Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LEHMAN FINANCIAL RESOURCES, INC.
Period of report:
Sep 30, 2018
Effectiveness Date:
Nov 14, 2018
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
NEXTERA ENERGY INC (65339F101)
|
288,283 |
$48,316k |
|
|
NEXTERA ENERGY LPU (65341B106)
|
450,088 |
$21,829k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
46,414 |
$9,937k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
32,569 |
$9,534k |
|
|
PFIZER INC (717081103)
|
197,344 |
$8,696k |
|
|
Bank of America Corp. (060505104)
|
287,912 |
$8,481k |
|
|
SPDR SERIES TRUST (78464A797)
|
125,928 |
$5,864k |
|
|
CISCO SYSTEMS INC (17275R102)
|
120,341 |
$5,854k |
|
|
BP PLC (055622104)
|
125,876 |
$5,802k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
73,300 |
$5,558k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
63,513 |
$4,301k |
|
|
Chevron Corp (166764100)
|
34,469 |
$4,214k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
47,878 |
$4,176k |
|
|
BLACKROCK CR. ALLOC (092508100)
|
308,756 |
$3,779k |
|
|
UNITED PARCEL SERVIC (911312106)
|
31,386 |
$3,664k |
|
|
MERCK & CO INC (58933Y105)
|
48,293 |
$3,425k |
|
|
REALTY INCOME CORP (756109104)
|
56,200 |
$3,197k |
|
|
BLACKROCK MUN 2030 TAR TERM (09257P105)
|
143,995 |
$2,982k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
60,085 |
$2,839k |
|
|
ENTERPRISE PRODS (293792107)
|
90,540 |
$2,601k |
|
|
PIMCO DYN CR& MORTGA (72202D106)
|
100,207 |
$2,417k |
|
|
General Motors Co (37045V100)
|
64,685 |
$2,177k |
|
|
GENERAL ELECTRIC CO (369604103)
|
168,849 |
$1,906k |
|
|
BLACKROCK MUN 2020 TERM TR (09249X109)
|
127,468 |
$1,889k |
|
|
GILEAD SCIENCES INC (375558103)
|
21,703 |
$1,675k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
18,297 |
$1,656k |
|
|
JOHNSON & JOHNSON (478160104)
|
11,585 |
$1,600k |
|
|
Apple Inc (037833100)
|
6,884 |
$1,554k |
|
|
ISHARES (464287556)
|
11,827 |
$1,442k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
24,703 |
$1,309k |
|
|
VANGUARD WORLD FDS (92204A306)
|
12,200 |
$1,282k |
|
|
Sarepta Therapeutics Inc (803607100)
|
6,442 |
$1,040k |
|
|
Exxon Mobil Corp (30231G102)
|
11,312 |
$961k |
|
|
DUKE ENERGY CORP (26441C204)
|
11,927 |
$954k |
|
|
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)
|
50,803 |
$940k |
|
|
ISHARES SILVER TRUST (46428Q109)
|
65,500 |
$899k |
|
|
Amazon.com Inc (023135106)
|
428 |
$857k |
|
|
AT&T INC (00206R102)
|
22,908 |
$769k |
|
|
EXELON CORP (30161N101)
|
17,281 |
$754k |
|
|
HARRIS CORP DEL (413875105)
|
4,428 |
$749k |
|
|
PROCTER & GAMBLE CO (742718109)
|
8,998 |
$748k |
|
|
VISA INC COM CL A (92826C839)
|
4,756 |
$713k |
|
|
GOLDCORP INC NEW (380956409)
|
64,201 |
$654k |
|
|
FORD MOTOR CO (345370860)
|
70,335 |
$650k |
|
|
AABA (021346101)
|
9,500 |
$647k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
12,250 |
$637k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
5,460 |
$615k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,115 |
$614k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
11,411 |
$609k |
|
|
Boeing Co/The (097023105)
|
1,555 |
$578k |
|
|
Facebook Inc (30303M102)
|
3,467 |
$570k |
|
|
MICROSOFT CORP (594918104)
|
4,850 |
$554k |
|
|
VODAFONE GROUP PLC NEW (92857W308)
|
25,300 |
$549k |
|
|
DISNEY WALT CO (254687106)
|
4,610 |
$539k |
|
|
ISHARES (464287234)
|
10,414 |
$446k |
|
|
CITIGROUP INC (172967424)
|
5,860 |
$420k |
|
|
CORPORATE CAP TR INC COM (219880101)
|
26,350 |
$402k |
|
|
ConocoPhillips (20825C104)
|
5,161 |
$399k |
|
|
WELLS FARGO CO NEW (949746101)
|
7,540 |
$396k |
|
|
INVESCO ETF TR (46137V308)
|
6,350 |
$387k |
|
|
AEP (025537101)
|
5,257 |
$372k |
|
|
HOME DEPOT INC (437076102)
|
1,675 |
$347k |
|
|
UNION PAC CORP (907818108)
|
2,104 |
$342k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,249 |
$340k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,281 |
$338k |
|
|
EMERSON ELEC CO (291011104)
|
4,291 |
$328k |
|
|
FIDELITY (316092832)
|
9,940 |
$321k |
|
|
DowDuPont, Inc. (26078j100)
|
4,782 |
$307k |
|
|
ORACLE CORP (68389X105)
|
5,770 |
$297k |
|
|
CONSOLDTD EDISON INC (209115104)
|
3,750 |
$285k |
|
|
INTEL CORP (458140100)
|
6,035 |
$285k |
|
|
AQUA AMERICA INC (03836W103)
|
7,620 |
$281k |
|
|
ALTRIA GROUP INC (02209S103)
|
4,633 |
$279k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
5,100 |
$275k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,075 |
$267k |
|
|
ROYAL DUTCH SHELL (780259107)
|
3,700 |
$262k |
|
|
Caterpillar Inc (149123101)
|
1,700 |
$259k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,433 |
$258k |
|
|
AMGEN INC (031162100)
|
1,205 |
$249k |
|
|
CORNING INCORPORATED (219350105)
|
7,015 |
$247k |
|
|
Organovo Holdings Inc (68620A104)
|
213,542 |
$245k |
|
|
Bristol-Myers Squibb Co (110122108)
|
3,949 |
$245k |
|
|
WALMART INC COM (931142103)
|
2,603 |
$244k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
7,700 |
$237k |
|
|
ALPHABET INC (02079K305)
|
197 |
$237k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,010 |
$237k |
|
|
LAS VEGAS SANDS CORP (517834107)
|
3,800 |
$225k |
|
|
ISHARES TR (46434V274)
|
8,000 |
$224k |
|
|
MCDONALDS CORP (580135101)
|
1,341 |
$224k |
|
|
WASHINGTON TRUST BANCORP (940610108)
|
4,000 |
$221k |
|
|
KIMBERLY CLARK CORP (494368103)
|
1,936 |
$220k |
|
|
US BANCORP DEL (902973304)
|
4,154 |
$219k |
|
|
PEPSICO INC (713448108)
|
1,950 |
$218k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,870 |
$211k |
|
|
ISHARES TR (46434V282)
|
6,000 |
$201k |
|
|
OPKO HEALTH INC (68375N103)
|
54,800 |
$189k |
|
|
SYNERGY PHARMACEUTICALS DEL COM NEW (871639308)
|
95,300 |
$162k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
10,900 |
$124k |
|
|
CAESARS ENTMT CORP COM (127686103)
|
12,000 |
$123k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
15,730 |
$110k |
|
|
SIRIUS XM HLDG (82968B103)
|
15,945 |
$100k |
|
|
NUVEEN MUN 2021 TARGET TERM FD COM (670687102)
|
10,417 |
$98k |
|
|
XG TECHNOLOGY INC COM PAR (98372A705)
|
21,893 |
$9k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.