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 |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 51 | $1,008,370 | 3,192 | 0.00 | 0.32 | -482 | -13.12 | 12-31-2022 |
| ISHARES TR | ISHARES BIOTECH | 52 | $960,780 | 7,318 | 0.00 | 0.30 | -702 | -8.75 | 12-31-2022 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 53 | $937,422 | 2 | 0.00 | 2 | +Inf | 12-31-2022 | |
| CHEVRON CORP NEW | COM | 54 | $889,014 | 4,953 | 0.00 | 0.24 | -250 | -4.80 | 12-31-2022 |
