Lowe Brockenbrough & Co Inc

CIK Number: 0000022657

1.52B
Market Value
260
# of Holdings
37 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
617.94
+0.52% 239.95K +6.15% 141.25M 489.73 9.06%
2 AAPL Apple Inc.
201.07
+0.03% 301.63K -1.03% 75.53M 32.09 4.84%
3 MSFT Microsoft Corpo...
496.09
-0.27% 139.39K +0.20% 58.75M 84.14 3.77%
4 IJH iShares Core S&...
62.05
+0.32% 627.04K -1.77% 39.07M 47.79 2.50%
5 IXUS iShares Core MS...
77.13
+0.39% 576.96K -0.77% 38.16M 67.19 2.45%
6 JPM JPMorgan Chase ...
287.21
-0.53% 145.54K -0.43% 34.89M 77.78 2.24%
7 VEA Vanguard Develo...
56.83
+0.62% 667.95K +0.11% 31.94M 47.64 2.05%
8 AMZN Amazon.com, Inc...
222.80
+2.62% 140.76K +0.64% 30.88M 74.45 1.98%
9 ORCL Oracle Corporat...
210.18
-1.24% 175.56K -2.31% 29.25M 41.28 1.88%
10 GOOG Alphabet Inc.
178.35
+2.25% 128.87K -0.2% 24.54M 59.09 1.57%
11 NVDA NVIDIA Corporat...
157.71
+1.73% 182.6K +2.32% 24.52M 64.4 1.57%
12 IJR iShares Core S&...
109.49
+0.30% 211.48K +4.51% 24.37M 95.38 1.56%
13 SCHX Schwab U.S. Lar...
24.34
+0.54% 1.02M +245.29% 23.68M 14.46 1.52%
14 META Meta Platforms,...
733.50
+1.02% 37.78K +1.77% 22.12M 302.03 1.42%
15 XOM Exxon Mobil Cor...
109.41
-0.53% 193.27K -3.21% 20.79M 75.82 1.33%
16 IEMG iShares Core MS...
59.74
-0.37% 382.07K -1.66% 19.95M 56.67 1.28%
17 RSP Invesco S&P 500...
180.97
+0.41% 111.16K -1.55% 19.48M 120.85 1.25%
18 AMP Ameriprise Fina...
528.52
+0.58% 35.89K -2.23% 19.11M 130.63 1.23%
19 VGT Vanguard Inform...
656.43
-0.08% 30.36K +1.69% 18.87M 323.87 1.21%
20 AVGO Broadcom Inc.
269.28
-0.33% 80.55K -0.5% 18.68M 56.92 1.20%
21 CVX Chevron Corpora...
143.87
-0.39% 122.97K -0.82% 17.81M 109.24 1.14%
22 ETN Eaton Corporati...
353.81
+1.63% 51.79K -1.63% 17.19M 132.76 1.10%
23 TMO Thermo Fisher S...
407.68
-1.08% 31.23K -2.36% 16.26M 126.3 1.04%
24 CSCO Cisco Systems, ...
68.69
-0.37% 264.35K -1.25% 15.65M 30.12 1.00%
25 GOOGL Alphabet Inc.
178.17
+2.67% 81.13K -1.4% 15.36M 55.87 0.98%
26 BKNG Booking Holding...
5700.96
+1.88% 3.06K -0.58% 15.22M 2333.82 0.98%
27 SCHG Schwab U.S. Lar...
29.03
+0.59% 542.97K +273.46% 15.13M 16.03 0.97%
28 AGG iShares Core U....
98.78
-0.3% 154.56K -3.09% 14.98M 100.29 0.96%
29 WMT Walmart Inc.
97.42
+1.46% 162.44K -2.12% 14.71M 28.94 0.94%
30 IEFA iShares Core MS...
83.29
+0.92% 206.72K +6.77% 14.53M 73.35 0.93%
31 PG The Procter & G...
160.05
+0.90% 83.42K +0.49% 13.99M 126.36 0.90%
32 NSC Norfolk Souther...
255.85
+0.13% 59.01K -2.43% 13.85M 87.39 0.89%
33 TJX The TJX Compani...
123.25
+0.91% 109.67K +0.56% 13.25M 47.91 0.85%
34 SPY SPDR S&P 500 ET...
615.02
+0.51% 22.47K +0.03% 13.21M 441.86 0.85%
35 VGSH Vanguard Short-...
58.74
-0.02% 226.97K +15.90% 13.21M 58.19 0.85%
36 JNJ Johnson & Johns...
152.45
