LW
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Lenox Wealth Management, Inc.13F | |
Lenox Wealth Management, Inc. | |
Last update 2020-07-28 | 785 Stocks (114 new) |
Value $321.00 Mil | Turnover 9 % |
Lenox Wealth Management, Inc. Top Holdings of 2020-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 418,829 | 50,079.0 | -0.22% | 15.600 | -0.03% | 0.020 | -3.03% | -5.54% | 366,756.7 | Consumer Packaged Goods | |
BRK.B | Berkshire Hathaway Inc | 199,367 | 35,589.0 | +3.09% | 11.090 | +0.33% | 0.010 | -8.54% | +5.21% | 1,028,325.5 | Insurance | |
IGSB | iShares 1-3 Year Credit Bond ETF | 271,680 | 14,863.0 | +49.03% | 4.630 | +1.52% | 0.070 | +1.87% | +3.73% | 21,503.4 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 147,725 | 12,057.0 | +9.10% | 3.760 | +0.31% | 0.090 | +4.60% | +4.91% | 17,736.7 | ||
FLOT | iShares Floating Rate Bond ETF | 147,590 | 7,466.0 | -48.87% | 2.330 | -2.39% | 0.080 | +1.81% | +2.54% | 8,918.4 | ||
MBB | iShares MBS ETF | 62,831 | 6,955.0 | -18.38% | 2.170 | -0.54% | 0.030 | +1.70% | +3.84% | 39,062.4 | ||
SAP | SAP SE | 48,091 | 6,732.0 | +1.48% | 2.100 | +0.03% | 0.000 | +20.86% | +27.44% | 362,862.0 | Software | |
NVO | Novo Nordisk A/S | 191,242 | 6,261.0 | +1.17% | 1.950 | +0.02% | 0.000 | +6.68% | -17.97% | 308,548.3 | Drug Manufacturers | |
LZAGY | Lonza Group Ltd | 103,803 | 5,500.0 | -4.54% | 1.710 | -0.07% | 0.010 | +10.33% | +21.34% | 49,743.2 | Medical Diagnostics & Research | |
ACN | Accenture PLC | 25,187 | 5,408.0 | +3.71% | 1.680 | +0.06% | 0.000 | -0.95% | -15.19% | 184,121.5 | Software |
Lenox Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Lenox Wealth Management, Inc. Total Holding History ($B)
Lenox Wealth Management, Inc.'s Asset Allocation
Lenox Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Lenox Wealth Management, Inc.'s Hypothetical Growth since 2020-06-30
Lenox Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Lenox Wealth Management, Inc.'s Holdings Heat Map
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Lenox Wealth Management, Inc.'s Holdings Bubble Chart
Lenox Wealth Management, Inc. News
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