0001398344-22-007587.txt : 20220421 0001398344-22-007587.hdr.sgml : 20220421 20220421115536 ACCESSION NUMBER: 0001398344-22-007587 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220421 DATE AS OF CHANGE: 20220421 EFFECTIVENESS DATE: 20220421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lehman & Derafelo Financial Resources LLC CENTRAL INDEX KEY: 0001767952 IRS NUMBER: 823951929 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19273 FILM NUMBER: 22840374 BUSINESS ADDRESS: STREET 1: 1215 W. BALTIMORE PIKE STREET 2: SUITE 8 CITY: MEDIA STATE: PA ZIP: 19063 BUSINESS PHONE: 610-565-2343 MAIL ADDRESS: STREET 1: 1215 W. BALTIMORE PIKE STREET 2: SUITE 8 CITY: MEDIA STATE: PA ZIP: 19063 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001767952 XXXXXXXX 03-31-2022 03-31-2022 false Lehman & Derafelo Financial Resources LLC

1215 W. BALTIMORE PIKE SUITE 8 MEDIA PA 19063

13F HOLDINGS REPORT 028-19273 N Richard Derafelo 610-565-2343 /s/ Richard Derafelo Media PA 04-21-2022 0 111 359673 INFORMATION TABLE 2 fp0075316_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 250 2111 SH SOLE 2111 0 0 ABBVIE INC COM 00287Y109 598 3691 SH SOLE 3691 0 0 AIRBNB INC COM CL A 009066101 215 1250 SH SOLE 1250 0 0 ALPHABET INC CAP STK CL C 02079K107 865 310 SH SOLE 310 0 0 ALPHABET INC CAP STK CL A 02079K305 765 275 SH SOLE 275 0 0 ALTRIA GROUP INC COM 02209S103 237 4467 SH SOLE 4467 0 0 AMAZON COM INC COM 023135106 19320 5926 SH SOLE 5926 0 0 AMERICAN ELEC PWR CO INC COM 025537101 429 4304 SH SOLE 4304 0 0 ANTHEM INC COM 036752103 290 590 SH SOLE 590 0 0 APPLE INC COM 037833100 7311 41872 SH SOLE 41872 0 0 AT&T INC COM 00206R102 456 19291 SH SOLE 19291 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20407 57825 SH SOLE 57825 0 0 BK OF AMERICA CORP COM 060505104 10692 259398 SH SOLE 259398 0 0 BLACKROCK CR ALLOCATION INCO COM 092508100 2444 194552 SH SOLE 194552 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 1733 73161 SH SOLE 73161 0 0 BOEING CO COM 097023105 384 2007 SH SOLE 2007 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 210 2859 SH SOLE 2859 0 0 CATERPILLAR INC COM 149123101 407 1825 SH SOLE 1825 0 0 CHEVRON CORP NEW COM 166764100 865 5314 SH SOLE 5314 0 0 CITIGROUP INC COM NEW 172967424 283 5306 SH SOLE 5306 0 0 COCA COLA CO COM 191216100 290 4640 SH SOLE 4640 0 0 CONOCOPHILLIPS COM 20825C104 208 2077 SH SOLE 2077 0 0 CONSOLIDATED EDISON INC COM 209115104 282 2974 SH SOLE 2974 0 0 COSTCO WHSL CORP NEW COM 22160K105 571 991 SH SOLE 991 0 0 CVS HEALTH CORP COM 126650100 11207 110733 SH SOLE 110733 0 0 DISNEY WALT CO COM 254687106 947 6902 SH SOLE 6902 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1393 12479 SH SOLE 12479 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 2780 107720 SH SOLE 107720 0 0 ESSENTIAL UTILS INC COM 29670G102 398 7774 SH SOLE 7774 0 0 EXXON MOBIL CORP COM 30231G102 1862 22546 SH SOLE 22546 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 455 3694 SH SOLE 3694 0 0 FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832 11220 252021 SH SOLE 252021 0 0 FORD MTR CO DEL COM 345370860 952 56296 SH SOLE 56296 0 0 GENERAL ELECTRIC CO COM NEW 369604301 396 4325 SH SOLE 4325 0 0 GENERAL MTRS CO COM 37045V100 1862 42563 SH SOLE 42563 0 0 GILEAD SCIENCES INC COM 375558103 1533 25787 SH SOLE 25787 0 0 GOLUB CAP BDC INC COM 38173M102 5256 345559 SH SOLE 345559 0 0 HOME DEPOT INC COM 437076102 1072 3582 SH SOLE 3582 0 0 INTEL CORP COM 458140100 272 5483 SH SOLE 5483 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 225 1731 SH SOLE 1731 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 543 6000 SH SOLE 6000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1781 4907 SH SOLE 4907 0 0 ISHARES GOLD TR ISHARES NEW 464285204 241 6550 SH SOLE 6550 0 0 ISHARES SILVER TR ISHARES 46428Q109 1640 71670 SH SOLE 71670 0 0 ISHARES TR CORE S&P500 ETF 464287200 2521 5556 SH SOLE 5556 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 237 2840 SH SOLE 2840 0 0 ISHARES TR ISHARES BIOTECH 464287556 1058 8122 SH SOLE 8122 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1828 16945 SH SOLE 16945 0 0 ISHARES TR U.S. MED DVC ETF 464288810 7393 121278 SH SOLE 121278 