$88.8 Million is the total value of Lenox Wealth Advisors, LLC's 235 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | S&P 500 index ETF | $36,467,000 | – | 227,323 | +100.0% | 41.06% | – |
| IJH | New | iShares S&P MidCap 400 Index | $21,169,000 | – | 183,281 | +100.0% | 23.84% | – |
| DBEF | New | MSCI EAFE Hedged Eq ETF | $9,627,000 | – | 402,308 | +100.0% | 10.84% | – |
| VNQ | New | Vanguard REIT | $7,172,000 | – | 104,360 | +100.0% | 8.08% | – |
| IWD | New | Ishares Russell 1000 Val | $4,513,000 | – | 53,857 | +100.0% | 5.08% | – |
| AGG | New | iShares Barclays Aggregate Bond Fund | $1,011,000 | – | 9,434 | +100.0% | 1.14% | – |
| AAPL | New | Apple Inc | $933,000 | – | 2,352 | +100.0% | 1.05% | – |
| EEMV | New | iShares MSCI Emerging Mkt Min Vol Index | $872,000 | – | 15,275 | +100.0% | 0.98% | – |
| MDY | New | Spdr S&P Midcap 400 Etf | $799,000 | – | 3,801 | +100.0% | 0.90% | – |
| PFE | New | Pfizer Incorporated | $446,000 | – | 15,928 | +100.0% | 0.50% | – |
| PFF | New | iShares S&P U.S. Preferred Stock Index | $446,000 | – | 11,350 | +100.0% | 0.50% | – |
| MUB | New | iShares S&P National AMT-Free Muni | $345,000 | – | 3,287 | +100.0% | 0.39% | – |
| IBM | New | Intl Business Machines | $307,000 | – | 1,609 | +100.0% | 0.35% | – |
| EFA | New | Ishares Tr Msci Eafe Fd | $297,000 | – | 5,177 | +100.0% | 0.33% | – |
| AMJ | New | Jp Morgan Exch Traded Nt | $297,000 | – | 6,379 | +100.0% | 0.33% | – |
| HYG | New | iShares iBoxx $ High Yld Corp Bond | $180,000 | – | 1,983 | +100.0% | 0.20% | – |
| GOOGL | New | Google Inc Class Aclass a | $173,000 | – | 197 | +100.0% | 0.20% | – |
| TIP | New | iShares Barclays TIPS Bond | $167,000 | – | 1,492 | +100.0% | 0.19% | – |
| PG | New | Procter & Gamble | $155,000 | – | 2,020 | +100.0% | 0.18% | – |
| AMZN | New | Amazon Com Inc | $147,000 | – | 530 | +100.0% | 0.17% | – |
| XOM | New | Exxon Mobil Corporation | $86,000 | – | 957 | +100.0% | 0.10% | – |
| New | Investor Ab Sh B Ordclass b | $86,000 | – | 3,214 | +100.0% | 0.10% | – | |
| MSFT | New | Microsoft Corp | $79,000 | – | 2,279 | +100.0% | 0.09% | – |
| MRK | New | Merck & Co Inc New | $72,000 | – | 1,548 | +100.0% | 0.08% | – |
| RQI | New | Cohen & Steers Quality | $67,000 | – | 5,932 | +100.0% | 0.08% | – |
| OXY | New | Occidental Pete Corp | $66,000 | – | 745 | +100.0% | 0.07% | – |
| KRE | New | Spdr S&P Regional Bking | $64,000 | – | 1,875 | +100.0% | 0.07% | – |
| DSI | New | Ishares TRUST Msci | $63,000 | – | 1,047 | +100.0% | 0.07% | – |
| UYG | New | Proshs Ultra Finl New | $62,000 | – | 662 | +100.0% | 0.07% | – |
| JPM | New | Jpmorgan Chase & Co | $59,000 | – | 1,123 | +100.0% | 0.07% | – |
| WBK | New | Westpac Banking Spn Adrf | $59,000 | – | 450 | +100.0% | 0.07% | – |
| DRTX | New | Durata Therapeutics Inc | $58,000 | – | 8,000 | +100.0% | 0.06% | – |
| SSO | New | Proshares Ultra S&P | $55,000 | – | 711 | +100.0% | 0.06% | – |
| GE | New | General Electric Company | $50,000 | – | 2,152 | +100.0% | 0.06% | – |
| DJP | New | Barclays Bank Ipath Etn | $47,000 | – | 1,281 | +100.0% | 0.05% | – |
| ED | New | Consolidated Edison Inc | $45,000 | – | 774 | +100.0% | 0.05% | – |
| NWSA | New | News Corp Ltd Cl Aclass a | $42,000 | – | 1,275 | +100.0% | 0.05% | – |
| New | Volvo Aktblgt B New Ordfclass b | $41,000 | – | 3,050 | +100.0% | 0.05% | – | |
| PEP | New | Pepsico Incorporated | $38,000 | – | 465 | +100.0% | 0.04% | – |
| HDV | New | Ishares Tr High Divid Eq | $38,000 | – | 579 | +100.0% | 0.04% | – |
| New | Svenska Cell B New Ordclass b | $37,000 | – | 1,500 | +100.0% | 0.04% | – | |
| EMC | New | E M C Corp Mass | $37,000 | – | 1,587 | +100.0% | 0.04% | – |
| C | New | Citigroup Inc New | $36,000 | – | 744 | +100.0% | 0.04% | – |
| DIS | New | Disney Walt Co | $36,000 | – | 575 | +100.0% | 0.04% | – |
| JNJ | New | Johnson & Johnson | $35,000 | – | 404 | +100.0% | 0.04% | – |
| MMM | New | 3m Company | $35,000 | – | 321 | +100.0% | 0.04% | – |
| BAC | New | Bank Of America Corp | $34,000 | – | 2,662 | +100.0% | 0.04% | – |
| KO | New | Coca Cola Company | $33,000 | – | 820 | +100.0% | 0.04% | – |
| New | Hennes & Mauritz Ab Ordf | $33,000 | – | 1,000 | +100.0% | 0.04% | – | |
| WMT | New | Wal-Mart Stores Inc | $32,000 | – | 433 | +100.0% | 0.04% | – |
| New | Credit Suisse New Ord | $32,000 | – | 1,205 | +100.0% | 0.04% | – | |
| T | New | A T & T Inc New | $32,000 | – | 906 | +100.0% | 0.04% | – |
| UPS | New | United Parcel Service Bclass b | $30,000 | – | 350 | +100.0% | 0.03% | – |
| LLY | New | Lilly Eli & Company | $27,000 | – | 554 | +100.0% | 0.03% | – |
| QCOM | New | Qualcomm Inc | $27,000 | – | 450 | +100.0% | 0.03% | – |
| ORCL | New | Oracle Corporation | $27,000 | – | 870 | +100.0% | 0.03% | – |
| TVE | New | Tenn Vly Auth Aclass a | $25,000 | – | 1,000 | +100.0% | 0.03% | – |
| MERPRFCL | New | M L Cap TRUST | $25,000 | – | 1,000 | +100.0% | 0.03% | – |
| BBTPRDCL | New | B B & T Corp | $25,000 | – | 1,000 | +100.0% | 0.03% | – |
| PSAPRTCL | New | Public Storage | $25,000 | – | 1,000 | +100.0% | 0.03% | – |
| ESRX | New | Express Scripts Inc | $24,000 | – | 394 | +100.0% | 0.03% | – |
| SLB | New | Schlumberger Ltd | $24,000 | – | 331 | +100.0% | 0.03% | – |
| WTR | New | Aqua America Inc | $23,000 | – | 732 | +100.0% | 0.03% | – |
| CSCO | New | Cisco Systems Inc | $23,000 | – | 950 | +100.0% | 0.03% | – |
| AIG | New | American Intl Group New | $22,000 | – | 482 | +100.0% | 0.02% | – |
| VZ | New | Verizon Communications | $22,000 | – | 446 | +100.0% | 0.02% | – |
