Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | 01-20-2023 | 12-31-2022 | 110 | 337,109,041 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 1 | $97,026,668 | 1,160,606 | 0.03 | 29.87 | -48,030 | -3.97 | 12-31-2022 |
| TIDAL ETF TR | LEATHERBACK LNG | 2 | $30,121,707 | 1,025,944 | 0.01 | 7.87 | 46,502 | 4.75 | 12-31-2022 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 3 | $25,169,460 | 359,102 | 0.01 | 8.22 | -1,567 | -0.43 | 12-31-2022 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $19,640,572 | 63,582 | 0.01 | 5.13 | 2,672 | 4.39 | 12-31-2022 |