+0.29% 87.94K -6.67% 12.72M 101.21 0.82%
37 VUSB Vanguard Ultra-...
49.84
+0.01% 255.32K +15.18% 12.67M 49.46 0.81%
38 V Visa Inc.
349.18
+0.91% 39.74K +0.27% 12.56M 167.13 0.81%
39 GVI iShares Interme...
106.60
-0.14% 117.03K +141.49% 12.2M 103.64 0.78%
40 GS The Goldman Sac...
690.98
+0.56% 21.3K -1.23% 12.2M 236.38 0.78%
41 UNH UnitedHealth Gr...
308.86
+2.06% 23.19K +0.85% 11.73M 153.44 0.75%
42 RTX RTX Corporation
144.66
+1.39% 101.15K +0.59% 11.7M 77.48 0.75%
43 MS Morgan Stanley
140.64
+0.64% 88.39K -0.91% 11.11M 51.2 0.71%
44 VO Vanguard Mid Ca...
279.18
+0.50% 41.31K -3.09% 10.91M 188.11 0.70%
45 VGIT Vanguard Interm...
59.65
-0.17% 176.43K -4.34% 10.23M 58.7 0.66%
46 PNC The PNC Financi...
186.00
+0.26% 52.87K -0.49% 10.2M 88.45 0.65%
47 PEP PepsiCo, Inc.
131.10
+2.25% 65.42K -8.78% 10.04M 72.89 0.64%
48 XLV Health Care Sel...
133.94
-0.2% 71.59K +122.13% 9.85M 144.15 0.63%
49 TT Trane Technolog...
432.04
+0.66% 26.33K -34.93% 9.73M 133.13 0.62%
50 HD The Home Depot,...
368.39
+1.35% 24.92K -0.26% 9.69M 149.11 0.62%
51 DUK Duke Energy Cor...
116.92
+0.58% 87.75K +0.05% 9.45M 100.84 0.61%
52 ACWI iShares MSCI AC...
128.08
+0.48% 79.92K -2.56% 9.39M 116.8 0.60%
53 ELV Elevance Health...
381.21
+2.15% 25.12K -10.56% 9.27M 250.63 0.59%
54 AMAT Applied Materia...
183.21
-0.17% 56.08K -0.64% 9.12M 149.29 0.58%
55 LOW Lowe's Companie...
223.69
+1.11% 36.77K -0.09% 9.08M 103.97 0.58%
56 MRK Merck & Co., In...
78.93
+0.13% 89.41K -2.69% 8.97M 60.92 0.57%
57 SHV iShares Short T...
110.41
+0.03% 75.26K -3.86% 8.29M 110.03 0.53%
58 UL Unilever PLC
60.92
+0.40% 143.74K +1.30% 8.15M 51.47 0.52%
59 KBWB Invesco KBW Ban...
71.14
+0.15% 109.84K +1.99% 7.18M 45.23 0.46%
60 SOXX iShares Semicon...
238.82
-0.1% 32.62K +1.74% 7.03M 139.33 0.45%
61 IGV iShares Expande...
107.80
-0.84% 69.89K +1.25% 7M 61.36 0.45%
62 LMT Lockheed Martin...
458.56
+0.14% 14.33K +3.58% 6.97M 413.75 0.45%
63 IWF iShares Russell...
421.68
+0.56% 17.15K -2.8% 6.89M 236.23 0.44%
64 CB Chubb Limited
285.04
+0.52% 24.6K -1.24% 6.82M 157.54 0.44%
65 ADBE Adobe Inc.
385.92
+0.25% 14.85K -2.14% 6.6M 423.4 0.42%
66 AMGN Amgen Inc.
277.28
-0.65% 24.32K -1.27% 6.34M 181.72 0.41%
67 NEAR iShares Short M...
51.05
+0.01% 120.83K +2.41% 6.1M 49.59 0.39%
68 TGT Target Corporat...
99.40
+1.84% 43.5K -7.73% 5.88M 109.55 0.38%
69 IVW iShares S&P 500...
109.53
+0.57% 57.8K -9.75% 5.87M 58.91 0.38%
70 VXUS Vanguard Total ...
68.89
+0.39% 94.26K -0.43% 5.55M 58.8 0.36%
71 ABBV AbbVie Inc.
181.89
-2.62% 30.86K -1.31% 5.48M 76.19 0.35%
72 ADP Automatic Data ...
303.56
+0.19% 18.36K -1.45% 5.4M 53.49 0.35%
73 LLY Eli Lilly and C...
776.25
-2.37% 6.95K 0.00% 5.37M 115.67 0.34%
74 MCD McDonald's Corp...
291.88
+2.19% 17.76K -0.92% 5.15M 124.19 0.33%