| THI | New | Tim Hortons Inc | $22,000 | – | 406 | +100.0% | 0.02% | – |
| GILD | New | Gilead Sciences Inc | $21,000 | – | 400 | +100.0% | 0.02% | – |
| MKC | New | Mc Cormick & Co Inc N-Vt | $21,000 | – | 300 | +100.0% | 0.02% | – |
| New | Svenska Hndlsbnkn A Ordfclass a | $20,000 | – | 500 | +100.0% | 0.02% | – | |
| EWJ | New | Ishares Msci Jpn Idx Fd | $19,000 | – | 1,690 | +100.0% | 0.02% | – |
| MCO | New | Moodys Corp | $18,000 | – | 300 | +100.0% | 0.02% | – |
| AXP | New | American Express Company | $18,000 | – | 240 | +100.0% | 0.02% | – |
| TMO | New | Thermo Fisher Scientific | $17,000 | – | 200 | +100.0% | 0.02% | – |
| RL | New | Ralph Lauren Corp Cl Aclass a | $17,000 | – | 100 | +100.0% | 0.02% | – |
| J | New | Jacobs Engineering Group | $17,000 | – | 300 | +100.0% | 0.02% | – |
| GSG | New | Ishares S&P Gsci Cmdty | $17,000 | – | 539 | +100.0% | 0.02% | – |
| TGT | New | Target Corporation | $16,000 | – | 227 | +100.0% | 0.02% | – |
| DTE | New | D T E Energy Company | $16,000 | – | 240 | +100.0% | 0.02% | – |
| HD | New | Home Depot Inc | $15,000 | – | 195 | +100.0% | 0.02% | – |
| FDX | New | Fedex Corporation | $15,000 | – | 150 | +100.0% | 0.02% | – |
| BEAM | New | Beam Inc | $15,000 | – | 240 | +100.0% | 0.02% | – |
| EEM | New | Ishares Msci Emrg Mkt Fd | $15,000 | – | 400 | +100.0% | 0.02% | – |
| URE | New | Prosh Ultra Real Est New | $15,000 | – | 205 | +100.0% | 0.02% | – |
| WEN | New | The Wendys Company | $15,000 | – | 2,502 | +100.0% | 0.02% | – |
| TROW | New | Rowe T Price Group Inc | $14,000 | – | 185 | +100.0% | 0.02% | – |
| COF | New | Capital One Financial Cp | $14,000 | – | 226 | +100.0% | 0.02% | – |
| ADP | New | Auto Data Processing | $14,000 | – | 199 | +100.0% | 0.02% | – |
| TRV | New | Travelers Companies Inc | $14,000 | – | 169 | +100.0% | 0.02% | – |
| BHI | New | Baker Hughes Inc | $14,000 | – | 300 | +100.0% | 0.02% | – |
| BA | New | Boeing Co | $13,000 | – | 129 | +100.0% | 0.02% | – |
| CTSH | New | Cognizant Tech Sol Cl Aclass a | $13,000 | – | 200 | +100.0% | 0.02% | – |
| New | Skanska Ab B Ordclass b | $13,000 | – | 800 | +100.0% | 0.02% | – | |
| CB | New | Chubb Corporation | $13,000 | – | 150 | +100.0% | 0.02% | – |
| WM | New | Waste Management Inc Del | $13,000 | – | 311 | +100.0% | 0.02% | – |
| CVS | New | C V S Caremark Corp | $13,000 | – | 230 | +100.0% | 0.02% | – |
| LYB | New | Lyondellbasell Inds | $13,000 | – | 202 | +100.0% | 0.02% | – |
| SLM | New | Slm Corporation | $13,000 | – | 567 | +100.0% | 0.02% | – |
| PRU | New | Prudential Financial Inc | $12,000 | – | 169 | +100.0% | 0.01% | – |
| APA | New | Apache Corp | $12,000 | – | 145 | +100.0% | 0.01% | – |
| HOT | New | Starwood Htls & Rsts New | $12,000 | – | 191 | +100.0% | 0.01% | – |
