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 |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 101 | $302,652 | 590 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2022 |
| SOUTHERN CO | COM | 102 | $299,422 | 4,193 | 0.00 | 0.09 | -46 | -1.09 | 12-31-2022 |
| ORACLE CORP | COM | 103 | $296,471 | 3,627 | 0.00 | 0.07 | -100 | -2.68 | 12-31-2022 |
| CITIGROUP INC | COM NEW | 104 | $268,772 | 5,942 | 0.00 | 0.08 | -298 | -4.78 | 12-31-2022 |
