HoldingsChannel.com
Lenox Wealth Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Procter & Gamble Co      $47,368
     PG431,736-22,355$47,339
     Call20+20$29
Berkshire Hathaway Inc B      $42,869
     BRK.B201,103+4,477$42,869
iShares Floating Rate Bond ETF (FLOT) 269,172 +8,801 $13,708
     FLOT269,172+8,801$13,708
iShares iBoxx High Yield Corporate Bd (HYG) 138,214 +19,078 $12,049
     HYG138,214+19,078$12,049
iShares Gold Trust (IAU) 741,152 +29,226 $10,005
     IAU741,152+29,226$10,005
SAP SE ADR 51,583 -835 $7,056
     SAP51,583-835$7,056
iShares 1 3 Year Treasury Bond (SHY) 82,751 +1,577 $7,015
     SHY82,751+1,577$7,015
Ishares Tr Sh Tr Crport Etf (IGSB) 130,788 +88,254 $6,989
     IGSB130,788+88,254$6,989
SPDR Gold Shares (GLD) 44,890 +250 $5,979
     GLD44,890+250$5,979
AIA Group Ltd      $5,748
     Common Stock133,221-41,084$5,748
HDFC Bank Ltd 42,792 -2,415 $5,564
     HDB42,792-2,415$5,564
Accenture PLC A 28,888 -847 $5,337
     ACN28,888-847$5,337
Grifols SA 236,673 -274 $4,993
     GRFS236,673-274$4,993
ASML Holding NV 22,137 -499 $4,602
     ASML22,137-499$4,602
Essilorluxottica      $4,595
     Common Stock70,448+21,453$4,595
Cae Inc Com 167,881 -9,628 $4,509
     CAE167,881-9,628$4,509
Taiwan Semiconductor Manufacturing Co Ltd 110,067 +54 $4,451
     TSM110,067+54$4,451
Lonza Group Ltd      $4,434
     Common Stock131,678-1,878$4,434
LVMH Moet Hennessy Louis Vuitton SE      $4,423
     Common Stock51,974-2,669$4,423
Novo Nordisk A S 84,264 -1,965 $4,300
     NVO84,264-1,965$4,300
iShares MBS (MBB) 39,572 -28,019 $4,257
     MBB39,572-28,019$4,257
L Oreal SA      $3,924
     Common Stock68,983-3,334$3,924
Coloplast A S      $3,842
     Common Stock340,915-15,661$3,842
Air Liquide SA 128,180 -4,471 $3,580
     AIQUY128,180-4,471$3,580
Henkel AG & Co KGaA      $3,555
     Common Stock154,441+232$3,555
Sonova Holding AG      $3,542
     Common Stock77,596-3,174$3,542
Amadeus IT Group SA      $3,188
     Common Stock40,229-986$3,188
Vanguard FTSE Developed Markets ETF (VEA) 71,709 +6,481 $2,990
     VEA71,709+6,481$2,990
Novozymes A S      $2,907
     Common Stock62,488-1,250$2,907
Reckitt Benckiser Group PLC      $2,889
     Common Stock181,961-2,501$2,889
Apple Inc 14,155 -839 $2,801
     AAPL14,155-839$2,801
Vanguard Total Bond Market ETF (BND) 29,660 +5,118 $2,463
     BND29,660+5,118$2,463
iShares JPMorgan USD Emerg Markets Bond (EMB) 21,104 -90 $2,390
     EMB21,104-90$2,390
SPDR S&P Dividend ETF (SDY) 23,294 -233 $2,349
     SDY23,294-233$2,349
CGI Inc 29,537 -627 $2,267
     GIB29,537-627$2,267
Check Point Software Technologies Ltd 16,609 -1,408 $1,920
     CHKP16,609-1,408$1,920
Berkshire Hat A 100th      $1,910
     Common Stock600UNCH$1,910
Medtronic PLC 18,947 +338 $1,845
     MDT18,947+338$1,845
Relx Plc American Depositary Shares (RELX) 65,303 +3,266 $1,594
     RELX65,303+3,266$1,594
Amazon.com Inc 771 -37 $1,459
     AMZN771-37$1,459
Sony Corp 26,632 +277 $1,395
     SNE26,632+277$1,395
Nidec Corp      $1,370
     Common Stock39,998+251$1,370
Icon PLC 8,830 +171 $1,359
     ICLR8,830+171$1,359
Total Sa 24,078 +2,800 $1,343
     TOT24,078+2,800$1,343
Wolters Kluwer NV      $1,302
     Common Stock17,921+24$1,302
Dassault Systemes SA ADR 7,783 -318 $1,245
     DASTY7,783-318$1,245
Sun Hung Kai Properties Ltd      $1,238
     Common Stock72,838+4,193$1,238
Walt Disney Co 8,788 -368 $1,227
     DIS8,788-368$1,227
Mitsui & Co Ltd      $1,152
     Common Stock3,532+274$1,152
Toronto Dominion Bk Ont Com New 19,745 -18 $1,152
     TD19,745-18$1,152

See Full List: All Stocks Held By Lenox Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lenox Wealth Management Inc.

Size ($ in 1000's)
At 06/30/2019: $334,538
At 03/31/2019: $320,779

Lenox Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lenox Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Lenox Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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