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Lenox Wealth Management

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

Top 5 stock holdings are PG, BRK.B, IGSB, HYG, FLOT, and represent 36.68% of Lenox Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IGSB, LQDH, IEF, EXPGY, SGPYY, SSMXY, BRK.B, HYG, ASND, Raytheon Company.
Started 119 new stock positions in PSO, SCHYY, KBCSY, CHX, PBR.A, Opiant Pharmaceuticals, BMWYY, EG, CARR, KMTUY.
Reduced shares in these 10 stocks: FLOT (-$7.1M), SHY, MBB, TLT, ESLOY, TTE, HDB, LEA, GIB, STNG.
Sold out of its positions in ABBNY, ADT, Alerian Mlp Etf, AKZOY, AEO, AFG, Smith & Wesson Holding Corpora, COLD, Aurora Cannabis Inc snc, Barclays Bk Plc Ipsp croil etn.
Lenox Wealth Management was a net buyer of stock by $8.8M.
Lenox Wealth Management has $327M in assets under management (AUM), dropping by 12.45%.
Central Index Key (CIK): 0001464332

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Portfolio Holdings for Lenox Wealth Management

Lenox Wealth Management holds 810 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Lenox Wealth Management has 810 total positions. Only the first 250 positions are shown.

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Download the Lenox Wealth Management June 2020 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Procter & Gamble Common Stock (PG)	15.3	$50M		419k	119.57	View chart
Berkshire Hathaway Inc B Common Stock (BRK.B)	10.9	$36M	+3%	199k	178.51	View chart
Ishares Tr Sh Tr Crport Etf Exchange Traded Fund (IGSB)	4.5	$15M	+49%	272k	54.71	View chart
iShares iBoxx $ High Yield Corporate Bd Exchange Traded Fund (HYG)	3.7	$12M	+9%	148k	81.62	View chart
iShares Floating Rate Bond ETF Exchange Traded Fund (FLOT)	2.3	$7.5M	-48%	148k	50.59	View chart
iShares MBS Exchange Traded Fund (MBB)	2.1	$7.0M	-18%	63k	110.69	View chart
Sap Se Common Stock (SAP)	2.1	$6.7M		48k	139.98	View chart
Novo Nordisk A/S Common Stock (NVO)	1.9	$6.3M		96k	65.48	View chart
Lonza Group Common Stock (LZAGY)	1.7	$5.5M	-4%	104k	52.98	View chart
Accenture PLC A Common Stock (ACN)	1.7	$5.4M	+3%	25k	214.71	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	1.6	$5.2M		91k	57.18	View chart
Sysmex Corp Common Stock (SSMXY)	1.4	$4.4M	+32%	116k	38.26	View chart
AIA Group Common Stock (AAGIY)	1.3	$4.3M	-3%	114k	37.39	View chart
Grifols SA Common Stock (GRFS)	1.3	$4.2M	+2%	228k	18.24	View chart
Dassault Systemes SA Common Stock (DASTY)	1.2	$4.0M		23k	172.99	View chart
KOSE Corp Common Stock (KSRYY)	1.2	$4.0M		168k	23.99	View chart
Sonova Holding Common Stock (SONVY)	1.2	$4.0M	+2%	99k	40.03	View chart
iShares Interest Rate Hedged Corp Bd ETF Exchange Traded Fund (LQDH)	1.2	$3.9M	NEW	44k	89.89	View chart
iShares 7-10 Year Treasury Bond ETF Exchange Traded Fund (IEF)	1.2	$3.9M	+169352%	32k	121.85	View chart
L'Oreal SA Common Stock (LRLCY)	1.2	$3.9M		60k	64.70	View chart
Sage Group Common Stock (SGPYY)	1.2	$3.8M	+43%	113k	33.48	View chart
