0001606587-16-000473.txt : 20160217 0001606587-16-000473.hdr.sgml : 20160217 20160216180101 ACCESSION NUMBER: 0001606587-16-000473 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160217 DATE AS OF CHANGE: 20160216 EFFECTIVENESS DATE: 20160217 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: 161430752 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 12-31-2015 12-31-2015 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 02-16-2016 0 59 185569 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE KIMBERLY CLARK CORP COM 494368103 346 2719 SH SOLE NONE 2719 0 0 CATERPILLAR INC COM 149123101 214 3150 SH SOLE NONE 3150 0 0 ALTRIA GROUP INC COM 02209S103 213 3675 SH SOLE NONE 3675 0 0 EXXON MOBIL CORP COM 30231G102 290 3725 SH SOLE NONE 3725 0 0 SPDR GOLD TR GOLD GOLD SHS 78463V107 385 3800 SH SOLE NONE 3800 0 0 HARRIS CORP DEL COM 413875105 367 4228 SH SOLE NONE 4228 0 0 AMERICAN ELEC PWR CO COM 025537101 255 4387 SH SOLE NONE 4387 0 0 CONSOLIDATED EDISON COM 209115104 289 4500 SH SOLE NONE 4500 0 0 VERIZON COM 92343V104 210 4561 SH SOLE NONE 4561 0 0 APPLE INC COM 037833100 528 5019 SH SOLE NONE 5019 0 0 VISA INC COM CL A COM CL A 92826C839 403 5200 SH SOLE NONE 5200 0 0 CONOCOPHILLIPS COM 20825C104 254 5444 SH SOLE NONE 5444 0 0 POWERSHARES EXCHANGE DYNA BUYBK ACH 73935X286 362 7970 SH SOLE NONE 7970 0 0 PROCTER & GAMBLE CO COM 742718109 667 8400 SH SOLE NONE 8400 0 0 CARE CAP PPTYS INC COM 141624106 266 8726 SH SOLE NONE 8726 0 0 JOHNSON & JOHNSON COM 478160104 1003 9767 SH SOLE NONE 9767 0 0 ENBRIDGE ENERGY COM 29250R106 237 10305 SH SOLE NONE 10305 0 0 INVESCO QUALITY MUN COM 46133G107 158 12504 SH SOLE NONE 12504 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 965 13528 SH SOLE NONE 13528 0 0 AT&T INC COM COM 00206R102 496 14429 SH SOLE NONE 14429 0 0 SIRIUS XM HLDGS INC COM 82968B103 61 15215 SH SOLE NONE 15215 0 0 ISHARES MSCI MSCI EMG MKT ETF 464287234 603 18750 SH SOLE NONE 18750 0 0 KINDER MORGAN INC COM 49456B101 281 18842 SH SOLE NONE 18842 0 0 ISHARES GOLD TRUST ISHARES 464285105 247 24200 SH SOLE NONE 24200 0 0 TRISTATE CAP HLDGS COM 89678F100 361 25806 SH SOLE NONE 25806 0 0 ISHARES CORE S&P CORE S&P500 ETF 464287200 5736 28000 SH SOLE NONE 28000 0 0 ISHARES SILVER TR ISHARES 46428Q109 387 29350 SH SOLE NONE 29350 0 0 SCHLUMBERGER LIMITED COM 806857108 2431 34855 SH SOLE NONE 34855 0 0 BERKSHIRE HATHAWAY CL B NEW 084670702 4637 35125 SH SOLE NONE 35125 0 0 VENTAS INC COM 92276F100 2181 38660 SH SOLE NONE 38660 0 0 PHILIP MORRIS INTL COM 718172109 3410 38795 SH SOLE NONE 38795 0 0 CHEVRON CORP NEW COM 166764100 3514 39071 SH SOLE NONE 39071 0 0 SAREPTA THERAPEUTICS COM 803607100 1593 41311 SH SOLE NONE 41311 0 0 WELLTOWER INC COM COM 95040Q104 2908 42753 SH SOLE NONE 42753 0 0 MERCK & CO INC NEW COM 58933Y105 2649 50154 SH SOLE NONE 50154 0 0 MARKET VECTORS ETF GOLD MINER ETF 57060U100 750 54704 SH SOLE NONE 54704 0 0 VANGUARD INTL EQUITY TT WRLD ST ETF 922042742 3514 61000 SH SOLE NONE 61000 0 0 REALTY INCOME CORP COM 756109104 3476 67339 SH SOLE NONE 67339 0 0 KINDRED HEALTHCARE COM 494580103 909 76400 SH SOLE NONE 76400 0 0 ONEOK PARTNERS L P UNIT LTD PARTN 68268N103 2396 79538 SH SOLE NONE 79538 0 0 YAHOO INC COM 984332106 2735 82250 SH SOLE NONE 82250 0 0 OPKO HEALTH INC COM 68375N103 832 82800 SH SOLE NONE 82800 0 0 EXELON CORP COM 30161N101 2329 83886 SH SOLE NONE 83886 0 0 SPROTT PHYSICAL TR UNIT 85207K107 486 92400 SH SOLE NONE 92400 0 0 CISCO SYS INC COM COM 17275R102 2556 94140 SH SOLE NONE 94140 0 0 UNILEVER PLC SPON SPON ADR NEW 904767704 4208 97609 SH SOLE NONE 97609 0 0 ORGANOVO HLDGS INC COM 68620A104 298 119900 SH SOLE NONE 119900 0 0 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 8856 130403 SH SOLE NONE 130403 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 2063 146448 SH SOLE NONE 146448 0 0 BP PLC ADR (CNV INTO SPONSORED ADR 055622104 5313 169964 SH SOLE NONE 169964 0 0 GENERAL ELECTRIC CO COM 369604103 5874 188580 SH SOLE NONE 188580 0 0 ISHARES MSCI MSCI JAPAN ETF 464286848 2337 192900 SH SOLE NONE 192900 0 0 PFIZER INC COM 717081103 6257 193859 SH SOLE NONE 193859 0 0 ENTERPRISE PRODUCTS COM 293792107 5730 224037 SH SOLE NONE 224037 0 0 BANK OF AMERICA CORP COM 060505104 4412 262163 SH SOLE NONE 262163 0 0 BLACKROCK MUN 2020 COM SHS 09249X109 4295 270818 SH SOLE NONE 270818 0 0 BLACKROCK MUN TARGET COM SHS BEN IN 09257P105 6795 315040 SH SOLE NONE 315040 0 0 NEXTERA ENERGY COM UNIT PART IN 65341B106 14760 494474 SH SOLE NONE 494474 0 0 NEXTERA ENERGY INC COM 65339F101 55481 534039 SH SOLE NONE 534039 0 0