0001606587-18-000342.txt : 20180425 0001606587-18-000342.hdr.sgml : 20180425 20180425152509 ACCESSION NUMBER: 0001606587-18-000342 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180425 DATE AS OF CHANGE: 20180425 EFFECTIVENESS DATE: 20180425 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: 18774186 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 03-31-2018 03-31-2018 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 04-25-2018 0 81 195214 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE NEXTERA ENERGY INC COM COM 65339F101 48375 296179 SH SOLE NONE 296179 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN COM UNIT PART IN 65341B106 19809 495364 SH SOLE NONE 495364 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 9086 45550 SH SOLE NONE 45550 0 0 BANK OF AMERICA CORP COM 060505104 8843 294895 SH SOLE NONE 294895 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 8059 30371 SH SOLE NONE 30371 0 0 PFIZER INC COM 717081103 7141 201236 SH SOLE NONE 201236 0 0 SPDR SER TR S&P BK ETF S&P BK ETF 78464A797 6049 126322 SH SOLE NONE 126322 0 0 BP PLC SPONSORED ADR SPONSORED ADR 055622104 5189 128006 SH SOLE NONE 128006 0 0 CISCO SYS INC COM COM 17275R102 5058 117936 SH SOLE NONE 117936 0 0 VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS TT WRLD ST ETF 922042742 4955 67300 SH SOLE NONE 67300 0 0 BLACKROCK CREDIT ALL INC TR COM COM 092508100 3948 311662 SH SOLE NONE 311662 0 0 CHEVRON CORP NEW COM COM 166764100 3887 34092 SH SOLE NONE 34092 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP COM UNIT RP LP 559080106 3828 65613 SH SOLE NONE 65613 0 0 UNITED PARCEL SVC INC CL B CL B 911312106 3284 31383 SH SOLE NONE 31383 0 0 REALTY INCOME CORP (MARYLAND) COM 756109104 3186 61600 SH SOLE NONE 61600 0 0 BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST COM SHS BEN IN 09257P105 3068 143995 SH SOLE NONE 143995 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC SPDR TR TACTIC 78467V848 2894 60335 SH SOLE NONE 60335 0 0 HANESBRANDS INC COM COM 410345102 2731 148300 SH SOLE NONE 148300 0 0 MERCK & CO INC NEW COM COM 58933Y105 2573 47240 SH SOLE NONE 47240 0 0 PIMCO DYNMIC CREDIT AND MRT IN COM SHS COM SHS 72202D106 2394 104657 SH SOLE NONE 104657 0 0 GENERAL MTRS CO COM COM 37045V100 2352 64738 SH SOLE NONE 64738 0 0 GENERAL ELECTRIC CO COM 369604103 2294 170251 SH SOLE NONE 170251 0 0 ENTERPRISE PRODS PARTNERS L P COM COM 293792107 2265 92540 SH SOLE NONE 92540 0 0 WELLTOWER INC COM COM 95040Q104 2094 38480 SH SOLE NONE 38480 0 0 BLACKROCK MUN 2020 TERM TR COM SHS COM SHS 09249X109 1978 131168 SH SOLE NONE 131168 0 0 GILEAD SCIENCES INC COM 375558103 1657 21985 SH SOLE NONE 21985 0 0 ISHARES TRUST ISHARES CORE HIGH DIVIDEND CORE HIGH DV ETF 46429B663 1485 17585 SH SOLE NONE 17585 0 0 JOHNSON & JOHNSON COM 478160104 1397 10905 SH SOLE NONE 10905 0 0 ISHARES TR NASDAQ BIOTECH NASDAQ BIOTECH 464287556 1259 11800 SH SOLE NONE 11800 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF GOLD MINERS ETF 92189F106 1162 52866 SH SOLE NONE 52866 0 0 VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS ENERGY ETF 92204A306 1154 12500 SH SOLE NONE 12500 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 1127 22994 SH SOLE NONE 22994 0 0 ISHARES SILVER TR ISHARES ISHARES 46428Q109 1009 65500 SH SOLE NONE 65500 0 0 GOLDCORP INC COM NPV ISIN #CA3809564097 SEDOL #2676302 COM 380956409 941 68101 SH SOLE NONE 68101 0 0 DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 COM NEW 26441C204 908 11727 SH SOLE NONE 11727 0 0 APPLE INC COM 037833100 899 5359 SH SOLE NONE 5359 0 0 FORD MTR CO DEL COM COM PAR $0.01 345370860 830 74935 SH SOLE NONE 74935 0 0 OPKO HEALTH INC COM 68375N103 798 251750 SH SOLE NONE 251750 0 0 VODAFONE GROUP SPON ADR EACH REP 10 ORD SPONSORED ADR 92857W308 726 26100 SH SOLE NONE 26100 0 0 HARRIS CORP DEL COM 413875105 714 4428 SH SOLE NONE 4428 0 0 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 686 5460 SH SOLE NONE 5460 0 0 EXELON CORP COM 30161N101 683 17531 SH SOLE NONE 17531 0 0 EXXON MOBIL CORP COM 30231G102 630 8453 SH SOLE NONE 8453 0 0 PROCTER AND GAMBLE CO COM COM 742718109 625 7893 SH SOLE NONE 7893 0 0 SPDR S&P 500 ETF TRUST UNIT SER 1 S&P TR UNIT 78462F103 574 2185 SH SOLE NONE 2185 0 0 VISA INC COM CL A COM CL A 92826C839 562 4700 SH SOLE NONE 4700 0 0 AT&T INC COM USD1 COM 00206R102 534 15000 SH SOLE NONE 15000 0 0 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 494 10240 SH SOLE NONE 10240 0 0 SAREPTA THERAPEUTICS INC COM COM 803607100 477 6442 SH SOLE NONE 6442 0 0 FACEBOOK INC COM USD0.000006 CL A CL A 30303M102 469 2937 SH SOLE NONE 2937 0 0 CORPORATE CAP TR INC COM COM 219880101 445 26350 SH SOLE NONE 26350 0 0 AMAZON.COM INC COM 023135106 431 298 SH SOLE NONE 298 0 0 WELLS FARGO CO NEW COM COM 949746101 395 7540 SH SOLE NONE 7540 0 0 BOEING CO COM 097023105 354 1080 SH SOLE NONE 1080 0 0 POWERSHARES EXCHANGE TRADED FD TR DYNAMIC BUYBACK ACHIEVERS PORT DYNA BUYBK ACH 73935X286 352 6200 SH SOLE NONE 6200 0 0 CITIGROUP INC COM NEW COM NEW 172967424 348 5160 SH SOLE NONE 5160 0 0 VERIZON COMMUNICATIONS COM 92343V104 344 7209 SH SOLE NONE 7209 0 0 MICROSOFT CORP COM 594918104 324 3550 SH SOLE NONE 3550 0 0 DISNEY WALT CO COM DISNEY 254687106 314 3135 SH SOLE NONE 3135 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR SPONSORED ADR 874039100 301 6900 SH SOLE NONE 6900 0 0 AMERICAN ELEC PWR CO COM 025537101 300 4387 SH SOLE NONE 4387 0 0 CONSOLIDATED EDISON HLDG CO INC COM 209115104 292 3750 SH SOLE NONE 3750 0 0 VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS VG TL INTL STK F 921909768 288 5100 SH SOLE NONE 5100 0 0 HOME DEPOT INC COM COM 437076102 284 1593 SH SOLE NONE 1593 0 0 UNION PACIFIC CORP COM 907818108 263 1960 SH SOLE NONE 1960 0 0 SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 UT SER 1 78467X109 258 1071 SH SOLE NONE 1071 0 0 INTEL CORP COM 458140100 249 4785 SH SOLE NONE 4785 0 0 ROYAL DUTCH SHELL PLC SPON ADR B SPON ADR B 780259107 242 3700 SH SOLE NONE 3700 0 0 AQUA AMERICA INC COM 03836W103 239 7020 SH SOLE NONE 7020 0 0 ISHARES EDGE MSCI MULTIFACTOR INTERNATIONAL ETF MULTIFACTOR INTL 46434V274 231 8000 SH SOLE NONE 8000 0 0 ALTABA INC COM COM 021346101 222 3000 SH SOLE NONE 3000 0 0 ALTRIA GROUP INC COM 02209S103 216 3475 SH SOLE NONE 3475 0 0 CONOCOPHILLIPS COM COM 20825C104 214 3611 SH SOLE NONE 3611 0 0 WALMART INC COM COM 931142103 213 2403 SH SOLE NONE 2403 0 0 EMERSON ELECTRIC CO COM 291011104 202 2966 SH SOLE NONE 2966 0 0 ORGANOVO HLDGS INC COM COM 68620A104 165 161000 SH SOLE NONE 161000 0 0 ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL #B0SF3S5 ISHARES 464285105 138 10900 SH SOLE NONE 10900 0 0 SYNERGY PHARMACEUTICALS DEL COM NEW COM NEW 871639308 129 70800 SH SOLE NONE 70800 0 0 FS INVT CORP COM COM 302635107 124 17220 SH SOLE NONE 17220 0 0 SIRIUS XM HLDGS INC COM COM 82968B103 100 16145 SH SOLE NONE 16145 0 0 NUVEEN MUN 2021 TARGET TERM FD COM COM 670687102 97 10417 SH SOLE NONE 10417 0 0