75 PH Parker-Hannifin...
701.24
+1.38% 7.8K -1.29% 4.96M 112.94 0.32%
76 DOV Dover Corporati...
183.18
+0.08% 26.32K -0.37% 4.94M 72.96 0.32%
77 SCHB Schwab U.S. Bro...
23.70
+0.49% 215.08K +197.48% 4.88M 13.52 0.31%
78 ABT Abbott Laborato...
134.38
+0.53% 42.79K -1.88% 4.84M 41.69 0.31%
79 XLP Consumer Staple...
80.61
+0.54% 60.21K +12.15% 4.73M 61.27 0.30%
80 UPS United Parcel S...
101.24
+0.64% 37.11K -6.22% 4.68M 110.18 0.30%
81 PM Philip Morris I...
181.15
+0.27% 38.1K -1.84% 4.64M 87.47 0.30%
82 VCIT Vanguard Interm...
82.58
-0.11% 57.32K +17.67% 4.6M 81.77 0.29%
83 VWO Vanguard Emergi...
49.40
-0.08% 104.11K +0.25% 4.58M 42.99 0.29%
84 SCHM Schwab U.S. Mid...
27.96
+0.41% 164.19K +188.85% 4.55M 19.88 0.29%
85 XLE Energy Select S...
85.31
-0.51% 49.53K +41.17% 4.24M 52.38 0.27%
86 PFE Pfizer Inc.
24.20
-0.17% 158.98K -39.39% 4.22M 33.52 0.27%
87 EMR Emerson Electri...
133.20
+0.35% 33.36K -2.49% 4.13M 46.48 0.27%
88 KMB Kimberly-Clark ...
127.94
+0.87% 30.94K -2.15% 4.09M 100.79 0.26%
89 KO The Coca-Cola C...
70.42
+1.37% 64.67K -0.01% 4.03M 36.88 0.26%
90 VOO Vanguard 500 In...
567.06
+0.52% 7.42K -0.92% 4M 385.68 0.26%
91 WFC Wells Fargo & C...
79.42
-0.67% 56.61K -0.74% 3.98M 39.28 0.25%
92 SLB Schlumberger Li...
34.01
+0.52% 102.16K -19.63% 3.95M 42.31 0.25%
93 XLC Communication S...
107.72
+1.21% 37.91K -0.14% 3.67M 49.71 0.24%
94 ACWX iShares MSCI AC...
60.83
+0.39% 70.22K +0.04% 3.66M 57.22 0.23%
95 TTE TotalEnergies S...
61.45
-0.18% 64.55K -2.69% 3.57M 57.89 0.23%
96 AXP American Expres...
317.45
+1.94% 11.65K -0.23% 3.46M 103.28 0.22%
97 QCOM QUALCOMM Incorp...
158.52
+0.21% 21.75K -1.81% 3.34M 61.87 0.21%
98 MMM 3M Company
152.20
+0.96% 24.48K -0.42% 3.16M 100.04 0.20%
99 IBM International B...
289.64
-0.78% 14.31K -0.2% 3.15M 128.37 0.20%
100 BLK BlackRock, Inc.
1049.28
+1.79% 3.06K +100.00% 3.14M 1025.11 0.20%
101 BRK-B Berkshire Hatha...
485.19
+0.03% 6.84K -1.55% 3.1M 206.79 0.20%
102 GD General Dynamic...
290.80
-0.2% 11.64K -1.71% 3.07M 135.37 0.20%
103 KLAC KLA Corporation
888.61
-1.59% 4.8K -0.37% 3.03M 113.94 0.19%
104 MKL Markel Corporat...
1986.17
-0.46% 1.74K -32.24% 3M 1251.17 0.19%
105 ITW Illinois Tool W...
248.14
+0.56% 11.75K -0.47% 3M 125.08 0.19%
106 MO Altria Group, I...
58.84
+0.09% 53.52K -2.4% 2.85M 38.22 0.18%
107 CAT Caterpillar Inc...
385.15
+0.86% 7.8K -3.62% 2.83M 160.53 0.18%
108 EPS WisdomTree U.S....
63.76
+0.60% 46.25K 0.00% 2.83M 34.27 0.18%
109 SPDW SPDR Portfolio ...
40.37
+0.60% 81.22K +32.50% 2.77M 30.73 0.18%
110 IGSB iShares 1-5 Yea...
52.69
-0.02% 52.73K +23.51% 2.73M 51.61 0.17%
111 MUB iShares Nationa...
104.33
-0.02% 25.49K -0.2% 2.72M 107.58 0.17%
112 PKG Packaging Corpo...
189.47
+0.97% 11.96K -4.35% 2.71M 132.37 0.17%
