Lowe Brockenbrough & CO Inc Portfolio Holdings
Lowe Brockenbrough & CO Inc
- $1.9 Billion
- Q3 2025
Lowe Brockenbrough & CO Inc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.9 Billion distributed in 334 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 $179M, Ishares Msci Acwi ETF with a value of $98.2M, Apple Inc. with a value of $71M, Microsoft Corp with a value of $70.7M, and Ishares Tr with a value of $54.1M.
Examining the 13F form we can see an increase of $158M in the current position value, from $1.74B to 1.9B.
Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.9 Billion
ETFs: $875 Million
Technology: $294 Million
Financial Services: $167 Million
Industrials: $122 Million
Healthcare: $96.5 Million
Consumer Cyclical: $93 Million
Communication Services: $89.4 Million
Consumer Defensive: $69.4 Million
Other: $91.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 334
- Current Value $1.9 Billion
- Prior Value $1.74 Billion
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 30 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks