IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lenox Wealth Advisors, Inc.

Q4 2021 Holdings

Filed 2022-01-19 | 996 holdings | $4.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Taylor Morrison Home(TMHC)COM87724P106$2490.0%
U G I Corp(UGI)COM902681105$2390.0%
Comerica Incorporate(CMA)COM200340107$2220.0%
Marvell Technology Inc(MRVL)COMG5876H105$2220.0%
Tilray Inc(TLRYEUR)COM88688T100$22580.0%
Canadian PAC Railway FCOM13645T100$2230.0%
Weyerhaeuser Co REIT(WY)COM962166104$2420.0%
Brit Amer Tobacco F Sponsored ADR 1 ADR Reps 1 ORD SHS(BMTA)COM110448107$2640.0%
Totalenergies SE F Sponsored ADR 1 ADR Reps 1 ORD SHS(TTEN)COM89151E109$2460.0%
Western Digital Corp(WDC)COM958102105$2260.0%
TE Connectivity LTD F(TEL)COMH84989104$2140.0%
Timken Co(TKR)COM887389104$2230.0%
Invesco LTD F(IVZ)COMG491BT108$2930.0%
Willis Towers Watson P F(WTW)COMG96629103$290.0%
Unity Software Inc(U)COM91332U101$2140.0%
Pentair PLC F(PNR)COMG7S00T104$2320.0%
Terreno Realty Corp REIT(TRNO)COM88146M101$2270.0%
MC Cormick & Co Inc(MKC)COM579780206$2160.0%
Ishares US Medical Devices ETF IV(IHI)COM464288810$2360.0%
Lincoln Ntnl Co(LNC)COM534187109$2280.0%
Ishares BRD USD INV GRD Corp BD ETF(USIG)COM464288620$2410.0%
Koninklijke Philips N F Sponsored ADR 1 ADR Reps 1 ORD SHS(PHG)COM500472303$2670.0%
Ishares Msci Canada ETF(EWC)COM464286509$2620.0%
Horizon Bancorp Inc(HBNC)COM440407104$2970.0%
Plexus Corp(PLXS)COM729132100$2160.0%
Kite Realty GRP TR REIT(KRG)COM49803T300$2900.0%
Cullen Frost Bankers(CFR)COM229899109$2150.0%
J B Hunt Transport(JBHT)COM445658107$2100.0%
Juniper Networks Inc(JNP)COM48203R104$2580.0%
DTE Energy Co(DTE)COM233331107$2130.0%
Cincinnati Finl(CINF)COM172062101$2200.0%
KLA Corp(KLAC)COM482480100$240.0%
Alps Medical Breakthroughs ETF(SBIO)COM00162Q593$2380.0%
Lululemon Athletica(LULU)COM550021109$240.0%
Paratek PharmaceuticalsCOM699374302$25000.0%
Camden Property TR REIT(CPT)COM133131102$2110.0%
C N A Finl Corp(CNA)COM126117100$2390.0%
Leidos Holdings Inc(LDOS)COM525327102$2220.0%
Citizens Finl Group Inc(CFG)COM174610105$2470.0%
Allete Inc(AEBA)COM018522300$2240.0%
Penske Automotive GR(PAG)COM70959W103$2160.0%
London Stock Exchange F Sponsored ADR 1 ADR REP 0.25 ORD SHSCOM54211N101$2660.0%
HCA Healthcare Inc(HCA)COM40412C101$260.0%
D X C Technology Co 0050(DXC)COM23355L106$2570.0%
Olin Corp(OLN)COM680665205$2370.0%
Liberty Broadband Co Class C(LBRDK)COM530307305$2130.0%
Peoples Bancorp Inc(PEBO)COM709789101$2520.0%
Hartford Finl SVC GP(HIG)COM416515104$2220.0%
Boyd Gaming Corp(BYD)COM103304101$2260.0%
Hlthcare Realty TR REITCOM421946104$2680.0%
PreviousPage 6 of 20Next