LEHMAN FINANCIAL RESOURCES, INC. Information

1215 W. BALTIMORE PIKE, SUITE 8, MEDIA, Pennsylvania, 19063, (610) 565-2343

Report Date: 03/31/2015

Position Statistics

Total Positions 456
New Positions 43
Increased Positions 129
Decreased Positions 53
Positions with Activity 182
Sold Out Positions 23
Total Mkt Value (in $ millions) 219

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.38%
Capital Goods 0.41%
Conglomerates
Consumer Cyclical 0.25%
Consumer/Non-Cyclical 4.23%
Energy 13.1%
Financial 21.13%
Healthcare 6.3%
Services 5.22%
Technology 2.59%
Transportation 0.19%
Utilities 41.39%

456 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEXTERA ENERGY INC COM 71,034 13,689 23.87 703,099
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 7,449 1,682 29.17 165,498
BP PLC SPONSORED ADR 7,150 -52 (0.72) 171,751
ENTERPRISE PRODS PARTNERS L P COM 6,761 90 1.35 204,066
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 6,724 163 2.49 337,540
PFIZER INC COM 6,615 7 .11 193,924
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 6,585 151 2.35 80,450
VANGUARD INDEX FDS TOTAL STK MKT 6,233 New 57,109
GENERAL ELECTRIC CO COM 4,610 1,338 40.88 167,518
BLACKROCK MUN 2020 TERM TR COM SHS 4,522 149 3.41 285,670
CHEVRON CORP NEW COM 4,348 129 3.06 42,097
UNILEVER PLC SPON ADR NEW 4,262 57 1.36 97,101
BANK AMER CORP COM 4,109 232 6.00 249,013
YAHOO INC COM 3,717 -4 (0.12) 86,750
PHILIP MORRIS INTL INC COM 3,374 84 2.55 40,296
SCHLUMBERGER LTD COM 3,348 36 1.10 36,900
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 3,319 New 80,000
REALTY INCOME CORP COM 3,241 -37 (1.13) 69,863
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,160 180 6.02 22,000
ONEOK PARTNERS LP UNIT LTD PARTN 3,046 -441 (12.64) 75,791


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