Symrise Common Stock (SYIEY)	1.2	$3.8M		129k	29.21	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	1.1	$3.7M	+8%	42k	88.32	View chart
Apple Common Stock (AAPL)	1.1	$3.6M		9.9k	364.74	View chart
Air Liquide SA Common Stock (AIQUY)	1.1	$3.5M		123k	28.85	View chart
Reckitt Benckiser Group Common Stock (RBGLY)	1.1	$3.5M		190k	18.49	View chart
LVMH Moet Hennessy Louis Vuitton SE Common Stock (LVMUY)	1.0	$3.4M		39k	88.42	View chart
Essilorluxottica Common Stock (ESLOY)	0.9	$2.8M	-28%	44k	64.49	View chart
Assa Abloy AB Common Stock (ASAZY)	0.9	$2.8M		275k	10.14	View chart
HDFC Bank Common Stock (HDB)	0.8	$2.6M	-26%	57k	45.45	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	0.8	$2.6M	-3%	66k	38.79	View chart
Amazon.com Common Stock (AMZN)	0.6	$2.1M	-6%	763.00	2757.54	View chart
SPDR S&P Dividend ETF Exchange Traded Fund (SDY)	0.6	$2.1M		23k	91.17	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$1.7M		8.5k	203.48	View chart
Relx Plc American Depositary Shares Common Stock (RELX)	0.5	$1.7M	+3%	72k	23.55	View chart
Medtronic Common Stock (MDT)	0.5	$1.6M	-6%	18k	92.25	View chart
Sony Corp Common Stock (SONY)	0.5	$1.6M		23k	69.09	View chart
Wolters Kluwer NV Common Stock (WTKWY)	0.5	$1.6M	+3%	20k	78.58	View chart
Icon Common Stock (ICLR)	0.5	$1.6M	+2%	9.4k	168.41	View chart
LCNB Corp Common Stock (LCNB)	0.5	$1.5M	+57%	93k	15.96	View chart
Alibaba Group Holding Common Stock (BABA)	0.4	$1.5M	+3%	6.8k	215.62	View chart
Check Point Software Technologies Common Stock (CHKP)	0.4	$1.4M	+5%	13k	107.37	View chart
Oracle Corp Common Stock (ORCL)	0.4	$1.4M	+20%	25k	55.26	View chart
Nidec Corp Common Stock (NJDCY)	0.4	$1.4M	+109%	81k	16.77	View chart
Cgi Common Stock (GIB)	0.4	$1.3M	-25%	21k	62.97	View chart
Berkshire Hat A 100th Common Stock	0.4	$1.3M		500.00	2672.00	View chart
Walt Disney Common Stock (DIS)	0.4	$1.3M	+25%	12k	111.43	View chart
Raytheon Technologies Ord Common Stock	0.4	$1.3M	+163%	21k	61.58	View chart
Mitsui & Co Common Stock (MITSY)	0.4	$1.3M	+7%	4.3k	294.96	View chart
Experian Common Stock (EXPGY)	0.4	$1.2M	+28968%	35k	35.48	View chart
C.H. Robinson Worldwide Common Stock (CHRW)	0.4	$1.2M	+27%	16k	79.06	View chart
Sun Hung Kai Properties Common Stock (SUHJY)	0.4	$1.2M	+6%	97k	12.71	View chart
Qualcomm Common Stock (QCOM)	0.4	$1.2M	+15%	13k	91.18	View chart
Logitech International SA Common Stock (LOGI)	0.3	$1.1M	-11%	17k	65.27	View chart
PJSC Lukoil Common Stock (LUKOY)	0.3	$1.1M	+74%	14k	74.18	View chart
Industrial And Commercial Bank Of China Common Stock (IDCBY)	0.3	$1.0M	+10%	82k	12.79	View chart
AbbVie Common Stock (ABBV)	0.3	$1.0M	+3%	11k	98.14	View chart
Dollar General Corp Common Stock (DG)	0.3	$1.0M	+5%	5.3k	190.39	View chart
Skyworks Solutions Common Stock (SWKS)	0.3	$1.0M		7.9k	127.81	View chart
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV)	0.3	$1.0M	-3%	11k	93.12	View chart
Fortinet Common Stock (FTNT)	0.3	$1.0M	-7%	7.3k	137.22	View chart
CVS Health Corp Common Stock (CVS)	0.3	$988k	+13%	15k	64.94	View chart
BlackRock Common Stock (BLK)	0.3	$986k	+23%	1.8k	543.55	View chart