| UNH | New | Unitedhealth Group Inc | $12,000 | – | 181 | +100.0% | 0.01% | – |
| CELG | New | Celgene Corp | $12,000 | – | 100 | +100.0% | 0.01% | – |
| V | New | Visa Inc Cl Aclass a | $12,000 | – | 65 | +100.0% | 0.01% | – |
| CBI | New | Chicago Bridge & Iron | $12,000 | – | 200 | +100.0% | 0.01% | – |
| APC | New | Anadarko Petroleum Corp | $12,000 | – | 140 | +100.0% | 0.01% | – |
| ACN | New | Accenture Plc Cl Aclass a | $12,000 | – | 172 | +100.0% | 0.01% | – |
| SU | New | Suncor Energy Inc New | $11,000 | – | 380 | +100.0% | 0.01% | – |
| CI | New | Cigna Corp | $11,000 | – | 150 | +100.0% | 0.01% | – |
| HAL | New | Halliburton Co Hldg Co | $11,000 | – | 254 | +100.0% | 0.01% | – |
| NKE | New | Nike Inc Class Bclass b | $10,000 | – | 150 | +100.0% | 0.01% | – |
| NOV | New | National Oilwell Varco | $10,000 | – | 140 | +100.0% | 0.01% | – |
| DVN | New | Devon Energy Cp New | $10,000 | – | 198 | +100.0% | 0.01% | – |
| TXN | New | Texas Instruments Inc | $10,000 | – | 295 | +100.0% | 0.01% | – |
| MCK | New | Mckesson Corporation | $10,000 | – | 90 | +100.0% | 0.01% | – |
| BBY | New | Best Buy Inc | $10,000 | – | 350 | +100.0% | 0.01% | – |
| MCD | New | Mc Donalds Corp | $9,000 | – | 90 | +100.0% | 0.01% | – |
| PX | New | Praxair Inc | $9,000 | – | 80 | +100.0% | 0.01% | – |
| ETN | New | Eaton Corporation | $9,000 | – | 134 | +100.0% | 0.01% | – |
| ICE | New | Intrcontinentalexchange | $9,000 | – | 51 | +100.0% | 0.01% | – |
| JNPR | New | Juniper Networks Inc | $9,000 | – | 486 | +100.0% | 0.01% | – |
| SNY | New | Sanofi Adr | $9,000 | – | 180 | +100.0% | 0.01% | – |
| DHR | New | Danaher Corp Del | $9,000 | – | 140 | +100.0% | 0.01% | – |
| SWK | New | Stanley Black & Decker | $9,000 | – | 120 | +100.0% | 0.01% | – |
| 6107SC | New | U R S Corp New | $9,000 | – | 200 | +100.0% | 0.01% | – |
| SWN | New | Southwestern Energy Co | $8,000 | – | 213 | +100.0% | 0.01% | – |
| WYNN | New | Wynn Resorts | $8,000 | – | 65 | +100.0% | 0.01% | – |
| CBS | New | Cbs Corporation Cl B Newclass b | $8,000 | – | 163 | +100.0% | 0.01% | – |
| DD | New | Du Pont E I De Nemour&Co | $8,000 | – | 154 | +100.0% | 0.01% | – |
| TDC | New | Teradata Corp | $8,000 | – | 156 | +100.0% | 0.01% | – |
| NEE | New | Nextera Energy Inc | $8,000 | – | 97 | +100.0% | 0.01% | – |
| FLR | New | Fluor Corporation New | $8,000 | – | 130 | +100.0% | 0.01% | – |
| TYC | New | Tyco Intl Ltd New | $8,000 | – | 250 | +100.0% | 0.01% | – |
| UL | New | Unilever Plc Adr New | $8,000 | – | 190 | +100.0% | 0.01% | – |
| ALTR | New | Altera Corporation | $8,000 | – | 234 | +100.0% | 0.01% | – |
| PSON | New | Petrosonic Energy Inc | $8,000 | – | 10,000 | +100.0% | 0.01% | – |
| EMN | New | Eastman Chemical Co | $8,000 | – | 111 | +100.0% | 0.01% | – |
