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 %
Countries:
Top Holdings: PG(15.60%)BRK.B(11.09%)IGSB(4.63%)HYG(3.76%)FLOT(2.33%)
Summary Stock Picks Current Portfolio
Lenox Wealth Management, Inc. Top Holdings of 2020-06-30 View Full List
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)

To

Lenox Wealth Management, Inc.'s Asset Allocation

To

Lenox Wealth Management, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Lenox Wealth Management, Inc.'s Holdings Bubble Chart

Lenox Wealth Management, Inc. News

  • 1

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