Lowe Brockenbrough & CO Inc Portfolio Holdings
Lowe Brockenbrough & CO Inc
- $1.5 Billion
- Q1 2025
Lowe Brockenbrough & CO Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 264 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 $140M, Apple Inc. with a value of $63.2M, Microsoft Corp with a value of $50.9M, Ishares Tr with a value of $40.7M, and Vanguard Ftse Developed Market with a value of $35.8M.
Examining the 13F form we can see an decrease of $42.7M in the current position value, from $1.54B to 1.5B.
Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.5 Billion
ETFs: $625 Million
Technology: $216 Million
Financial Services: $141 Million
Healthcare: $110 Million
Industrials: $102 Million
Consumer Cyclical: $83.5 Million
Consumer Defensive: $82 Million
Energy: $60.2 Million
Other: $79.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 264
- Current Value $1.5 Billion
- Prior Value $1.54 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 5 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks