Lenox Wealth Advisors
Latest statistics and disclosures from Lenox Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, ACWV, SPY, IEFA, SPLG, and represent 53.13% of Lenox Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$8.0M), EFA, SPLG, IQDF, EIM, ACWV, KOMP, NOBL, CWT, MSFT.
- Started 86 new stock positions in PDT, IWS, WAT, GRAB, CE, Bldrs Index Fds Tr Emerging Mkts 50 Adr Index Fd etf, VOOV, LSPD, RIOT, VTWG.
- Reduced shares in these 10 stocks: SPY, VWO, VT, DTH, SPMD, IEFA, ITOT, Alerian Mlp Etf, META, IVE.
- Sold out of its positions in ABBNY, AGNCM, Amc Entmt Hldgs Inc Cl A, ASGN, ATS Automation Tooling Systems, ARKQ, Adtran, WMS, APD, AA.
- Lenox Wealth Advisors was a net buyer of stock by $16M.
- Lenox Wealth Advisors has $798M in assets under management (AUM), dropping by -5.05%.
- Central Index Key (CIK): 0001569292
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Portfolio Holdings for Lenox Wealth Advisors
Lenox Wealth Advisors holds 793 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Lenox Wealth Advisors has 793 total positions. Only the first 250 positions are shown.
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- Download the Lenox Wealth Advisors March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P MidCap 400 Index (IJH) | 15.6 | $125M | 477k | 260.99 |
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| Ishares Inc ctr wld minvl (ACWV) | 13.2 | $105M | 983k | 107.00 |
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| Spdr S&p 500 Etf (SPY) | 11.8 | $95M | -3% | 211k | 447.57 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 6.9 | $55M | 804k | 68.75 |
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| SPDR DJ Wilshire Large Cap (SPLG) | 5.6 | $45M | +6% | 845k | 52.64 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 5.3 | $42M | 438k | 96.65 |
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| WisdomTree DEFA Equity Income Fund (DTH) | 5.2 | $42M | 1.0M | 40.01 |
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| iShares MSCI EAFE Index Fund (EFA) | 4.4 | $35M | +9% | 486k | 72.89 |
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| J P Morgan Exchange Traded F div rtn int eq (JPIN) | 4.0 | $32M | 565k | 56.19 |
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| Vanguard Total World Stock Idx (VT) | 3.9 | $31M | -3% | 313k | 100.15 |
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| Flexshares Tr intl qltdv idx (IQDF) | 3.0 | $24M | +11% | 1.0M | 23.94 |
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| Schwab Strategic Tr us lrg cap etf (SCHX) | 2.1 | $17M | +89% | 318k | 53.24 |
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| Flexshares Tr qualt divd idx (QDF) | 1.5 | $12M | 198k | 59.12 |
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| SPDR DJ Wilshire Mid Cap (SPMD) | 1.3 | $11M | -4% | 231k | 45.84 |
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| Apple (AAPL) | 1.1 | $9.0M | +2% | 53k | 170.09 |
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| Goldman Sachs Etf Tr (GSLC) | 0.9 | $6.8M | 77k | 88.40 |
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| Amazon (AMZN) | 0.6 | $4.7M | 1.5k | 3089.19 |
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| Microsoft Corporation (MSFT) | 0.5 | $4.4M | +16% | 15k | 297.00 |
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| Vanguard Malvern Fds strm infproidx (VTIP) | 0.5 | $3.8M | 75k | 50.53 |
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| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.4 | $3.5M | 74k | 47.09 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.4 | $3.4M | 30k | 113.40 |
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| Spdr Ser Tr kensho new eco (KOMP) | 0.4 | $2.8M | +47% | 57k | 49.74 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $2.6M | 33k | 79.46 |
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| Spdr Ser Tr sp500 high div (SPYD) | 0.3 | $2.6M | 58k | 44.41 |
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| Alphabet Inc. Class A Class A Shares (GOOGL) | 0.3 | $2.5M | 924.00 | 2665.58 |
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| Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf (WDIV) | 0.3 | $2.4M | 35k | 67.77 |
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| Tesla Motors (TSLA) | 0.3 | $2.3M | +4% | 2.2k | 1025.69 |
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| Osi Etf Tr a | 0.3 | $2.2M | 64k | 34.48 |
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| Vanguard REIT ETF (VNQ) | 0.3 | $2.0M | 19k | 109.80 |
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| Ishares High Dividend Equity F (HDV) | 0.2 | $1.8M | 16k | 109.44 |
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| Eaton Vance Municipal Bond Fund (EIM) | 0.2 | $1.7M | NEW | 152k | 11.24 |
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| Rdiv etf (RDIV) | 0.2 | $1.7M | 38k | 44.71 |
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| WisdomTree MidCap Dividend Fund (DON) | 0.2 | $1.7M | 39k | 43.86 |
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| Ishares Inc emrgmkt dividx (DVYE) | 0.2 | $1.6M | 49k | 33.36 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $1.6M | 24k | 65.22 |
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| Alerian Mlp Etf | 0.2 | $1.5M | -12% | 40k | 38.98 |
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| Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.5M | +47% | 32k | 47.49 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.5M | 548.00 | 2680.66 |
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| Jp Morgan Exchange Traded Fd fund | 0.2 | $1.4M | 39k | 35.10 |
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| iShares Russell 1000 Value Index (IWD) | 0.2 | $1.3M | 7.7k | 166.99 |
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| iShares Russell 2000 Index (IWM) | 0.2 | $1.2M | 6.2k | 197.81 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $1.2M | -8% | 2.5k | 476.87 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $1.2M | +8% | 3.4k | 353.13 |
|
| Chevron Corporation (CVX) | 0.1 | $1.1M | +30% | 6.3k | 170.00 |
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| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.0M | -63% | 23k | 46.23 |
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| Pfizer (PFE) | 0.1 | $1.0M | +6% | 19k | 55.15 |
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| Nextera Energy (NEE) | 0.1 | $977k | +16% | 11k | 86.10 |
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| iShares Dow Jones Select Dividend (DVY) | 0.1 | $955k | +2% | 7.4k | 128.91 |
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| Visa Inc Class A Class A Shares (V) | 0.1 | $942k | 4.3k | 216.95 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $908k | +47% | 4.1k | 220.17 |
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| Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $867k | 23k | 37.70 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $854k | 1.5k | 557.81 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $815k | 9.4k | 86.89 |
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| Costco Wholesale Corporation (COST) | 0.1 | $790k | 1.3k | 600.30 |
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| Global X Etf equity | 0.1 | $778k | 68k | 11.53 |
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| iShares S&P 500 Index (IVV) | 0.1 | $770k | +30% | 1.7k | 449.24 |
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| California Water Service (CWT) | 0.1 | $763k | NEW | 13k | 58.69 |
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| iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $763k | +13% | 9.0k | 85.05 |
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| UnitedHealth (UNH) | 0.1 | $753k | -2% | 1.4k | 545.65 |
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| Vanguard Growth ETF (VUG) | 0.1 | $667k | -11% | 2.4k | 278.85 |
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| Meta Platforms Inc Class A Class A Shares (META) | 0.1 | $595k | -20% | 2.7k | 222.43 |
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| Johnson & Johnson (JNJ) | 0.1 | $577k | 3.2k | 181.96 |
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| Home Depot (HD) | 0.1 | $555k | +59% | 1.8k | 311.27 |
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| SPDR S&P Dividend (SDY) | 0.1 | $521k | 4.0k | 129.96 |
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| Wal-Mart Stores (WMT) | 0.1 | $517k | -8% | 3.3k | 157.43 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $499k | 14k | 35.40 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $496k | -17% | 42k | 11.71 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $479k | 49k | 9.82 |
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| Wells Fargo & Company (WFC) | 0.1 | $461k | +2873% | 9.5k | 48.75 |
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| Ishares Inc em mkt min vol (EEMV) | 0.1 | $442k | 7.3k | 60.97 |
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| Jd (JD) | 0.1 | $423k | 7.5k | 56.50 |
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| Pepsi (PEP) | 0.1 | $421k | +58% | 2.4k | 173.11 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $420k | 4.3k | 98.27 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $387k | 2.9k | 133.59 |
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| Applied Materials (AMAT) | 0.0 | $377k | +5% | 3.1k | 119.99 |
