13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000022657
Total reported value
$2.2B
$2.2B
264 檔
14.7%
According to the latest 13F quarterly dataset, Lowe Brockenbrough & Co Inc managed an equity portfolio of $2.2B at the end of Q1 2025, spanning 264 distinct U.S. exchange-listed positions.
In Q1 2025, Lowe Brockenbrough & Co Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.23% | +0.06% | +3.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.01% | -5.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.23% | -2.77% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.68% | +0.05% | +1.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.36% | +0.15% | -2.02% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.36% | +0.10% | +5.52% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | -0.04% | -0.04% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | +0.03% | -1.34% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.58% | -0.12% | -2.43% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.46% | +0.90% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.50% | +0.15% | +2.85% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +0.17% | +7.13% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.39% | -0.57% | +2.70% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.37% | +0.15% | +0.95% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.11% | +3.59% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.09% | -8.32% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.27% | -0.03% | -14.69% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | +0.02% | -2.55% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | +0.60% | +13.66% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.13% | +0.23% | +4.08% | |
| 21 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.11% | -0.05% | -3.11% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.29% | -0.19% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.02% | -0.05% | -0.27% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.02% | -0.07% | -1.00% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.04% | +4.15% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.94% | -0.05% | +1.24% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.05% | +0.16% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.10% | -1.53% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.92% | -0.10% | +5.27% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.03% | -0.27% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.05% | -1.37% | |
| 32 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.91% | -0.03% | -1.37% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.91% | -0.10% | +8.20% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | +0.33% | -1.15% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.13% | -0.63% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.87% | -0.13% | -0.65% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.04% | -0.43% | |
| 38 | GVI | Ishares Intermediate Governm | ETF-Other | 0.83% | -0.05% | +1.10% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.10% | -1.53% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.78% | -0.09% | +10.64% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.10% | -7.37% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.76% | +0.04% | -1.32% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.75% | +0.07% | +4.12% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.74% | — | +8.14% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.12% | -15.85% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.72% | -0.09% | +3.78% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.01% | -1.24% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.08% | +1.40% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.12% | +4.39% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.61% | +0.03% | -0.77% |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 264 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 14.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $140.2M
During Q1 2025, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (9.2%)、AAPL (4.2%)、MSFT (3.4%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q1 2025, Lowe Brockenbrough & Co Inc made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.