Lowe Brockenbrough & Co Inc Top Holdings and 13F Report (2025) About Lowe Brockenbrough & Co IncInvestment ActivityLowe Brockenbrough & Co Inc has $1.52 billion in total holdings as of March 31, 2025.Lowe Brockenbrough & Co Inc owns shares of 264 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Lowe Brockenbrough & Co Inc has purchased 263 new stocks and bought additional shares in 88 stocks.Lowe Brockenbrough & Co Inc sold shares of 132 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $140,185,332Apple $63,164,170Microsoft $50,880,076iShares Core MSCI Total International Stock ETF $40,697,764iShares Core S&P Mid-Cap ETF $35,850,240 Largest New Holdings this Quarter 670100205 - Novo Nordisk A/S $2,205,261 Holding97717X669 - WisdomTree U.S. Quality Dividend Growth Fund $295,482 Holding012653101 - Albemarle $241,682 Holding29670G102 - Essential Utilities $211,486 Holding91913Y100 - Valero Energy $210,388 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 9,535 shares (about $5.36M)iShares MSCI ACWI ex U.S. ETF 80,000 shares (about $4.44M)Novo Nordisk A/S 31,251 shares (about $2.21M)iShares Core U.S. Aggregate Bond ETF 21,117 shares (about $2.09M)Vanguard FTSE Developed Markets ETF 36,846 shares (about $1.87M) Largest Sales this Quarter Apple 17,272 shares (about $3.84M)Schwab US Large-Cap ETF 150,017 shares (about $3.31M)RTX 16,032 shares (about $2.12M)Meta Platforms 3,142 shares (about $1.81M)CVS Health 23,272 shares (about $1.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLowe Brockenbrough & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$140,185,332$5,357,727 ▲4.0%249,4849.2%ETFAAPLApple$63,164,170$3,836,613 ▼-5.7%284,3584.2%Computer and TechnologyMSFTMicrosoft$50,880,076$1,447,131 ▼-2.8%135,5393.3%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$40,697,764$420,466 ▲1.0%582,9792.7%ManufacturingIJHiShares Core S&P Mid-Cap ETF$35,850,240$737,777 ▼-2.0%614,4002.4%ETFVEAVanguard FTSE Developed Markets ETF$35,824,527$1,872,882 ▲5.5%704,7912.4%ETFJPMJPMorgan Chase & Co.$35,684,941$15,454 ▼0.0%145,4752.3%FinanceAMZNAmazon.com$26,421,406$358,830 ▼-1.3%138,8701.7%Retail/WholesaleORCLOracle$23,949,034$595,730 ▼-2.4%171,2971.6%Computer and TechnologyXOMExxon Mobil$23,193,489$207,769 ▲0.9%195,0201.5%EnergyIJRiShares Core S&P Small-Cap ETF$22,745,439$630,766 ▲2.9%217,5141.5%ETFGOOGAlphabet$21,568,333$1,435,129 ▲7.1%138,0551.4%Computer and TechnologyCVXChevron$21,126,888$555,905 ▲2.7%126,2891.4%EnergyIEMGiShares Core MSCI Emerging Markets ETF$20,816,661$196,343 ▲1.0%385,7081.4%ETFNVDANVIDIA$20,502,734$710,822 ▲3.6%189,1571.3%Computer and TechnologyMETAMeta Platforms$19,962,229$1,810,923 ▼-8.3%34,6351.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$19,241,108$3,312,375 ▼-14.7%871,4271.3%ETFRSPInvesco S&P 500 Equal Weight ETF$18,764,916$490,759 ▼-2.5%108,3241.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$17,377,771$2,088,894 ▲13.7%175,6751.1%FinanceVGTVanguard Information Technology ETF$17,136,496$672,551 ▲4.1%31,5951.1%ETFAMPAmeriprise Financial$16,836,378$540,267 ▼-3.1%34,7781.1%FinanceCSCOCisco Systems$16,281,757$31,287 ▼-0.2%263,8431.1%Computer and TechnologyTMOThermo Fisher Scientific$15,509,672$41,337 ▼-0.3%31,1421.0%MedicalIEFAiShares Core MSCI EAFE ETF$15,481,773$156,369 ▼-1.0%204,6501.0%ETFJNJJohnson & Johnson$15,188,702$604,822 ▲4.1%91,5861.0%MedicalBKNGBooking$14,286,028$175,063 ▲1.2%3,1010.9%Retail/WholesalePGProcter & Gamble$14,239,178$22,155 ▲0.2%83,5530.9%Consumer StaplesWMTWalmart$14,080,109$218,392 ▼-1.5%159,9540.9%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$14,022,743$701,932 ▲5.3%238,9290.9%ETFVVisa$13,888,730$38,200 ▼-0.3%39,6300.9%Business ServicesETNEaton$13,885,348$193,271 ▼-1.4%51,0810.9%IndustrialsNSCNorfolk Southern$13,785,381$191,138 ▼-1.4%58,2030.9%TransportationVUSBVanguard Ultra-Short Bond ETF$13,772,344$1,043,166 ▲8.2%276,2480.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$13,439,294$156,725 ▼-1.2%536,7130.9%ETFAVGOBroadcom$13,402,102$85,054 ▼-0.6%80,0460.9%Computer and TechnologyTJXTJX Companies$13,271,815$86,478 ▼-0.6%108,9640.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$12,551,370$53,864 ▼-0.4%22,3700.8%FinanceGVIiShares Intermediate Government/Credit Bond ETF$12,543,332$135,918 ▲1.1%118,3110.8%ETFUNHUnitedHealth Group$11,961,870$185,407 ▼-1.5%22,8390.8%MedicalDUKDuke Energy$11,842,189$1,138,712 ▲10.6%97,0910.8%UtilitiesGOOGLAlphabet$11,621,505$923,974 ▼-7.4%75,1520.8%Computer and TechnologyGSThe Goldman Sachs Group$11,481,989$153,508 ▼-1.3%21,0180.8%FinanceELVElevance Health$11,375,509$450,184 ▲4.1%26,1530.7%MedicalXLVHealth Care Select Sector SPDR Fund$11,303,948$851,238 ▲8.1%77,4190.7%ETFRTXRTX$11,274,488$2,123,603 ▼-15.9%85,1160.7%AerospaceVGITVanguard Intermediate-Term Treasury Index ETF$10,876,378$396,554 ▲3.8%183,1040.7%ETFVOVanguard Mid-Cap ETF$10,550,144$132,413 ▼-1.2%40,7940.7%ETFMSMorgan Stanley$10,456,665$143,971 ▲1.4%89,6260.7%FinancePEPPepsiCo$10,239,403$431,078 ▲4.4%68,2900.7%Consumer StaplesPNCThe PNC Financial Services Group$9,221,949$71,363 ▼-0.8%52,4660.6%FinanceHDHome Depot$9,129,814$4,031 ▼0.0%24,9110.6%Retail/WholesaleACWIiShares MSCI ACWI ETF$8,958,538$343,350 ▼-3.7%76,9700.6%ManufacturingTTTrane Technologies$8,911,615$40,094 ▲0.5%26,4500.6%ConstructionULUnilever$8,748,550$188,654 ▲2.2%146,9110.6%Consumer StaplesAMATApplied Materials$8,697,681$559,877 ▲6.9%59,9340.6%Computer and TechnologyLOWLowe's Companies$8,518,959$57,841 ▼-0.7%36,5260.6%Retail/WholesaleMRKMerck & Co., Inc.$8,423,878$326,678 ▲4.0%93,0120.6%MedicalACWXiShares MSCI ACWI ex U.S. ETF$8,329,699$4,436,000 ▲113.9%150,2200.5%ManufacturingSHViShares Short Treasury Bond ETF$7,755,728$557,823 ▼-6.7%70,2130.5%ETFAMGNAmgen$7,603,066$24,924 ▲0.3%24,4040.5%MedicalCBChubb$7,464,890$13,630 ▲0.2%24,6450.5%FinanceKBWBInvesco KBW Bank ETF$6,924,159$29,188 ▲0.4%110,3100.5%ManufacturingLMTLockheed Martin$6,575,571$172,430 ▲2.7%14,7200.4%AerospaceABBVAbbVie$6,397,006$69,770 ▼-1.1%30,5320.4%MedicalIGViShares Expanded Tech-Software Sector ETF$6,233,305$13,349 ▲0.2%70,0450.4%ETFSOXXiShares Semiconductor ETF$6,203,212$65,859 ▲1.1%32,9660.4%ETFADBEAdobe$6,080,868$386,982 ▲6.8%15,8550.4%Computer and TechnologyPMPhilip Morris International$5,837,507$261,892 ▼-4.3%36,4660.4%Consumer StaplesVXUSVanguard Total International Stock ETF$5,804,114$49,494 ▼-0.8%93,4640.4%ETFNEARiShares Short Duration Bond Active ETF$5,775,118$371,351 ▼-6.0%113,5270.4%ETFLLYEli Lilly and Company$5,640,965$99,935 ▼-1.7%6,8300.4%MedicalIWFiShares Russell 1000 Growth ETF$5,615,311$578,466 ▼-9.3%15,5510.4%ETFABTAbbott Laboratories$5,559,808$116,866 ▼-2.1%41,9130.4%MedicalADPAutomatic Data Processing$5,520,932$116,075 ▼-2.1%17,9790.4%Business ServicesMCDMcDonald's$5,472,098$75,281 ▼-1.4%17,5180.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$5,356,384$9,283 ▼-0.2%57,7010.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,949,423$263,022 ▲5.6%60,5360.3%ETFPFEPfizer$4,922,563$894,069 ▲22.2%194,2610.3%MedicalVWOVanguard FTSE Emerging Markets ETF$4,913,426$201,633 ▲4.3%108,5600.3%ETFXLPConsumer Staples Select Sector SPDR Fund$4,682,549$234,720 ▼-4.8%57,3350.3%ETFSCHBSchwab US Broad Market ETF$4,647,315$16,686 ▲0.4%215,8530.3%ETFSLBSchlumberger$4,643,332$345,143 ▲8.0%110,3580.3%EnergyPHParker-Hannifin$4,637,288$103,942 ▼-2.2%7,6290.3%IndustrialsKOCoca-Cola$4,633,232$31,160 ▼-0.7%64,2340.3%Consumer StaplesTGTTarget$4,562,737$22,751 ▲0.5%43,7210.3%Retail/WholesaleTTETotalEnergies$4,513,507$283,061 ▲6.7%68,8680.3%EnergyDOVDover$4,505,138$119,462 ▼-2.6%25,6440.3%IndustrialsKMBKimberly-Clark$4,344,168$95,412 ▼-2.1%30,2780.3%Consumer StaplesXLEEnergy Select Sector SPDR Fund$4,224,501$404,358 ▼-8.7%45,2060.3%ETFSCHMSchwab U.S. Mid-Cap ETF$4,196,873$104,826 ▼-2.4%160,1860.3%ETFUPSUnited Parcel Service$4,105,817$23,758 ▲0.6%37,3290.3%TransportationWFCWells Fargo & Company$4,066,186$1,938 ▲0.0%56,6400.3%FinanceBRK.BBerkshire Hathaway$3,867,828$225,796 ▲6.2%7,2630.3%FinanceVOOVanguard S&P 500 ETF$3,757,196$56,530 ▼-1.5%7,3110.2%ETFEMREmerson Electric$3,657,371$219 ▲0.0%33,3580.2%IndustrialsXLCCommunication Services Select Sector SPDR Fund$3,627,388$29,514 ▼-0.8%37,6090.2%ETFIBMInternational Business Machines$3,560,811$1,741 ▲0.0%14,3200.2%Computer and TechnologyMMM3M$3,552,103$42,883 ▼-1.2%24,1870.2%Multi-Sector ConglomeratesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,293,392$532,079 ▲19.3%62,8870.2%ManufacturingMKLMarkel Group$3,281,166$28,044 ▲0.9%1,7550.2%Multi-Sector ConglomeratesShowing largest 100 holdings. 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