LEHMAN FINANCIAL RESOURCES, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 428
New Positions 26
Increased Positions 90
Decreased Positions 45
Positions with Activity 135
Sold Out Positions 14
Total Mkt Value (in $ millions) 205

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

Sector Weighting

Basic Materials 0.42%
Capital Goods 1.94%
Conglomerates
Consumer Cyclical 0.55%
Consumer/Non-Cyclical 2.31%
Energy 15.28%
Financial 14.5%
Healthcare 6%
Services 7.06%
Technology 4.98%
Transportation 0.16%
Utilities 46.7%

428 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEXTERA ENERGY INC COM 72,110 16,220 29.02 728,606
BP PLC SPONSORED ADR 6,492 32 .49 125,788
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 5,765 168 2.99 295,940
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 5,646 4,700 496.27 67,164
ENTERPRISE PRODS PARTNERS L P COM 5,356 119 2.27 68,992
INTEL CORP COM 5,045 -9 (0.18) 161,447
ONEOK PARTNERS LP UNIT LTD PARTN 4,791 166 3.59 83,782
WELLS FARGO & CO NEW COM 4,383 .00 85,128
PFIZER INC COM 4,085 60 1.50 135,852
CONOCOPHILLIPS COM 3,893 -34 (0.86) 45,944
ENBRIDGE ENERGY PARTNERS L P COM 3,886 290 8.05 108,786
BANK OF AMERICA CORPORATION COM 3,758 -17 (0.45) 244,321
KINDRED HEALTHCARE INC COM 3,360 -41 (1.22) 137,830
CATERPILLAR INC DEL COM 3,354 -11 (0.33) 30,500
VITACOST COM INC COM 3,323 -120 (3.48) 416,462
ROGERS COMMUNICATIONS INC CL B 3,226 20 .61 82,202
REALTY INCOME CORP COM 3,132 -914 (22.59) 69,441
PHILIP MORRIS INTL INC COM 3,126 21 .69 36,600
APACHE CORP COM 2,971 102 3.57 30,500
GENERAL ELECTRIC CO COM 2,970 18 .59 111,871


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