Lowe Brockenbrough & CO Inc Portfolio Holdings
Lowe Brockenbrough & CO Inc
- $1.47 Billion
- Q1 2024
Lowe Brockenbrough & CO Inc has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.47 Billion distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $84M, Microsoft Corp with a value of $60.4M, Apple Inc. with a value of $55.9M, Ishares Core S&P Mid Cap ETF with a value of $34M, and Ishares Tr with a value of $32.8M.
Examining the 13F form we can see an increase of $188M in the current position value, from $1.28B to 1.47B.
Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
ETFs: $492 Million
Technology: $233 Million
Healthcare: $145 Million
Financial Services: $141 Million
Industrials: $122 Million
Consumer Cyclical: $99.4 Million
Consumer Defensive: $85.5 Million
Communication Services: $69.4 Million
Other: $84.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 260
- Current Value $1.47 Billion
- Prior Value $1.28 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 7 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 139 stocks