| EOG | New | E O G Resources Inc | $8,000 | – | 58 | +100.0% | 0.01% | – |
| INTU | New | Intuit Inc | $8,000 | – | 130 | +100.0% | 0.01% | – |
| SIAL | New | Sigma Aldrich Corp | $7,000 | – | 84 | +100.0% | 0.01% | – |
| BUD | New | Anheuser-Busc Inbev Adrf | $7,000 | – | 77 | +100.0% | 0.01% | – |
| BP | New | Bp Plc Adr | $7,000 | – | 179 | +100.0% | 0.01% | – |
| CAG | New | Conagra Foods Inc | $7,000 | – | 190 | +100.0% | 0.01% | – |
| EXC | New | Exelon Corporation | $7,000 | – | 235 | +100.0% | 0.01% | – |
| FB | New | Facebook Inc Class Aclass a | $7,000 | – | 300 | +100.0% | 0.01% | – |
| HCA | New | Hca Holdings Inc | $7,000 | – | 190 | +100.0% | 0.01% | – |
| INFA | New | Informatica Corp | $7,000 | – | 200 | +100.0% | 0.01% | – |
| IP | New | International Paper Co | $7,000 | – | 147 | +100.0% | 0.01% | – |
| LBTYA | New | Liberty Global Inc Cl Aclass a | $7,000 | – | 91 | +100.0% | 0.01% | – |
| MA | New | Mastercard Inc | $7,000 | – | 12 | +100.0% | 0.01% | – |
| PCG | New | P G & E Corp | $7,000 | – | 157 | +100.0% | 0.01% | – |
| PVH | New | Pvh Corp | $7,000 | – | 53 | +100.0% | 0.01% | – |
| PM | New | Philip Morris Intl Inc | $7,000 | – | 76 | +100.0% | 0.01% | – |
| TWX | New | Time Warner Inc New | $7,000 | – | 116 | +100.0% | 0.01% | – |
| TOL | New | Toll Brothers Inc | $7,000 | – | 227 | +100.0% | 0.01% | – |
| TRP | New | Transcanada Corp | $7,000 | – | 170 | +100.0% | 0.01% | – |
| WAG | New | Walgreen Company | $7,000 | – | 150 | +100.0% | 0.01% | – |
| WAT | New | Waters Corp | $7,000 | – | 71 | +100.0% | 0.01% | – |
| ADT | New | Adt Corp | $6,000 | – | 160 | +100.0% | 0.01% | – |
| INTC | New | Intel Corp | $6,000 | – | 230 | +100.0% | 0.01% | – |
| SE | New | Spectra Energy Corp | $6,000 | – | 170 | +100.0% | 0.01% | – |
| URBN | New | Urban Outfitters Inc | $6,000 | – | 150 | +100.0% | 0.01% | – |
| WFC | New | Wells Fargo & Co New | $6,000 | – | 138 | +100.0% | 0.01% | – |
| DOW | New | Dow Chemical Company | $6,000 | – | 200 | +100.0% | 0.01% | – |
| HIG | New | Hartford Finl Svcs Grp | $6,000 | – | 179 | +100.0% | 0.01% | – |
| CVE | New | Cenovus Energy Inc | $6,000 | – | 200 | +100.0% | 0.01% | – |
| TTE | New | Total S A Adrclass a | $6,000 | – | 121 | +100.0% | 0.01% | – |
| APH | New | Amphenol Corp Cl Aclass a | $6,000 | – | 80 | +100.0% | 0.01% | – |
| MGM | New | Mgm Resorts Intl | $6,000 | – | 393 | +100.0% | 0.01% | – |
| LOW | New | Lowes Companies Inc | $6,000 | – | 140 | +100.0% | 0.01% | – |
| RE | New | Everest Re Group Ltd | $6,000 | – | 49 | +100.0% | 0.01% | – |
| COH | New | Coach Inc | $6,000 | – | 100 | +100.0% | 0.01% | – |
| BCR | New | Bard C R Incorporated | $6,000 | – | 57 | +100.0% | 0.01% | – |
| PIO | New | Powershs Exch Trad Fd Tr | $6,000 | – | 300 | +100.0% | 0.01% | – |