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 210 4147 SH SOLE 4147 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1727 16155 SH SOLE 16155 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1917 28787 SH SOLE 28787 0 0 ISHARES TR MSCI INTL MULTFT 46434V274 221 8000 SH SOLE 8000 0 0 ISHARES TR MSCI USA MULTIFT 46434V282 267 6000 SH SOLE 6000 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 3050 60225 SH SOLE 60225 0 0 JOHNSON & JOHNSON COM 478160104 2826 15945 SH SOLE 15945 0 0 JPMORGAN CHASE & CO COM 46625H100 543 3987 SH SOLE 3987 0 0 KINDER MORGAN INC DEL COM 49456B101 365 19284 SH SOLE 19284 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 3529 14203 SH SOLE 14203 0 0 LOCKHEED MARTIN CORP COM 539830109 290 657 SH SOLE 657 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 5538 112867 SH SOLE 112867 0 0 MCDONALDS CORP COM 580135101 381 1540 SH SOLE 1540 0 0 MERCK & CO INC COM 58933Y105 3880 46897 SH SOLE 46897 0 0 META PLATFORMS INC CL A 30303M102 664 2986 SH SOLE 2986 0 0 MICROSOFT CORP COM 594918104 3291 10675 SH SOLE 10675 0 0 NEWMONT CORP COM 651639106 1728 21755 SH SOLE 21755 0 0 NEXTERA ENERGY INC COM 65339F101 101492 1198106 SH SOLE 1198106 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 29978 359617 SH SOLE 359617 0 0 NORFOLK SOUTHN CORP COM 655844108 266 933 SH SOLE 933 0 0 NORTHROP GRUMMAN CORP COM 666807102 285 637 SH SOLE 637 0 0 ORACLE CORP COM 68389X105 366 4427 SH SOLE 4427 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 281 3000 SH SOLE 3000 0 0 PEPSICO INC COM 713448108 579 3459 SH SOLE 3459 0 0 PFIZER INC COM 717081103 11150 215385 SH SOLE 215385 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 1641 66737 SH SOLE 66737 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 146 13595 SH SOLE 13595 0 0 PNC FINL SVCS GROUP INC COM 693475105 200 1087 SH SOLE 1087 0 0 PROCTER AND GAMBLE CO COM 742718109 1720 11259 SH SOLE 11259 0 0 QUALCOMM INC COM 747525103 222 1450 SH SOLE 1450 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 306 3094 SH SOLE 3094 0 0 REALTY INCOME CORP COM 756109104 719 10344 SH SOLE 10344 0 0 SABRE CORP COM 78573M104 512 44752 SH SOLE 44752 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1608 20384 SH SOLE 20384 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 255 1865 SH SOLE 1865 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1713 22405 SH SOLE 22405 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3669 53340 SH SOLE 53340 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 100 15160 SH SOLE 15160 0 0 SOUTHERN CO COM 842587107 384 5293 SH SOLE 5293 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 813 2340 SH SOLE 2340 0 0 SPDR GOLD TR GOLD SHS 78463V107 1318 7297 SH SOLE 7297 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 265 6848 SH SOLE 6848 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2771 6117 SH SOLE 6117 0 0 SPDR SER TR S&P 600 SML CAP 78464A813 2108 22519 SH SOLE 22519 0 0 SUPERCOM LTD NEW SHS NEW M87095119 67 116078 SH SOLE 116078 0 0 TESLA INC COM 88160R101 425 394 SH SOLE 394 0 0 TIDAL ETF TR LEATHERBACK LNG 886364850 25560 931958 SH SOLE 931958 0 0 TRUST FOR PROFESSIONAL MANAG CROSSINGBRDG PRE 89834G778 452 22050 SH SOLE 22050 0 0 UNION PAC CORP COM 907818108 444 1624 SH SOLE 1624 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1871 48797 SH SOLE 48797 0 0 VANECK MERK GOLD TR GOLD TRUST 921078101 335 17800 SH SOLE 17800 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 272 655 SH SOLE 655 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 382 1678 SH SOLE 1678 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1246 12300 SH SOLE 12300 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 441 2130 SH SOLE 2130 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 633 5911 SH SOLE 5911 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 303 727 SH SOLE 727 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 457 8976 SH SOLE 8976 0 0 VIATRIS INC COM 92556V106 604 55492 SH SOLE 55492 0 0 VISA INC COM CL A 92826C839 1278 5762 SH SOLE 5762 0 0 WALMART INC COM 931142103 565 3778 SH SOLE 3778 0 0 WASHINGTON TR BANCORP INC COM 940610108 459 8647 SH SOLE 8647 0 0