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Lehman Financial Resources, Inc.

Q1 2018 Holdings

Filed 2018-04-25 | 81 holdings | $5.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR Nasdaq Biotech(IBB)NASDAQ BIOTECH464287556$1.3K11,8000.0%
Johnson & Johnson(JNJ)COM478160104$1.4K10,9050.0%
Ishares Trust Ishares Core High Dividend(HDV)CORE HIGH DV ETF46429B663$1.5K17,5850.0%
Gilead Sciences Inc(GILD)COM375558103$1.7K21,9850.0%
BlackRock MUN 2020 Term TR COM SHS(BKK)COM SHS09249X109$2.0K131,1680.0%
Welltower Inc COM(WELL)COM95040Q104$2.1K38,4800.0%
Enterprise Prods Partners L P COM(EPD)COM293792107$2.3K92,5400.0%
General Electric CoCOM369604103$2.3K170,2510.0%
General Mtrs Co COM(GM)COM37045V100$2.4K64,7380.0%
Pimco Dynmic Credit and MRT in COM SHSCOM SHS72202D106$2.4K104,6570.0%
Merck & Co Inc New COM(MRK)COM58933Y105$2.6K47,2400.0%
Hanesbrands Inc COM(HN9)COM410345102$2.7K148,3000.0%
SSgA Active ETF TR Spdr TR Tactic(TOTL)SPDR TR TACTIC78467V848$2.9K60,3350.1%
BlackRock Municipal 2030 Target Term Trust(BTT)COM SHS BEN IN09257P105$3.1K143,9950.1%
Realty Income Corp (Maryland)(O)COM756109104$3.2K61,6000.1%
United Parcel SVC Inc CL B(UPS)CL B911312106$3.3K31,3830.1%
Magellan Midstream Prtnrs LP COM Unit RP LP(WEP)COM UNIT RP LP559080106$3.8K65,6130.1%
Chevron Corp New COM(CVX)COM166764100$3.9K34,0920.1%
BlackRock Credit All Inc TR COM(BTZ)COM092508100$3.9K311,6620.1%
Vanguard Intl Equity Index Fund Inc Total World STK Index Fund ETF SHS(VT)TT WRLD ST ETF922042742$5.0K67,3000.1%
BP PLC Sponsored ADR(BP)SPONSORED ADR055622104$5.2K128,0060.1%
Spdr SER TR S&P BK ETF(KBE)S&P BK ETF78464A797$6.0K126,3220.1%
Pfizer Inc(PFE)COM717081103$7.1K201,2360.1%
Ishares Core S&P 500 ETF(IVV)CORE S&P500 ETF464287200$8.1K30,3710.1%
Bank of America Corp(BAC)COM060505104$8.8K294,8950.2%
Berkshire Hathaway Inc del CL B New(BRK/B)CL B NEW084670702$9.1K45,5500.2%
Nextera Energy Partners LP COM Unit Part in(XIFR)COM UNIT PART IN65341B106$19.8K495,3640.3%
Nextera Energy Inc COM(NEE)COM65339F101$48.4K296,1790.8%
Conocophillips COM(COP)COM20825C104$214.0K3,6113.7%
Consolidated Edison Hldg Co Inc(ED)COM209115104$292.0K3,7505.1%
Cisco SYS Inc COM(CSCO)COM17275R102$5.1M117,93687.9%
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