH SOLE NONE 15333 0 0 BANK OF AMERICA CORP COM 060505104 7454 306498 SH SOLE NONE 306498 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 7942 46915 SH SOLE NONE 46915 0 0 BLACKROCK CREDIT ALL INC TR COM COM 092508100 4231 316960 SH SOLE NONE 316960 0 0 BLACKROCK MUN 2020 TERM TR COM SHS COM SHS 09249X109 3556 226829 SH SOLE NONE 226829 0 0 BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST COM SHS BEN IN 09257P105 3264 141500 SH SOLE NONE 141500 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 4909 140843 SH SOLE NONE 140843 0 0 CHEVRON CORP NEW COM COM 166764100 3606 34636 SH SOLE NONE 34636 0 0 CITIGROUP INC COM NEW COM NEW 172967424 322 4810 SH SOLE NONE 4810 0 0 CONSOLIDATED EDISON HLDG CO INC COM 209115104 285 3534 SH SOLE NONE 3534 0 0 DISNEY WALT CO COM DISNEY 254687106 281 2660 SH SOLE NONE 2660 0 0 DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 COM NEW 26441C204 966 11497 SH SOLE NONE 11497 0 0 ENTERPRISE PRODS PARTNERS L P COM COM 293792107 5342 199034 SH SOLE NONE 199034 0 0 EXELON CORP COM 30161N101 852 23778 SH SOLE NONE 23778 0 0 EXXON MOBIL CORP COM 30231G102 579 7176 SH SOLE NONE 7176 0 0 FACEBOOK INC COM USD0.000006 CL A CL A 30303M102 304 2015 SH SOLE NONE 2015 0 0 FORD MTR CO DEL COM COM PAR $0.01 345370860 857 76798 SH SOLE NONE 76798 0 0 GENERAL ELECTRIC CO COM 369604103 5728 212023 SH SOLE NONE 212023 0 0 GENERAL MTRS CO COM COM 37045V100 2217 63603 SH SOLE NONE 63603 0 0 GOLDCORP INC COM NPV ISIN #CA3809564097 SEDOL #2676302 COM 380956409 891 68701 SH SOLE NONE 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HEALTH INC COM 68375N103 1737 261668 SH SOLE NONE 261668 0 0 ORGANOVO HLDGS INC COM COM 68620A104 472 178900 SH SOLE NONE 178900 0 0 PFIZER INC COM 717081103 7012 208521 SH SOLE NONE 208521 0 0 PIMCO DYNMIC CREDIT AND MRT IN COM SHS COM SHS 72202D106 2346 106046 SH SOLE NONE 106046 0 0 POWERSHARES EXCHANGE TRADED FD TR DYNAMIC BUYBACK ACHIEVERS PORT DYNA BUYBK ACH 73935X286 412 7700 SH SOLE NONE 7700 0 0 PROCTER AND GAMBLE CO COM COM 742718109 676 7781 SH SOLE NONE 7781 0 0 REALTY INCOME CORP (MARYLAND) COM 756109104 3567 63969 SH SOLE NONE 63969 0 0 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 202 3700 SH SOLE NONE 3700 0 0 SAREPTA THERAPEUTICS INC COM COM 803607100 228 6861 SH SOLE NONE 6861 0 0 SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506 1092 16900 SH SOLE NONE 16900 0 0 SIRIUS XM HLDGS INC COM COM 82968B103 86 16145 SH SOLE NONE 16145 0 0 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 672 5680 SH SOLE NONE 5680 0 0 SPDR S&P 500 ETF TRUST UNIT SER 1 S&P TR UNIT 78462F103 476 1976 SH SOLE NONE 1976 0 0 SPDR SER TR S&P BK ETF S&P BK ETF 78464A797 5730 131110 SH SOLE NONE 131110 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC SPDR TR TACTIC 78467V848 2884 58597 SH SOLE NONE 58597 0 0 STARBUCKS CORP COM USD0.001 COM 855244109 431 7400 SH SOLE NONE 7400 0 0 SYNERGY PHARMACEUTICALS DEL COM NEW COM NEW 871639308 43 10000 SH SOLE NONE 10000 0 0 UNION PACIFIC CORP COM 907818108 211 1960 SH SOLE NONE 1960 0 0 UNITED PARCEL SVC INC CL B CL B 911312106 3443 31370 SH SOLE NONE 31370 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF GOLD MINERS ETF 92189F106 1166 53160 SH SOLE NONE 53160 0 0 VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS TT WRLD ST ETF 922042742 4109 61000 SH SOLE NONE 61000 0 0 VERIZON COMMUNICATIONS COM 92343V104 238 5375 SH SOLE NONE 5375 0 0 VISA INC COM CL A COM CL A 92826C839 868 9200 SH SOLE NONE 9200 0 0 VODAFONE GROUP SPON ADR EACH REP 10 ORD SPONSORED ADR 92857W308 766 26678 SH SOLE NONE 26678 0 0 WELLS FARGO CO NEW COM COM 949746101 312 5600 SH SOLE NONE 5600 0 0 WELLTOWER INC COM COM 95040Q104 3080 41343 SH SOLE NONE 41343 0 0