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CIK: 0000022657
Total reported value
$2.2B
$2.2B
260 檔
11.9%
In Q1 2024, Lowe Brockenbrough & Co Inc's U.S. equity holdings reached a combined market value of $2.2B, distributed across 260 disclosed stock positions.
During Q1 2024, Lowe Brockenbrough & Co Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.68% | +0.06% | +0.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.23% | +3.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.78% | -0.01% | +4.78% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.30% | +0.15% | +394.16% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.21% | +0.05% | -3.22% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.04% | +8.15% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.03% | +19.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.84% | +0.10% | -0.59% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.09% | +39.64% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.64% | -0.12% | +6.48% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | -0.46% | +0.91% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.52% | +0.05% | +31.36% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.11% | +33.26% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.40% | -0.57% | +9.49% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.32% | -0.05% | +5.56% | |
| 16 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.31% | -0.05% | +17.85% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.28% | +0.02% | -14.83% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.17% | -7.45% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.21% | -0.03% | -1.67% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.10% | +3.81% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.19% | +0.15% | +0.94% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.18% | +0.15% | -1.17% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.13% | +30.14% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | +0.33% | -15.34% | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 1.09% | +0.07% | +11.18% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.09% | -0.03% | +5.82% | |
| 27 | TT | Trane Technologies plc | Stock-Industrials | 1.06% | +0.02% | +24.48% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.04% | +4.79% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.05% | +17.76% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.05% | -0.05% | +40.43% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.10% | +11.01% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.01% | -0.07% | -0.88% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.29% | +11.89% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.97% | +0.26% | +26.84% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.03% | +11.97% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.92% | -0.13% | +26.90% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.12% | +3.19% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.03% | +21.96% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.84% | +0.23% | -16.70% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | -0.01% | -1.39% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.04% | -7.04% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.04% | +19.67% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.07% | +12.81% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.01% | +8.79% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.68% | +0.03% | +19.16% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.12% | +56.46% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.66% | -0.02% | -16.82% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.66% | — | +19.59% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.04% | +36.07% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.65% | +0.08% | +17.22% |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 260 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AAPL) accounted for 11.9% of total reported equity market value during Q1 2024.
During Q1 2024, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (5.7%)、MSFT (4.1%)、AAPL (3.8%). The largest single position, IVV, represented 5.7% of total portfolio value.
In Q1 2024, Lowe Brockenbrough & Co Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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