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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Lenox Wealth Advisors, LLC INSTITUTION : Lenox Wealth Advisors, LLC
Lenox Wealth Advisors, LLC Portfolio (reported on 2020-07-14)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
SPDR S&P 500 ETF    (COM) SPY 86,267,000 279,762 13.67%
ISHARES CORE S&P MID-CAP ETF    (COM) IJH 83,949,000 472,102 13.30%
ISHARES EDGE MSCI MIN VOL GLBL ETF    (COM) ACWV 77,788,000 888,192 12.32%
ISHARES CORE MSCI EAFE ETF    (COM) IEFA 49,106,000 859,097 7.78%
GOLDMAN SACHS ACTVBETA US LRG ETF    (COM) 47,308,000 755,713 7.49%
WSDMTRE CBOE S P 500 PUTWRT STRG ETF    (COM) 41,098,000 1,641,305 6.51%
WISDOMTREE INTERNATIONAL HGH DIV ETF    (COM) DTH 31,543,000 957,012 4.99%
PROSHARES S&P 500 DIV ARISTOCRAT ETF    (COM) NOBL 27,288,000 405,162 4.32%
VANGUARD TOTAL WORLD STOCK ETF    (COM) 27,001,000 360,979 4.27%
JPMORGAN DVRSFD RTRN INTRNL EQT ETF    (COM) JPIN 24,319,000 492,198 3.85%
SPDR PORTFOLIO S&P 500 ETF    (COM) ELR 18,831,000 519,463 2.98%
ISHARES MSCI EAFE ETF    (COM) EFA 17,039,000 279,917 2.70%
SCHWAB US LARGE CAP ETF    (COM) SCHX 13,107,000 176,884 2.07%
FLEXSHARES INTL QTY DIV INDEX ETF    (COM) IQDF 10,287,000 511,514 1.63%
SPDR PORTFOLIO S&P 400 MID CAP ETF    (COM) EMM 9,118,000 291,774 1.44%
APPLE INC    (COM) AAPL 5,185,000 14,213 0.82%
AMAZON.COM INC    (COM) AMZN 4,582,000 1,661 0.72%
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF    (COM) 3,916,000 78,527 0.62%
VANGUARD SHRT INF PROT SEC INDEX ETF    (COM) VTIP 3,714,000 74,032 0.58%
FLEXSHARES QUALDIV ETF IV    (COM) QDF 3,355,000 79,400 0.53%
MICROSOFT CORP    (COM) MSFT 2,978,000 14,634 0.47%
ISHARES RUSSELL 1000 VALUE ETF    (COM) IWD 1,776,000 15,767 0.28%
XTRACKERS MSCI EAFE HDGD EQY ETF    (COM) DBEF 1,705,000 56,423 0.27%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF    (COM) 1,492,000 69,840 0.23%
ALPHABET INC. CLASS A    (Class A Shares) GOOGL 1,339,000 944 0.21%
ISHARES MSCI EAFE SMALL CAP ETF    (COM) SCZ 1,235,000 23,035 0.19%
VANGUARD REAL ESTATE ETF    (COM) VNQ 1,220,000 15,541 0.19%
VANGUARD FTSE EMERGING MARKETS ETF    (COM) VWO 1,084,000 27,366 0.17%
VISA INC CLASS A    (Class A Shares) V 1,069,000 5,533 0.16%
FACEBOOK INC CLASS A    (Class A Shares) FB 1,067,000 4,697 0.16%
ALERIAN MLP ETF    (COM) AMLP 973,000 39,407 0.15%
SPDR S&P MIDCAP 400 ETF    (COM) MDY 946,000 2,916 0.14%
ALPHABET INC. CLASS C    (COM) GOOG 826,000 584 0.13%
COSTCO WHOLESALE CO    (COM) COST 763,000 2,516 0.12%
VANGUARD FTSE DEVELOPED MARKETS ETF    (COM) VEA 688,000 17,739 0.10%
VANGUARD GROWTH ETF    (COM) VUG 567,000 2,807 0.08%
WALMART INC    (COM) WMT 553,000 4,613 0.08%
ISHARES CORE S&P 500 ETF    (COM) IVV 502,000 1,620 0.07%
EVOLENT HEALTH INC CLASS A    (Class A Shares) 498,000 69,974 0.07%
JD COMMON INC F SPONSORED ADR 1 ADR REPS 2 ORD SHS    (COM) JD 487,000 8,092 0.07%
ISHARES PREFERRED INCOME SEC ETF    (COM) PFF 443,000 12,796 0.07%
BERKSHIRE HATHAWAY CLASS B    (COM) BRK/B 432,000 2,421 0.06%
PFIZER INC    (COM) PFE 429,000 13,111 0.06%
ASSERTIO HOLDINGS INC    (COM) 427,000 498,311 0.06%
PAYPAL HOLDINGS INCORPOR    (COM) PYPL 423,000 2,429 0.06%
TARGET CORP    (COM) TGT 409,000 3,407 0.06%
UNITEDHEALTH GRP INC    (COM) UNH 391,000 1,325 0.06%
EXXON MOBIL CORP    (COM) XOM 387,000 8,650 0.06%
ALIBABA GROUP HOLDING F SPONSORED ADR 1 ADR REPS 8 ORD SHS    (COM) BABA 387,000 1,795 0.06%
PHILIP MORRIS INTL    (COM) PM 378,000 5,390 0.05%
iShares MSCI Emerging Mkt Min Vol Index    (COM) EEMV 377,000 7,250 0.05%
ISHARES NATIONAL MUNI BOND ETF    (COM) MUB 358,000 3,101 0.05%
BLACKROCK ENHANCED EQUIT    (COM) BDJ 358,000 48,787 0.05%
ISHARES CORE US AGGREGATE BOND ETF    (COM) AGG 340,000 2,874 0.05%
JOHNSON & JOHNSON    (COM) JNJ 328,000 2,334 0.05%
ISHARES US TECHNOLOGY ETF    (COM) IYW 325,000 1,206 0.05%
HOME DEPOT INC    (COM) HD 323,000 1,291 0.05%
NEXTERA ENERGY INC    (COM) NEE 276,000 1,149 0.04%
CISCO SYSTEMS INC    (COM) CSCO 252,000 5,398 0.03%
M & T BANK CORP    (COM) MTB 252,000 2,428 0.03%
AUTO DATA PROCESSING    (COM) ADP 248,000 1,665 0.03%
SPDR S&P DIVIDEND ETF    (COM) SDY 246,000 2,692 0.03%
ISHARES MSCI KLD 400 SOCIAL INDX ETF    (COM) DSI 235,000 1,987 0.03%
TESLA INC    (COM) TSLA 224,000 207 0.03%
ZOETIS INC CLASS A    (Class A Shares) ZTS 222,000 1,619 0.03%
NETFLIX INC    (COM) NFLX 218,000 478 0.03%
PEPSICO INC    (COM) PEP 217,000 1,639 0.03%
JPMORGAN CHASE & CO    (COM) JPM 206,000 2,186 0.03%
WALT DISNEY CO    (COM) DIS 196,000 1,757 0.03%
ISHARES GOLD ETF    (COM) IAU 192,000 11,318 0.03%
UNITED BANKSHRS INC    (COM) UBSI 191,000 6,898 0.03%
3M CO    (COM) MMM 190,000 1,218 0.03%
MASTERCARD INC CLASS A    (COM) MA 187,000 633 0.02%
ISHARES RUSSELL 2000 ETF    (COM) IWM 185,000 1,292 0.02%
A T & T INC    (COM) T 180,000 5,965 0.02%
ISHARES SELECT DIVIDEND ETF    (COM) DVY 179,000 2,223 0.02%
SCHWAB US LARGE CAP GROWTH ETF    (COM) SCHG 170,000 1,670 0.02%
MERCK & CO. INC.    (COM) MRK 170,000 2,195 0.02%
BLACKROCK ENHCD CAPITL A    (COM) CII 167,000 11,550 0.02%
DANAHER CORP    (COM) DHR 164,000 930 0.02%
TWILIO INC CLASS A    (Class A Shares) 160,000 727 0.02%
ADOBE INC    (COM) ADBE 155,000 356 0.02%
CALAVO GROWERS INC    (COM) CVGW 151,000 2,406 0.02%
UNION PACIFIC CORP    (COM) UNP 147,000 868 0.02%
BECTON DICKINSON&CO    (COM) BDX 146,000 612 0.02%
PUB SVC ENTERPISE GP    (COM) PEG 144,000 2,930 0.02%
BOULDER GROWTH AND INCOM    (COM) BIF 138,000 14,678 0.02%
RAYTHEON TECHNOLOGIES CO    (COM) 137,000 2,228 0.02%
ISHARES CORE S&P SMALL-CAP ETF    (COM) IJR 137,000 2,006 0.02%
VANGUARD S&P 500 GROWTH ETF    (COM) VOOG 131,000 700 0.02%
SCHWAB US DIVIDEND EQUITY ETF    (COM) SCHD 131,000 2,525 0.02%
GENERAL MILLS INC    (COM) GIS 127,000 2,061 0.02%
TEREX CORP    (COM) TEX 124,000 6,631 0.01%
VANGUARD SMALL CAP GROWTH ETF    (COM) VBK 119,000 596 0.01%
NUVEEN NY AMT FREE QLT M    (COM) NRK 117,000 9,100 0.01%
TRUIST FINL CORP    (COM) 114,000 3,035 0.01%