Starbucks Corp Common Stock (SBUX)	0.3	$979k	+20%	13k	73.57	View chart
Nasdaq Common Stock (NDAQ)	0.3	$972k	+399%	8.1k	119.45	View chart
Arthur J. Gallagher & Co Common Stock (AJG)	0.3	$969k	+18%	9.9k	97.41	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.3	$966k	+103%	24k	39.58	View chart
Gilead Sciences Common Stock (GILD)	0.3	$955k	+23%	12k	76.93	View chart
AmerisourceBergen Corp Common Stock (COR)	0.3	$952k	+6%	9.5k	100.69	View chart
Mastercard Inc A Common Stock (MA)	0.3	$947k	+12%	3.2k	295.66	View chart
Yandex NV Common Stock (YNDX)	0.3	$939k		19k	49.99	View chart
Fidelity National Information Services Common Stock (FIS)	0.3	$932k	+8%	7.0k	133.95	View chart
Ascendis Pharma A/S Common Stock (ASND)	0.3	$927k	NEW	6.3k	147.78	View chart
Galapagos NV Common Stock (GLPG)	0.3	$852k	+10%	4.3k	197.18	View chart
WNS Common Stock	0.2	$807k	+13%	15k	54.93	View chart
Western Digital Corp Common Stock (WDC)	0.2	$797k	+25%	18k	44.14	View chart
CF Industries Holdings Common Stock (CF)	0.2	$787k	+38%	28k	28.11	View chart
AerCap Holdings NV Common Stock (AER)	0.2	$752k	+49%	24k	30.79	View chart
Elbit Systems Common Stock (ESLT)	0.2	$737k	+5%	5.4k	136.94	View chart
Agricultural Bank of China Common Stock (ACGBY)	0.2	$722k	+4%	73k	9.94	View chart
China Overseas Land & Investment Common Stock (CAOVY)	0.2	$706k	+4%	46k	15.31	View chart
Bank Of China Common Stock (BACHY)	0.2	$697k	+5%	76k	9.20	View chart
Newell Brands Common Stock (NWL)	0.2	$622k		39k	15.86	View chart
iShares Russell 1000 Exchange Traded Fund (IWB)	0.2	$604k	-2%	3.5k	171.59	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$586k		4.2k	140.49	View chart
Nike Inc B Common Stock (NKE)	0.2	$578k	+12%	5.9k	98.25	View chart
Kroger Common Stock (KR)	0.2	$541k	-25%	16k	33.81	View chart
Alphabet Inc A Common Stock (GOOGL)	0.2	$530k	-12%	374.00	1417.11	View chart
iShares Gold Trust Exchange Traded Fund	0.2	$524k	+77%	31k	16.97	View chart
uniQure NV Common Stock (QURE)	0.2	$494k	NEW	11k	45.05	View chart
iShares US Treasury Bond Exchange Traded Fund (GOVT)	0.1	$477k	-18%	17k	27.94	View chart
E W Scripps Common Stock (SSP)	0.1	$468k		54k	8.74	View chart
iShares Core S&P 500 Exchange Traded Fund (IVV)	0.1	$462k	-28%	1.5k	309.24	View chart
Discovery Communications Inc C Common Stock	0.1	$461k		24k	19.25	View chart
iShares Core US Aggregate Bond Exchange Traded Fund (AGG)	0.1	$444k	-7%	3.8k	118.15	View chart
Broadcom Common Stock (AVGO)	0.1	$444k	-7%	1.4k	315.56	View chart
Iberdrola SA Common Stock (IBDRY)	0.1	$430k	+5%	9.3k	46.38	View chart
Royal Philips NV Common Stock (PHG)	0.1	$404k	+5%	8.6k	46.80	View chart
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange Traded Fund (LQD)	0.1	$404k	+530%	3.0k	134.26	View chart
Cincinnati Financial Corp Common Stock (CINF)	0.1	$404k	+3%	6.3k	64.49	View chart
Equinix Common Stock (EQIX)	0.1	$400k	+917%	570.00	701.75	View chart
Facebook Inc A Common Stock (META)	0.1	$391k	+19%	1.7k	226.80	View chart
Vinci SA Common Stock (VCISY)	0.1	$389k	NEW	17k	23.36	View chart
Equity Lifestyle Properties Common Stock (ELS)	0.1	$378k	NEW	6.0k	62.82	View chart