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| Philip Morris International (PM) | 0.0 | $376k | 3.8k | 100.08 |
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| PowerShares QQQ Trust, Series 1 | 0.0 | $376k | -5% | 1.1k | 349.44 |
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| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $364k | +1759% | 7.7k | 47.41 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $350k | 3.2k | 108.59 |
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| Rydex S&P Equal Weight ETF | 0.0 | $343k | 2.2k | 156.69 |
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| Target Corporation (TGT) | 0.0 | $339k | 1.5k | 233.31 |
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| Grayscale Bitcoin Ord (GBTC) | 0.0 | $329k | +44% | 11k | 29.81 |
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| Coca-Cola Company (KO) | 0.0 | $324k | +57% | 5.1k | 63.88 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $321k | 1.4k | 224.48 |
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| Automatic Data Processing (ADP) | 0.0 | $309k | 1.3k | 238.06 |
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| Zoetis Inc Class A Class A Shares (ZTS) | 0.0 | $303k | 1.5k | 200.40 |
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| Verizon Communications (VZ) | 0.0 | $294k | +48% | 5.5k | 53.57 |
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| iShares Russell 1000 Index (IWB) | 0.0 | $285k | +110% | 1.2k | 247.40 |
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| Nuveen NY Municipal Value (NNY) | 0.0 | $283k | 31k | 9.13 |
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| Cisco Systems (CSCO) | 0.0 | $281k | 5.2k | 54.32 |
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| Full House Resorts (FLL) | 0.0 | $280k | 30k | 9.33 |
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| Paypal Holdings (PYPL) | 0.0 | $273k | 2.5k | 111.20 |
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| Schwab International Equity ETF (SCHF) | 0.0 | $273k | -6% | 7.5k | 36.27 |
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| Oak Street Health | 0.0 | $254k | 10k | 25.40 |
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| Public Service Enterprise (PEG) | 0.0 | $246k | 3.4k | 71.95 |
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $243k | +100% | 3.3k | 72.75 |
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| MasterCard Incorporated (MA) | 0.0 | $243k | 690.00 | 352.17 |
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| BlackRock Enhanced Capital and Income (CII) | 0.0 | $238k | 12k | 20.61 |
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| Abbvie (ABBV) | 0.0 | $235k | +5% | 1.3k | 174.85 |
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| iShares Gold Trust | 0.0 | $233k | 6.3k | 36.95 |
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| United Bankshares (UBSI) | 0.0 | $232k | 6.9k | 33.63 |
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| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $231k | 2.3k | 99.57 |
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| Union Pacific Corporation (UNP) | 0.0 | $228k | 944.00 | 241.53 |
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| Procter & Gamble Company (PG) | 0.0 | $227k | 1.4k | 159.97 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $225k | 3.9k | 57.24 |
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| Southern Company (SO) | 0.0 | $222k | -7% | 2.9k | 76.42 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $219k | +4% | 2.1k | 104.34 |
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| NVIDIA Corporation (NVDA) | 0.0 | $219k | +5% | 947.00 | 231.26 |
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| Bristol Myers Squibb (BMY) | 0.0 | $215k | -8% | 2.8k | 77.79 |
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| iShares Lehman Aggregate Bond (AGG) | 0.0 | $215k | 2.0k | 104.93 |
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| Boulder Growth & Income Fund (STEW) | 0.0 | $214k | -7% | 15k | 14.58 |
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| Eli Lilly & Co. (LLY) | 0.0 | $202k | -4% | 647.00 | 312.21 |
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| Broad | 0.0 | $197k | -4% | 336.00 | 586.31 |
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| Wisdomtree Cboe S&p 500 Putwri (PUTW) | 0.0 | $195k | -16% | 5.5k | 35.14 |
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| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $188k | 700.00 | 268.57 |
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| M&T Bank Corporation (MTB) | 0.0 | $186k | 1.1k | 163.30 |
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| Walt Disney Company (DIS) | 0.0 | $184k | +198% | 1.4k | 131.99 |
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| Danaher Corporation (DHR) | 0.0 | $180k | 601.00 | 299.50 |
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| Intuitive Surgical (ISRG) | 0.0 | $175k | -3% | 604.00 | 289.74 |
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| Servicenow (NOW) | 0.0 | $172k | 334.00 | 514.97 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $170k | +155% | 781.00 | 217.67 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $170k | 1.7k | 100.47 |
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| Prologis (PLD) | 0.0 | $166k | 987.00 | 168.19 |
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| American Express Company (AXP) | 0.0 | $165k | 899.00 | 183.54 |
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| Merck & Co (MRK) | 0.0 | $163k | -5% | 1.9k | 87.73 |
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| American Tower Reit (AMT) | 0.0 | $157k | -7% | 591.00 | 265.65 |
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| General Mills (GIS) | 0.0 | $153k | 2.2k | 70.15 |
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| Morgan Stanley (MS) | 0.0 | $151k | +11% | 1.8k | 84.26 |
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| SL Green Realty | 0.0 | $148k | 2.0k | 74.90 |
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| WSFS Financial Corporation (WSFS) | 0.0 | $145k | 3.5k | 41.73 |
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| United Parcel Srvc Class B Class B Shares (UPS) | 0.0 | $144k | 755.00 | 190.73 |
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| Becton, Dickinson and (BDX) | 0.0 | $143k | 519.00 | 275.53 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $143k | 596.00 | 239.93 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $140k | -2% | 314.00 | 445.86 |
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| CVS Caremark Corporation (CVS) | 0.0 | $139k | 1.3k | 106.84 |
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| iShares Russell Midcap Index Fund (IWR) | 0.0 | $139k | +1700% | 1.8k | 77.22 |
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| Sempra Energy (SRE) | 0.0 | $138k | +27066% | 815.00 | 169.33 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $138k | +80% | 1.1k | 126.03 |
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| Schwab U S Small Cap ETF (SCHA) | 0.0 | $134k | +65% | 2.9k | 45.61 |
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| Goldman Sachs (GS) | 0.0 | $134k | +5% | 417.00 | 321.34 |
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| Alibaba Group Holding (BABA) | 0.0 | $133k | 1.3k | 103.42 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $133k | -13% | 1.3k | 99.63 |
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| Nutrien (NTR) | 0.0 | $130k | 1.2k | 105.69 |
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| Waste Management (WM) | 0.0 | $130k | +5% | 786.00 | 165.39 |
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| Comcast Corp Class A Class A Shares (CMCSA) | 0.0 | $126k | -8% | 2.7k | 47.55 |
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| Ares Management Corp Class A Class A Shares (ARES) | 0.0 | $123k | 1.5k | 80.50 |
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| SPDR S&P World ex-US (SPDW) | 0.0 | $121k | +33% | 3.6k | 33.90 |
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| Travelers Companies (TRV) | 0.0 | $120k | +2% | 648.00 | 185.19 |
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| iShares Russell Midcap Value Index (IWS) | 0.0 | $119k | NEW | 1.0k | 119.00 |
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| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $117k | 5.5k | 21.15 |
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| Advanced Micro Devices (AMD) | 0.0 | $115k | +173% | 1.1k | 100.88 |
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| Booking Holdings (BKNG) | 0.0 | $115k | 53.00 | 2169.81 |
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| At&t (T) | 0.0 | $114k | +9% | 4.7k | 24.12 |
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| Abbott Laboratories (ABT) | 0.0 | $114k | -28% | 922.00 | 123.64 |
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| Qualcomm (QCOM) | 0.0 | $113k | +6% | 829.00 | 136.31 |
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| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $112k | 634.00 | 176.66 |
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| 3M Company (MMM) | 0.0 | $111k | 741.00 | 149.80 |
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| Boeing Company (BA) | 0.0 | $110k | +288% | 630.00 | 174.60 |
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| Twilio Inc Class A Class A Shares (TWLO) | 0.0 | $110k | 749.00 | 146.86 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $110k | -11% | 391.00 | 281.33 |
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| Allstate Corporation (ALL) | 0.0 | $108k | +36% | 760.00 | 142.11 |
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| Eaton Vance New York Municipal Bond Fund (ENX) | 0.0 | $108k | 11k | 10.14 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $107k | NEW | 1.9k | 55.87 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $107k | 260.00 | 411.54 |
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| Netflix (NFLX) | 0.0 | $106k | +18% | 297.00 | 356.90 |
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| Vanguard Large-Cap ETF (VV) | 0.0 | $105k | 511.00 | 205.48 |
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| McDonald's Corporation (MCD) | 0.0 | $104k | 413.00 | 251.82 |
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| Accenture Plc F Class A Class A Shares (ACN) | 0.0 | $104k | 308.00 | 337.66 |
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| Fortinet (FTNT) | 0.0 | $104k | -2% | 311.00 | 334.41 |
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| Emerson Electric (EMR) | 0.0 | $101k | 1.1k | 94.22 |
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| Yum! Brands (YUM) | 0.0 | $101k | +123% | 846.00 | 119.39 |
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| Vanguard Russell 1000 Value Et (VONV) | 0.0 | $100k | -49% | 1.4k | 72.94 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $97k | -21% | 210.00 | 461.90 |
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| MetLife (MET) | 0.0 | $96k | 1.4k | 70.80 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $95k | +213% | 551.00 | 172.41 |
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| Generac Holdings (GNRC) | 0.0 | $93k | 325.00 | 286.15 |
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| Monroe Cap (MRCC) | 0.0 | $91k | +5% | 8.6k | 10.58 |
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| Paychex (PAYX) | 0.0 | $91k | +4% | 656.00 | 138.72 |
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| Kornit Digital (KRNT) | 0.0 | $90k | 1.2k | 72.58 |
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| Calavo Growers (CVGW) | 0.0 | $89k | 2.4k | 36.99 |
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| Dollar Tree (DLTR) | 0.0 | $89k | -8% | 546.00 | 163.00 |
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| Bank of America Corporation (BAC) | 0.0 | $88k | -7% | 2.2k | 39.46 |
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| Lowe's Companies (LOW) | 0.0 | $87k | 422.00 | 206.16 |
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| Intel Corporation (INTC) | 0.0 | $85k | -25% | 1.8k | 46.75 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $83k | 1.4k | 59.29 |
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| BHP Billiton (BHP) | 0.0 | $81k | 1.0k | 77.96 |
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| Vanguard Information Technology ETF (VGT) | 0.0 | $80k | +60% | 200.00 | 400.00 |
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| Ameriprise Financial (AMP) | 0.0 | $80k | 272.00 | 294.12 |
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| Blackrock Muniassets Fund (MUA) | 0.0 | $79k | -61% | 6.4k | 12.40 |
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| Mondelez Intl Class A Class A Shares (MDLZ) | 0.0 | $79k | +2% | 1.3k | 63.15 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $79k | -5% | 597.00 | 132.33 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $77k | -9% | 166.00 | 463.86 |
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| Duke Energy (DUK) | 0.0 | $76k | 663.00 | 114.63 |
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| Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $76k | NEW | 500.00 | 152.00 |
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| BlackRock (BLK) | 0.0 | $75k | +55% | 101.00 | 742.57 |
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| Altria (MO) | 0.0 | $74k | -17% | 1.4k | 53.82 |
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| Popular (BPOP) | 0.0 | $74k | 928.00 | 79.74 |
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| Discover Financial Services (DFS) | 0.0 | $74k | 662.00 | 111.78 |
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| Financial Select Sector SPDR (XLF) | 0.0 | $72k | -32% | 1.9k | 37.70 |
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| BlackRock MuniHoldings New York Insured (MHN) | 0.0 | $71k | 5.7k | 12.47 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $71k | -20% | 1.6k | 44.68 |
