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Lenox Wealth Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IVECommon0-8620-135,0000.000.00 Hist 03/31/2022
TILE SHOP HOLDINGS, INC. TTSCommon0-15,0000-107,0000.000.00 Hist 03/31/2022
XILINX INC XLNXCommon0-4060-86,0000.000.00 Hist 03/31/2022
Shell plc RDS.BADR0-1,9150-83,0000.000.00 Hist 03/31/2022
SCHWAB STRATEGIC TRUST SCHPCommon0-1,0870-68,0000.000.00 Hist 03/31/2022
VANGUARD STAR FUNDS VXUSCommon0-1,0050-64,0000.000.00 Hist 03/31/2022
CREDIT SUISSE GROUP AG CSCommon0-1,1250-61,0000.000.00 Hist 03/31/2022
Polished.com Inc. GOEDCommon0-24,0000-58,0000.000.00 Hist 03/31/2022
PROSHARES TRUST SSOCOMMON STOCK0-3320-49,0000.000.00 Hist 03/31/2022
ANNALY CAPITAL MANAGEMENT INC NLY/PICOM0-1,7650-47,0000.000.00 Hist 03/31/2022
AGNC Investment Corp. AGNCMCommon0-1,7910-46,0000.000.00 Hist 03/31/2022
STERLING BANCORP STL/PACOM0-1,5590-41,0000.000.00 Hist 03/31/2022
MARKEL GROUP INC. MKLCommon0-320-39,0000.000.00 Hist 03/31/2022
SCHWAB STRATEGIC TRUST FNDXCommon0-6070-36,0000.000.00 Hist 03/31/2022
CF Industries Holdings, Inc. CFCommon0-5000-35,0000.000.00 Hist 03/31/2022
Affimed N.V. AFMDCOM0-5,0000-28,0000.000.00 Hist 03/31/2022
SCHWAB STRATEGIC TRUST FNDECommon0-8830-27,0000.000.00 Hist 03/31/2022
Alcoa Corp AACOM0-4000-24,0000.000.00 Hist 03/31/2022
W. P. Carey Inc. WPCCommon0-2860-23,0000.000.00 Hist 03/31/2022
Invesco Senior Income Trust VVRCommon0-5,0000-22,0000.000.00 Hist 03/31/2022
SELECT SECTOR SPDR TRUST XLPCommon0-2700-21,0000.000.00 Hist 03/31/2022
Schwab Fundamental International Large Company Index FNDFcommon0-6290-20,0000.000.00 Hist 03/31/2022
Gores Holdings VII Inc. GSEVCOM0-2,0000-20,0000.000.00 Hist 03/31/2022
SCHWAB STRATEGIC TRUST SCHECommon0-6630-20,0000.000.00 Hist 03/31/2022
Century Communities, Inc. CCSCommon0-2300-19,0000.000.00 Hist 03/31/2022
SELECT SECTOR SPDR TRUST XLBSBI MATERIALS0-2000-18,0000.000.00 Hist 03/31/2022
iSHARES TRUST SHY1-3 YR TRS BD0-2000-17,0000.000.00 Hist 03/31/2022
Anheuser-Busch InBev SA/NV BUDADR0-2850-17,0000.000.00 Hist 03/31/2022
ATS AUTOMATION TOOLING SYSTEMS INC  Common0-4000-16,0000.000.00 Hist 03/31/2022
FS KKR Capital Corp FSKCOM0-7410-16,0000.000.00 Hist 03/31/2022
Vanguard Telecommunication Services ETF VOXcommon0-1100-15,0000.000.00 Hist 03/31/2022
SCHWAB STRATEGIC TRUST FNDCCommon0-4040-15,0000.000.00 Hist 03/31/2022
Investors Bancorp Inc ISBCCOM0-1,0080-15,0000.000.00 Hist 03/31/2022
COPART INC CPRTCommon0-980-15,0000.000.00 Hist 03/31/2022
iSHARES TRUST JKFExchange Traded Fund0-1970-14,0000.000.00 Hist 03/31/2022
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