Lowe Brockenbrough & Co Inc Top Holdings and 13F Report (2025) About Lowe Brockenbrough & Co IncInvestment ActivityLowe Brockenbrough & Co Inc has $1.78 billion in total holdings as of June 30, 2025.Lowe Brockenbrough & Co Inc owns shares of 314 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 10.31% of the portfolio was purchased this quarter.About 3.00% of the portfolio was sold this quarter.This quarter, Lowe Brockenbrough & Co Inc has purchased 264 new stocks and bought additional shares in 81 stocks.Lowe Brockenbrough & Co Inc sold shares of 140 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $160,059,007Microsoft $67,255,424iShares MSCI ACWI ETF $64,132,177Apple $57,739,974iShares Core U.S. Aggregate Bond ETF $53,695,075 Largest New Holdings this Quarter 88339Y102 - 2023 ETF SERIES TRUST $14,480,605 Holding03027X100 - American Tower $10,254,223 Holding92206C599 - Vanguard Russell 3000 ETF $10,000,106 Holding928031103 - Virginia National Bankshares $629,000 Holding902653104 - United Dominion Realty Trust $366,653 Holding Largest Purchases this Quarter iShares MSCI ACWI ETF 421,725 shares (about $54.23M)iShares Core U.S. Aggregate Bond ETF 365,606 shares (about $36.27M)2023 ETF SERIES TRUST 479,808 shares (about $14.48M)American Tower 46,395 shares (about $10.25M)Vanguard Russell 3000 ETF 36,664 shares (about $10.00M) Largest Sales this Quarter Walmart 58,491 shares (about $5.72M)Johnson & Johnson 36,193 shares (about $5.53M)Consumer Staples Select Sector SPDR Fund 46,468 shares (about $3.76M)Target 35,728 shares (about $3.52M)iShares Short Treasury Bond ETF 28,963 shares (about $3.20M) 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$160,059,007$5,154,101 ▲3.3%257,7859.0%ETFMSFTMicrosoft$67,255,424$163,151 ▼-0.2%135,2113.8%Computer and TechnologyACWIiShares MSCI ACWI ETF$64,132,177$54,233,835 ▲547.9%498,6953.6%ManufacturingAAPLApple$57,739,974$601,764 ▼-1.0%281,4253.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$53,695,075$36,268,115 ▲208.1%541,2813.0%FinanceIXUSiShares Core MSCI Total International Stock ETF$47,295,011$2,224,904 ▲4.9%611,7582.7%ManufacturingVEAVanguard FTSE Developed Markets ETF$43,855,342$3,675,207 ▲9.1%769,2572.5%ETFJPMJPMorgan Chase & Co.$41,577,642$596,923 ▼-1.4%143,4162.3%FinanceIJHiShares Core S&P Mid-Cap ETF$37,609,114$495,974 ▼-1.3%606,4032.1%ETFORCLOracle$37,148,735$301,928 ▼-0.8%169,9162.1%Computer and TechnologyAMZNAmazon.com$30,353,923$112,766 ▼-0.4%138,3561.7%Retail/WholesaleNVDANVIDIA$29,658,707$226,242 ▼-0.8%187,7251.7%Computer and TechnologyMETAMeta Platforms$25,335,677$228,070 ▼-0.9%34,3261.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$25,082,274$1,310,169 ▲5.5%229,5021.4%ETFGOOGAlphabet$24,570,644$81,067 ▲0.3%138,5121.