Lenox Wealth Management, Inc.

Q2 2020 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    810

  • Value ($000)

    $327,335

  • Date Filed
    07/28/2020
  • Form type
    13F-HR
  • CIK
    0001464332
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PG

Procter & Gamble Co

COMMON STOCK
742718109
$50.08M
15 %

418,829

B
BRK.B

Berkshire Hathaway Inc B

COMMON STOCK
084670702
$35.59M
11 %

199,367

I
IGSB

Ishares Tr Sh Tr Crport Etf

EXCHANGE TRADED FUND
464288646
$14.86M
5 %

271,680

H
HYG

iShares iBoxx $ High Yield Corporate Bd

EXCHANGE TRADED FUND
464288513
$12.06M
4 %

147,725

F
FLOT

iShares Floating Rate Bond ETF

EXCHANGE TRADED FUND
46429B655
$7.47M
2 %

147,590

M
MBB

iShares MBS

EXCHANGE TRADED FUND
464288588
$6.96M
2 %

62,831

S
SAP

SAP SE ADR

COMMON STOCK
803054204
$6.73M
2 %

48,091

N
NVO

Novo Nordisk A/S

COMMON STOCK
670100205
$6.26M
2 %

95,621

L
LZAGY

Lonza Group Ltd

COMMON STOCK
54338V101
$5.50M
2 %

103,803

A
ACN

Accenture PLC A

COMMON STOCK
G1151C101
$5.41M
2 %

25,187

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