113 SBUX Starbucks Corpo...
92.15
+0.34% 28.77K -10.4% 2.63M 54.94 0.17%
114 CL Colgate-Palmoli...
88.81
+1.16% 28.61K -4.35% 2.6M 44.46 0.17%
115 DGX Quest Diagnosti...
177.76
+0.39% 17.04K -2.93% 2.57M 62.56 0.16%
116 SCHA Schwab U.S. Sma...
25.29
+0.14% 87.56K +103.80% 2.26M 24.62 0.15%
117 THG The Hanover Ins...
167.68
-0.72% 14.61K -0.54% 2.26M 44.96 0.14%
118 KNSL Kinsale Capital...
473.27
-0.66% 4.49K 0.00% 2.09M 211.88 0.13%
119 IWN iShares Russell...
157.79
+0.10% 12.72K -4.66% 2.09M 117.13 0.13%
120 VEU Vanguard FTSE A...
67.07
+0.47% 35.77K 0.00% 2.05M 56.43 0.13%
121 BMY Bristol-Myers S...
46.33
-0.7% 36.05K -1.03% 2.04M 39.06 0.13%
122 VOT Vanguard Mid-Ca...
282.29
+0.84% 7.92K 0.00% 2.01M 56.81 0.13%
123 UNP Union Pacific C...
231.36
+0.86% 8.7K -0.53% 1.98M 178.76 0.13%
124 IWM iShares Russell...
215.57
+0.07% 8.21K -1.35% 1.81M 137.74 0.12%
125 MDLZ Mondelez Intern...
67.79
+0.06% 29.71K -2.14% 1.79M 45.48 0.11%
126 SW Smurfit Westroc...
43.06
+0.89% 32.98K -4.25% 1.78M 49.42 0.11%
127 SYY Sysco Corporati...
75.17
+0.87% 23.16K -5.53% 1.77M 36.3 0.11%
128 SPEM SPDR Portfolio ...
42.63
-0.07% 45.95K +18.58% 1.76M 35.36 0.11%
129 VHT Vanguard Health...
246.97
-0.13% 6.92K +628.00% 1.75M 257.61 0.11%
130 VIOO Vanguard S&P Sm...
101.43
+0.29% 15.71K +0.94% 1.67M 84.85 0.11%
131 TRV The Travelers C...
263.23
+0.11% 6.61K 0.00% 1.59M 125.58 0.10%
132 DIS The Walt Disney...
122.38
+0.75% 14.2K +1.10% 1.59M 114.99 0.10%
133 BDX Becton, Dickins...
170.81
+0.50% 6.93K -15.04% 1.57M 110.53 0.10%
134 MDT Medtronic plc
86.19
+0.01% 19.19K -5.92% 1.55M 81.81 0.10%
135 IWR iShares Russell...
91.57
+0.20% 17.18K -3.51% 1.52M 48.43 0.10%
136 ALL The Allstate Co...
195.67
+0.78% 7.8K 0.00% 1.51M 24.88 0.10%
137 DD DuPont de Nemou...
68.91
-0.53% 19.6K -1.85% 1.49M 75.46 0.10%
138 TROW T. Rowe Price G...
96.11
-0.07% 13.17K -3.03% 1.49M 75.66 0.10%
139 D Dominion Energy...
55.88
+1.28% 26.91K -5.46% 1.45M 67.99 0.09%
140 SHEL Shell plc
70.98
-0.01% 22.93K -0.65% 1.44M 55.55 0.09%
141 NVS Novartis AG
120.33
+0.01% 14.74K -4.02% 1.43M 65.28 0.09%
142 XLF Financial Selec...
51.96
+0.32% 29.38K 0.00% 1.42M 26.89 0.09%
143 BK The Bank of New...
91.28
+1.38% 18.41K -4.42% 1.41M 46.09 0.09%
144 IVE iShares S&P 500...
194.45
+0.48% 7.34K -0.88% 1.4M 97.13 0.09%
145 BX Blackstone Inc.
151.29
+2.10% 8.06K 0.00% 1.39M 55.97 0.09%
146 DE Deere & Company
513.44
+0.97% 3.19K -1.88% 1.35M 156.07 0.09%
147 IGIB iShares 5-10 Ye...
53.06
-0.15% 25.87K -2.05% 1.33M 54.71 0.09%
148 IWV iShares Russell...
349.47
+0.47% 3.9K 0.00% 1.3M 190.67 0.08%
149 CHRW C.H. Robinson W...
96.71
+3.78% 12.54K -3.65% 1.3M 67.4 0.08%
150 VDE Vanguard Energy...
119.84
-0.45% 10.65K +3.30% 1.29M 59.64 0.08%