LB
| |
LOWE BROCKENBROUGH & CO INC13F | |
| LOWE BROCKENBROUGH & CO INC | |
| Last update 2025-05-13 | 264 Stocks (5 new) |
| Value $1.52 Bil | Turnover 2 % |
LOWE BROCKENBROUGH & CO INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 249,484 | 140,185.3 | +3.97% | 9.230 | +0.35% | 0.030 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 284,358 | 63,164.2 | -5.73% | 4.160 | -0.28% | 0.000 | +7.19% | -15.59% | 3,149,368.3 | Hardware | |
MSFT | Microsoft Corp | 135,539 | 50,880.1 | -2.77% | 3.350 | -0.10% | 0.000 | +38.93% | +21.47% | 3,790,746.0 | Software | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 582,979 | 40,697.8 | +1.04% | 2.680 | +0.03% | 0.100 | +14.02% | +18.81% | 46,235.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 614,400 | 35,850.2 | -2.02% | 2.360 | -0.05% | 0.040 | +15.84% | +2.25% | 97,047.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 704,791 | 35,824.5 | +5.52% | 2.360 | +0.12% | 0.030 | +12.45% | +19.90% | 157,551.6 | ||
JPM | JPMorgan Chase & Co | 145,475 | 35,684.9 | -0.04% | 2.350 | 0% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
AMZN | Amazon.com Inc | 138,870 | 26,421.4 | -1.34% | 1.740 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
ORCL | Oracle Corp | 171,297 | 23,949.0 | -2.43% | 1.580 | -0.05% | 0.010 | +91.24% | +48.50% | 689,428.1 | Software | |
XOM | Exxon Mobil Corp | 195,020 | 23,193.5 | +0.90% | 1.530 | +0.01% | 0.000 | +1.75% | +2.04% | 464,579.1 | Oil & Gas |
LOWE BROCKENBROUGH & CO INC's Historical Top Holdings Breakdowns
LOWE BROCKENBROUGH & CO INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.35% | 554.06 ($590.51) 615.85 | $630.50 | 6.77% | Add 3.97% | 249,484 | 9,535 | |
ACWX | iShares MSCI ACWI Ex US Index Fund | 2025-03-31 | Add Add | +0.29% | 51.39 ($54.91) 57.43 | $60.86 | 10.84% | Add 113.93% | 150,220 | 80,000 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.28% | 209.68 ($231.67) 247.1 | $211.21 | -8.83% | Reduce -5.73% | 284,358 | -17,272 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.22% | 21.75 ($23.28) 24.28 | $24.86 | 6.77% | Reduce -14.69% | 871,427 | -150,017 | |
NVO | Novo Nordisk AS | 2025-03-31 | New Buy New Buy | +0.15% | 69.3 ($82.59) 90.95 | $64.31 | -22.13% | New holding | 31,251 | 31,251 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.14% | 95.85 ($97.76) 99.25 | $98.08 | 0.33% | Add 13.66% | 175,675 | 21,117 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.12% | 576.36 ($645.17) 736.67 | $704.07 | 9.13% | Reduce -8.32% | 34,635 | -3,142 | |
RTX | RTX Corp | 2025-03-31 | Reduce Reduce | -0.12% | 114.1 ($126.79) 135.66 | $151.71 | 19.65% | Reduce -15.85% | 85,116 | -16,032 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.12% | 47.4 ($50.6) 52.99 | $56.62 | 11.90% | Add 5.52% | 704,791 | 36,846 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.10% | 375.39 ($407.71) 447.2 | $510.00 | 25.09% | Reduce -2.77% | 135,539 | -3,855 |
LOWE BROCKENBROUGH & CO INC Total Holding History ($B)
LOWE BROCKENBROUGH & CO INC's Asset Allocation
LOWE BROCKENBROUGH & CO INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LOWE BROCKENBROUGH & CO INC's Hypothetical Growth since 2025-03-31
LOWE BROCKENBROUGH & CO INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LOWE BROCKENBROUGH & CO INC's Holdings Heat Map
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LOWE BROCKENBROUGH & CO INC's Holdings Bubble Chart
LOWE BROCKENBROUGH & CO INC News
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