Lowe Brockenbrough & Co Inc Top Holdings and 13F Report (2025) About Lowe Brockenbrough & Co IncInvestment ActivityLowe Brockenbrough & Co Inc has $1.56 billion in total holdings as of December 31, 2024.Lowe Brockenbrough & Co Inc owns shares of 263 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, Lowe Brockenbrough & Co Inc has purchased 265 new stocks and bought additional shares in 52 stocks.Lowe Brockenbrough & Co Inc sold shares of 156 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $141,253,462Apple $75,534,193Microsoft $58,754,673iShares Core S&P Mid-Cap ETF $39,071,112iShares Core MSCI Total International Stock ETF $38,159,870 Largest New Holdings this Quarter BLACKROCK INC $3,135,811 HoldingiShares U.S. Oil Equipment & Services ETF $502,976 HoldingConsumer Discretionary Select Sector SPDR Fund $301,526 HoldingBrookfield $238,130 HoldingInvesco S&P 500 Pure Growth ETF $204,443 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 725,625 shares (about $16.82M)Schwab U.S. Large-Cap Growth ETF 397,584 shares (about $11.08M)iShares Core S&P 500 ETF 13,894 shares (about $8.18M)iShares Intermediate Government/Credit Bond ETF 68,568 shares (about $7.15M)Health Care Select Sector SPDR Fund 39,360 shares (about $5.41M) Largest Sales this Quarter Trane Technologies 14,134 shares (about $5.22M)Pfizer 103,314 shares (about $2.74M)Markel Group 828 shares (about $1.43M)CVS Health 29,471 shares (about $1.32M)Elevance Health 2,966 shares (about $1.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLowe Brockenbrough & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$141,253,462$8,179,136 ▲6.1%239,9499.1%ETFAAPLApple$75,534,193$788,072 ▼-1.0%301,6304.8%Computer and TechnologyMSFTMicrosoft$58,754,673$117,177 ▲0.2%139,3943.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$39,071,112$704,664 ▼-1.8%627,0442.5%ETFIXUSiShares Core MSCI Total International Stock ETF$38,159,870$295,712 ▼-0.8%576,9562.4%ManufacturingJPMJPMorgan Chase & Co.$34,886,839$150,777 ▼-0.4%145,5382.2%FinanceVEAVanguard FTSE Developed Markets ETF$31,941,130$34,909 ▲0.1%667,9452.0%ETFAMZNAmazon.com$30,880,459$195,476 ▲0.6%140,7562.0%Retail/WholesaleORCLOracle$29,254,985$691,723 ▼-2.3%175,5581.9%Computer and TechnologyGOOGAlphabet$24,541,812$48,562 ▼-0.2%128,8691.6%Computer and TechnologyNVDANVIDIA$24,521,249$557,036 ▲2.3%182,5991.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$24,366,956$1,050,576 ▲4.5%211,4821.6%ETFSCHXSchwab US Large-Cap ETF$23,677,072$16,819,988 ▲245.3%1,021,4441.5%ETFMETAMeta Platforms$22,118,811$385,266 ▲1.8%37,7771.4%Computer and TechnologyXOMExxon Mobil$20,790,377$689,309 ▼-3.2%193,2731.3%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$19,951,695$336,088 ▼-1.7%382,0701.3%ETFRSPInvesco S&P 500 Equal Weight ETF$19,477,990$306,476 ▼-1.5%111,1571.2%ETFAMPAmeriprise Financial$19,111,042$435,528 ▼-2.2%35,8941.2%FinanceVGTVanguard