Lowe Brockenbrough & CO Inc Portfolio Holdings
Lowe Brockenbrough & CO Inc
- $1.49 Billion
- Q2 2024
Lowe Brockenbrough & CO Inc has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.49 Billion distributed in 258 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 $96.3M, Apple Inc. with a value of $67.6M, Microsoft Corp with a value of $64M, Ishares Tr with a value of $34M, and Ishares Core S&P Mid Cap ETF with a value of $32.9M.
Examining the 13F form we can see an increase of $20.1M in the current position value, from $1.47B to 1.49B.
Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.49 Billion
ETFs: $504 Million
Technology: $255 Million
Financial Services: $138 Million
Healthcare: $135 Million
Industrials: $120 Million
Consumer Cyclical: $98.2 Million
Consumer Defensive: $84.9 Million
Communication Services: $76.5 Million
Other: $81.7 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 258
- Current Value $1.49 Billion
- Prior Value $1.47 Billion
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 3 stocks
- Additional Purchases 42 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks