13F Filings History of Lenox Wealth Advisors, LLC

Latest 13F report
Q1 2022 - 14 Apr 2022
Value $
$797,695,000
Signature - Title
Gregory Reynholds - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lenox Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lenox Wealth Advisors, LLC reported 749 stock holdings with total value $797,695,000 as of Q1 2022. Top holdings included IJH, ACWV, SPY, IEFA, and SPLG.

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Holdings Value

List of Other Managers Reporting for Lenox Wealth Advisors, LLC:

Name Holdings Value Location File Number
TCW ASSET MANAGEMENT CO LLC Los Angeles, CA 028-00787
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST Philadelphia, PA 028-05267
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
NATIXIS ADVISORS, LLC $70,397,667,000 Boston, MA 028-05788
SCHAFER CULLEN CAPITAL MANAGEMENT INC $490,554,000 New York, NY 028-04691
GW&K Investment Management, LLC $11,564,691,000 Boston, MA 028-04145
ALTA CAPITAL MANAGEMENT LLC/ $1,501,739,401 Salt Lake City, UT 028-05119
EARNEST PARTNERS LLC $23,335,462,469 Atlanta, GA 028-05269
ALLIANCEBERNSTEIN L.P. $316,671,377,103 Nashville, TN 028-10562
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
Aperio Group, LLC Sausalito, CA 028-11964
SpiderRock Advisors, LLC Wilimington, DE 028-18017
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2022 749 $797,695,000 +$29,293,693 -$12,903,714 +$16,389,979 IJH, ACWV, SPY, IEFA, SPLG 13F-HR 14 Apr 2022, 10:17
Q4 2021 951 $831,054,000 +$13,694,245 -$7,558,044 +$6,136,201 IJH, ACWV, SPY, IEFA, SPLG 13F-HR 19 Jan 2022, 09:33
Q3 2021 710 $777,281,000 +$15,136,404 -$8,490,477 +$6,645,927 IJH, ACWV, SPY, IEFA, SPLG 13F-HR 12 Oct 2021, 09:13
Q2 2021 692 $780,853,000 +$71,448,512 -$56,811,776 +$14,636,736 IJH, ACWV, SPY, IEFA, DTH 13F-HR 08 Jul 2021, 10:23
Q1 2021 675 $729,246,000 +$14,196,633 -$31,141,398 -$16,944,765 IJH, SPY, ACWV, IEFA, PUTW 13F-HR 26 Apr 2021, 08:42
Q4 2020 613 $703,055,000 +$11,312,568 -$52,407,165 -$41,094,597 IJH, SPY, ACWV, IEFA, PUTW 13F-HR 19 Jan 2021, 10:05
Q3 2020 570 $665,320,000 +$56,826,766 -$56,232,185 +$594,581 SPY, IJH, ACWV, IEFA, PUTW 13F-HR 07 Oct 2020, 11:47
Q2 2020 579 $630,864,000 +$21,290,588 -$18,274,764 +$3,015,824 SPY, IJH, ACWV, IEFA, GSLC 13F-HR 14 Jul 2020, 10:32
Q1 2020 761 $536,014,000 +$135,860,685 -$115,667,133 +$20,193,552 SPY, ACWV, IJH, IEFA, GSLC 13F-HR 03 Apr 2020, 15:05
Q4 2019 719 $642,824,000 +$20,078,125 -$13,529,431 +$6,548,694 SPY, ACWV, EFA, IJH, GSLC 13F-HR 06 Jan 2020, 10:12
Q3 2019 615 $600,104,000 +$34,466,996 -$9,028,027 +$25,438,969 SPY, ACWV, EFA, IJH, GSLC 13F-HR 02 Oct 2019, 16:31
Q2 2019 401 $572,933,000 +$68,103,502 -$40,191,444 +$27,912,058 SPY, ACWV, EFA, IJH, GSLC 13F-HR 12 Jul 2019, 10:10
Q1 2019 601 $532,833,000 +$18,123,776 -$5,580,258 +$12,543,518 SPY, EFA, ACWV, IJH, GSLC 13F-HR 09 Apr 2019, 17:22
Q4 2018 364 $470,886,000 +$142,455,294 -$90,231,663 +$52,223,631 SPY, EFA, ACWV, IJH, GSLC 13F-HR 09 Jan 2019, 09:33
Q3 2018 401 $492,394,000 +$29,022,880 -$6,638,651 +$22,384,229 SPY, EFA, IJH, IEFA, PDBC 13F-HR 09 Oct 2018, 09:35
Q2 2018 537 $452,700,000 +$35,252,857 -$13,413,349 +$21,839,508 SPY, EFA, IJH, IEFA, PDBC 13F-HR 16 Jul 2018, 16:38
Q1 2018 542 $428,849,000 +$121,816,065 -$45,727,514 +$76,088,551 SPY, EFA, IJH, IEFA, PDBC 13F-HR 13 Apr 2018, 11:11
Q4 2017 377 $357,306,000 +$33,828,846 -$16,655,095 +$17,173,751 SPY, EFA, IJH, DBEF, GSLC 13F-HR 29 Jan 2018, 12:59
Q3 2017 231 $324,414,000 +$9,478,004 -$1,909,870 +$7,568,134 SPY, DBEF, EFA, IJH, GSLC 13F-HR 04 Oct 2017, 16:49
Q2 2017 98 $305,463,000 +$5,763,963 -$37,370,592 -$31,606,629 SPY, DBEF, EFA, IJH, GSLC 13F-HR 10 Jul 2017, 12:52
Q1 2017 86 $328,459,000 +$6,699,811 -$5,658,085 +$1,041,726 SPY, DBEF, EFA, IJH, PBP 13F-HR 07 Apr 2017, 15:19
Q4 2016 106 $310,427,000 +$17,622,342 -$55,439,547 -$37,817,205 SPY, DBEF, IJH, EFA, PBP 13F-HR 09 Jan 2017, 13:55
Q3 2016 202 $338,586,000 +$4,888,303 -$20,446,767 -$15,558,464 SPY, DBEF, EFA, IJH, PBP 13F-HR 05 Oct 2016, 14:42
Q2 2016 201 $340,018,000 +$26,069,663 -$20,147,831 +$5,921,832 SPY, DBEF, EFA, IJH, PBP 13F-HR 11 Jul 2016, 16:04
Q1 2016 246 $333,806,000 +$28,020,329 -$4,225,484 +$23,794,845 SPY, DBEF, EFA, IJH, PBP 13F-HR 11 Apr 2016, 12:12
Q4 2015 494 $314,256,000 +$44,290,674 -$22,444,507 +$21,846,167 DBEF, SPY, EFA, IJH, PBP 13F-HR 08 Jan 2016, 17:19
Q3 2015 401 $282,683,000 +$72,179,698 -$885,632 +$71,294,066 DBEF, SPY, EFA, IJH, SEA 13F-HR 13 Oct 2015, 14:28
Q2 2015 294 $233,555,000 +$16,159,943 -$23,545,885 -$7,385,942 SPY, DBEF, IJH, EFA, SEA 13F-HR 09 Jul 2015, 09:39
Q1 2015 323 $248,008,000 +$12,980,609 -$18,367,776 -$5,387,167 DBEF, SPY, IJH, SEA, EFA 13F-HR 15 Apr 2015, 09:44
Q4 2014 323 $239,998,000 +$68,482,396 -$54,706,588 +$13,775,808 SPY, DBEF, IJH, SEA, EFA 13F-HR 17 Feb 2015, 16:57
Q3 2014 280 $225,812,000 +$14,932,209 -$3,964,929 +$10,967,280 SPY, IJH, IEFA, DBEF, SEA 13F-HR 02 Oct 2014, 14:53
Q2 2014 182 $221,516,000 +$75,119,813 -$51,153,429 +$23,966,384 SPY, IJH, IEFA, DBEF, SEA 13F-HR 10 Jul 2014, 09:12
Q1 2014 191 $170,644,000 +$65,323,843 -$32,190,424 +$33,133,419 SPY, SCZ, IJH, SEA, IWD 13F-HR 03 Apr 2014, 10:16
Q4 2013 376 $142,430,000 $0 $0 $0 SPY, IJH, DBEF, SCZ, IWD 13F-HR 21 Jan 2014, 13:04