Information Technology ETF$18,874,739$314,009 ▲1.7%30,3551.2%ETFAVGOBroadcom$18,675,639$94,591 ▼-0.5%80,5541.2%Computer and TechnologyCVXChevron$17,810,396$147,302 ▼-0.8%122,9661.1%Oils/EnergyETNEaton$17,188,211$285,408 ▼-1.6%51,7921.1%Industrial ProductsTMOThermo Fisher Scientific$16,256,648$392,554 ▼-2.4%31,2251.0%MedicalCSCOCisco Systems$15,649,525$197,550 ▼-1.2%264,3501.0%Computer and TechnologyGOOGLAlphabet$15,357,341$218,263 ▼-1.4%81,1271.0%Computer and TechnologyBKNGBooking$15,218,270$89,432 ▼-0.6%3,0631.0%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$15,132,630$11,080,666 ▲273.5%542,9721.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$14,976,670$478,105 ▼-3.1%154,5581.0%FinanceWMTWalmart$14,709,657$318,309 ▼-2.1%162,4350.9%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$14,528,071$920,598 ▲6.8%206,7170.9%ETFPGProcter & Gamble$13,985,941$67,731 ▲0.5%83,4230.9%Consumer StaplesNSCNorfolk Southern$13,849,647$344,305 ▼-2.4%59,0100.9%TransportationTJXTJX Companies$13,249,716$73,936 ▲0.6%109,6740.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$13,210,899$4,116 ▲0.0%22,4660.8%FinanceVGSHVanguard Short-Term Treasury Index ETF$13,205,056$1,811,667 ▲15.9%226,9690.8%ETFJNJJohnson & Johnson$12,717,808$909,231 ▼-6.7%87,9390.8%MedicalVUSBVanguard Ultra-Short Bond ETF$12,669,177$1,669,763 ▲15.2%255,3240.8%ETFVVisa$12,559,114$34,132 ▲0.3%39,7390.8%Business ServicesGVIiShares Intermediate Government/Credit Bond ETF$12,197,933$7,146,843 ▲141.5%117,0290.8%ETFGSThe Goldman Sachs Group$12,196,302$152,318 ▼-1.2%21,2990.8%FinanceUNHUnitedHealth Group$11,732,357$98,642 ▲0.8%23,1930.8%MedicalRTXRTX$11,704,867$68,391 ▲0.6%101,1480.8%AerospaceMSMorgan Stanley$11,112,642$101,959 ▼-0.9%88,3920.7%FinanceVOVanguard Mid-Cap ETF$10,910,154$348,123 ▼-3.1%41,3060.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$10,232,824$463,942 ▼-4.3%176,4280.7%ETFPNCThe PNC Financial Services Group$10,196,365$50,720 ▼-0.5%52,8720.7%FinancePEPPepsiCo$10,041,590$966,627 ▼-8.8%65,4150.6%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$9,848,499$5,414,755 ▲122.1%71,5890.6%ETFTTTrane Technologies$9,725,427$5,220,432 ▼-34.9%26,3310.6%ConstructionHDHome Depot$9,694,602$25,285 ▼-0.3%24,9220.6%Retail/WholesaleDUKDuke Energy$9,454,724$4,310 ▲0.0%87,7550.6%UtilitiesACWIiShares MSCI ACWI ETF$9,390,600$246,750 ▼-2.6%79,9200.6%ManufacturingELVElevance Health$9,266,030$1,094,157 ▼-10.6%25,1180.6%MedicalAMATApplied Materials$9,119,706$59,198 ▼-0.6%56,0760.6%Computer and TechnologyLOWLowe's Companies$9,075,823$7,898 ▼-0.1%36,7740.6%Retail/WholesaleMRKMerck & Co., Inc.$8,967,963$247,759 ▼-2.7%89,4050.6%MedicalSHViShares Short Treasury Bond ETF$8,287,209$332,532 ▼-3.9%75,2630.5%ETFULUnilever$8,150,228$104,498 ▲1.3%143,7430.5%Consumer StaplesKBWBInvesco KBW Bank ETF$7,178,371$140,110 ▲2.0%109,8450.5%ManufacturingSOXXiShares Semiconductor ETF$7,028,422$120,028 ▲1.7%32,6160.5%ETFIGViShares Expanded Tech-Software Sector ETF$6,997,887$86,504 ▲1.3%69,8950.4%ETFLMTLockheed Martin$6,965,464$240,540 ▲3.6%14,3340.4%AerospaceIWFiShares Russell 1000 Growth ETF$6,888,302$198,782 ▼-2.8%17,1530.4%ETFCBChubb$6,818,998$85,930 ▼-1.2%24,6000.4%FinanceADBEAdobe$6,601,719$144,521 ▼-2.1%14,8460.4%Computer and TechnologyAMGNAmgen$6,339,807$81,320 ▼-1.3%24,3240.4%MedicalNEARiShares Short Duration Bond Active ETF$6,101,764$143,521 ▲2.4%120,8270.4%ETFTGTTarget$5,880,753$493,003 ▼-7.7%43,5030.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$5,868,536$633,750 ▼-9.7%57,8010.4%ETFVXUSVanguard Total International Stock ETF$5,554,801$23,808 ▼-0.4%94,2610.4%ETFABBVAbbVie$5,484,661$72,679 ▼-1.3%30,8650.4%MedicalADPAutomatic Data Processing$5,401,528$79,447 ▼-1.4%18,3570.3%Business ServicesLLYEli Lilly and Company$5,366,1720.0%6,9510.3%MedicalMCDMcDonald's$5,148,157$47,542 ▼-0.9%17,7590.3%Retail/WholesalePHParker-Hannifin$4,961,034$64,875 ▼-1.3%7,8000.3%Industrial ProductsDOVDover$4,938,382$18,572 ▼-0.4%26,3240.3%Industrial ProductsSCHBSchwab US Broad Market ETF$4,882,271$3,241,038 ▲197.5%215,0780.3%ETFABTAbbott Laboratories$4,840,471$92,751 ▼-1.9%42,7940.3%MedicalXLPConsumer Staples Select Sector SPDR Fund$4,733,029$512,616 ▲12.1%60,2090.3%ETFUPSUnited Parcel Service$4,679,949$310,206 ▼-6.2%37,1130.3%TransportationPMPhilip Morris International$4,637,037$87,016 ▼-1.8%38,1020.3%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$4,600,996$690,804 ▲17.7%57,3190.3%ETFVWOVanguard FTSE Emerging Markets ETF$4,584,784$11,230 ▲0.2%104,1050.3%ETFSCHMSchwab U.S. Mid-Cap ETF$4,549,622$2,974,530 ▲188.8%164,1870.3%ETFXLEEnergy Select Sector SPDR Fund$4,242,997$1,237,359 ▲41.2%49,5330.3%ETFPFEPfizer$4,217,675$2,740,913 ▼-39.4%158,9780.3%MedicalEMREmerson Electric$4,133,809$105,464 ▼-2.5%33,3560.3%Industrial ProductsKMBKimberly-Clark$4,092,846$90,076 ▼-2.2%30,9430.3%Consumer StaplesKOCoca-Cola$4,026,105$436 ▼0.0%64,6660.3%Consumer StaplesVOOVanguard S&P 500 ETF$3,998,509$37,178 ▼-0.9%7,4210.3%ETFWFCWells Fargo & Company$3,976,497$29,641 ▼-0.7%56,6130.3%FinanceSLBSchlumberger$3,951,788$965,481 ▼-19.6%102,1550.3%Oils/EnergyXLCCommunication Services Select Sector SPDR Fund$3,670,551$5,325 ▼-0.1%37,9150.2%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,662,675$1,304 ▲0.0%70,2200.2%ManufacturingTTETotalEnergies$3,570,729$98,798 ▼-2.7%64,5490.2%Oils/EnergyAXPAmerican Express$3,457,900$8,013 ▼-0.2%11,6510.2%FinanceQCOMQUALCOMM$3,341,542$61,602 ▼-1.8%21,7520.2%Computer and TechnologyMMM3M$3,159,994$13,425 ▼-0.4%24,4790.2%Multi-Sector ConglomeratesIBMInternational Business Machines$3,146,427$6,155 ▼-0.2%14,3130.2%Computer and TechnologyBLACKROCK INC$3,135,811$3,135,811 ▲New Holding3,0590.2%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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