Holdings Channel
Size ($ in 1000's)
At 12/31/2018: $470,891
At 09/30/2018: $492,398

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

Lenox Wealth Advisors LLC Top Holdings
As of  12/31/2018

   EntityAmountChange
 09/30/2018 to 12/31/2018
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 318,034 +1,987 $79,483
     SPY318,034+1,987$79,483
ISHARES MSCI EAFE ETF (EFA) 1,315,180 +228,733 $77,306
     EFA1,315,180+228,733$77,306
ISHARES EDGE MSCI MIN VOL GLBL ETF (ACWV) 652,717 +652,717 $53,040
     ACWV652,717+652,717$53,040
ISHARES CORE S&P MID CAP ETF (IJH) 286,194 +6,469 $47,546
     IJH286,194+6,469$47,546
GOLDMAN SACHS ACTVBETA US LRG ETF (GSLC) 719,310 +23,586 $36,174
     GSLC719,310+23,586$36,174
WSDMTRE CBOE S P 500 PUTWRT STRG ETF (PUTW) 1,326,446 +1,326,446 $33,758
     PUTW1,326,446+1,326,446$33,758
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF (BSCL) 1,224,836 +1,224,836 $25,415
     BSCL1,224,836+1,224,836$25,415
JPMORGAN DVRSFD RTRN INTRNL EQT ETF (JPIN) 445,781 +24,782 $22,686
     JPIN445,781+24,782$22,686
VANGUARD TOTAL WORLD STOCK ETF (VT) 279,234 +31,432 $18,279
     VT279,234+31,432$18,279
SPDR MSCI ACWI EX US ETF (CWI) 282,868 -177,528 $9,261
     CWI282,868-177,528$9,261
SCHWAB US LARGE CAP ETF (SCHX) 145,200 +13,366 $8,668
     SCHX145,200+13,366$8,668
ISHARES RUSSELL 1000 VALUE ETF (IWD) 32,998 -3,807 $3,664
     IWD32,998-3,807$3,664
VANGUARD SHORT INFLATION PROT ETF IV (VTIP) 70,849 +23,780 $3,395
     VTIP70,849+23,780$3,395
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 90,060 +30,505 $3,341
     VEA90,060+30,505$3,341
SPDR MID CAP ETF (SPMD) 104,424 +15,397 $3,072
     SPMD104,424+15,397$3,072
VANGUARD SHORT TERM COR BD ETF (VCSH) 39,200 +39,065 $3,055
     VCSH39,200+39,065$3,055
SPDR NUVEEN BLMBRG BARCLAYS SHORT TERM MUN BD ETF (SHM) 60,760 -226 $2,920
     SHM60,760-226$2,920
XTRACKERS MSCI EAFE HDGD EQY ETF (DBEF) 80,740 -13,372 $2,266
     DBEF80,740-13,372$2,266
AMAZON.COM INC 1,424 -89 $2,139
     AMZN1,424-89$2,139
APPLE INC 12,507 +488 $1,973
     AAPL12,507+488$1,973
FLEXSHARES QUAL DIV ETF (QDF) 38,718 +11,796 $1,541
     QDF38,718+11,796$1,541
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 39,777 -1,676 $1,516
     VWO39,777-1,676$1,516
MICROSOFT CORP 14,013 +743 $1,423
     MSFT14,013+743$1,423
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 27,341 +23,970 $1,417
     SCZ27,341+23,970$1,417
EVOLENT HEALTH INC CLASS A 69,974 UNCH $1,396
     EVH69,974UNCH$1,396
ISHARES CORE MSCI EAFE ETF (IEFA) 18,621 -799,217 $1,024
     IEFA18,621-799,217$1,024
ALPHABET INC. CLASS A 894 +197 $934
     GOOGL894+197$934
VISA INC CLASS A 6,446 UNCH $850
     V6,446UNCH$850
SPDR S&P MIDCAP 400 ETF (MDY) 2,458 -151 $744
     MDY2,458-151$744
COSTCO WHOLESALE CO 2,750 UNCH $560
     COST2,750UNCH$560
PFIZER INC 12,145 -9 $530
     PFE12,145-9$530
TEREX CORP 18,581 UNCH $512
     TEX18,581UNCH$512
ISHARES NATIONAL MUNI BOND ETF (MUB) 4,677 +1,607 $510
     MUB4,677+1,607$510
ALPHABET INC. CLASS C 484 +30 $501
     GOOG484+30$501
ISHARES U.S. PREFERRED STOCK ETF (PFF) 13,229 +2,543 $453
     PFF13,229+2,543$453
CALAVO GROWERS INC 6,041 +2,000 $452
     CVGW6,041+2,000$452
FACEBOOK INC CLASS A 3,378 -1,500 $443
     FB3,378-1,500$443
VANGUARD GROWTH ETF (VUG) 3,163 -409 $425
     VUG3,163-409$425
iShares MSCI Emerging Mkt Min Vol Index (EEMV) 7,250 UNCH $410
     EEMV7,250UNCH$410
HOME DEPOT INC 2,236 -500 $384
     HD2,236-500$384
BERKSHIRE HATHAWAY CLASS B      $378
     BRK.B1,850-325$378
WISDOMTREE INTERNATIONAL HGH DIV ETF (DTH) 10,015 +3,264 $372
     DTH10,015+3,264$372
WAL MART STORES 3,851 UNCH $359
     WMT3,851UNCH$359
ISHARES CORE US AGGREGATE BOND ETF (AGG) 3,349 -728 $357
     AGG3,349-728$357
VANGUARD S&P 500 ETF (VOO) 1,550 -255 $356
     VOO1,550-255$356
WALGREENS BOOTS ALLI 5,192 UNCH $355
     WBA5,192UNCH$355
SPDR S&P DIVIDEND ETF (SDY) 3,912 UNCH $350
     SDY3,912UNCH$350
CISCO SYSTEMS INC 7,978 -4 $346
     CSCO7,978-4$346
EXXON MOBIL CORP 4,992 -1,987 $340
     XOM4,992-1,987$340
PHILIP MORRIS INTL 5,000 UNCH $334
     PM5,000UNCH$334

See Full List: All Stocks Held By Lenox Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lenox Wealth Advisors LLC

Lenox Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2019, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.