Filer Name: LOWE BROCKENBROUGH & CO INC
CIK: 22657
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 263
Portfolio Value: $1.56B

Lowe Brockenbrough & Co Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 239,949 $141M 9.06% 6.1% -
AAPL US APPLE INC 301,630 $76M 4.84% -1.0% -
MSFT US MICROSOFT CORP 139,394 $59M 3.77% 0.2% -
IJH US ISHARES CORE S&P MIDCAP ETF 627,044 $39M 2.50% -1.8% -
IXUS US ISHARES CORE INTL STOCK ETF 576,956 $38M 2.45% -0.8% -
JPM US JPMORGAN CHASE & CO 145,538 $35M 2.24% -0.4% -
VEA US VANGUARD FTSE DEVELOPED ETF 667,945 $32M 2.05% 0.1% -
AMZN US AMAZON.COM INC 140,756 $31M 1.98% 0.6% -
ORCL US ORACLE CORP 175,558 $29M 1.88% -2.3% -
NVDA US NVIDIA CORP 182,599 $25M 1.57% 2.3% -
GOOG US ALPHABET INC-CL C 128,869 $25M 1.57% -0.2% -
IJR US ISHARES CORE S&P SMALL-CAP E 211,482 $24M 1.56% 4.5% -
SCHX US SCHWAB US LARGE-CAP ETF 1,021,444 $24M 1.52% 245.3% -
META US META PLATFORMS INC-CLASS A 37,777 $22M 1.42% 1.8% -
XOM US EXXON MOBIL CORP 193,273 $21M 1.33% -3.2% -
IEMG US ISHARES CORE MSCI EMERGING 382,070 $20M 1.28% -1.7% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 111,157 $19M 1.25% -1.5% -
AMP US AMERIPRISE FINANCIAL INC 35,894 $19M 1.23% -2.2% -
VGT US VANGUARD INFO TECH ETF 30,355 $19M 1.21% 1.7% -
AVGO US BROADCOM INC 80,554 $19M 1.20% -0.5% -
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