Lenox Wealth Advisors

Latest statistics and disclosures from Lenox Wealth Advisors's latest quarterly 13F-HR filing:

Companies in the Lenox Wealth Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 15.91 311041 -3% 293.00
Ishares Inc ctr wld minvl 12.58 782388 +9% 92.12
iShares MSCI EAFE Index Fund (EFA) 11.92 1.04M -22% 65.73
iShares S&P; MidCap 400 Index (IJH) 10.02 295481 +4% 194.26
Goldman Sachs Etf Tr 7.67 747281 +3% 58.77
Flexshares Tr intl qltdv idx 7.12 1.77M NEW 23.02
Wisdomtree Cboe S&p 500 Putwri 6.77 1.41M 27.55
Invesco Bulletshares 2021 Corp 5.07 1.37M +6% 21.19
J P Morgan Exchange Traded F div rtn int eq 4.37 460123 +4% 54.46
Vanguard Total World Stock Idx Fd (VT) 4.04 307807 +6% 75.16
Schwab Strategic Tr us lrg cap etf 1.97 161172 +5% 70.19
SPDR DJ Wilshire Large Cap (ELR) 0.93 153799 +6051% 34.54
SPDR DJ Wilshire Mid Cap (EMM) 0.69 116144 +6% 34.07
Vanguard Malvern Fds strm infproidx 0.68 79124 +3% 49.31
Vanguard Short Term Corporate Bond ETF (VCSH) 0.62 44129 +5% 80.67
iShares Russell 1000 Value Index (IWD) 0.61 27426 -16% 127.22
Nuveen Barclays Shrt Term Muni bdfund 0.55 64601 +5% 48.93
Apple (AAPL) 0.44 12839 +5% 197.91
Amazon (AMZN) 0.43 1298 -7% 1893.68
Db-x Msci Eafe Currency-hedged 0.43 77532 31.61
Vanguard Europe Pacific ETF (VEA) 0.40 54274 -18% 41.71
Flexshares Tr qualt divd idx 0.37 46949 +6% 44.86
Microsoft Corporation (MSFT) 0.36 15387 +11% 133.94
Vanguard Emerging Markets ETF (VWO) 0.27 36304 -2% 42.53
ISHARES TR MSCI Small Cap msci small cap 0.23 22898 -15% 57.38
Ishares Core Msci Eafe Etf core msci eafe 0.19 17486 61.42
Visa (V) 0.17 5510 -4% 173.50
Alphabet Inc Class A cs 0.17 896 1082.59
SPDR S&P; MidCap 400 ETF (MDY) 0.16 2545 354.81
Vanguard REIT ETF (VNQ) 0.16 10237 +13% 87.43
WisdomTree DEFA Equity Income Fund (DTH) 0.13 17951 +3% 40.39
Costco Wholesale Corporation (COST) 0.12 2500 264.40
Facebook Inc cl a 0.12 3637 +6% 193.02
Evolent Health 0.10 69974 7.95
Pfizer (PFE) 0.09 11475 43.31
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.09 4655 113.00
Alphabet Inc Class C cs 0.09 453 -6% 1081.68
Berkshire Hathaway (BRK.B) 0.08 2044 +55% 213.31
Exxon Mobil Corporation (XOM) 0.08 5705 +22% 76.60
Wal-Mart Stores (WMT) 0.08 4086 +6% 110.38
Cisco Systems (CSCO) 0.08 7978 54.78
Vanguard Growth ETF (VUG) 0.08 2971 163.24
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.08 48787 NEW 8.88
M&T; Bank Corporation (MTB) 0.07 2278 169.89
Philip Morris International (PM) 0.07 5000 78.60
Calavo Growers (CVGW) 0.07 4406 -18% 96.69
SPDR S&P; Dividend (SDY) 0.07 3912 100.97
SPDR MSCI ACWI ex-US (CWI) 0.07 10491 -96% 36.70
Ishares Inc em mkt min vol 0.07 7250 58.90
Pepsi (PEP) 0.06 2667 +52% 131.23
UnitedHealth (UNH) 0.06 1421 +8% 244.19
iShares Lehman Aggregate Bond (AGG) 0.06 3077 -4% 111.47
Vanguard S&p 500 Etf idx fd 0.06 1246 -40% 268.86
Automatic Data Processing (ADP) 0.05 1648 +82% 165.05
Emerson Electric (EMR) 0.05 4320 +45% 66.67
Target Corporation (TGT) 0.05 3220 86.65
iShares S&P; 500 Value Index (IVE) 0.05 2262 116.71
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.05 8546 36.86
Alibaba Group Holding Ltd Spon 0.05 1695 169.32
Paypal Holdings 0.05 2449 +11% 114.33
Moody's Corporation (MCO) 0.04 1185 194.94
Home Depot (HD) 0.04 1234 -4% 208.27
Johnson & Johnson (JNJ) 0.04 1477 +15% 139.47
Walt Disney Company (DIS) 0.04 1654 +189% 139.66
3M Company (MMM) 0.04 1244 +12% 173.63
Nextera Energy Inc C om 0.04 1000 205.00
United Technologies Corporation (UTX) 0.04 1546 +349% 130.01
iShares Russell 2000 Index (IWM) 0.04 1529 155.66
United Bankshares (UBSI) 0.04 6898 37.11
iShares Dow Jones US Technology (IYW) 0.04 1206 198.18
Jd 0.04 8092 +8% 30.28
JPMorgan Chase & Co. (JPM) 0.03 1676 -12% 111.58
MasterCard Incorporated (MA) 0.03 613 -20% 264.27
Coca-Cola Company (KO) 0.03 3444 +156% 50.81
Abbott Laboratories (ABT) 0.03 2366 +3843% 84.11
Chevron Corporation (CVX) 0.03 1401 +3% 124.20
Becton, Dickinson and (BDX) 0.03 618 +3535% 252.43
Altria (MO) 0.03 3050 47.21
Merck & Co (MRK) 0.03 1871 +12% 83.91
Procter & Gamble Company (PG) 0.03 1389 +342% 109.43
iShares S&P; 500 Index (IVV) 0.03 668 294.91
Danaher Corporation (DHR) 0.03 1302 +231% 142.86
Illinois Tool Works (ITW) 0.03 963 +1150% 150.57
Public Service Enterprise (PEG) 0.03 2930 58.70
Netflix (NFLX) 0.03 416 +12% 367.79
iShares S&P; 500 Growth Index (IVW) 0.03 959 -9% 179.35
iShares Dow Jones Select Dividend (DVY) 0.03 1923 99.32
BlackRock Enhanced Capital and Income Fd (CII) 0.03 11550 NEW 15.76
Boulder Growth & Income Fund (BIF) 0.03 14678 NEW 11.24
Workday Inc cl a 0.03 896 +94% 205.36
Walgreen Boots Alliance 0.03 2692 -48% 54.61
iShares MSCI Emerging Markets Indx (EEM) 0.02 2866 42.92
Goldman Sachs (GS) 0.02 474 -31% 204.64
American Express Company (AXP) 0.02 1070 123.36
FedEx Corporation (FDX) 0.02 545 +118% 163.30
AT&T; (T) 0.02 2890 NEW 33.56
Union Pacific Corporation (UNP) 0.02 811 -5% 168.93
Lockheed Martin Corporation (LMT) 0.02 275 -50% 363.64
BB&T; Corporation (BBT) 0.02 2700 -3% 49.26
Colgate-Palmolive Company (CL) 0.02 1295 NEW 71.81
General Mills (GIS) 0.02 1988 -7% 52.31
Texas Instruments Incorporated (TXN) 0.02 877 -3% 115.17
Starbucks Corporation (SBUX) 0.02 1249 +399% 84.07
SL Green Realty (SLG) 0.02 1710 80.12
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.02 1145 +1045% 103.06
iShares Gold Trust (IAU) 0.02 10580 13.52
WSFS Financial Corporation (WSFS) 0.02 3363 41.33
Vanguard Financials ETF (VFH) 0.02 1764 -42% 69.16
Liberty Property Trust (LRY) 0.02 1886 -5% 49.84
Financial Select Sector SPDR (XLF) 0.02 3799 -35% 27.64
iShares S&P; GSCI Commodity-Indexed (GSG) 0.02 8100 15.68
Vanguard Total Stock Market ETF (VTI) 0.02 572 150.35
Vanguard Small-Cap Growth ETF (VBK) 0.02 596 186.24
Alerian Mlp Etf(amlp) 0.02 13606 9.85
First Trust DJ STOX Sel Div 30 IDX (FDD) 0.02 6987 -17% 12.45
Schwab U S Large Cap Growth ETF (SCHG) 0.02 1670 NEW 83.23
Vanguard Admiral Fds Inc equity 0.02 700 161.43
Schwab Strategic Tr us dividend eq 0.02 2525 NEW 53.07
Booking Holdings 0.02 55 -20% 1872.73
HSBC Holdings (HBC) 0.01 879 -8% 42.09
Charles Schwab Corporation (SCHW) 0.01 801 39.95
Caterpillar (CAT) 0.01 500 136.00
Ecolab (ECL) 0.01 176 -7% 198.86
McDonald's Corporation (MCD) 0.01 287 +79% 209.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.01 244 184.43
General Electric Company (GE) 0.01 3835 +3735% 10.43
Cummins (CMI) 0.01 195 NEW 169.23
NVIDIA Corporation (NVDA) 0.01 298 -62% 164.43
Paychex (PAYX) 0.01 401 82.29
Wells Fargo & Company (WFC) 0.01 613 -76% 47.31
Adobe Systems Incorporated (ADBE) 0.01 177 293.79
Electronic Arts (ERTS) 0.01 383 +2% 101.83
E.I. du Pont de Nemours & Company (DD) 0.01 407 NEW 76.17
Xilinx (XLNX) 0.01 284 NEW 116.20
Raytheon Company (RTN) 0.01 332 +14% 174.70
AEGON N.V. (AEG) 0.01 6458 4.96
Amgen (AMGN) 0.01 160 181.25
Intuitive Surgical (ISRG) 0.01 147 -13% 523.81
NIKE (NKE) 0.01 882 83.90
QUALCOMM (QCOM) 0.01 453 NEW 75.06
TOTAL S.A. (TOT) 0.01 825 -12% 55.76
TJX Companies (TJX) 0.01 734 -11% 53.13
Dollar Tree (DLTR) 0.01 406 -11% 108.37
HDFC Bank (HDB) 0.01 283 -15% 130.74
Zimmer Holdings (ZMH) 0.01 565 NEW 118.58
iShares MSCI Japan Index (EWJ) 0.01 443 94.81
BHP Billiton (BHP) 0.01 1098 -33% 58.29
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.01 87 344.83
Aqua America (WTR) 0.01 1057 41.63
Tor Dom Bk Cad Com 0.01 942 -9% 58.39
Manulife Finl Corp 0.01 1951 17.94
American Water Works (AWK) 0.01 271 114.39
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.01 320 125.00
ZIOPHARM Oncology (ZIOP) 0.01 5000 5.80
iShares S&P; SmallCap 600 Index (IJR) 0.01 537 78.21
Vanguard Small-Cap ETF (VB) 0.01 332 -76% 156.63
First Trust DJ Internet Index Fund (FDN) 0.01 550 NEW 143.64
iShares MSCI ACWI Index Fund (ACWI) 0.01 685 -68% 74.45
Vanguard Consumer Discretionary ETF (VCR) 0.01 172 180.23
Vanguard Mid-Cap Growth ETF (VOT) 0.01 306 150.33
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.01 669 109.12
WisdomTree DEFA (DWM) 0.01 1143 50.74
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.01 423 85.11
SPDR S&P; International Dividend (DWX) 0.01 1998 NEW 39.54
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.01 384 -26% 91.15
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.01 3943 NEW 13.95
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.01 551 52.63
Schwab Strategic Tr cmn 0.01 1498 NEW 56.07
Aia Group Ltd-sp Adr 0.01 891 -8% 42.65
Servicenow 0.01 222 274.77
Mondelez Int 0.01 1000 54.00
Epr Properties 0.01 497 -16% 74.45
Zoetis Inc Cl A 0.01 301 -12% 112.96
Bright Horizons Fam Sol In D 0.01 190 -31% 152.63
Vanguard Charlotte Fds intl bd idx etf 0.01 777 -13% 57.92
Gw Pharmaceuticals Plc ads 0.01 186 172.04
First Tr Exchange Traded Fd dorsey wright 0.01 1689 19.54
Cnl Healthcare Trust 0.01 5503 8.00
Sequential Brnds 0.01 62998 0.56
S&p Global 0.01 142 -12% 225.35
Twilio Inc cl a 0.01 602 136.21
Worldpay Ord 0.01 595 +113% 122.69
Broadcom Ltd 0.01 186 +27% 290.32
Invesco S&p 500 Equal Weight Etf 0.01 640 NEW 107.81
Invesco Exchange Traded Fd T s&p500 eql tec 0.01 300 176.67
Sterling Banco 6.5 Percent Pfd Pfd 0.01 2559 27.35
Dow Inc 0.01 814 NEW 49.14
Hasbro (HAS) 0.00 103 +66% 106.80
Comcast Corporation (CMCSA) 0.00 544 -28% 42.28
SK Tele (SKM) 0.00 107 28.04
China Mobile (CHL) 0.00 66 45.45
Tenaris S.A. (TS) 0.00 302 26.49
Taiwan Semiconductor Mfg (TSM) 0.00 549 -7% 40.07
BlackRock (BLK) 0.00 30 NEW 466.67
Progressive Corporation (PGR) 0.00 94 85.11
Principal Financial (PFG) 0.00 259 57.92
Bank of America Corporation (BAC) 0.00 302 -81% 29.80
Canadian Natl Ry Co 0.00 132 -34% 90.91
Republic Services (RSG) 0.00 133 -36% 90.23
BioMarin Pharmaceutical (BMRN) 0.00 49 81.63
Incyte Corporation (INCY) 0.00 57 87.72
Regeneron Pharmaceuticals (REGN) 0.00 38 -35% 315.79
Sony Corporation (SNE) 0.00 417 52.76
Bunge Limited 0.00 117 -35% 59.83
Cardinal Health (CAH) 0.00 3 NEW 0.00
Bristol Myers Squibb (BMY) 0.00 97 -59% 41.24
Shaw Communications Inc cl b conv 0.00 139 21.58
United Parcel Service (UPS) 0.00 272 102.94
Cerner Corporation (CERN) 0.00 18 NEW 55.56
Northrop Grumman Corporation (NOC) 0.00 65 -10% 323.08
Sherwin-Williams Company (SHW) 0.00 38 -24% 447.37
V.F. Corporation (VFC) 0.00 66 90.91
Global Payments (GPN) 0.00 156 NEW 160.26
Boeing Company (BA) 0.00 62 NEW 370.97
Boston Scientific Corporation (BSX) 0.00 9 NEW 0.00
Intel Corporation (INTC) 0.00 460 NEW 47.83
Ross Stores (ROST) 0.00 217 101.38
Tiffany & Co. (TIF) 0.00 276 94.20
SVB Financial (SIVB) 0.00 60 216.67
Western Digital (WDC) 0.00 13 NEW 76.92
Las Vegas Sands (LVS) 0.00 140 57.14
Analog Devices (ADI) 0.00 244 NEW 114.75
United Rentals (URI) 0.00 69 130.43
AmerisourceBergen (ABC) 0.00 11 NEW 90.91
Healthcare Realty Trust Incorporated (HR) 0.00 68 NEW 29.41
Universal Health Services (UHS) 0.00 50 140.00
AstraZeneca (AZN) 0.00 80 -58% 37.50
CVS Caremark Corporation (CVS) 0.00 11 -97% 90.91
Thermo Fisher Scientific (TMO) 0.00 87 -17% 298.85
McKesson Corporation (MCK) 0.00 8 -84% 125.00
Diageo (DEO) 0.00 26 -63% 153.85
eBay (EBAY) 0.00 214 NEW 37.38
Halliburton Company (HAL) 0.00 98 20.41
Honeywell International (HON) 0.00 144 +453% 173.61
International Business Machines (IBM) 0.00 128 140.62
Macy's (M) 0.00 200 20.00
Marsh & McLennan Companies (MMC) 0.00 260 NEW 100.00
Royal Dutch Shell (RDS.A) 0.00 57 -70% 70.18
Sanofi-Aventis SA (SNY) 0.00 96 +29% 41.67
Stryker Corporation (SYK) 0.00 115 NEW 208.70
Biogen Idec (BIIB) 0.00 70 -24% 228.57
Federal National Mortgage Association (FNMA) 0.00 2000 2.50
Ford Motor Company (F) 0.00 85 NEW 11.76
Norsk Hydro ASA (NHYDY) 0.00 1465 3.41
Henry Schein (HSIC) 0.00 120 66.67
Bayer AG (BAYRY) 0.00 55 NEW 18.18
Accenture 0.00 135 +297% 185.19
Anheuser-Busch InBev NV (BUD) 0.00 64 93.75
General Dynamics Corporation (GD) 0.00 27 NEW 185.19
Novo Nordisk A/S (NVO) 0.00 230 52.17
SAP AG (SAP) 0.00 200 -37% 135.00
MSCI (MSCI) 0.00 26 -68% 230.77
WABCO Holdings (WBC) 0.00 107 -34% 130.84
Bce Inc. 0.00 61 49.18
Applied Materials (AMAT) 0.00 465 -40% 45.16
C.H. Robinson Worldwide (CHRW) 0.00 315 85.71
Fastenal Company (FAST) 0.00 528 +100% 32.20
Oracle Corporation (ORCL) 0.00 28 NEW 71.43
Pioneer Natural Resources (PXD) 0.00 29 -71% 137.93
Constellation Brands (STZ) 0.00 49 204.08
Ctrip.com International (CTRP) 0.00 107 NEW 37.38
Advanced Micro Devices (AMD) 0.00 375 NEW 29.33
Amphenol Corporation (APH) 0.00 146 -27% 95.89
iShares NASDAQ Biotechnology Index (IBB) 0.00 12 +300% 83.33
Activision Blizzard (ATVI) 0.00 18 -94% 55.56
Estee Lauder Companies (EL) 0.00 136 -35% 183.82
salesforce (CRM) 0.00 133 +504% 150.38
Illumina (ILMN) 0.00 77 +18% 363.64
Under Armour (UA) 0.00 500 26.00
Baidu (BIDU) 0.00 6 -78% 166.67
Humana (HUM) 0.00 5 NEW 200.00
Sun Life Financial Inc 0.00 68 44.12
iShares MSCI EMU Index (EZU) 0.00 85 35.29
Lam Research Corporation (LRCX) 0.00 70 NEW 185.71
Align Technology (ALGN) 0.00 8 -83% 250.00
NTT DoCoMo (DCM) 0.00 108 27.78
Quest Diagnostics Incorporated (DGX) 0.00 3 NEW 0.00
IPG Photonics Corporation (IPGP) 0.00 138 152.17
Middleby Corporation (MIDD) 0.00 110 -31% 136.36
Synchronoss Technologies (SNCR) 0.00 400 7.50
ABB (ABB) 0.00 110 18.18
Cathay General Ban (CATY) 0.00 98 -34% 40.82
China Telecom Corporation (CHA) 0.00 3 0.00
Centene Corporation (CNC) 0.00 14 NEW 71.43
Monolithic Power Systems (MPWR) 0.00 26 153.85
Old Dominion Freight Line (ODFL) 0.00 52 153.85
Skyworks Solutions (SWKS) 0.00 8 NEW 125.00
Unilever (UL) 0.00 32 62.50
Wabtec Corporation (WAB) 0.00 19 -61% 52.63
Bk Nova Cad Com (usd) 0.00 50 60.00
Church & Dwight (CHD) 0.00 122 73.77
CHECK POINT SOFTWARE Technolog Com Stk 0.00 105 -17% 114.29
ORIX Corporation (IX) 0.00 145 75.86
Makita Corporation (MKTAY) 0.00 263 34.22
Rockwell Automation (ROK) 0.00 60 166.67
Scotts Miracle-Gro Company (SMG) 0.00 47 106.38
AMETEK (AME) 0.00 107 93.46
HCP (HCP) 0.00 224 31.25
Bank Of Montreal Cadcom Npv 0.00 35 85.71
BASF SE (BASFY) 0.00 640 -20% 18.75
Cosan Ltd shs a 0.00 364 13.74
iShares Russell 1000 Growth Index (IWF) 0.00 152 -33% 157.89
Boston Properties (BXP) 0.00 33 121.21
iShares Russell 2000 Value Index (IWN) 0.00 38 131.58
Thomson Reuters Corp 0.00 73 NEW 68.49
Medidata Solutions (MDSO) 0.00 18 NEW 111.11
Tesla Motors (TSLA) 0.00 100 220.00
Roche Holding (RHHBY) 0.00 344 -38% 34.88
SPDR S&P; Biotech (XBI) 0.00 16 NEW 62.50
Vanguard Value ETF (VTV) 0.00 67 104.48
Fortinet (FTNT) 0.00 306 -35% 78.43
iShares MSCI Pacific ex-Japan Idx (EPP) 0.00 24 41.67
Aviva (AV) 0.00 1272 10.22
Hldgs Inc 0.00 102 88.24
Industries N shs - a - 0.00 55 NEW 90.91
iShares Russell 3000 Value Index (IWW) 0.00 395 55.70
iShares S&P; SmallCap 600 Value Idx (IJS) 0.00 125 152.00
First Republic Bank/san F 0.00 79 101.27
iShares MSCI Canada Index (EWC) 0.00 62 32.26
O'reilly Automotive Inc 0.00 31 354.84
Omeros Corporation (OMER) 0.00 1500 16.00
Sumitomo Mitsui Financial Grp (SMFG) 0.00 348 -59% 5.75
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.00 13 76.92
SPDR Barclays Capital High Yield B (JNK) 0.00 57 -84% 105.26
iShares Barclays Agency Bond Fund (AGZ) 0.00 4 0.00
iShares Dow Jones US Medical Dev. (IHI) 0.00 6 NEW 166.67
iShares MSCI Switzerland Index Fund (EWL) 0.00 27 37.04
iShares Russell 3000 Growth Index (IWZ) 0.00 218 64.22
Fly Leasing (FLY) 0.00 1000 17.00
Schneider Elect Sa-unsp Adr adr 0.00 1105 -10% 18.10
Shiseido (SSDOY) 0.00 336 74.40
Bridgestone Corporation (BRDCY) 0.00 634 -21% 18.93
L'Oreal (LRLCY) 0.00 281 -14% 56.94
Tencent Holdings Ltd - Adr adr 0.00 401 44.89
Skinny Nutritional (SKNY) 0.00 100000 0.00
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.00 175 131.43
Jardine Strategic Hldgs 0.00 571 19.26
Sonova Hldg Ag Adr 0.00 163 -32% 42.94
Geltech Solutions Inc 0.00 24235 0.17
Tuffnell Ltd 0.00 6000 0.00
Burberry Group Plc-adr 0.00 542 23.99
Techtronic Industries-sp Adr 0.00 444 -20% 38.29
Wendy's/arby's Group 0.00 751 19.97
Marathon Petroleum Corp 0.00 422 +240% 56.87
Umicore Group Adr 0.00 936 7.48
CHINA MERCHANTS BK Co Adr adr 0.00 270 25.93
Expedia 0.00 90 -31% 133.33
American Tower Reit 0.00 115 NEW 208.70
Sunpower 0.00 27 0.00
Kasikorn Bank Pub 0.00 455 24.18
Phillips 66 0.00 141 -24% 92.20
Dnb Asa-sponsor 0.00 806 -19% 18.61
Ishares Trust Barclays 0.00 10 100.00
Lehman Brothers Hldg Xxx 0.00 1619 +161% 0.00
