Lenox Wealth Management, Inc. 13F Holdings

CIK 0001464332 · CINCINNATI, OH

As of Jun 30, 2020, Lenox Wealth Management, Inc. reported 810 positions worth $317.9K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PROCTER & GAMBLE COPGConsumer Defensive418,829$50.1K15.75%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services199,367$35.6K11.19%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—271,680 4.9K4.67%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYG—147,725 2.1K3.79%
ISHARES FLOATING RATE BOND ETFFLOT—147,590$7.5K2.35%
ISHARES MBS ETFMBB—62,831$7.0K2.19%
SAP SESAPEquity48,091$6.7K2.12%
NOVO NORDISK A SNVOHealthcare95,621$6.3K1.97%
LONZA GROUP AG UNSPON ADRLZAGY—103,803$5.5K1.73%
ACCENTURE PLCACNTechnology25,187$5.4K1.70%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology90,482$5.2K1.63%
SYSMEX COR——116,313$4.5K1.40%
AIA GROUP LTDAAGIY—114,090$4.3K1.34%
GRIFOLS SAGRFSHealthcare228,045$4.2K1.31%
DASSAULT SYSTEMS ADR——23,291$4.0K1.27%
KOSE CORP UNSPONSORED ADRKSRYY—167,607$4.0K1.26%
SONOVA HOL——98,701$4.0K1.24%
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETFLQDH—43,776$3.9K1.24%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—32,196$3.9K1.23%
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSLRLCY—59,600$3.9K1.21%
SAGE GROUP PLC F——112,962$3.8K1.19%
SYMRISE AG UNSPONS ADRSYIEY—129,013$3.8K1.19%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—41,767$3.7K1.16%
APPLE INCAAPLTechnology9,859$3.6K1.13%
Air Liquide SAAIQUY—122,984$3.5K1.12%