| F113PS | New | Covidien Plc New | $6,000 | – | 88 | +100.0% | 0.01% | – |
| NSRGY | New | Nestle S A Reg B Adr | $5,000 | – | 75 | +100.0% | 0.01% | – |
| MSI | New | Motorola Solutions Inc | $5,000 | – | 95 | +100.0% | 0.01% | – |
| MDLZ | New | Mondelez Intl Inc Cl Aclass a | $5,000 | – | 158 | +100.0% | 0.01% | – |
| MET | New | Metlife Inc | $5,000 | – | 106 | +100.0% | 0.01% | – |
| LTD | New | Limited Brands Inc | $5,000 | – | 98 | +100.0% | 0.01% | – |
| KMB | New | Kimberly-Clark Corp | $5,000 | – | 55 | +100.0% | 0.01% | – |
| SNI | New | Scripps Ntwk Interactiv | $5,000 | – | 80 | +100.0% | 0.01% | – |
| SRE | New | Sempra Energy | $5,000 | – | 61 | +100.0% | 0.01% | – |
| PPR | New | Ing Prime Rate TRUST | $5,000 | – | 850 | +100.0% | 0.01% | – |
| STI | New | Suntrust Banks Inc | $5,000 | – | 152 | +100.0% | 0.01% | – |
| TXT | New | Textron Incorporated | $5,000 | – | 190 | +100.0% | 0.01% | – |
| GD | New | General Dynamics Corp | $5,000 | – | 65 | +100.0% | 0.01% | – |
| AME | New | Ametek Inc New | $5,000 | – | 130 | +100.0% | 0.01% | – |
| UTX | New | United Technologies Corp | $5,000 | – | 57 | +100.0% | 0.01% | – |
| CMCSK | New | Comcast Cp New Cl A Splclass a | $5,000 | – | 134 | +100.0% | 0.01% | – |
| VWO | New | Vanguard Msci Emerging | $5,000 | – | 130 | +100.0% | 0.01% | – |
| CMCSA | New | Comcast Corp New Cl Aclass a | $5,000 | – | 120 | +100.0% | 0.01% | – |
| VRTX | New | Vertex Pharmaceuticals | $5,000 | – | 64 | +100.0% | 0.01% | – |
| AET | New | Aetna Inc New | $5,000 | – | 86 | +100.0% | 0.01% | – |
| ADBE | New | Adobe Systems Inc | $5,000 | – | 103 | +100.0% | 0.01% | – |
| CBRE | New | Cbre Group Inc | $5,000 | – | 210 | +100.0% | 0.01% | – |
| MNE | New | Blkrk Muni Ny Intr Durtn | $5,000 | – | 330 | +100.0% | 0.01% | – |
| New | Ericsson Telfon New Ordf | $5,000 | – | 400 | +100.0% | 0.01% | – | |
| PBP | New | Powershs Exch Trad Fd Tr | $5,000 | – | 242 | +100.0% | 0.01% | – |
| COP | New | Conocophillips | $4,000 | – | 61 | +100.0% | 0.01% | – |
| CMA | New | Comerica Incorporated | $4,000 | – | 102 | +100.0% | 0.01% | – |
| MNST | New | Monster Beverage Corp | $4,000 | – | 72 | +100.0% | 0.01% | – |
| MYL | New | Mylan Inc | $4,000 | – | 129 | +100.0% | 0.01% | – |
| LRCX | New | Lam Research Corporation | $4,000 | – | 88 | +100.0% | 0.01% | – |
| CVX | New | Chevron Corporation | $4,000 | – | 30 | +100.0% | 0.01% | – |
| PBCT | New | Peoples United Finl Inc | $4,000 | – | 290 | +100.0% | 0.01% | – |
| CAT | New | Caterpillar Inc | $4,000 | – | 46 | +100.0% | 0.01% | – |
| PPG | New | P P G Industries Inc | $4,000 | – | 30 | +100.0% | 0.01% | – |
| RHI | New | Robert Half Intl | $4,000 | – | 130 | +100.0% | 0.01% | – |
| WEC | New | Wisconsin Egy Cp Hldg Co | $4,000 | – | 93 | +100.0% | 0.01% | – |
