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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$179 Million 9.44% of portfolio
267,725
Q3 2025 Added 3.86%
$0
$98.2 Million 5.18% of portfolio
710,695
Q3 2025 Added 42.51%
$0
$54.1 Million 2.85% of portfolio
654,932
Q3 2025 Added 7.06%
$0
$48.6 Million 2.56% of portfolio
811,858
Q3 2025 Added 5.54%
$0
$38.3 Million 2.02% of portfolio
587,457
Q3 2025 Reduced 3.12%
$0
$38 Million 2.0% of portfolio
378,887
Q3 2025 Reduced 30.0%
$0
$28.5 Million 1.5% of portfolio
239,666
Q3 2025 Added 4.43%
$0
$25.5 Million 1.34% of portfolio
968,670
Q3 2025 Added 0.66%
$0
$24.4 Million 1.28% of portfolio
36,566
Q3 2025 Added 62.79%
$0
$22.4 Million 1.18% of portfolio
29,978
Q3 2025 Reduced 1.66%
$0
$22.1 Million 1.17% of portfolio
412,255
Q3 2025 Added 4.44%
$0
$19.8 Million 1.04% of portfolio
104,541
Q3 2025 Reduced 2.55%
$0
$17.3 Million 0.91% of portfolio
198,340
Q3 2025 Reduced 0.38%
$0
$16.8 Million 0.88% of portfolio
284,791
Q3 2025 Added 10.48%
$0
$15.7 Million 0.83% of portfolio
493,147
Q3 2025 Reduced 0.88%
$0
$15 Million 0.79% of portfolio
130,398
Q3 2025 Added 0.74%
$0
$12.3 Million 0.65% of portfolio
114,745
Q3 2025 Reduced 3.29%
$0
$10.8 Million 0.57% of portfolio
36,608
Q3 2025 Reduced 6.48%
$0
$10.7 Million 0.56% of portfolio
76,870
Q3 2025 Added 6.68%
$0
$8.86 Million 0.47% of portfolio
14,464
Q3 2025 Reduced 0.01%
$0
$8.94 Million 0.47% of portfolio
32,992
Q3 2025 Added 0.68%
$0
$8.61 Million 0.45% of portfolio
110,073
Q3 2025 Added 1.53%
$0
$7.25 Million 0.38% of portfolio
141,417
Q3 2025 Added 1.98%
$0
$7.24 Million 0.38% of portfolio
19,097
Q3 2025 Reduced 3.37%
$0
$7.27 Million 0.38% of portfolio
15,518
Q3 2025 Reduced 1.4%
$0
$6.39 Million 0.34% of portfolio
98,306
Q3 2025 Reduced 9.67%
$0
$6.5 Million 0.34% of portfolio
88,432
Q3 2025 Reduced 4.24%
$0
$6.03 Million 0.32% of portfolio
49,990
Q3 2025 Reduced 1.3%
$0
$5.84 Million 0.31% of portfolio
107,755
Q3 2025 Reduced 0.22%
$0
$5.42 Million 0.29% of portfolio
64,446
Q3 2025 Added 7.92%
$0
$4.3 Million 0.23% of portfolio
36,339
Q3 2025 Reduced 0.24%
$0
$4.17 Million 0.22% of portfolio
37,786
Q3 2025 Reduced 8.4%
$0
$3.95 Million 0.21% of portfolio
74,496
Q3 2025 Added 21.05%
$0
$3.7 Million 0.2% of portfolio
41,470
Q3 2025 Reduced 1.8%
$0
$3.75 Million 0.2% of portfolio
126,679
Q3 2025 Reduced 11.44%
$0
$3.68 Million 0.19% of portfolio
143,090
Q3 2025 Reduced 18.85%
$0
$3.48 Million 0.18% of portfolio
81,222
Q4 2024 Added 32.5%
$0
$3.19 Million 0.17% of portfolio
46,252
Q2 2024 Reduced 0.54%
$0
$3.26 Million 0.17% of portfolio
116,833
Q3 2025 Reduced 1.27%
$0
$2.55 Million 0.13% of portfolio
35,770
Q3 2024 Reduced 2.19%
$0
$2.33 Million 0.12% of portfolio
7,915
Q2 2024 Reduced 0.19%
$0
$2.15 Million 0.11% of portfolio
45,949
Q4 2024 Added 18.58%
$0
$1.9 Million 0.1% of portfolio
17,851
Q3 2025 Reduced 15.45%
$0
$1.81 Million 0.1% of portfolio
9,955
Q3 2025 Added 65.31%
$0
$1.7 Million 0.09% of portfolio
6,703
Q3 2025 Reduced 0.96%
$0
$1.68 Million 0.09% of portfolio
9,500
Q3 2025 Reduced 10.33%
$0
$1.72 Million 0.09% of portfolio
7,113
Q3 2025 Reduced 0.17%
$0
$1.54 Million 0.08% of portfolio
28,438
Q3 2025 Added 12.99%
$0
$1.61 Million 0.08% of portfolio
16,683
Q3 2025 Reduced 2.71%

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
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