0001398344-22-002729.txt : 20220211 0001398344-22-002729.hdr.sgml : 20220211 20220211111047 ACCESSION NUMBER: 0001398344-22-002729 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22617776 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 12-31-2021 12-31-2021 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 01-25-2022 0 110 330893 INFORMATION TABLE 2 fp0072166_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 270 1991 SH SOLE 1991 0 0 ALPHABET INC CAP STK CL C 02079K107 891 308 SH SOLE 308 0 0 ALPHABET INC CAP STK CL A 02079K305 695 240 SH SOLE 240 0 0 ALTRIA GROUP INC COM 02209S103 207 4376 SH SOLE 4376 0 0 AMAZON COM INC COM 023135106 20039 6010 SH SOLE 6010 0 0 AMERICAN ELEC PWR CO INC COM 025537101 382 4290 SH SOLE 4290 0 0 ANTHEM INC COM 036752103 273 590 SH SOLE 590 0 0 APPLE INC COM 037833100 7314 41190 SH SOLE 41190 0 0 AT&T INC COM 00206R102 558 22695 SH SOLE 22695 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17519 58592 SH SOLE 58592 0 0 BK OF AMERICA CORP COM 060505104 11524 259016 SH SOLE 259016 0 0 BLACKROCK CR ALLOCATION INCO COM 092508100 2932 194819 SH SOLE 194819 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 1945 75000 SH SOLE 75000 0 0 BOEING CO COM 097023105 403 2002 SH SOLE 2002 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 212 3393 SH SOLE 3393 0 0 CATERPILLAR INC COM 149123101 377 1825 SH SOLE 1825 0 0 CHEVRON CORP NEW COM 166764100 622 5300 SH SOLE 5300 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 205 117 SH SOLE 117 0 0 CITIGROUP INC COM NEW 172967424 320 5304 SH SOLE 5304 0 0 COCA COLA CO COM 191216100 232 3917 SH SOLE 3917 0 0 COLGATE PALMOLIVE CO COM 194162103 202 2370 SH SOLE 2370 0 0 CONSOLIDATED EDISON INC COM 209115104 254 2974 SH SOLE 2974 0 0 COSTCO WHSL CORP NEW COM 22160K105 659 1161 SH SOLE 1161 0 0 CVS HEALTH CORP COM 126650100 11523 111704 SH SOLE 111704 0 0 DISNEY WALT CO COM 254687106 930 6002 SH SOLE 6002 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1225 11679 SH SOLE 11679 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 2320 105627 SH SOLE 105627 0 0 ESSENTIAL UTILS INC COM 29670G102 417 7774 SH SOLE 7774 0 0 EXXON MOBIL CORP COM 30231G102 1251 20447 SH SOLE 20447 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 493 3644 SH SOLE 3644 0 0 FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832 10503 231504 SH SOLE 231504 0 0 FORD MTR CO DEL COM 345370860 1180 56796 SH SOLE 56796 0 0 GENERAL ELECTRIC CO COM NEW 369604301 409 4325 SH SOLE 4325 0 0 GENERAL MTRS CO COM 37045V100 2554 43563 SH SOLE 43563 0 0 GILEAD SCIENCES INC COM 375558103 1793 24700 SH SOLE 24700 0 0 GOLUB CAP BDC INC COM 38173M102 5522 357637 SH SOLE 357637 0 0 HOME DEPOT INC COM 437076102 1367 3294 SH SOLE 3294 0 0 INTEL CORP COM 458140100 271 5260 SH SOLE 5260 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 231 1731 SH SOLE 1731 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 579 6000 SH SOLE 6000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1906 4790 SH SOLE 4790 0 0 ISHARES GOLD TR ISHARES NEW 464285204 228 6550 SH SOLE 6550 0 0 ISHARES SILVER TR ISHARES 46428Q109 1542 71670 SH SOLE 71670 0 0 ISHARES TR CORE S&P500 ETF 464287200 2495 5231 SH SOLE 5231 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 243 2840 SH SOLE 2840 0 0 ISHARES TR MSCI EAFE ETF 464287465 203 2582 SH SOLE 2582 0 0 ISHARES TR ISHARES BIOTECH 464287556 1247 8170 SH SOLE 8170 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1969 17193 SH SOLE 17193 0 0 ISHARES TR U.S. MED DVC ETF 464288810 7936 120517 SH SOLE 120517 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 210 4147 SH SOLE 4147 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1631 16155 SH SOLE 16155 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2057 29003 SH SOLE 29003 0 0 ISHARES TR MSCI INTL MULTFT 46434V274 231 8000 SH SOLE 8000 0 0 ISHARES TR MSCI USA MULTIFT 46434V282 279 6000 SH SOLE 6000 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 2395 46900 SH SOLE 46900 0 0 JOHNSON & JOHNSON COM 478160104 2491 14562 SH SOLE 14562 0 0 JPMORGAN CHASE & CO COM 46625H100 408 2576 SH SOLE 2576 0 0 KINDER MORGAN INC DEL COM 49456B101 313 19755 SH SOLE 19755 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 3029 14203 SH SOLE 14203 0 0 LOCKHEED MARTIN CORP COM 539830109 231 649 SH SOLE 649 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 5217 112337 SH SOLE 112337 0 0 MCDONALDS CORP COM 580135101 411 1533 SH SOLE 1533 0 0 MERCK & CO INC COM 58933Y105 3383 44145 SH SOLE 44145 0 0 META PLATFORMS INC CL A 30303M102 597 1775 SH SOLE 1775 0 0 MICROSOFT CORP COM 594918104 3587 10665 SH SOLE 10665 0 0 NEWMONT CORP COM 651639106 1353 21820 SH SOLE 21820 0 0 NEXTERA ENERGY INC COM 65339F101 98054 1050275 SH SOLE 1050275 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 30101 356645 SH SOLE 356645 0 0 NORFOLK SOUTHN CORP COM 655844108 278 933 SH SOLE 933 0 0 NORTHROP GRUMMAN CORP COM 666807102 247 637 SH SOLE 637 0 0 ORACLE CORP COM 68389X105 316 3627 SH SOLE 3627 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 322 3000 SH SOLE 3000 0 0 PEPSICO INC COM 713448108 410 2358 SH SOLE 2358 0 0 PFIZER INC COM 717081103 12682 214760 SH SOLE 214760 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 1729 66737 SH SOLE 66737 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 127 13595 SH SOLE 13595 0 0 PNC FINL SVCS GROUP INC COM 693475105 216 1079 SH SOLE 1079 0 0 PROCTER AND GAMBLE CO COM 742718109 1596 9757 SH SOLE 9757 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 266 3094 SH SOLE 3094 0 0 REALTY INCOME CORP COM 756109104 751 10489 SH SOLE 10489 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1728 21384 SH SOLE 21384 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 263 1865 SH SOLE 1865 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1200 21615 SH SOLE 21615 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3914 50382 SH SOLE 50382 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 96 15160 SH SOLE 15160 0 0 SOUTHERN CO COM 842587107 260 3793 SH SOLE 3793 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 687 1890 SH SOLE 1890 0 0 SPDR GOLD TR GOLD SHS 78463V107 1247 7297 SH SOLE 7297 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 284 6848 SH SOLE 6848 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2839 5977 SH SOLE 5977 0 0 SPDR SER TR S&P 600 SML CAP 78464A813 2239 22519 SH SOLE 22519 0 0 STARBUCKS CORP COM 855244109 243 2077 SH SOLE 2077 0 0 SUPERCOM LTD NEW SHS NEW M87095119 62 112100 SH SOLE 112100 0 0 TESLA INC COM 88160R101 416 394 SH SOLE 394 0 0 TIDAL ETF TR LEATHERBACK LNG 886364850 2948 119360 SH SOLE 119360 0 0 UNION PAC CORP COM 907818108 407 1616 SH SOLE 1616 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1571 49053 SH SOLE 49053 0 0 VANECK MERK GOLD TR GOLD TRUST 921078101 316 17800 SH SOLE 17800 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 273 625 SH SOLE 625 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 376 1559 SH SOLE 1559 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1321 12300 SH SOLE 12300 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 357 1630 SH SOLE 1630 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 249 2222 SH SOLE 2222 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 459 5911 SH SOLE 5911 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 333 727 SH SOLE 727 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 534 10277 SH SOLE 10277 0 0 VIATRIS INC COM 92556V106 656 48467 SH SOLE 48467 0 0 VISA INC COM CL A 92826C839 1291 5955 SH SOLE 5955 0 0 WALMART INC COM 931142103 547 3778 SH SOLE 3778 0 0 WASHINGTON TR BANCORP INC COM 940610108 487 8647 SH SOLE 8647 0 0