LW

Lenox Wealth Advisors, LLC

13F
Lenox Wealth Advisors, LLC
Last update 2022-04-14 785 Stocks (86 new)
Value $795.00 Mil Turnover 4 %
Countries:
Top Holdings: IJH(15.65%)ACWV(13.22%)SPY(11.89%)IEFA(6.95%)SPLG(5.59%)
Summary Stock Picks Current Portfolio
Lenox Wealth Advisors, LLC Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJH
iShares Core S&P Mid-Cap ETF
2,384,700
124,477.0
-0.04%
15.650
-0.01%
0.200
+18.77%
+2.45%
97,230.9
 
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
982,560
105,134.0
+1.19%
13.220
+0.16%
2.080
+4.85%
+8.74%
3,268.0
 
SPY
S&P 500 ETF TRUST ETF
211,176
94,516.0
-3.85%
11.890
-0.48%
0.020
+23.08%
+8.24%
646,405.8
 
IEFA
iShares Core MSCI EAFE ETF
804,026
55,277.0
-0.78%
6.950
-0.06%
0.060
+12.74%
+20.36%
142,244.7
 
SPLG
SPDR Portfolio S&P 500 ETF
844,785
44,469.0
+6.39%
5.590
+0.34%
0.300
+23.07%
+8.28%
77,346.9
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
438,219
42,354.0
+1.95%
5.330
+0.10%
0.400
+8.77%
+4.23%
11,525.2
 
DTH
WisdomTree International High Dividend Fund
WisdomTree International High Dividend Fund
1,046,722
41,883.0
-1.30%
5.270
-0.06%
20.730
+13.36%
+26.99%
446.6
 
EFA
iShares MSCI EAFE ETF
486,213
35,440.0
+9.23%
4.460
+0.38%
0.070
+12.13%
+19.61%
64,115.4
 
JPIN
JPMorgan Diversified Return International Equity E
JPMorgan Diversified Return International Equity E
565,407
31,770.0
+1.91%
4.000
+0.07%
3.930
+12.13%
+21.72%
345.9
 
VT
Vanguard Total World Stock ETF
313,369
31,384.0
-3.17%
3.950
-0.13%
0.120
+19.82%
+12.01%
46,212.4
 

Lenox Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Lenox Wealth Advisors, LLC Total Holding History ($B)

To

Lenox Wealth Advisors, LLC's Asset Allocation

To

Lenox Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Lenox Wealth Advisors, LLC's Hypothetical Growth since 2022-03-31

Lenox Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lenox Wealth Advisors, LLC's Holdings Heat Map

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Lenox Wealth Advisors, LLC's Holdings Bubble Chart

Lenox Wealth Advisors, LLC News

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