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$23,695,582$541,531 ▲2.3%394,7291.3%ETFSCHXSchwab US Large-Cap ETF$23,519,174$2,221,498 ▲10.4%962,3231.3%ETFAVGOBroadcom$21,858,769$205,911 ▼-0.9%79,2991.2%Computer and TechnologyXOMExxon Mobil$21,293,950$270,794 ▲1.3%197,5321.2%EnergyVGTVanguard Information Technology ETF$20,218,764$737,567 ▼-3.5%30,4831.1%ETFRSPInvesco S&P 500 Equal Weight ETF$19,496,832$189,918 ▼-1.0%107,2791.1%ETFCSCOCisco Systems$18,283,024$22,410 ▼-0.1%263,5201.0%Computer and TechnologyCVXChevron$18,023,469$59,853 ▼-0.3%125,8711.0%EnergyAMPAmeriprise Financial$17,955,211$606,851 ▼-3.3%33,6411.0%FinanceETNEaton$17,514,286$721,120 ▼-4.0%49,0611.0%IndustrialsBKNGBooking$16,916,159$1,036,274 ▼-5.8%2,9221.0%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$16,619,783$464,399 ▼-2.7%199,0870.9%ETFNSCNorfolk Southern$15,583,710$685,488 ▲4.6%60,8810.9%TransportationVUSBVanguard Ultra-Short Bond ETF$15,320,921$1,545,815 ▲11.2%307,2480.9%ETFVGSHVanguard Short-Term Treasury ETF$15,152,039$1,107,824 ▲7.9%257,7760.9%ETFGSThe Goldman Sachs Group$14,671,035$204,541 ▼-1.4%20,7290.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$14,532,179$1,145,207 ▼-7.3%497,5070.8%ETF2023 ETF SERIES TRUST$14,480,605$14,480,605 ▲New Holding479,8080.8%EAGLE CAPITAL SEIGViShares Expanded Tech-Software Sector ETF$14,173,352$6,503,424 ▲84.8%129,4370.8%ETFVVisa$13,985,064$85,567 ▼-0.6%39,3890.8%Business ServicesGOOGLAlphabet$13,968,518$724,482 ▲5.5%79,2630.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,878,022$56,842 ▲0.4%22,4620.8%FinanceTJXTJX Companies$13,305,060$150,905 ▼-1.1%107,7420.7%Retail/WholesalePGProcter & Gamble$13,067,976$243,761 ▼-1.8%82,0230.7%Consumer StaplesGVIiShares Intermediate Government/Credit Bond ETF$12,669,993$35,561 ▲0.3%118,6440.7%ETFMSMorgan Stanley$12,457,518$167,201 ▼-1.3%88,4390.7%FinanceTMOThermo Fisher Scientific$12,199,075$427,760 ▼-3.4%30,0870.7%MedicalRTXRTX$12,071,791$356,874 ▼-2.9%82,6720.7%AerospaceVGITVanguard Intermediate-Term Treasury ETF$11,802,247$850,797 ▲7.8%197,3290.7%ETFDUKDuke Energy$11,300,624$156,114 ▼-1.4%95,7680.6%UtilitiesVOVanguard Mid-Cap ETF$10,953,945$461,440 ▼-4.0%39,1450.6%ETFAMATApplied Materials$10,941,802$30,390 ▼-0.3%59,7680.6%Computer and TechnologyTTTrane Technologies$10,917,316$652,178 ▼-5.6%24,9590.6%ConstructionELVElevance Health$10,425,295$252,824 ▲2.5%26,8030.6%MedicalAMTAmerican Tower$10,254,223$10,254,223 ▲New Holding46,3950.6%FinanceVTHRVanguard Russell 3000 ETF$10,000,106$10,000,106 ▲New Holding36,6640.6%ETFWMTWalmart$9,921,052$5,719,250 ▼-36.6%101,4630.6%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$9,712,563$722,744 ▼-6.9%72,0570.5%ETFPNCThe PNC Financial Services Group$9,387,179$393,533 ▼-4.0%50,3550.5%FinanceHDHome Depot$9,139,784$6,233 ▲0.1%24,9280.5%Retail/WholesaleULUnilever$8,847,323$139,223 ▼-1.5%144,6350.5%Consumer StaplesPEPPepsiCo$8,648,752$368,260 ▼-4.1%65,5010.5%Consumer StaplesJNJJohnson & Johnson$8,461,237$5,528,452 ▼-39.5%55,3930.5%MedicalVOOVanguard S&P 500 ETF$8,217,122$4,064,255 ▲97.9%14,4660.5%ETFLOWLowe's Companies$8,132,201$28,177 ▲0.3%36,6530.5%Retail/WholesaleSOXXiShares Semiconductor ETF$7,822,199$46,785 ▼-0.6%32,7700.4%ETFKBWBInvesco KBW Bank ETF$7,764,539$135,863 ▼-1.7%108,4130.4%ManufacturingAMGNAmgen$7,369,748$555,907 ▲8.2%26,3950.4%MedicalMRKMerck & Co., Inc.$7,299,892$62,932 ▼-0.9%92,2170.4%MedicalNEARiShares Short Duration Bond Active ETF$7,086,395$1,285,165 ▲22.2%138,6770.4%ETFCBChubb$7,011,224$128,925 ▼-1.8%24,2000.4%FinanceIWViShares Russell 3000 ETF$6,937,164$5,568,615 ▲406.9%19,7640.4%ETFMKLMarkel Group$6,900,879$3,395,512 ▲96.9%3,4550.4%Multi-Sector ConglomeratesLMTLockheed Martin$6,866,051$48,630 ▲0.7%14,8250.4%AerospacePMPhilip Morris International$6,729,921$88,334 ▲1.3%36,9510.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$6,682,040$79,396 ▲1.2%15,7380.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$6,632,161$2,522,246 ▼-27.6%108,8310.4%ManufacturingUNHUnitedHealth Group$6,519,516$605,531 ▼-8.5%20,8980.4%MedicalVXUSVanguard Total International Stock ETF$6,380,254$77,174 ▼-1.2%92,3470.4%ETFABBVAbbVie$5,909,161$241,861 ▲4.3%31,8350.3%MedicalADPAutomatic Data Processing$5,868,544$323,820 ▲5.8%19,0290.3%Computer and TechnologyABTAbbott Laboratories$5,798,292$97,656 ▲1.7%42,6310.3%MedicalIVWiShares S&P 500 Growth ETF$5,576,565$776,315 ▼-12.2%50,6500.3%ETFVWOVanguard FTSE Emerging Markets ETF$5,341,136$28,242 ▼-0.5%107,9890.3%ETFLLYEli Lilly and Company$5,289,111$35,079 ▼-0.7%6,7850.3%MedicalMCDMcDonald's$5,264,319$146,085 ▲2.9%18,0180.3%Retail/WholesalePHParker-Hannifin$5,183,346$145,282 ▼-2.7%7,4210.3%IndustrialsVCITVanguard Intermediate-Term Corporate Bond ETF$4,951,651$67,994 ▼-1.4%59,7160.3%ETFPFEPfizer$4,617,273$91,603 ▼-1.9%190,4820.3%MedicalDOVDover$4,594,309$104,441 ▼-2.2%25,0740.3%IndustrialsSHViShares Short Treasury Bond ETF$4,554,825$3,198,094 ▼-41.3%41,2500.3%ETFWFCWells Fargo & Company$4,538,157$160 ▲0.0%56,6420.3%FinanceEMREmerson Electric$4,439,622$8,000 ▼-0.2%33,2980.2%IndustrialsKOCocaCola$4,433,266$111,290 ▼-2.4%62,6610.2%Consumer StaplesTTETotalEnergies$4,308,289$80,482 ▲1.9%70,1790.2%EnergyIBMInternational Business Machines$4,206,511$14,739 ▼-0.3%14,2700.2%Computer and TechnologySCHBSchwab US Broad Market ETF$4,201,896$941,881 ▼-18.3%176,3280.2%ETFSCHMSchwab U.S. Mid-Cap ETF$4,012,300$480,917 ▼-10.7%143,0410.2%ETFKLACKLA$4,007,541$116,446 ▼-2.8%4,4740.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$3,953,422$128,282 ▼-3.1%36,4270.2%ETFCATCaterpillar$3,905,393$875,414 ▲28.9%10,0600.2%IndustrialsKMBKimberly-Clark$3,881,910$21,530 ▼-0.6%30,1110.2%Consumer StaplesMMM3M$3,667,005$15,224 ▼-0.4%24,0870.2%Multi-Sector ConglomeratesQCOMQUALCOMM$3,665,687$421,083 ▲13.0%23,0170.2%Computer and TechnologySLBSchlumberger$3,661,520$68,580 ▼-1.8%108,3290.2%EnergyShowing largest 100 holdings. 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