Prologis Common Stock (PLD)	0.1	$373k	+4%	4.0k	93.11	View chart
American Tower Corp Common Stock (AMT)	0.1	$365k	+6%	1.4k	259.60	View chart
NVIDIA Corp Common Stock (NVDA)	0.1	$364k	+15%	959.00	379.56	View chart
Kirkland Lake Gold Common Stock	0.1	$361k	-2%	8.7k	41.35	View chart
Toyota Motor Corporation Ads Common Stock (TM)	0.1	$358k	+6%	2.9k	125.31	View chart
Royal Bank of Canada Common Stock (RY)	0.1	$353k	+5%	5.2k	67.74	View chart
Home Depot Common Stock (HD)	0.1	$342k		1.4k	250.00	View chart
Tencent Holdings Common Stock (TCEHY)	0.1	$330k	-16%	5.2k	63.85	View chart
iShares 1-3 Year Treasury Bond Exchange Traded Fund (SHY)	0.1	$327k	-91%	3.8k	86.39	View chart
Wal-Mart Stores Common Stock (WMT)	0.1	$325k	+4%	2.7k	119.66	View chart
Mitsubishi Corp Common Stock	0.1	$320k	+9%	7.6k	42.14	View chart
Netflix Common Stock (NFLX)	0.1	$313k		689.00	454.28	View chart
Alphabet Inc C Common Stock (GOOG)	0.1	$309k		219.00	1410.96	View chart
ASML Holding NV Common Stock (ASML)	0.1	$308k	+229%	839.00	367.10	View chart
NextEra Energy Common Stock (NEE)	0.1	$300k	+87%	1.3k	240.00	View chart
Invitation Homes Common Stock (INVH)	0.1	$294k	+10%	11k	27.47	View chart
Shopify Common Stock (SHOP)	0.1	$292k	-23%	308.00	948.05	View chart
iShares MSCI Emerging Markets Exchange Traded Fund (EEM)	0.1	$289k		7.2k	39.92	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$287k	+3%	5.5k	52.54	View chart
Crispr Therapeutics Agnamen Akt Common Stock (CRSP)	0.1	$286k	+77%	3.9k	73.37	View chart
Cisco Systems Common Stock (CSCO)	0.1	$282k	+9%	6.1k	46.53	View chart
Alexandria Real Estate Equities Common Stock (ARE)	0.1	$280k	+9%	1.7k	162.98	View chart
Salesforce.com Common Stock (CRM)	0.1	$255k	+2%	1.4k	186.81	View chart
Tractor Supply Common Stock (TSCO)	0.1	$254k	-3%	1.9k	131.40	View chart
Tesla Motors Common Stock (TSLA)	0.1	$248k	-26%	230.00	1078.26	View chart
KDDI Corp Common Stock (KDDIY)	0.1	$247k		17k	14.83	View chart
Boeing Common Stock (BA)	0.1	$245k	-4%	1.3k	183.38	View chart
Costco Wholesale Corp Common Stock (COST)	0.1	$242k	+8%	799.00	302.88	View chart
Alcon Common Stock (ALC)	0.1	$240k		4.2k	57.29	View chart
Ferrari NV Common Stock (RACE)	0.1	$240k		1.4k	170.45	View chart
iShares S&P 500 Value Exchange Traded Fund (IVE)	0.1	$239k	-17%	2.2k	108.05	View chart
Telefonaktiebolaget L M Ericsson Common Stock (ERIC)	0.1	$237k		26k	9.29	View chart
SPDR Gold Shares Exchange Traded Fund (GLD)	0.1	$237k		1.4k	167.14	View chart
PIMCO Enhanced Short Maturity Active ETF Exchange Traded Fund (MINT)	0.1	$237k		2.3k	101.59	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$236k	+532%	1.6k	149.27	View chart
JD.com Common Stock (JD)	0.1	$232k	NEW	3.9k	60.13	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.1	$231k	+14%	2.5k	94.06	View chart
Total Sa Common Stock (TTE)	0.1	$229k	-81%	5.8k	39.21	View chart
PepsiCo Common Stock (PEP)	0.1	$223k	+4%	1.7k	132.03	View chart
Veolia Environnement SA Common Stock (VEOEY)	0.1	$214k		9.5k	22.53	View chart
CoStar Group Common Stock (CSGP)	0.1	$213k		300.00	710.00	View chart
PayPal Holdings Common Stock (PYPL)	0.1	$212k	+12%	1.2k	174.20	View chart
Bce Common Stock (BCE)	0.1	$209k		4.9k	42.29	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$207k	+4%	1.2k	168.43	View chart
Chubb Common Stock (CB)	0.1	$203k	+3%	1.6k	127.03	View chart
Jack Henry & Associates Common Stock (JKHY)	0.1	$195k	+3%	1.1k	183.44	View chart
W.P. Carey Common Stock (WPC)	0.1	$194k		2.8k	68.62	View chart
3M Common Stock (MMM)	0.1	$184k	+15%	1.2k	155.80	View chart
iShares ESG MSCI USA ETF Exchange Traded Fund (ESGU)	0.1	$180k	+38%	2.6k	69.93	View chart
Pool Corp Common Stock (POOL)	0.1	$178k	NEW	658.00	270.52	View chart
Schwab US Broad Market ETF Exchange Traded Fund (SCHB)	0.1	$178k	-4%	2.4k	73.46	View chart
Xilinx Common Stock	0.1	$176k	+7%	1.8k	98.32	View chart
Steris Common Stock (STE)	0.1	$174k		1.1k	153.03	View chart
Republic Services Common Stock (RSG)	0.1	$167k	+5%	2.0k	82.23	View chart
S&Pglobal Common Stock (SPGI)	0.0	$163k	NEW	497.00	327.97	View chart
Cognizant Technology Solutions Corp A Common Stock (CTSH)	0.0	$162k	+20%	2.9k	56.56	View chart
Becton, Dickinson and Common Stock (BDX)	0.0	$161k	+5%	677.00	237.81	View chart
Coca-Cola Common Stock (KO)	0.0	$161k	+8%	3.6k	44.90	View chart
IHS Markit Ltd A Common Stock	0.0	$160k	+4%	2.1k	75.05	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.0	$159k	+4%	1.0k	156.19	View chart
Oneok Common Stock (OKE)	0.0	$157k		4.7k	33.16	View chart
SYNNEX Corp Common Stock (SNX)	0.0	$155k		1.3k	119.32	View chart
Ishares Tr Intrm Tr Crp Etf Exchange Traded Fund (IGIB)	0.0	$148k	-54%	2.5k	60.36	View chart
JM Smucker Common Stock (SJM)	0.0	$148k		1.4k	105.71	View chart
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)	0.0	$148k	-7%	1.5k	101.44	View chart
Stryker Corp Common Stock (SYK)	0.0	$146k	+3152%	813.00	179.58	View chart
iShares MSCI EAFE Growth ETF Exchange Traded Fund (EFG)	0.0	$144k	NEW	1.7k	83.09	View chart
CME Group Inc Class A Common Stock (CME)	0.0	$143k	+5%	885.00	161.58	View chart
General Dynamics Corp Common Stock (GD)	0.0	$142k	+24%	955.00	148.69	View chart
Vanguard Health Care ETF Exchange Traded Fund (VHT)	0.0	$142k		741.00	191.63	View chart
Intel Corp Common Stock (INTC)	0.0	$142k		2.4k	59.69	View chart
Glacier Bancorp Common Stock (GBCI)	0.0	$138k	+6%	3.9k	35.10	View chart
International Flavors & Fragrances Common Stock (IFF)	0.0	$137k	NEW	1.1k	122.76	View chart
Cintas Corp Common Stock (CTAS)	0.0	$137k	-2%	518.00	264.48	View chart
Expeditors International of Washington Common Stock (EXPD)	0.0	$134k	+19%	1.8k	76.01	View chart
KeyCorp Common Stock (KEY)	0.0	$134k		11k	12.16	View chart
Biogen Common Stock (BIIB)	0.0	$133k	+26%	499.00	266.53	View chart
UnitedHealth Group Common Stock (UNH)	0.0	$132k	+78%	448.00	294.64	View chart
iShares Core MSCI EAFE Exchange Traded Fund (IEFA)	0.0	$128k	-43%	2.2k	57.07	View chart
Visa Inc Class A Common Stock (V)	0.0	$123k	-49%	638.00	192.79	View chart
Caterpillar Common Stock (CAT)	0.0	$123k	+2%	980.00	125.51	View chart
iShares Global Tech ETF Exchange Traded Fund (IXN)	0.0	$122k		520.00	234.62	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	0.0	$118k	-10%	381.00	309.71	View chart
Sun Communities Common Stock (SUI)	0.0	$116k	-71%	855.00	135.67	View chart
Schwab International Equity ETF Exchange Traded Fund (SCHF)	0.0	$113k	-4%	3.8k	29.67	View chart
General Mills Common Stock (GIS)	0.0	$113k		1.8k	61.41	View chart
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)	0.0	$111k	+3%	2.2k	49.82	View chart
ServiceNow Common Stock (NOW)	0.0	$108k		269.00	401.49	View chart
iShares Russell 1000 Growth Exchange Traded Fund (IWF)	0.0	$107k	-10%	560.00	191.07	View chart
ProShares Short QQQ Exchange Traded Fund (PSQ)	0.0	$106k		5.6k	18.93	View chart
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)	0.0	$106k	-5%	1.0k	103.92	View chart
American Express Common Stock (AXP)	0.0	$105k	+14%	1.1k	95.02	View chart
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.0	$105k	+117%	1.1k	99.34	View chart
Nestle SA Common Stock (NSRGY)	0.0	$103k		937.00	109.93	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$103k	+79%	357.00	288.52	View chart
Adobe Systems Common Stock (ADBE)	0.0	$102k	+5%	235.00	434.04	View chart
iShares 0-5 Year High Yield Corp Bd ETF Exchange Traded Fund (SHYG)	0.0	$100k	-7%	2.3k	42.73	View chart
iShares ESG MSCI EM ETF Exchange Traded Fund (ESGE)	0.0	$98k	+12%	3.1k	31.81	View chart
iShares Core S&P Small-Cap Exchange Traded Fund (IJR)	0.0	$98k	+338%	1.4k	67.91	View chart
Eagle Financial Bancorp Common Stock (EFBI)	0.0	$97k	-25%	6.0k	16.17	View chart
iShares Core International Aggt Bd ETF Exchange Traded Fund (IAGG)	0.0	$97k	-3%	1.7k	55.56	View chart
Lowe's Companies Common Stock (LOW)	0.0	$95k	+173%	710.00	133.80	View chart
iShares S&P 500 Growth Exchange Traded Fund (IVW)	0.0	$92k		444.00	207.21	View chart
General Electric Common Stock	0.0	$92k	+5%	14k	6.80	View chart
SPDR MSCI ACWI ex-US ETF Exchange Traded Fund (CWI)	0.0	$90k		4.0k	22.64	View chart
iShares JPMorgan USD Emerg Markets Bond Exchange Traded Fund (EMB)	0.0	$88k	+85%	811.00	108.51	View chart
First Trust Large Cap Core AlphaDEX ETF Exchange Traded Fund (FEX)	0.0	$87k		1.5k	59.35	View chart
Clorox Common Stock (CLX)	0.0	$86k	-61%	394.00	218.27	View chart
iShares Edge MSCI USA Value Factor ETF Exchange Traded Fund (VLUE)	0.0	$80k	NEW	1.1k	72.07	View chart
Medpace Hldgs Inccom Common Stock (MEDP)	0.0	$80k		870.00	91.95	View chart
Target Corp Common Stock (TGT)	0.0	$79k	+7%	660.00	119.70	View chart
US Bancorp Common Stock (USB)	0.0	$79k	+12%	2.1k	36.90	View chart
Verisk Analytics Common Stock (VRSK)	0.0	$77k		453.00	169.98	View chart
McDonald's Corp Common Stock (MCD)	0.0	$77k		420.00	183.33	View chart
Helen Of Troy Common Stock (HELE)	0.0	$74k		393.00	188.30	View chart
Chevron Corp Common Stock (CVX)	0.0	$74k		838.00	88.31	View chart
Coty Common Stock (COTY)	0.0	$71k		16k	4.45	View chart
Anthem Common Stock (ELV)	0.0	$70k		268.00	261.19	View chart
Carvana Common Stock (CVNA)	0.0	$69k	-37%	579.00	119.17	View chart
Splunk Common Stock	0.0	$69k	+3%	351.00	196.58	View chart
Bank of America Corporation Common Stock (BAC)	0.0	$69k	+3%	2.9k	23.59	View chart
Pfizer Common Stock (PFE)	0.0	$66k	+22%	2.0k	32.53	View chart
Apple Hospitality Reit Common Stock (APLE)	0.0	$66k		6.9k	9.55	View chart
iShares MSCI EAFE Exchange Traded Fund (EFA)	0.0	$65k	+3%	1.1k	60.19	View chart
Enbridge Common Stock (ENB)	0.0	$65k	-3%	2.1k	30.39	View chart
Coloplast A/S Common Stock (CLPBY)	0.0	$63k	NEW	4.1k	15.50	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$63k		795.00	79.25	View chart
Merck & Co Common Stock (MRK)	0.0	$62k	+11%	806.00	76.92	View chart
Techtronic Industries Common Stock (TTNDY)	0.0	$62k		1.3k	48.14	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$62k		1.4k	44.44	View chart
Illumina Common Stock (ILMN)	0.0	$61k	+827%	167.00	365.27	View chart
Martin Marietta Materials Common Stock (MLM)	0.0	$61k		300.00	203.33	View chart
RPM International Common Stock (RPM)	0.0	$60k		800.00	75.00	View chart
T. Rowe Price Group Common Stock (TROW)	0.0	$58k	+4%	471.00	123.14	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$57k	-44%	626.00	91.05	View chart
Roche Holding Common Stock (RHHBY)	0.0	$57k	+4%	1.3k	43.18	View chart
Atmos Energy Corp Common Stock (ATO)	0.0	$55k		559.00	98.39	View chart
Invesco QQQ Trust Exchange Traded Fund (QQQ)	0.0	$55k		224.00	245.54	View chart
PulteGroup Common Stock (PHM)	0.0	$54k	+2%	1.6k	33.54	View chart
Ishares 20 Plus Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.0	$54k	-95%	330.00	163.64	View chart
Diageo Common Stock (DEO)	0.0	$54k	+7%	407.00	132.68	View chart
iShares US Medical Devices Exchange Traded Fund (IHI)	0.0	$53k	NEW	203.00	261.08	View chart
Verizon Communications Common Stock (VZ)	0.0	$53k	-41%	972.00	54.53	View chart
eBay Common Stock (EBAY)	0.0	$52k	NEW	993.00	52.37	View chart
Invesco BulletShares 2020 HY Corp Bd ETF Exchange Traded Fund	0.0	$51k		2.2k	23.25	View chart
Novartis Common Stock (NVS)	0.0	$50k		582.00	85.91	View chart

Past Filings by Lenox Wealth Management

SEC 13F filings are viewable for Lenox Wealth Management going back to 2014

Lenox Wealth Management 2020 Q2 filed July 28, 2020
Lenox Wealth Management 2020 Q1 filed April 20, 2020
Lenox Wealth Management 2019 Q4 filed Jan. 29, 2020
Lenox Wealth Management 2019 Q3 filed Nov. 5, 2019
Lenox Wealth Management 2019 Q2 filed July 19, 2019
Lenox Wealth Management 2019 Q1 filed May 2, 2019
Lenox Wealth Management 2018 Q4 filed Jan. 23, 2019
Lenox Wealth Management 2018 Q3 filed Oct. 23, 2018
Lenox Wealth Management 2018 Q2 filed July 26, 2018
Lenox Wealth Management 2018 Q1 filed April 26, 2018
Lenox Wealth Management 2017 Q4 filed Jan. 24, 2018
Lenox Wealth Management 2017 Q3 filed Nov. 14, 2017
Lenox Wealth Management 2017 Q2 filed Aug. 14, 2017
Lenox Wealth Management 2017 Q1 filed May 12, 2017
Lenox Wealth Management 2016 Q4 filed Feb. 14, 2017
Lenox Wealth Management 2016 Q3 filed Nov. 16, 2016

View all past filings

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