Lowe Brockenbrough & CO Inc Portfolio Holdings
Lowe Brockenbrough & CO Inc
- $1.74 Billion
- Q2 2025
Lowe Brockenbrough & CO Inc has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 314 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 $160M, Microsoft Corp with a value of $67.3M, Ishares Msci Acwi ETF with a value of $64.1M, Apple Inc. with a value of $57.7M, and Ishares Core U.S. Aggregate Bo with a value of $53.7M.
Examining the 13F form we can see an increase of $241M in the current position value, from $1.5B to 1.74B.
Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.74 Billion
ETFs: $799 Million
Technology: $259 Million
Financial Services: $160 Million
Industrials: $115 Million
Healthcare: $91.1 Million
Consumer Cyclical: $89.2 Million
Consumer Defensive: $71.7 Million
Communication Services: $69.8 Million
Other: $84.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 314
- Current Value $1.74 Billion
- Prior Value $1.5 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 56 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks