Lenox Wealth Advisors 13F annual report
Lenox Wealth Advisors is an investment fund managing more than $798 million ran by Gregory Reynholds. There are currently 793 companies in Mr. Reynholds’s portfolio. The largest investments include Ishares Core S&p Mid Cap Etf and Ishares Msci Global Min Vol Fct Etf, together worth $230 million.
$798 million Assets Under Management (AUM)
As of 7th April 2022, Lenox Wealth Advisors’s top holding is 476,940 shares of Ishares Core S&p Mid Cap Etf currently worth over $124 million and making up 15.6% of the portfolio value.
In addition, the fund holds 982,560 shares of Ishares Msci Global Min Vol Fct Etf worth $105 million.
The third-largest holding is Spdr S&p 500 Etf worth $94.5 million and the next is Ishares Core Msci Eafe Etf worth $55.3 million, with 804,026 shares owned.
Currently, Lenox Wealth Advisors's portfolio is worth at least $798 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lenox Wealth Advisors
The Lenox Wealth Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Gregory Reynholds serves as the Chief Compliance Officer at Lenox Wealth Advisors.
Recent trades
In the most recent 13F filing, Lenox Wealth Advisors revealed that it had opened a new position in
Eaton Vance Municipal Bn and bought 152,327 shares worth $1.71 million.
The investment fund also strengthened its position in Ishares Msci Global Min Vol Fct Etf by buying
11,542 additional shares.
This makes their stake in Ishares Msci Global Min Vol Fct Etf total 982,560 shares worth $105 million.
On the other hand, there are companies that Lenox Wealth Advisors is getting rid of from its portfolio.
Lenox Wealth Advisors closed its position in Ishares S&p 500 Value Etf on 14th April 2022.
It sold the previously owned 862 shares for $135 thousand.
Gregory Reynholds also disclosed a decreased stake in Ishares Core S&p Mid Cap Etf by approximately 0.1%.
This leaves the value of the investment at $124 million and 476,940 shares.
One of the average hedge funds
The two most similar investment funds to Lenox Wealth Advisors are Golden Gate Private Equity, Inc and Weatherbie Capital. They manage $798 million and $797 million respectively.
Gregory Reynholds investment strategy
Lenox Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 2.2% of
the total portfolio value.
The fund focuses on investments in the United States as
39.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
32% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $93.6 billion.
The complete list of Lenox Wealth Advisors trades based on 13F SEC filings
These positions were updated on April 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Ishares Core S&p Mid Cap Etf |
0.04%
476,940
|
$124,477,000 | 15.60% |
Ishares Msci Global Min Vol Fct Etf |
1.19%
982,560
|
$105,134,000 | 13.18% |
Spdr S&p 500 Etf |
3.85%
211,176
|
$94,516,000 | 11.85% |
Ishares Core Msci Eafe Etf |
0.78%
804,026
|
$55,277,000 | 6.93% |
Spdr Portfolio S&p 500 Etf |
6.39%
844,785
|
$44,469,000 | 5.57% |
Proshares S&p 500 Div Aristocrat Etf |
1.95%
438,219
|
$42,354,000 | 5.31% |
Wisdomtree International Hgh Div Etf |
1.30%
1,046,722
|
$41,883,000 | 5.25% |
Ishares Msci Eafe Etf |
9.23%
486,213
|
$35,440,000 | 4.44% |
Jpmorgan Diversified Return Internat |
1.91%
565,407
|
$31,770,000 | 3.98% |
Vanguard Total World Stock Etf |
3.17%
313,369
|
$31,384,000 | 3.93% |
Flexshares Intl Qty Div Index Etf |
11.19%
1,005,468
|
$24,071,000 | 3.02% |
Schwab Us Large Cap Etf |
89.39%
317,645
|
$16,911,000 | 2.12% |
Flexshares Qual Div Etf |
0.37%
197,538
|
$11,678,000 | 1.46% |
Spdr Portfolio S&p 400 Mid Cap Etf |
4.19%
231,058
|
$10,592,000 | 1.33% |
Apple Inc |
2.44%
52,902
|
$8,998,000 | 1.13% |
Goldman Sachs Actvbeta Us Lrg Etf |
1.55%
77,357
|
$6,838,000 | 0.86% |
Amazon.com Inc. |
1.79%
1,536
|
$4,745,000 | 0.59% |
Microsoft Corporation |
16.26%
14,660
|
$4,354,000 | 0.55% |
Vanguard Short Inflation Prot Etf Iv |
0.04%
74,784
|
$3,779,000 | 0.47% |
Spdr Nuven Blm Sht Tm Mpl Bnd Etf |
0.76%
74,128
|
$3,491,000 | 0.44% |
Vanguard High Dividend Yield Etf |
No change
30,379
|
$3,445,000 | 0.43% |
Spdr S&p Kensho New Economies Compos |
47.09%
56,558
|
$2,813,000 | 0.35% |
Schwab Us Dividend Equity Etf |
No change
32,606
|
$2,591,000 | 0.32% |
Spdr S&p 500 High Dividend Etf |
No change
58,000
|
$2,576,000 | 0.32% |
Alphabet Inc |
1.09%
924
|
$2,463,000 | 0.31% |
Spdr S&p Global Dividend Etf |
No change
35,000
|
$2,372,000 | 0.30% |
Tesla Inc |
4.28%
2,219
|
$2,276,000 | 0.29% |
Oa Shs U S Small Cap Qlty Div Etf |
No change
64,000
|
$2,207,000 | 0.28% |
Vanguard Real Estate Etf |
0.51%
18,634
|
$2,046,000 | 0.26% |
Ishares Core High Dividend Etf |
No change
16,200
|
$1,773,000 | 0.22% |
Eaton Vance Municipal Bn |
Opened
152,327
|
$1,712,000 | 0.21% |
Invesco S P Ultra Dividend Rev Etf |
No change
38,000
|
$1,699,000 | 0.21% |
Wisdomtree Us Midcap Dividend Etf |
1.98%
38,600
|
$1,693,000 | 0.21% |
Ishares Emerging Markets Div Etf |
No change
48,650
|
$1,623,000 | 0.20% |
iShares MSCI EAFE Small-Cap ETF |
0.09%
23,874
|
$1,557,000 | 0.20% |
Alerian Mlp Etf |
12.65%
39,767
|
$1,550,000 | 0.19% |
Vanguard Ftse Developed Markets Etf |
47.99%
31,736
|
$1,507,000 | 0.19% |
Alphabet Inc |
0.74%
548
|
$1,469,000 | 0.18% |
Jpmorgan U.s. Dividend Etf |
No change
39,000
|
$1,369,000 | 0.17% |
Ishares Russell 1000 Value Etf |
0.25%
7,731
|
$1,291,000 | 0.16% |
Ishares Russell 2000 Etf |
No change
6,203
|
$1,227,000 | 0.15% |
Spdr S&p Midcap 400 Etf |
8.10%
2,508
|
$1,196,000 | 0.15% |
Berkshire Hathaway Inc. |
8.12%
3,384
|
$1,195,000 | 0.15% |
Chevron Corp. |
30.37%
6,259
|
$1,064,000 | 0.13% |
Vanguard Ftse Emerging Markets Etf |
63.38%
22,691
|
$1,049,000 | 0.13% |
Pfizer Inc. |
6.69%
18,767
|
$1,035,000 | 0.13% |
NextEra Energy Inc |
16.93%
11,347
|
$977,000 | 0.12% |
iShares Select Dividend ETF |
2.65%
7,408
|
$955,000 | 0.12% |
Visa Inc |
0.98%
4,342
|
$942,000 | 0.12% |
Jones Lang Lasalle Inc. |
47.97%
4,124
|
$908,000 | 0.11% |
Msci Eafe Hedged Equity |
No change
23,000
|
$867,000 | 0.11% |
Charter Communicatn Class A |
0.33%
1,531
|
$854,000 | 0.11% |
Exxon Mobil Corp. |
0.78%
9,380
|
$815,000 | 0.10% |
Costco Wholesale Corp |
0.68%
1,316
|
$790,000 | 0.10% |
Global X Superdividend Etf |
No change
67,500
|
$778,000 | 0.10% |
Ishares Core S&p 500 Etf |
30.84%
1,714
|
$770,000 | 0.10% |
Ishares Msci Kld 400 Social Indx Etf |
13.10%
8,971
|
$763,000 | 0.10% |
Ca Water Service Grp |
Opened
13,000
|
$763,000 | 0.10% |
Unitedhealth Grp Inc |
2.06%
1,380
|
$753,000 | 0.09% |
Vanguard Growth Etf |
11.31%
2,392
|
$667,000 | 0.08% |
Meta Platforms Inc |
20.90%
2,675
|
$595,000 | 0.07% |
Johnson & Johnson |
No change
3,171
|
$577,000 | 0.07% |
Home Depot, Inc. |
59.48%
1,783
|
$555,000 | 0.07% |
Spdr S&p Dividend Etf |
0.02%
4,009
|
$521,000 | 0.07% |
Walmart Inc |
8.24%
3,284
|
$517,000 | 0.06% |
Ishares Preferred Income Sec Etf |
No change
14,096
|
$499,000 | 0.06% |
Nuveen Ny Amt Free Qlt M |
17.68%
42,361
|
$496,000 | 0.06% |
Blackrock Enhanced Equit |
No change
48,787
|
$479,000 | 0.06% |
Wells Fargo & Co. |
2,873.58%
9,456
|
$461,000 | 0.06% |
Ishares Msci Emerging Mkt Min Vol Index |
No change
7,250
|
$442,000 | 0.06% |
Jd Com Inc F Sponsored Adr 1 Adr Reps 2 Ord Shs |
No change
7,487
|
$423,000 | 0.05% |
Pepsico Inc |
58.95%
2,432
|
$421,000 | 0.05% |
Ishares Us Technology Etf |
No change
4,274
|
$420,000 | 0.05% |
JPMorgan Chase & Co. |
0.38%
2,897
|
$387,000 | 0.05% |
Applied Materials Inc. |
5.44%
3,142
|
$377,000 | 0.05% |
Philip Morris Intl |
0.19%
3,757
|
$376,000 | 0.05% |
Invsc Qqq Trust Srs 1 Etf |
5.45%
1,076
|
$376,000 | 0.05% |
Spdr Nuveen Blombg Mnpl Bnd Etf |
1,759.08%
7,678
|
$364,000 | 0.05% |
Ishares National Muni Bond Etf |
0.40%
3,223
|
$350,000 | 0.04% |
Invesco S&p 500 Equal Weight Etf |
0.97%
2,189
|
$343,000 | 0.04% |
Target Corp |
0.35%
1,453
|
$339,000 | 0.04% |
Grayscale Bitcoin Tr Btc |
44.53%
11,035
|
$329,000 | 0.04% |
Coca-Cola Co |
57.76%
5,072
|
$324,000 | 0.04% |
Vanguard Total Stock Market Etf |
No change
1,430
|
$321,000 | 0.04% |
Auto Data Processing |
0.31%
1,298
|
$309,000 | 0.04% |
Zoetis Inc |
0.60%
1,512
|
$303,000 | 0.04% |
Verizon Communicatn |
48.32%
5,488
|
$294,000 | 0.04% |
Ishares Russell 1000 Etf |
110.22%
1,152
|
$285,000 | 0.04% |
Nuveen New York Municipa |
No change
31,000
|
$283,000 | 0.04% |
Cisco Systems, Inc. |
0.54%
5,173
|
$281,000 | 0.04% |
Full House Resorts, Inc. |
No change
30,000
|
$280,000 | 0.04% |
Schwab International Equity Etf |
6.33%
7,527
|
$273,000 | 0.03% |
Paypal Holdings Incorpor |
0.33%
2,455
|
$273,000 | 0.03% |
Oak Str Health Inc |
No change
10,000
|
$254,000 | 0.03% |
Pub Svc Enterpise Gp |
0.12%
3,419
|
$246,000 | 0.03% |
Mastercard Inc Class A |
1.32%
690
|
$243,000 | 0.03% |
Schwab Us Large Cap Growth Etf |
100.00%
3,340
|
$243,000 | 0.03% |
Blackrock Enhcd Capitl A |
No change
11,550
|
$238,000 | 0.03% |
Abbvie Inc |
5.33%
1,344
|
$235,000 | 0.03% |
Ishares Gold Etf |
1.99%
6,306
|
$233,000 | 0.03% |
United Bankshrs Inc |
No change
6,898
|
$232,000 | 0.03% |
iShares MBS ETF |
0.43%
2,320
|
$231,000 | 0.03% |
Union Pacific Corp. |
0.43%
944
|
$228,000 | 0.03% |
Procter & Gamble Co. |
1.05%
1,419
|
$227,000 | 0.03% |
Vanguard Ftse All World Ex Us Etf |
No change
3,931
|
$225,000 | 0.03% |
The Southern Co. |
7.72%
2,905
|
$222,000 | 0.03% |
Ishares Core S&p Small Cap Etf |
4.64%
2,099
|
$219,000 | 0.03% |
NVIDIA Corp |
5.34%
947
|
$219,000 | 0.03% |
Ishares Core Us Aggregate Bond Etf |
0.34%
2,049
|
$215,000 | 0.03% |
Bristol-Myers Squibb Co. |
8.81%
2,764
|
$215,000 | 0.03% |
Srh Total Return Cf |
7.04%
14,678
|
$214,000 | 0.03% |
Lilly Eli & Co |
4.99%
647
|
$202,000 | 0.03% |
Broadcom Inc |
4.27%
336
|
$197,000 | 0.02% |
Wsdmtre Cboe S P 500 Putwrt Strg Etf |
16.25%
5,549
|
$195,000 | 0.02% |
Vanguard S&p 500 Growth Etf |
No change
700
|
$188,000 | 0.02% |
M & T Bank Corp |
No change
1,139
|
$186,000 | 0.02% |
Walt Disney Co (The) |
198.50%
1,394
|
$184,000 | 0.02% |
Danaher Corp. |
1.15%
601
|
$180,000 | 0.02% |
Intuitive Surgical Inc |
3.21%
604
|
$175,000 | 0.02% |
Service Now Inc |
1.21%
334
|
$172,000 | 0.02% |
Raytheon Technologies Corporation |
0.35%
1,692
|
$170,000 | 0.02% |
Vanguard Mid Cap Growth Etf |
155.23%
781
|
$170,000 | 0.02% |
Prologis Inc. Reit |
0.61%
987
|
$166,000 | 0.02% |
American Express Co. |
0.56%
899
|
$165,000 | 0.02% |
Merck & Co Inc |
5.78%
1,858
|
$163,000 | 0.02% |
Amern Tower Corp Reit |
7.08%
591
|
$157,000 | 0.02% |
General Mills, Inc. |
0.27%
2,181
|
$153,000 | 0.02% |
Morgan Stanley |
11.93%
1,792
|
$151,000 | 0.02% |
SL Green Realty Corp. |
1.07%
1,976
|
$148,000 | 0.02% |
W S F S Finl Co |
0.26%
3,475
|
$145,000 | 0.02% |
United Parcel Srvc Class B |
1.07%
755
|
$144,000 | 0.02% |
Vanguard Small Cap Growth Etf |
No change
596
|
$143,000 | 0.02% |
Becton Dickinson&co |
1.52%
519
|
$143,000 | 0.02% |
Adobe Inc |
2.79%
314
|
$140,000 | 0.02% |
CVS Health Corp |
1.25%
1,301
|
$139,000 | 0.02% |
Ishares Russell Mid Cap Etf |
1,700.00%
1,800
|
$139,000 | 0.02% |
Sempra |
27,066.67%
815
|
$138,000 | 0.02% |
Kimberly-Clark Corp. |
80.69%
1,095
|
$138,000 | 0.02% |
Ishares S&p 500 Value Etf |
Closed
862
|
$135,000 | |
Schwab Us Small Cap Etf |
65.24%
2,938
|
$134,000 | 0.02% |
Goldman Sachs Group, Inc. |
5.30%
417
|
$134,000 | 0.02% |
Alibaba Group Hldg Ltd F Sponsored Adr 1 Adr Reps 8 Ord Shs |
1.08%
1,286
|
$133,000 | 0.02% |
Taiwan Semiconductr F Sponsored Adr 1 Adr Reps 5 Ord Shs |
13.82%
1,335
|
$133,000 | 0.02% |
Nutrien Ltd F |
No change
1,230
|
$130,000 | 0.02% |
Waste Management, Inc. |
5.22%
786
|
$130,000 | 0.02% |
Comcast Corp Class A |
8.37%
2,650
|
$126,000 | 0.02% |
Ares Management Corp |
No change
1,528
|
$123,000 | 0.02% |
Spdr Portfolio Developed World Ex-us |
33.72%
3,569
|
$121,000 | 0.02% |
Travelers Companies Inc. |
2.53%
648
|
$120,000 | 0.02% |
Ishares Russell Mid Cap Value Etf |
Opened
1,000
|
$119,000 | 0.01% |
iShares Global Clean Energy ETF |
0.07%
5,532
|
$117,000 | 0.01% |
Booking Holdings Inc |
1.92%
53
|
$115,000 | 0.01% |
Advanced Micro Devic |
173.38%
1,140
|
$115,000 | 0.01% |
Abbott Laboratories |
28.30%
922
|
$114,000 | 0.01% |
A T & T Inc Trades With Due Bills |
9.37%
4,726
|
$114,000 | 0.01% |
Qualcomm, Inc. |
6.56%
829
|
$113,000 | 0.01% |
Vanguard S&p Mid Cap 400 Etf |
0.32%
634
|
$112,000 | 0.01% |
3M Co. |
1.59%
741
|
$111,000 | 0.01% |
Boeing Co. |
288.89%
630
|
$110,000 | 0.01% |
Vertex Pharmaceutica |
11.54%
391
|
$110,000 | 0.01% |
Twilio Inc |
0.66%
749
|
$110,000 | 0.01% |
Eaton Vance New York Mun |
No change
10,650
|
$108,000 | 0.01% |
Allstate Corp (The) |
36.69%
760
|
$108,000 | 0.01% |
Tile Shop Holdings, Inc. |
Closed
15,000
|
$107,000 | |
Vanguard S&p 500 Etf |
No change
260
|
$107,000 | 0.01% |
Shell Plc F Unsponsored Adr 1 Adr Reps 2 Ord Shs |
Opened
1,915
|
$107,000 | 0.01% |
NetFlix Inc |
18.33%
297
|
$106,000 | 0.01% |
Vanguard Large Cap Etf |
No change
511
|
$105,000 | 0.01% |
Accenture Plc F Class A |
0.98%
308
|
$104,000 | 0.01% |
Fortinet Inc |
2.81%
311
|
$104,000 | 0.01% |
Mcdonalds Corp |
0.49%
413
|
$104,000 | 0.01% |
Yum Brands Inc. |
123.22%
846
|
$101,000 | 0.01% |
Emerson Electric Co. |
1.32%
1,072
|
$101,000 | 0.01% |
Vanguard Russell 1000 Value Etf |
49.80%
1,371
|
$100,000 | 0.01% |
Lockheed Martin Corp. |
21.05%
210
|
$97,000 | 0.01% |
Metlife Inc |
No change
1,356
|
$96,000 | 0.01% |
Vanguard Small Cap Value Etf |
213.07%
551
|
$95,000 | 0.01% |
Generac Holdings Inc |
No change
325
|
$93,000 | 0.01% |
Paychex Inc. |
4.96%
656
|
$91,000 | 0.01% |
Monroe Capital Corp |
5.52%
8,604
|
$91,000 | 0.01% |
Kornit Digital Ltd. F |
No change
1,240
|
$90,000 | 0.01% |
Dollar Tree Inc |
8.39%
546
|
$89,000 | 0.01% |
Calavo Growers, Inc |
No change
2,406
|
$89,000 | 0.01% |
Bank Of America Corp. |
7.85%
2,230
|
$88,000 | 0.01% |
Lowes Companies Inc |
1.63%
422
|
$87,000 | 0.01% |
Xilinx, Inc. |
Closed
406
|
$86,000 | |
Intel Corp. |
25.43%
1,818
|
$85,000 | 0.01% |
Restaurant Brands F |
No change
1,400
|
$83,000 | 0.01% |
Royal Dutch Shell F Sponsored Adr 1 Adr Reps 2 Ord Shs |
Closed
1,915
|
$83,000 | |
Bhp Group Ltd F Sponsored Adr 1 Adr Reps 2 Ord Shs |
No change
1,039
|
$81,000 | 0.01% |
Vanguard Information Technology Etf |
60.00%
200
|
$80,000 | 0.01% |
Ameriprise Finl |
1.45%
272
|
$80,000 | 0.01% |
Nestle S A F Sponsored Adr 1 Adr Reps 1 Ord Shs |
5.39%
597
|
$79,000 | 0.01% |
Blackrock Muniassets Cf |
61.07%
6,372
|
$79,000 | 0.01% |
Mondelez Intl Class A |
2.37%
1,251
|
$79,000 | 0.01% |
Northrop Grumman Corp. |
9.78%
166
|
$77,000 | 0.01% |
Duke Energy Corp. |
0.30%
663
|
$76,000 | 0.01% |
Vanguard S&p 500 Value Etf |
Opened
500
|
$76,000 | 0.01% |
Blackrock Inc. |
55.38%
101
|
$75,000 | 0.01% |
Popular Inc F |
No change
928
|
$74,000 | 0.01% |
Discover Finl S |
0.76%
662
|
$74,000 | 0.01% |
Altria Group Inc. |
17.57%
1,375
|
$74,000 | 0.01% |
Select Str Financial Select Spdr Etf |
32.44%
1,910
|
$72,000 | 0.01% |
Kinder Morgan Inc |
1.03%
3,621
|
$71,000 | 0.01% |
Blackrock Muniholdings N |
No change
5,695
|
$71,000 | 0.01% |
Idexx Labs Inc |
No change
130
|
$71,000 | 0.01% |
Ishares Msci Emerging Markets Etf |
20.95%
1,589
|
$71,000 | 0.01% |
PPG Industries, Inc. |
3.94%
528
|
$70,000 | 0.01% |
Consolidated Edison, Inc. |
2.00%
714
|
$70,000 | 0.01% |
Ibm Corp |
1.85%
550
|
$70,000 | 0.01% |
Toronto Dominion Bank F |
No change
895
|
$69,000 | 0.01% |
Blackstone Inc |
3.42%
593
|
$68,000 | 0.01% |
Vanguard Esg U.s. Stock Etf |
0.12%
854
|
$68,000 | 0.01% |
Schwab Us Tips Etf |
Closed
1,087
|
$68,000 | |
Moneylion Inc |
No change
31,300
|
$67,000 | 0.01% |
Texas Instruments Inc. |
3.05%
382
|
$67,000 | 0.01% |
AMGEN Inc. |
27.84%
267
|
$67,000 | 0.01% |
Transdigm Group Incorporated |
No change
103
|
$66,000 | 0.01% |
Chubb Ltd F |
2.01%
305
|
$66,000 | 0.01% |
Charles Schwab Corp. |
5.68%
814
|
$66,000 | 0.01% |
Nike, Inc. |
1.99%
512
|
$66,000 | 0.01% |
Workday Inc Class A |
2.37%
288
|
$66,000 | 0.01% |
L3harris Technologies In |
0.77%
257
|
$66,000 | 0.01% |
Bio-Techne Corp |
No change
150
|
$65,000 | 0.01% |
Abrdn Physical Prec Mtl Bskt Shs Etf |
No change
668
|
$65,000 | 0.01% |
Brookfield Renewable Lp |
No change
1,597
|
$64,000 | 0.01% |
Essential Utils Inc |
10.75%
1,236
|
$64,000 | 0.01% |
Crown Castle Intl Co Reit |
4.73%
322
|
$64,000 | 0.01% |
Vanguard Total International Stk Etf |
Closed
1,005
|
$64,000 | |
Thermo Fisher Scntfc |
1.92%
102
|
$62,000 | 0.01% |
Ansys Inc. |
5.13%
205
|
$62,000 | 0.01% |
Cognex Corp. |
No change
805
|
$61,000 | 0.01% |
Lp |
Closed
1,125
|
$61,000 | |