Ishares Tr cmn 0.00 1050 -55% 25.71
Sysmex Corp for 0.00 484 33.06
stock 0.00 193 +17% 124.35
Sefe 0.00 1000 0.00
Unicharm for 0.00 2145 6.06
Palo Alto Networks 0.00 73 NEW 205.48
Asml Holding N.v. 0.00 11 -80% 181.82
Wpp Plc- 0.00 32 62.50
Ishares Inc core msci emkt 0.00 137 51.09
Abbvie 0.00 79 +5% 75.95
Elekta Ab 0.00 836 -13% 14.35
Ishares Core Intl Stock Etf core 0.00 299 60.20
Icon 0.00 10 -52% 200.00
Norwegian Cruise Line Hldgs shs 0.00 88 56.82
Ishares Incglobal High Yi equity 0.00 79 50.63
Orange Sa 0.00 1000 -16% 16.00
Bluebird Bio 0.00 8 NEW 125.00
Intrexon 0.00 300 6.67
Sch Fnd Us Sm Etf schwab fdt us sc 0.00 650 36.92
Monotaro Co Ltd - Unsp 0.00 324 24.69
Voya Financial 0.00 228 -35% 57.02
Investors Ban 0.00 1008 10.91
Weatherford Intl Plc ord shs 0.00 3500 0.00
Csl Ltd Spon 0.00 208 -14% 76.92
Smc Corp Japan 0.00 966 -10% 18.63
Paragon Offshore Plc equity 0.00 266 0.00
Tencent Hldgs New Ord F 0.00 300 46.67
Anthem 0.00 1 NEW 0.00
Healthcare Tr Amer Inc cl a 0.00 75 NEW 26.67
Medtronic 0.00 60 +22% 100.00
Alps Etf Tr med breakthgh 0.00 38 NEW 26.32
Equinix 0.00 30 -37% 500.00
Mylan Nv 0.00 40 NEW 25.00
Allergan 0.00 1 NEW 0.00
Monster Beverage Corp Com stock 0.00 57 70.18
Fitbit 0.00 1000 4.00
Shopify Inc cl a 0.00 5 NEW 400.00
Welltower Inc Com reit 0.00 294 NEW 81.63
Zillow Group Inc Cl C Cap Stk stock 0.00 287 -35% 45.30
Acura Pharmaceuticals 0.00 780 0.00
Steris 0.00 24 -78% 166.67
Square Inc cl a 0.00 13 -93% 76.92
Real Estate Select Sect Spdr 0.00 500 36.00
Bre Select Hotel 7% Pfd Pfd Ser A cl a 0.00 195 -47% 0.00
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.00 402 -4% 49.75
Etf Managers Tr purefunds ise cy 0.00 33 NEW 30.30
Fortive 0.00 45 NEW 88.89
Ishares Msci United Kingdom Index etf 0.00 133 -98% 30.08
Sba Communications Corp Com stock 0.00 16 250.00
Media Gen Inc Rts 0.00 156 0.00
Snap Inc cl a 0.00 47 NEW 21.28
Gardner Denver Hldgs 0.00 113 -54% 35.40
Oversea-chinese Bank-uns Adr adr 0.00 917 16.36
Iqvia Holdings Inc 0.00 12 NEW 166.67
Encompass Health Corp 0.00 15 NEW 66.67
Bluegreen Vacations Ord 0.00 200 10.00
Nutrien Ltd F 0.00 113 53.10
China Green Matl Technologies Com 0.00 100 0.00
Invesco Actively Managd Etf optimum yield 0.00 85 NEW 11.76
Forty Seven Inc 0.00 15 NEW 0.00
Chaparral Energy Inc 0.00 0 0.00
Cigna Corp New 0.00 9 -88% 111.11
Blue Star Opportnity 0.00 1000 0.00
Drinks Americas 0.00 7 0.00
Covetrus Inc 0.00 48 20.83
Tc Energy Corp 0.00 98 NEW 51.02
Alcon Inc 0.00 15 NEW 66.67
Corteva Inc Com 0.00 407 NEW 29.48
Kontoor Brands Inc 0.00 9 NEW 0.00
Edwards Lifesciences 0.00 63 NEW 190.48

Past 13F-HR SEC Filings by Lenox Wealth Advisors

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