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STOCK TICKER:

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

Lenox Wealth Management, Inc. INSTITUTION : Lenox Wealth Management, Inc.
Lenox Wealth Management, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-20) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
Procter & Gamble Co    (Common Stock) PG 46,170,000 419,735 15.87%
Berkshire Hathaway Inc B    (Common Stock) BRK/B 35,356,000 193,384 12.15%
iShares Floating Rate Bond ETF    (Exchange Traded Fund) FLOT 14,097,000 288,681 4.84%
iShares iBoxx $ High Yield Corporate Bd    (Exchange Traded Fund) HYG 10,435,000 135,398 3.58%
Ishares Tr Sh Tr Crport Etf    (Exchange Traded Fund) CSJ 9,544,000 182,293 3.28%
iShares MBS    (Exchange Traded Fund) MBB 8,501,000 76,981 2.92%
Novo Nordisk A/S    (Common Stock) NVO 5,764,000 94,512 1.98%
SAP SE ADR    (Common Stock) SAP 5,236,000 47,391 1.80%
Lonza Group Ltd    (Common Stock) LZAGY 4,504,000 108,736 1.54%
Grifols SA    (Common Stock) GRFS 4,497,000 223,301 1.54%
Taiwan Semiconductor Manufacturing Co Ltd    (Common Stock) TSM 4,366,000 90,566 1.50%
AIA Group Ltd    (Common Stock) AAGIY 4,257,000 118,303 1.46%
KOSE Corp    (Common Stock) 4,077,000 167,726 1.40%
iShares 1-3 Year Treasury Bond    (Exchange Traded Fund) SHY 4,059,000 46,843 1.39%
Accenture PLC A    (Common Stock) ACN 3,965,000 24,287 1.36%
Sonova Holding AG    (Common Stock) SONVY 3,474,000 96,711 1.19%
Dassault Systemes SA ADR    (Common Stock) DASTY 3,397,000 22,957 1.16%
Essilorluxottica    (Common Stock) ESLOY 3,299,000 61,582 1.13%
Vanguard Total Bond Market ETF    (Exchange Traded Fund) BND 3,284,000 38,485 1.12%
Sysmex Corp    (Common Stock) SSMXY 3,139,000 88,029 1.07%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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