| PZD | New | Powershs Exch Trad Fd Tr | $4,000 | – | 152 | +100.0% | 0.01% | – |
| FOSL | New | Fossil Inc | $4,000 | – | 35 | +100.0% | 0.01% | – |
| RTN | New | Raytheon Company New | $4,000 | – | 65 | +100.0% | 0.01% | – |
| HMC | New | Honda Motor Co Ltd Adr | $4,000 | – | 110 | +100.0% | 0.01% | – |
| DBD | New | Diebold Incorporated | $3,000 | – | 104 | +100.0% | 0.00% | – |
| GM | New | General Motors Co | $3,000 | – | 79 | +100.0% | 0.00% | – |
| S | New | Sprint Nextel Corp | $3,000 | – | 412 | +100.0% | 0.00% | – |
| GIS | New | General Mills Inc | $3,000 | – | 69 | +100.0% | 0.00% | – |
| MHFI | New | Mcgraw-Hill Cos | $3,000 | – | 63 | +100.0% | 0.00% | – |
| ARIA | New | Ariad Pharmaceuticals | $2,000 | – | 142 | +100.0% | 0.00% | – |
| BBL | New | Bhp Billiton Adr New | $2,000 | – | 42 | +100.0% | 0.00% | – |
| GMWSA | New | General Motors Cl A 16wtclass a | $2,000 | – | 71 | +100.0% | 0.00% | – |
| AEP | New | Amer Electric Pwr Co Inc | $2,000 | – | 53 | +100.0% | 0.00% | – |
| UNP | New | Union Pacific Corp | $2,000 | – | 16 | +100.0% | 0.00% | – |
| VIAB | New | Viacom Inc Cl B Newclass b | $2,000 | – | 30 | +100.0% | 0.00% | – |
| CF | New | Cf Industries Holdings | $1,000 | – | 8 | +100.0% | 0.00% | – |
| MNKKQ | New | Mallinckrodt Pub | $1,000 | – | 11 | +100.0% | 0.00% | – |
| NCR | New | N C R Corp New | $1,000 | – | 36 | +100.0% | 0.00% | – |
| CPN | New | Calpine Corp New | $1,000 | – | 68 | +100.0% | 0.00% | – |
| GMWSB | New | General Motors Cl B 19wtclass b | $1,000 | – | 71 | +100.0% | 0.00% | – |
| THC | New | Tenet Healthcare Corp | $0 | – | 3 | +100.0% | 0.00% | – |
| TISDZ | New | Treasure Isle Royalty Tr | $0 | – | 400 | +100.0% | 0.00% | – |
| FTR | New | Frontier Communications | $0 | – | 73 | +100.0% | 0.00% | – |
| CHTRQ | New | Charter Communication (NV) | $0 | – | 500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| S P D R S&P 500 ETF TR | 36 | Q1 2022 | 41.1% |
| iShares S&P MidCap 400 Index | 36 | Q1 2022 | 23.8% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ET | 36 | Q1 2022 | 27.8% |
| Ishares Tr Msci Eafe Fd | 36 | Q1 2022 | 20.6% |
| ISHARES RUSSELL 1000 VALUE ETF IV | 36 | Q1 2022 | 5.1% |
| MICROSOFT CORP | 36 | Q1 2022 | 0.5% |
| iShares MSCI Emerging Mkt Min Vol Index | 36 | Q1 2022 | 1.0% |
| PFIZER INCORPORATED | 36 | Q1 2022 | 0.5% |
| EXXON MOBIL CORPORATION | 36 | Q1 2022 | 0.2% |
| INTL BUSINESS MACHINES | 36 | Q1 2022 | 0.3% |
View Lenox Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-12 |
| 13F-HR | 2021-07-08 |
| 13F-HR | 2021-04-26 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-07 |
| 13F-HR | 2020-07-14 |
| 13F-HR | 2020-04-03 |
| 13F-HR | 2020-01-06 |
View Lenox Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.