Lenox Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2020
  • Location
    cincinnati, OH
  • CIK
    0001464332
  • All SEC filings
Q2 2020
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

810

$327.33M
PG, BRK.B, IGSB, HYG
13F-HR
Jul 28, 2020
000146433220000003

757

$290.83M
PG, BRK.B, FLOT, HYG
13F-HR
Apr 20, 2020
000146433220000002

733

$357.13M
PG, BRK.B, FLOT, IGT
13F-HR
Jan 29, 2020
000146433220000001

738

$344.13M
PG, BRK.B, FLOT, IGT
13F-HR
Nov 5, 2019
000146433219000004

709

$334.54M
PG, BRK.B, FLOT, HYG
13F-HR
Jul 19, 2019
000146433219000003

705

$320.78M
PG, BRK.B, FLOT, HYG
13F-HR
May 2, 2019
000146433219000002

653

$297.16M
PG, BRK.B, IEI, IGT
13F-HR
Jan 23, 2019
000087015619000004

655

$336.29M
PG, BRK.B, IGT, AAGIY
13F-HR
Oct 23, 2018
000087015618000037

593

$311.09M
PG, BRK.B, MINT, IGT
13F-HR
Jul 26, 2018
000087015618000030

499

$310.37M
BRK.B, PG, MINT, IGT
13F-HR
Apr 26, 2018
000087015618000016

499

$329.21M
BRK.B, PG, MINT, IGSB
13F-HR
Jan 24, 2018
000087015618000003

500

$291.11M
BRK.B, PG, MINT, SNY
13F-HR
Nov 14, 2017
000087015617000040

500

$246.68M
BRK.B, PG, MINT, SNY
13F-HR
Aug 14, 2017
000087015617000028

246

$139.01M
PG, BRK.B, GQ9, SNY
13F-HR
May 12, 2017
000087015617000019

248

$131.47M
BRK.B, PG, GQ9, SNY
13F-HR
Feb 14, 2017
000087015617000008

249

$126.04M
PG, BRK.B, GQ9, SNY
13F-HR
Nov 16, 2016
000087015616000125

249

$137.69M
PG, BRK.B, SNY, GQ9
13F-HR
Aug 15, 2016
000087015616000109

260

$144.11M
PG, BRK.B, SNY, GQ9
13F-HR
May 13, 2016
000087015616000094

268

$128.87M
PG, BRK.B, SNY, GQ9
13F-HR
Feb 11, 2016
000087015616000068

159

$122.48M
PG, BRK.B, SNY, GQ9
13F-HR
Nov 4, 2015
000087015615000058

159

$135.32M
PG, BRK.B, SNY, GQ9
RESTATEMENT
Aug 28, 2015
000087015615000045

159

$143.24M
PG, BRK.B, SNY, GQ9
13F-HR
May 8, 2015
000087015615000021

162

$153.61M
PG, BRK.B, SNY, GQ9
RESTATEMENT
Feb 13, 2015
000087015615000007

161

$147.53M
PG, BRK.B, SNY, GQ9
13F-HR
Oct 22, 2014
000087015614000054

169

$145.47M
PG, BRK.B, SNY, GQ9
13F-HR
Sep 22, 2014
000087015614000047

186

$194.31M
PG, BAX, BRK.B, SNY
13F-HR
Sep 22, 2014
000087015614000046

187

$151.19M
BRK.B, PG, SNY, GQ9
13F-HR
Sep 22, 2014
000087015614000043