Ishares Genomics Immunology And Heal |
No change
1,760
|
$61,000 | 0.01% |
Newmark Group Inc |
No change
4,444
|
$60,000 | 0.01% |
Roche Hldg Ag F Sponsored Adr 1 Adr Re 0.125 Ord Shs |
No change
1,127
|
$60,000 | 0.01% |
Coupang, Inc. |
No change
3,370
|
$60,000 | 0.01% |
Ishares Tips Bond Etf |
208.86%
488
|
$59,000 | 0.01% |
Ishares Esg Aware Msci Usa Etf Iv |
Opened
585
|
$59,000 | 0.01% |
S&P Global Inc |
111.76%
144
|
$59,000 | 0.01% |
1847 Goedeker Inc |
Closed
24,000
|
$58,000 | |
Apollo Global Management Inc |
No change
1,000
|
$58,000 | 0.01% |
Lvmh Moet Hennessy Lou F Sponsored Adr 1 Adr Reps 0.2 Ord Shs |
No change
423
|
$58,000 | 0.01% |
Technology Select Sector Spdr Etf |
Opened
375
|
$57,000 | 0.01% |
Repligen Corp. |
No change
330
|
$56,000 | 0.01% |
Bp Plc F Sponsored Adr 1 Adr Reps 6 Ord Shs |
No change
1,780
|
$54,000 | 0.01% |
Conocophillips |
7.05%
516
|
$53,000 | 0.01% |
ProShares Bitcoin Strategy ETF |
73.04%
1,990
|
$53,000 | 0.01% |
US Foods Holding Corp |
No change
1,500
|
$53,000 | 0.01% |
Regeneron Pharms Inc |
4.00%
72
|
$53,000 | 0.01% |
Spdr Index Shares Emerg Markt Etf |
69.11%
1,341
|
$52,000 | 0.01% |
Resmed Inc. |
3.72%
207
|
$52,000 | 0.01% |
Phillips 66 |
20.74%
619
|
$52,000 | 0.01% |
American Water Works Co. Inc. |
10.47%
306
|
$52,000 | 0.01% |
Vanguard Consumer Discretionary Etf |
No change
172
|
$51,000 | 0.01% |
Ishares Msci Usa Esg Select Etf |
No change
538
|
$51,000 | 0.01% |
Moelis & Co |
No change
1,149
|
$51,000 | 0.01% |
Invesco Ftse Rafi Us 1000 Etf |
No change
291
|
$50,000 | 0.01% |
Vanguard Extended Market Etf |
No change
304
|
$49,000 | 0.01% |
W E C Energy Group Inc |
No change
465
|
$49,000 | 0.01% |
Electronic Arts, Inc. |
0.50%
399
|
$49,000 | 0.01% |
Proshares Ultra S&p 500 Etf |
Closed
332
|
$49,000 | |
ON Semiconductor Corp. |
No change
934
|
$49,000 | 0.01% |
Valero Energy Corp. |
2.65%
465
|
$48,000 | 0.01% |
Annaly Capita 6.75 Percent Pfd Pfd Ser I |
Closed
1,765
|
$47,000 | |
Partners Group Ag Ordf |
No change
38
|
$46,000 | 0.01% |
Agnc Investm 6.875 Percent Pfd Pfd Ser D |
Closed
1,791
|
$46,000 | |
Factset Research Sys |
No change
105
|
$46,000 | 0.01% |
Bloom Energy Corp |
No change
2,000
|
$45,000 | 0.01% |
Costar Group, Inc. |
No change
700
|
$44,000 | 0.01% |
Ares Capital Corp |
No change
2,024
|
$43,000 | 0.01% |
Select Sector Health Care Spdr Etf |
20.00%
300
|
$43,000 | 0.01% |
Interntnl Paper |
No change
899
|
$42,000 | 0.01% |
Edwards Lifesciences Corp |
3.33%
341
|
$42,000 | 0.01% |
DraftKings Inc. |
21,316.67%
2,570
|
$42,000 | 0.01% |
Sterling Banco 6.5 Percent Pfd Pfd |
Closed
1,559
|
$41,000 | |
Vanguard Russell 2000 Growth Etf |
Opened
230
|
$41,000 | 0.01% |
Newell Brands Inc. |
No change
1,851
|
$41,000 | 0.01% |
Illinois Tool Works, Inc. |
6.10%
200
|
$41,000 | 0.01% |
Ishares Core Msci Emerging Etf |
6.22%
739
|
$41,000 | 0.01% |
Spdr S&p International Dividend Etf |
0.10%
1,010
|
$40,000 | 0.01% |
Jpmorgan Ultra Short Income Etf |
Opened
795
|
$40,000 | 0.01% |
Vanguard Mega Cap Growth Etf |
No change
175
|
$40,000 | 0.01% |
B G C Partners Class A |
No change
10,052
|
$40,000 | 0.01% |
Energy Select Sector Spdr Etf |
30.26%
500
|
$40,000 | 0.01% |
Gaming & Leisure Ppt Reit |
No change
865
|
$40,000 | 0.01% |
Webster Finl C 6.5 Percent Pfd Pfd Ser G |
Opened
1,559
|
$39,000 | 0.00% |
Markel Corp |
Closed
32
|
$39,000 | |
Vanguard Mid Cap Etf |
No change
163
|
$38,000 | 0.00% |
Rivian Automotive, Inc. |
Opened
990
|
$38,000 | 0.00% |
Schwab Us Large Cap Value Etf |
No change
523
|
$37,000 | 0.00% |
Novartis Ag F Sponsored Adr 1 Adr Reps 1 Ord Shs |
25.48%
394
|
$37,000 | 0.00% |
Ulta Beauty Inc |
4.60%
91
|
$37,000 | 0.00% |
Manhattan Associates, Inc. |
No change
270
|
$36,000 | 0.00% |
Starbucks Corp. |
5.30%
447
|
$36,000 | 0.00% |
U.S. Bancorp. |
11.04%
694
|
$36,000 | 0.00% |
Ishares S&p Small Cap 600 Etf |
No change
361
|
$36,000 | 0.00% |
Spdr Fund Consumer Discre Select Etf |
45.95%
200
|
$36,000 | 0.00% |
Schwab Fundamental Us Large Co Etf |
Closed
607
|
$36,000 | |
Vgrd Ftse All Wrld Ex Us Sml Cap Etf |
No change
284
|
$35,000 | 0.00% |
Cf Industries Hldg |
Closed
500
|
$35,000 | |
Schneider Electric Sa F Sponsored Adr 1 Adr Reps 0.2 Ord Shs |
No change
1,105
|
$35,000 | 0.00% |
Stryker Corp. |
5.30%
125
|
$34,000 | 0.00% |
Medical Properties Reit |
No change
1,601
|
$34,000 | 0.00% |
Cion Invt Corp |
100.07%
2,757
|
$34,000 | 0.00% |
Schwab Fundamental Us Small Com Etf |
39.25%
650
|
$34,000 | 0.00% |
Lam Research Corp. |
9.09%
70
|
$34,000 | 0.00% |
Nice Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs |
No change
155
|
$34,000 | 0.00% |
Trimble Inc |
16.79%
473
|
$34,000 | 0.00% |
Veeva Systems Inc |
2.23%
175
|
$34,000 | 0.00% |
Ishares S&p Mid Cap 400 Value Etf |
No change
314
|
$33,000 | 0.00% |
CrossAmerica Partners LP |
No change
1,473
|
$33,000 | 0.00% |
Barings BDC Inc |
No change
3,180
|
$33,000 | 0.00% |
Invesco Aerospace & Defense Etf |
No change
425
|
$33,000 | 0.00% |
Hdfc Bk Ltd F Sponsored Adr 1 Adr Reps 3 Ord Shs |
7.42%
524
|
$33,000 | 0.00% |
Palantir Technologies In Class A |
2.02%
2,575
|
$33,000 | 0.00% |
Medtronic Plc F |
72.99%
296
|
$33,000 | 0.00% |
Vanguard Muni Bnd Tax Exempt Etf |
25.18%
639
|
$33,000 | 0.00% |
KeyCorp |
1.46%
1,534
|
$32,000 | 0.00% |
Amphenol Corp. |
3.10%
438
|
$32,000 | 0.00% |
Ishares Dow Jones Us Etf |
Opened
288
|
$32,000 | 0.00% |
Paycom Software Inc |
2.91%
100
|
$32,000 | 0.00% |
Fidelity Natl Info |
2.92%
317
|
$32,000 | 0.00% |
Aflac Inc. |
No change
483
|
$32,000 | 0.00% |
Colgate-Palmolive Co. |
2.20%
400
|
$32,000 | 0.00% |
Invsc Dwa Momentum Etf |
No change
400
|
$32,000 | 0.00% |
Techtronic Inds Ltd F Sponsored Adr 1 Adr Reps 5 Ord Shs |
No change
444
|
$32,000 | 0.00% |
TJX Companies, Inc. |
7.75%
524
|
$32,000 | 0.00% |
Vanguard Total Internatl Bnd Etf Iv |
No change
602
|
$31,000 | 0.00% |
Invs Bldrs Emerging Markt 50 Adr Etf |
Opened
709
|
$31,000 | 0.00% |
Vanguard Short-term Bond Etf |
No change
400
|
$31,000 | 0.00% |
Enbridge Inc F |
9.05%
653
|
$31,000 | 0.00% |
Compass Pathways Adr F Unsponsored Adr 1 Adr Reps 1 Ord Shs |
Opened
2,500
|
$31,000 | 0.00% |
Republic Services, Inc. |
14.50%
229
|
$31,000 | 0.00% |
Sixth Street Specialty L |
No change
1,335
|
$31,000 | 0.00% |
Vanguard Dividend Appreciation Etf |
No change
193
|
$31,000 | 0.00% |
Defiance Next Gen Altered Expr Etf |
Opened
3,800
|
$30,000 | 0.00% |
Equinix Inc Reit |
11.43%
39
|
$30,000 | 0.00% |
Aia Group Ltd F Sponsored Adr 1 Adr Reps 4 Ord Shs |
16.71%
708
|
$30,000 | 0.00% |
Altice U S A Inc Class A |
1.38%
2,500
|
$30,000 | 0.00% |
Archer-daniels-midln |
No change
300
|
$29,000 | 0.00% |
Ishares Us Healthcare Pro Etf |
No change
100
|
$29,000 | 0.00% |
Ford Motor Co. |
19.69%
1,913
|
$29,000 | 0.00% |
C M S Energy Corp |
6.07%
402
|
$29,000 | 0.00% |
Ishares Msci Eafe Value Etf |
Opened
560
|
$28,000 | 0.00% |
Stanley Black & Deck |
No change
200
|
$28,000 | 0.00% |
Affimed Nv F |
Closed
5,000
|
$28,000 | |
Bank Nova Scotia F |
No change
400
|
$28,000 | 0.00% |
Ishares Russell 1000 Growth Etf |
112.24%
104
|
$28,000 | 0.00% |
Graftech Internation |
No change
3,000
|
$28,000 | 0.00% |
Hershey Company |
No change
125
|
$28,000 | 0.00% |
Schwab Funda Emg Mkts Large Com Etf |
Closed
883
|
$27,000 | |
Ishares Msci Jpn Idx Fd |
No change
443
|
$27,000 | 0.00% |
Albemarle Corp. |
No change
126
|
$27,000 | 0.00% |
Ishares Core S&p Us Value Etf |
No change
356
|
$27,000 | 0.00% |
Steel Dynamics Inc. |
No change
324
|
$27,000 | 0.00% |
Ishares Total Us Stock Market Etf |
93.10%
274
|
$27,000 | 0.00% |
Communicat Svs Slct Sec Spdr Etf |
No change
400
|
$27,000 | 0.00% |
HP Inc |
5.41%
664
|
$26,000 | 0.00% |
Epr Properties Reit |
4.61%
497
|
$26,000 | 0.00% |
Synopsys, Inc. |
9.09%
80
|
$26,000 | 0.00% |
Block Inc |
417.95%
202
|
$25,000 | 0.00% |
United Rentals, Inc. |
8.22%
79
|
$25,000 | 0.00% |
Tractor Supply Comp |
No change
104
|
$25,000 | 0.00% |
General Dynamics Corp. |
8.25%
105
|
$25,000 | 0.00% |
Real Estate Select Sctr Spdr Etf |
No change
500
|
$25,000 | 0.00% |
Masco Corp. |
3.72%
492
|
$25,000 | 0.00% |
Starwood Ppty Trust Reit |
No change
1,043
|
$24,000 | 0.00% |
Alcoa Corp |
Closed
400
|
$24,000 | |
Viatris Inc. |
9.57%
2,163
|
$24,000 | 0.00% |
Amer Electric Pwr Co |
1.28%
237
|
$24,000 | 0.00% |
O Reilly Automotive |
No change
32
|
$24,000 | 0.00% |
Voyager Digital Ltd F |
Opened
5,000
|
$24,000 | 0.00% |
W.p. Carey Inc. Reit |
Closed
286
|
$23,000 | |
Salesforce Inc |
66.48%
119
|
$23,000 | 0.00% |
Sap Se F Sponsored Adr 1 Adr Reps 1 Ord Shs |
8.29%
209
|
$23,000 | 0.00% |
Smc F Sponsored Adr 1 Adr Rep 0.05 Ord Shs |
No change
838
|
$23,000 | 0.00% |
Ishares Msci Eafe Growth Etf |
Opened
242
|
$23,000 | 0.00% |
Wisdomtree International Eqy Etf |
No change
444
|
$23,000 | 0.00% |
Flexsh Mrngst Dev Mkt Ex Us Fctr Etf |
0.31%
321
|
$22,000 | 0.00% |
Invsc Actvly Mng Optm Yd Dvrs Etf |
No change
1,215
|
$22,000 | 0.00% |
L Oreal S A F Sponsored Adr 1 Adr Reps 0.2 Ord Shs |
13.80%
281
|
$22,000 | 0.00% |
Agilent Technologies Inc. |
30.40%
163
|
$22,000 | 0.00% |
Invesco Senior Incm Tr |
Closed
5,000
|
$22,000 | |
Ishares Core S&p Us Growth Etf |
No change
215
|
$22,000 | 0.00% |
Ishares Core Msci Totl Intl Stck Etf |
No change
319
|
$21,000 | 0.00% |
Intercontinental Exc |
18.32%
165
|
$21,000 | 0.00% |
Spdr Fund Consumer Staples Etf Iv |
Closed
270
|
$21,000 | |
C S L Limited F Sponsored Adr 1 Adr Reps 0.5 Ord Shs |
No change
208
|
$21,000 | 0.00% |
Wisdomtree Japan Hedged Equity Etf |
No change
334
|
$21,000 | 0.00% |
Coterra Energy Inc |
4.50%
742
|
$21,000 | 0.00% |
Yum China Holdings Inc |
4,066.67%
500
|
$21,000 | 0.00% |
Brookfield Asset Mgm F Class A |
No change
375
|
$21,000 | 0.00% |
Illumina Inc |
4.84%
59
|
$21,000 | 0.00% |
Ishares Us Pharmaceuticals Etf |
41.18%
100
|
$20,000 | 0.00% |
Schwab Fundamental Inl Large Com Etf |
Closed
629
|
$20,000 | |
WestRock Co |
35.58%
423
|
$20,000 | 0.00% |
Pnc Finl Services |
13.39%
110
|
$20,000 | 0.00% |
Vanguard Financials Etf |
40.76%
218
|
$20,000 | 0.00% |
Oneok Inc. |
No change
284
|
$20,000 | 0.00% |
India Cf |
No change
1,000
|
$20,000 | 0.00% |
Principal Finl |
9.46%
268
|
$20,000 | 0.00% |
First Trust Internet Index Cf Etf |
61.62%
109
|
$20,000 | 0.00% |
Schwab Emerging Markets Equity Etf |
Closed
663
|
$20,000 | |
Ross Stores, Inc. |
6.25%
204
|
$20,000 | 0.00% |
Gores Hldgs Vii Inc Class A |
Closed
2,000
|
$20,000 | |
Rockwell Automation Inc |
12.12%
74
|
$20,000 | 0.00% |
Health Sciences Acquis F |
No change
2,000
|
$20,000 | 0.00% |
Spdr Gold Shares Etf |
7.02%
106
|
$19,000 | 0.00% |
Energy Transfer Partn Lp |
28.45%
1,693
|
$19,000 | 0.00% |
Estee Lauder Co Inc Class A |
20.69%
70
|
$19,000 | 0.00% |
Continental Resource |
No change
309
|
$19,000 | 0.00% |
Marathon Pete Corp |
No change
217
|
$19,000 | 0.00% |
Dnb Bank Asa F Sponsored Adr 1 Adr Reps 1 Ord Shs |
No change
806
|
$19,000 | 0.00% |
Carrier Global Corporation |
57.84%
438
|
$19,000 | 0.00% |
Century Communities Inc |
Closed
230
|
$19,000 | |
CBRE Group Inc |
No change
207
|
$18,000 | 0.00% |
Grayscale Ethereum Tr Et |
Opened
720
|
$18,000 | 0.00% |
Ishares Msci Acwi Ex Us Etf Iv |
81.54%
348
|
$18,000 | 0.00% |
Raymond James Finl |
12.00%
168
|
$18,000 | 0.00% |
Spdr Fund Materials Select Sectr Etf |
Closed
200
|
$18,000 | |
Sysmex Corp 0050 F Sponsored Adr 1 Adr Reps 0.5 Ord Shs |
No change
484
|
$18,000 | 0.00% |
Progressive Co Ohio |
1.32%
154
|
$18,000 | 0.00% |
Eaton Vance Tax Man Gl D |
No change
1,930
|
$18,000 | 0.00% |
Anheuser Busch Inbev S F Sponsored Adr 1 Adr Reps 1 Ord Shs |
Closed
285
|
$17,000 | |
Volshares Large Cap Etf |
No change
444
|
$17,000 | 0.00% |
Brookfield Renewable C F Class A |
No change
399
|
$17,000 | 0.00% |
Keysight Tech Inc |
7.20%
116
|
$17,000 | 0.00% |
Amerisourcebergen Corp |
14.61%
102
|
$17,000 | 0.00% |
LKQ Corp |
No change
377
|
$17,000 | 0.00% |
Vaneck Biotech Etf |
No change
100
|
$17,000 | 0.00% |
Select Sector Uti Select Spdr Etf |
No change
220
|
$17,000 | 0.00% |
Ishares 1-3 Year Treasry Bond Etf |
Closed
200
|
$17,000 | |
Ametek Inc |
8.70%
126
|
$17,000 | 0.00% |
Activision Blizzard Inc |
25.55%
204
|
$16,000 | 0.00% |
Oversea Chinese F Sponsored Adr 1 Adr Reps 2 Ord Shs |
No change
917
|
$16,000 | 0.00% |
Canadian Natl Railwy F |
No change
132
|
$16,000 | 0.00% |
Wendys Co |
No change
751
|
$16,000 | 0.00% |
Motorola Solutions Inc |
1.45%
68
|
$16,000 | 0.00% |
Tencent Holdings F Unsponsored Adr 1 Adr Reps 1 Ord Shs |
No change
349
|
$16,000 | 0.00% |
A T S Auto Tooling F |
Closed
400
|
$16,000 | |
Zebra Technologies Corp. |
15.15%
38
|
$16,000 | 0.00% |
Kemper Corp |
No change
300
|
$16,000 | 0.00% |
FS KKR Capital Corp |
Closed
741
|
$16,000 | |
Scotts Miracle-Gro Company |
No change
125
|
$15,000 | 0.00% |
Unicharm Corp F Sponsored Adr 1 Adr Reps 0.2 Ord Shs |
No change
2,145
|
$15,000 | 0.00% |
First Republic Bank |
No change
96
|
$15,000 | 0.00% |
Shiseido Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs |
No change
293
|
$15,000 | 0.00% |
Investors Bancorp Inc |
Closed
1,008
|
$15,000 | |
Ark Innovation Etf |
16.19%
244
|
$15,000 | 0.00% |
John Hancock Premium Div |
Opened
912
|
$15,000 | 0.00% |
Vanguard Communication Servcs Etf Iv |
Closed
110
|
$15,000 | |
Ishares S&p Smll Cap 600 Grth Etf |
No change
128
|
$15,000 | 0.00% |
Darden Restaurants, Inc. |
5.65%
117
|
$15,000 | 0.00% |
Check Pt Software F |
No change
105
|
$15,000 | 0.00% |
Copart, Inc. |
Closed
98
|
$15,000 | |
D.R. Horton Inc. |
1.83%
214
|
$15,000 | 0.00% |
Schwab Fundamental Intl Smal Com Etf |
Closed
404
|
$15,000 | |
iShares Morningstar Value ETF |
Closed
197
|
$14,000 | |
Skyworks Solutions, Inc. |
8.06%
114
|
$14,000 | 0.00% |
Sealed Air Corp. |
No change
211
|
$14,000 | 0.00% |
Constellation Brand Class A |
3.64%
57
|
$14,000 | 0.00% |
Citigroup Inc |
2.18%
281
|
$14,000 | 0.00% |
Ishr Etf Gsci Cmd Dyn Str Etf |
Opened
351
|
$14,000 | 0.00% |
CDK Global Inc |
22.16%
260
|
$14,000 | 0.00% |
S B A Communications Class A |
2.78%
37
|
$14,000 | 0.00% |
Jpmorgan Betabuilders Japan Etf |
Opened
278
|
$14,000 | 0.00% |
Snap-on, Inc. |
17.31%
61
|
$13,000 | 0.00% |
Southern Copper Corp D F |
No change
170
|
$13,000 | 0.00% |
Sonova Holding A G F Sponsored Adr 1 Adr Reps 0.2 Ord Shs |
No change
164
|
$13,000 | 0.00% |
Shopify Inc F Class A |
340.00%
22
|
$13,000 | 0.00% |
Kraft Heinz Co |
6.25%
323
|
$13,000 | 0.00% |
Verisk Analytics Inc |
41.86%
61
|
$13,000 | 0.00% |
Western Ast Infltn Link |
Opened
1,127
|
$13,000 | 0.00% |
Liberty Media Corp Series C Liberty Media |
Closed
205
|
$13,000 | |
Linde Plc F |
241.67%
41
|
$13,000 | 0.00% |
Steris Plc F |
40.00%
54
|
$13,000 | 0.00% |
CSX Corp. |
28.09%
384
|
$13,000 | 0.00% |
Orix Corp F Sponsored Adr 1 Adr Reps 5 Ord Shs |
No change
145
|
$13,000 | 0.00% |
Monotaro Co Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs |
No change
648
|
$13,000 | 0.00% |
Church & Dwight Co., Inc. |
No change
125
|
$13,000 | 0.00% |
Ishares Msci Usa Value Factor Etf |
Opened
123
|
$13,000 | 0.00% |
Bio-rad Labs Inc Class A |
12.50%
21
|
$13,000 | 0.00% |
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf |
Opened
244
|
$13,000 | 0.00% |
Genuine Parts Co. |
9.09%
100
|
$13,000 | 0.00% |
Global Payments, Inc. |
20.83%
95
|
$13,000 | 0.00% |
Spdr Long Term Treasury Etf |
Closed
298
|
$13,000 | |
Uber Technologies Inc |
24.62%
415
|
$13,000 | 0.00% |
Boston Properties Reit |
7.29%
103
|
$13,000 | 0.00% |
Acushnet Holdings Corp |
No change
297
|
$12,000 | 0.00% |
Jpmorgan Betabuilders Canada Etf |
Opened
179
|
$12,000 | 0.00% |
Teladoc Inc |
Closed
130
|
$12,000 | |
Nordson Corp. |
No change
55
|
$12,000 | 0.00% |
Spotify Technology F |
14.14%
85
|
$12,000 | 0.00% |
Sysco Corp. |
9.02%
145
|
$12,000 | 0.00% |
Meritor Inc |
Closed
500
|
$12,000 | |
Stifel Finl Co |
No change
189
|
$12,000 | 0.00% |
Citizens Finl Group Inc |
534.04%
298
|
$12,000 | 0.00% |
Svb Finl Group |
11.11%
24
|
$12,000 | 0.00% |
Otis Worldwide Corporation |
6.10%
154
|
$12,000 | 0.00% |
No transactions found in first 500 rows out of 1082 | |||
Showing first 500 out of 1082 holdings |
Hedge funds similar to Lenox Wealth Advisors
- Stokes Family Office
- Maple Rock Capital Partners
- Cadence Bank
- Algert Global
- Simcoe Capital Management
- Archon Partners
- Golden Gate Private Equity, Inc
- Weatherbie Capital
- Legacy Wealth Management, Inc
- Howe & Rusling Inc
- Oracle Investment Management Inc
- Ws Management Lllp
- Tradition Wealth Management
- Nj State Employees Deferred Compensation Plan