LW
| |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 418,829 | 50,079.0 | -0.22% | 15.600 | -0.03% | 0.020 | -7.03% | -7.17% | 360,426.4 | Consumer Packaged Goods | |
BRK.B | Berkshire Hathaway Inc | 199,367 | 35,589.0 | +3.09% | 11.090 | +0.33% | 0.010 | -8.74% | +3.98% | 1,016,667.5 | Insurance | |
IGSB | iShares 1-3 Year Credit Bond ETF | 271,680 | 14,863.0 | +49.03% | 4.630 | +1.52% | 0.070 | +1.86% | +3.74% | 21,443.0 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 147,725 | 12,057.0 | +9.10% | 3.760 | +0.31% | 0.090 | +5.06% | +4.75% | 17,269.3 | ||
FLOT | iShares Floating Rate Bond ETF | 147,590 | 7,466.0 | -48.87% | 2.330 | -2.39% | 0.080 | +1.70% | +2.61% | 8,975.4 | ||
MBB | iShares MBS ETF | 62,831 | 6,955.0 | -18.38% | 2.170 | -0.54% | 0.030 | +0.87% | +3.19% | 38,817.6 | ||
SAP | SAP SE | 48,091 | 6,732.0 | +1.48% | 2.100 | +0.03% | 0.000 | +18.51% | +25.38% | 356,999.9 | Software | |
NVO | Novo Nordisk A/S | 191,242 | 6,261.0 | +1.17% | 1.950 | +0.02% | 0.000 | +6.62% | -20.81% | 297,884.2 | Drug Manufacturers | |
LZAGY | Lonza Group Ltd | 103,803 | 5,500.0 | -4.54% | 1.710 | -0.07% | 0.010 | +8.85% | +22.20% | 50,094.3 | Medical Diagnostics & Research | |
ACN | Accenture PLC | 25,187 | 5,408.0 | +3.71% | 1.680 | +0.06% | 0.000 | -1.46% | -19.37% | 174,193.2 | Software |
Lenox Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Lenox Wealth Management, Inc. Total Holding History ($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 % |
|---|
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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