Lenox Wealth Management, Inc.
Q2 2020 13F Holdings
- Locationcincinnati, OH
- Num holdings
810
- Value ($000)
$327,335
- Date Filed07/28/2020
- Form type13F-HR
- CIK0001464332
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PG Procter & Gamble Co | COMMON STOCK | 742718109 | $50.08M | 15 % | 418,829 | ||
BRK.B Berkshire Hathaway Inc B | COMMON STOCK | 084670702 | $35.59M | 11 % | 199,367 | ||
IGSB Ishares Tr Sh Tr Crport Etf | EXCHANGE TRADED FUND | 464288646 | $14.86M | 5 % | 271,680 | ||
HYG iShares iBoxx $ High Yield Corporate Bd | EXCHANGE TRADED FUND | 464288513 | $12.06M | 4 % | 147,725 | ||
FLOT iShares Floating Rate Bond ETF | EXCHANGE TRADED FUND | 46429B655 | $7.47M | 2 % | 147,590 | ||
MBB iShares MBS | EXCHANGE TRADED FUND | 464288588 | $6.96M | 2 % | 62,831 | ||
SAP SAP SE ADR | COMMON STOCK | 803054204 | $6.73M | 2 % | 48,091 | ||
NVO Novo Nordisk A/S | COMMON STOCK | 670100205 | $6.26M | 2 % | 95,621 | ||
LZAGY Lonza Group Ltd | COMMON STOCK | 54338V101 | $5.50M | 2 % | 103,803 | ||
ACN Accenture PLC A | COMMON STOCK | G1151C101 | $5.41M | 2 % | 25,187 |
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