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| IDEXX Laboratories (IDXX) | 0.0 | $71k | 130.00 | 546.15 |
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| Kinder Morgan (KMI) | 0.0 | $71k | 3.6k | 19.61 |
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| PPG Industries (PPG) | 0.0 | $70k | +3% | 528.00 | 132.58 |
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| Consolidated Edison (ED) | 0.0 | $70k | +2% | 714.00 | 98.04 |
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| International Business Machines (IBM) | 0.0 | $70k | 550.00 | 127.27 |
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| Tor Dom Bk Cad (TD) | 0.0 | $69k | 895.00 | 77.09 |
|
|
| Blackstone | 0.0 | $68k | -3% | 593.00 | 114.67 |
|
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $68k | 854.00 | 79.63 |
|
|
| Moneylion | 0.0 | $67k | 31k | 2.14 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $67k | -3% | 382.00 | 175.39 |
|
| Amgen (AMGN) | 0.0 | $67k | -27% | 267.00 | 250.94 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $66k | -5% | 814.00 | 81.08 |
|
| Workday Inc Class A Class A Shares (WDAY) | 0.0 | $66k | -2% | 288.00 | 229.17 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $66k | 103.00 | 640.78 |
|
|
| L3harris Technologies (LHX) | 0.0 | $66k | 257.00 | 256.81 |
|
|
| Chubb (CB) | 0.0 | $66k | +2% | 305.00 | 216.39 |
|
| Nike Inc Class B Class B Shares (NKE) | 0.0 | $66k | 512.00 | 128.91 |
|
|
| Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf (GLTR) | 0.0 | $65k | 668.00 | 97.31 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $65k | 150.00 | 433.33 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $64k | -4% | 322.00 | 198.76 |
|
| Essential Utils (WTRG) | 0.0 | $64k | +10% | 1.2k | 51.78 |
|
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $64k | 1.6k | 40.08 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $62k | 102.00 | 607.84 |
|
|
| Ansys (ANSS) | 0.0 | $62k | +5% | 205.00 | 302.44 |
|
| Ishares Tr genomics immun (IDNA) | 0.0 | $61k | 1.8k | 34.66 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $61k | 805.00 | 75.78 |
|
|
| Newmark Group (NMRK) | 0.0 | $60k | 4.4k | 13.50 |
|
|
| Coupang (CPNG) | 0.0 | $60k | 3.4k | 17.80 |
|
|
| Roche Holding (RHHBY) | 0.0 | $60k | 1.1k | 53.24 |
|
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $59k | NEW | 585.00 | 100.85 |
|
| S&p Global (SPGI) | 0.0 | $59k | +111% | 144.00 | 409.72 |
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $59k | +208% | 488.00 | 120.90 |
|
| Apollo Global Management 'a' | 0.0 | $58k | 1.0k | 58.00 |
|
|
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $58k | 423.00 | 137.12 |
|
|
| Technology SPDR (XLK) | 0.0 | $57k | NEW | 375.00 | 152.00 |
|
| Repligen Corporation (RGEN) | 0.0 | $56k | 330.00 | 169.70 |
|
|
| BP (BP) | 0.0 | $54k | 1.8k | 30.34 |
|
|
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $53k | +73% | 2.0k | 26.63 |
|
| ConocoPhillips (COP) | 0.0 | $53k | +7% | 516.00 | 102.71 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $53k | -4% | 72.00 | 736.11 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $53k | 1.5k | 35.33 |
|
|
| Phillips 66 (PSX) | 0.0 | $52k | -20% | 619.00 | 84.01 |
|
| ResMed (RMD) | 0.0 | $52k | -3% | 207.00 | 251.21 |
|
| American Water Works (AWK) | 0.0 | $52k | +10% | 306.00 | 169.93 |
|
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $52k | -69% | 1.3k | 38.78 |
|
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $51k | 172.00 | 296.51 |
|
|
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $51k | 538.00 | 94.80 |
|
|
| Moelis & Co Class A Class A Shares (MC) | 0.0 | $51k | 1.1k | 44.39 |
|
|
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $50k | 291.00 | 171.82 |
|
Past Filings by Lenox Wealth Advisors
SEC 13F filings are viewable for Lenox Wealth Advisors going back to 2012
- Lenox Wealth Advisors 2022 Q1 filed April 14, 2022
- Lenox Wealth Advisors 2021 Q4 filed Jan. 19, 2022
- Lenox Wealth Advisors 2021 Q3 filed Oct. 12, 2021
- Lenox Wealth Advisors 2021 Q2 filed July 8, 2021
- Lenox Wealth Advisors 2021 Q1 filed April 26, 2021
- Lenox Wealth Advisors 2020 Q4 filed Jan. 19, 2021
- Lenox Wealth Advisors 2020 Q3 filed Oct. 7, 2020
- Lenox Wealth Advisors 2020 Q2 filed July 14, 2020
- Lenox Wealth Advisors 2020 Q1 filed April 3, 2020
- Lenox Wealth Advisors 2019 Q4 filed Jan. 6, 2020
- Lenox Wealth Advisors 2019 Q3 filed Oct. 2, 2019
- Lenox Wealth Advisors 2019 Q2 filed July 12, 2019
- Lenox Wealth Advisors 2019 Q1 filed April 9, 2019
- Lenox Wealth Advisors 2018 Q4 filed Jan. 9, 2019
- Lenox Wealth Advisors 2018 Q3 filed Oct. 9, 2018
- Lenox Wealth Advisors 2018 Q2 filed July 16, 2018