EMERSON ELECTRIC CO    (COM) EMR 112,000 1,800 0.01%
PROLOGIS INC. REIT    (COM) PLD 110,000 1,179 0.01%
VANGUARD TOTAL STOCK MARKET ETF    (COM) VTI 108,000 692 0.01%
ISHARES 1-3 YEAR TREASRY BOND ETF    (COM) SHY 106,000 1,220 0.01%
BOOKING HOLDINGS INC    (COM) 104,000 65 0.01%
BROADCOM INC    (COM) AVGO 104,000 328 0.01%
AMERICAN EXPRESS CO    (COM) AXP 102,000 1,070 0.01%
ISHARES S&P 500 VALUE ETF    (COM) IVE 99,000 912 0.01%
TEXAS INSTRUMENTS    (COM) TXN 99,000 782 0.01%
VERIZON COMMUNICATN    (COM) VZ 99,000 1,795 0.01%
W S F S FINL CO    (COM) WSFS 98,000 3,407 0.01%
SERVICE NOW INC    (COM) NOW 94,000 233 0.01%
RESTAURANT BRANDS F    (COM) QSR 93,000 1,700 0.01%
COMCAST CORP CLASS A    (Class A Shares) CMCSA 91,000 2,337 0.01%
SL GREEN REALTY CORP REIT    (COM) SLG 88,000 1,795 0.01%
INTEL CORP    (COM) INTC 86,000 1,431 0.01%
THE COCA-COLA CO    (COM) KO 85,000 1,895 0.01%
ISHARES S&P GSCI COMMODITY INDXD ETF    (COM) GSG 84,000 8,100 0.01%
TORONTO-DOMINION BK F    (COM) TD 79,000 1,777 0.01%
FEDEX CORP    (COM) FDX 76,000 545 0.01%
INVESCO QQQ TRUST    (COM) QQQQ 76,000 306 0.01%
SCHWAB US LARGE CAP VALUE ETF    (COM) SCHV 75,000 1,498 0.01%
FIDELITY NATL INFO    (COM) FIS 74,000 551 0.01%
MONDELEZ INTL CLASS A    (Class A Shares) MDLZ 74,000 1,455 0.01%
PROCTER & GAMBLE    (COM) PG 73,000 610 0.01%
WORKDAY INC CLASS A    (Class A Shares) WDAY 73,000 388 0.01%
NVIDIA CORP    (COM) NVDA 71,000 188 0.01%
INTUITIVE SURGICAL    (COM) ISRG 71,000 124 0.01%
VERTEX PHARMACEUTICA    (COM) VRTX 71,000 244 0.01%
FORTINET INC    (COM) FTNT 69,000 501 0.01%
SPDR S&P INTERNATIONAL DIVIDEND ETF    (COM) DWX 68,000 2,057 0.01%
CATERPILLAR INC    (COM) CAT 68,000 536 0.01%
AMGEN INC.    (COM) AMGN 67,000 282 0.01%
ZIMMER BIOMET HLDGS    (COM) ZMH 67,000 565 0.01%
US FOODS HOLDING CORP    (COM) USFD 67,000 3,400 0.01%
VANGUARD LARGE CAP ETF    (COM) VV 66,000 462 0.01%
KORNIT DIGITAL LTD. F    (COM) 66,000 1,240 0.01%
INVESCO S&P 500 EQUAL WEIGHT ETF    (COM) RSP 65,000 640 0.01%
THERMO FISHER SCNTFC    (COM) TMO 64,000 178 0.01%
STERLING BANCO 6.5 PERCENT PFD PFD    (COM) 63,000 2,559 0.00%
NUVEEN AMT FREE MNCPL CR    (COM) NVG 63,000 4,105 0.00%
CHEVRON CORP    (COM) CVX 62,000 693 0.00%
S&P GLOBAL INC    (COM) SPGI 61,000 184 0.00%
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF    (COM) 60,000 300 0.00%
QUALCOMM INC    (COM) QCOM 59,000 644 0.00%
BRISTOL-MYERS SQUIBB    (COM) BMY 59,000 1,011 0.00%
ILLUMINA INC    (COM) ILMN 58,000 156 0.00%
DOLLAR TREE INC    (COM) DLTR 57,000 613 0.00%
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS    (COM) NVS 57,000 651 0.00%
ISHARES MSCI EMERGING MARKETS ETF    (COM) EEM 57,000 1,433 0.00%
VANGUARD S&P 500 ETF    (COM) VOO 57,000 200 0.00%
ISHARES EXPANDED TECH STW SCTR ETF    (COM) IGV 57,000 200 0.00%
ECOLAB INC    (COM) ECL 57,000 287 0.00%
INVESCO S&P 500 BUYWRITE ETF    (COM) PBP 56,000 3,078 0.00%
