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CIK: 0000022657
Total reported value
$2.2B
$2.2B
263 檔
15.7%
As reported in its official Q4 2024 Form 13F filing, Lowe Brockenbrough & Co Inc's tracked investment portfolio stood at $2.2B with 263 total positions.
During Q4 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 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.06% | +0.06% | +6.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.84% | -0.01% | -1.03% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.23% | +0.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.50% | +0.15% | -1.77% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.45% | +0.05% | -0.77% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.04% | -0.43% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.05% | +0.10% | +0.11% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.03% | +0.64% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.88% | -0.12% | -2.31% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +0.17% | -0.20% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.11% | +2.32% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | +0.15% | +4.51% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.52% | -0.03% | +245.29% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.09% | +1.77% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.33% | -0.46% | -3.21% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.28% | +0.15% | -1.66% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | +0.02% | -1.55% | |
| 18 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.23% | -0.05% | -2.23% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.21% | +0.23% | +1.69% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.13% | -0.50% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.57% | -0.82% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.10% | +0.05% | -1.63% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -0.05% | -2.36% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.29% | -1.25% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.10% | -1.40% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.98% | -0.05% | -0.58% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.97% | +0.33% | +273.46% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.96% | +0.60% | -3.09% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.10% | -2.12% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.07% | +6.77% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.05% | +0.49% | |
| 32 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.89% | -0.03% | -2.43% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.85% | -0.13% | +0.56% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.04% | +0.03% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.85% | -0.10% | +15.90% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.04% | -6.67% | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.81% | -0.10% | +15.18% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.03% | +0.27% | |
| 39 | GVI | Ishares Intermediate Governm | ETF-Other | 0.78% | -0.05% | +141.49% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | +0.04% | -1.23% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.10% | +0.85% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.12% | +0.59% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.71% | +0.08% | -0.91% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.70% | -0.01% | -3.09% | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.66% | -0.09% | -4.34% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.65% | +0.03% | -0.49% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.12% | -8.78% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | — | +122.13% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.62% | +0.02% | -34.93% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | -0.26% |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 263 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 15.7% of total reported equity market value during Q4 2024.
During Q4 2024, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (9.1%)、AAPL (4.8%)、MSFT (3.8%). The largest single position, IVV, represented 9.1% of total portfolio value.
In Q4 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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