BHP GROUP LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS    (COM) BHP 55,000 1,098 0.00%
ISHARES CORE MSCI TOTL INTL STCK ETF    (COM) IXUS 55,000 1,001 0.00%
KINDER MORGAN INC    (COM) KMI 54,000 3,560 0.00%
MEDTRONIC PLC F    (COM) MDT 54,000 587 0.00%
GOLDMAN SACHS GROUP    (COM) GS 54,000 274 0.00%
VEEVA SYSTEMS INC CLASS A    (Class A Shares) VEEV 53,000 225 0.00%
AIR PROD & CHEMICALS    (COM) APD 53,000 220 0.00%
PHILLIPS 66    (COM) PSX 52,000 726 0.00%
BROOKFIELD RENEWABLE LP    (COM) BEP 51,000 1,065 0.00%
VANGUARD MID CAP GROWTH ETF    (COM) VOT 51,000 306 0.00%
ISHARES S&P SMALL CAP 600 ETF    (COM) IJS 50,000 413 0.00%
CROWN CASTLE INTL CO REIT    (COM) CCI 50,000 297 0.00%
COSTAR GROUP INC    (COM) CSGP 50,000 70 0.00%
VANGUARD SHORT TERM COR BD ETF IV    (COM) VCSH 50,000 599 0.00%
ROCHE HLDG AG F SPONSORED ADR 1 ADR RE 0.125 ORD SHS    (COM) RHHBY 49,000 1,127 0.00%
CHOICE HOTELS INTL    (COM) CHH 49,000 619 0.00%
ELECTRONIC ARTS INC    (COM) ERTS 49,000 373 0.00%
ABIOMED INC    (COM) ABMD 48,000 200 0.00%
COGNEX CORP    (COM) CGNX 48,000 805 0.00%
PAYCHEX INC    (COM) PAYX 47,000 617 0.00%
TECHNOLOGY SELECT SECTOR SPDR ETF    (COM) XLK 47,000 446 0.00%
ESSENTIAL UTILS INC    (COM) 46,000 1,080 0.00%
ISHARES RUSSELL 1000 GROWTH ETF    (COM) IWF 46,000 239 0.00%
TRAVELERS COMPANIES    (COM) TRV 45,000 398 0.00%
TRANSDIGM GROUP INC    (COM) TDG 44,000 100 0.00%
VANGUARD TOTAL INTERNATL BND ETF IV    (COM) BNDX 43,000 750 0.00%
ISHARES IBOXX INVT GRADE BOND ETF    (COM) LQD 43,000 320 0.00%
IDEXX LABS INC    (COM) IDXX 43,000 130 0.00%
NIKE INC CLASS B    (Class B Shares) NKE 41,000 415 0.00%
ANSYS INC    (COM) ANSS 41,000 140 0.00%
TJX COMPANIES INC    (COM) TJX 41,000 805 0.00%
SALESFORCE COM    (COM) CRM 41,000 221 0.00%
REPLIGEN CORP    (COM) RGEN 41,000 330 0.00%
BIO-TECHNE CORP    (COM) TECH 40,000 150 0.00%
METLIFE INC    (COM) MET 40,000 1,103 0.00%
ANALOG DEVICES INC    (COM) ADI 40,000 323 0.00%
UNITED PARCEL SRVC CLASS B    (Class B Shares) UPS 39,000 347 0.00%
AMPHENOL CORP CLASS A    (Class A Shares) APH 39,000 409 0.00%
RESMED INC    (COM) RMD 39,000 205 0.00%
AGNC INVESTM 6.875 PERCENT PFD PFD SER D    (COM) 39,000 1,791 0.00%
SPDR DOW JONES INDUSTRIAL AVRG ETF @    (COM) DIA 39,000 150 0.00%
LVMH MOET HENNESSY LOU F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS    (COM) LVMUY 37,000 423 0.00%
VANGUARD INTERMEDIATE TERM CO ETF IV    (COM) VCIT 37,000 384 0.00%
OTIS WORLDWIDE CORP    (COM) 37,000 645 0.00%
ANNALY CAPITA 6.75 PERCENT PFD PFD SER I    (COM) 37,000 1,765 0.00%
ORASURE TECHNOLOGIES    (COM) OSUR 36,000 3,090 0.00%
IBM CORP    (COM) IBM 36,000 300 0.00%
SELECT SECTOR HEALTH CARE SPDR ETF    (COM) XLV 36,000 358 0.00%
ACCENTURE PLC F CLASS A    (Class A Shares) ACN 35,000 163 0.00%
HONEYWELL INTL INC    (COM) HON 35,000 239 0.00%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-06-30: 630,898,000 SEC FILING
* Portfolios do not reflect changes after reporting
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