Lowe Brockenbrough & Co Inc

CIK Number: 0000022657

1.78B
Market Value
263
# of Holdings
32 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
648.15
+0.01% 249.48K +3.97% 140.19M 492.48 9.23% Share
2 AAPL Apple Inc.
232.81
-0.22% 284.36K -5.73% 63.16M 30.74 4.16% Share
3 MSFT Microsoft Corpo...
522.28
+0.33% 135.54K -2.77% 50.88M 84.14 3.35% Share
4 IXUS iShares Core MS...
79.61
-0.46% 582.98K +1.04% 40.7M 67.22 2.68% Share
5 IJH iShares Core S&...
63.85
-1.31% 614.4K -2.02% 35.85M 47.79 2.36% Share
6 VEA Vanguard Develo...
58.60
-0.18% 704.79K +5.52% 35.82M 47.81 2.36% Share
7 JPM JPMorgan Chase ...
294.09
+1.23% 145.47K -0.04% 35.68M 77.78 2.35% Share
8 AMZN Amazon.com, Inc...
230.94
+2.84% 138.87K -1.34% 26.42M 74.45 1.74% Share
9 ORCL Oracle Corporat...
244.93
+0.31% 171.3K -2.43% 23.95M 41.28 1.58% Share
10 XOM Exxon Mobil Cor...
107.38
-0.21% 195.02K +0.90% 23.19M 76.21 1.53% Share
11 IJR iShares Core S&...
115.17
-1.4% 217.51K +2.85% 22.75M 95.64 1.50% Share
12 GOOG Alphabet Inc.
203.77
+0.36% 138.06K +7.13% 21.57M 65.56 1.42% Share
13 CVX Chevron Corpora...
155.20
-0.43% 126.29K +2.70% 21.13M 110.76 1.39% Share
14 IEMG iShares Core MS...
61.97
-1.17% 385.71K +0.95% 20.82M 56.64 1.37% Share
15 NVDA NVIDIA Corporat...
182.02
+0.24% 189.16K +3.59% 20.5M 65.92 1.35% Share
16 META Meta Platforms,...
781.96
+0.24% 34.63K -8.32% 19.96M 302.03 1.31% Share
17 SCHX Schwab U.S. Lar...
25.52
-0.06% 871.43K -14.69% 19.24M 14.46 1.27% Share
18 RSP Invesco S&P 500...
186.31
-0.66% 108.32K -2.55% 18.76M 120.85 1.23% Share
19 AGG iShares Core U....
99.10
-0.27% 175.68K +13.66% 17.38M 100.13 1.14% Share
20 VGT Vanguard Inform...
704.44
-0.4% 31.59K +4.08% 17.14M 332.44 1.13% Share
21 AMP Ameriprise Fina...
513.94
+0.92% 34.78K -3.11% 16.84M 130.63 1.11% Share
22 CSCO Cisco Systems, ...
69.28
-1.58% 263.84K -0.19% 16.28M 30.12 1.07% Share
23 TMO Thermo Fisher S...
485.13
+0.07% 31.14K -0.27% 15.51M 126.3 1.02% Share
24 IEFA iShares Core MS...
85.61
-0.04% 204.65K -1% 15.48M 73.35 1.02% Share
25 JNJ Johnson & Johns...
174.72
+0.17% 91.59K +4.15% 15.19M 103.78 1.00% Share
26 BKNG Booking Holding...
5485.75
+0.69% 3.1K +1.24% 14.29M 2361.68 0.94% Share
27 PG The Procter & G...
153.70
-1.1% 83.55K +0.16% 14.24M 126.43 0.94% Share
28 WMT Walmart Inc.
100.84
-0.15% 159.95K -1.53% 14.08M 28.94 0.93% Share
29 VGSH Vanguard Short-...
58.65
-0.1% 238.93K +5.27% 14.02M 58.22 0.92% Share
30 V Visa Inc.
345.40
+0.83% 39.63K -0.27% 13.89M 167.13 0.91% Share
31 ETN Eaton Corporati...
355.05
-0.68% 51.08K -1.37% 13.89M 132.76 0.91% Share
32 NSC Norfolk Souther...
282.46
+0.22% 58.2K -1.37% 13.79M 87.39 0.91% Share
33 VUSB Vanguard Ultra-...
49.82
-0.03% 276.25K +8.20% 13.77M 49.49 0.91% Share
34 SCHG Schwab U.S. Lar...
30.76
+0.13% 536.71K -1.15% 13.44M 16.03 0.88% Share
35 AVGO Broadcom Inc.
311.19
+0.68% 80.05K -0.63% 13.4M 56.92 0.88% Share
36 TJX The TJX Compani...
132.95
-0.86% 108.96K -0.65% 13.27M 47.91 0.87% Share
37 SPY SPDR S&P 500 ET...
644.93
+0.01% 22.37K -0.43% 12.55M 441.86 0.83% Share
38 GVI iShares Interme...
106.75
-0.2% 118.31K +1.10% 12.54M 103.67 0.83% Share
39 UNH UnitedHealth Gr...
271.50
-0.11% 22.84K -1.53% 11.96M 153.44 0.79% Share
40 DUK Duke Energy Cor...
124.26
-1.15% 97.09K +10.64% 11.84M 102.87 0.78% Share
41 GOOGL Alphabet Inc.
202.88
+0.46% 75.15K -7.37% 11.62M 55.87 0.76% Share
42 GS The Goldman Sac...
746.99
+0.31% 21.02K -1.32% 11.48M 236.38 0.76% Share
43 ELV Elevance Health...
295.37
+0.32% 26.15K +4.12% 11.38M 257.92 0.75% Share
44 XLV Health Care Sel...
133.94
+0.49% 77.42K +8.14% 11.3M 144.29 0.74% Share
45 RTX RTX Corporation
155.06
-0.42% 85.12K -15.85% 11.27M 77.48 0.74% Share
46 VGIT Vanguard Interm...
59.64
-0.22% 183.1K +3.78% 10.88M 58.73 0.72% Share
47 VO Vanguard Mid Ca...
286.38
-0.71% 40.79K -1.24% 10.55M 188.11 0.69% Share
48 MS Morgan Stanley
148.51
+0.51% 89.63K +1.40% 10.46M 52.1 0.69% Share
49 PEP PepsiCo, Inc.
148.62
-0.49% 68.29K +4.39% 10.24M 76.13 0.67% Share
50 PNC The PNC Financi...
194.55
+0.59% 52.47K -0.77% 9.22M 88.45 0.61% Share
51 HD The Home Depot,...
400.32
-1.68% 24.91K -0.04% 9.13M 149.11 0.60% Share
52 ACWI iShares MSCI AC...
133.35
-0.16% 76.97K -3.69% 8.96M 116.8 0.59% Share
53 TT Trane Technolog...
428.66
-1.43% 26.45K +0.45% 8.91M 134.05 0.59% Share
54 UL Unilever PLC
61.71
-1.17% 146.91K +2.20% 8.75M 51.65 0.58% Share
55 AMAT Applied Materia...
188.22
-0.95% 59.93K +6.88% 8.7M 149.02 0.57% Share
56 LOW Lowe's Companie...
253.05
-1.24% 36.53K -0.67% 8.52M 103.97 0.56% Share
57 MRK Merck & Co., In...
82.74
+0.04% 93.01K +4.03% 8.42M 62.04 0.55% Share
58 ACWX iShares MSCI AC...
62.64
-0.48% 150.22K +113.93% 8.33M 56.28 0.55% Share
59 SHV iShares Short T...
110.26
0.00% 70.21K -6.71% 7.76M 110.03 0.51% Share
60 AMGN Amgen Inc.
290.28
+0.33% 24.4K +0.33% 7.6M 182.14 0.50% Share
61 CB Chubb Limited
275.69
+0.24% 24.64K +0.18% 7.46M 157.8 0.49% Share
62 KBWB Invesco KBW Ban...
75.04
+0.90% 110.31K +0.42% 6.92M 45.3 0.46% Share
63 LMT Lockheed Martin...
437.38
-1.17% 14.72K +2.69% 6.58M 414.61 0.43% Share
64 ABBV AbbVie Inc.
204.72
+1.61% 30.53K -1.08% 6.4M 76.19 0.42% Share
65 IGV iShares Expande...
108.36
-1.07% 70.05K +0.21% 6.23M 61.42 0.41% Share
66 SOXX iShares Semicon...
254.14
+0.10% 32.97K +1.07% 6.2M 139.85 0.41% Share
67 ADBE Adobe Inc.
348.58
-0.71% 15.86K +6.80% 6.08M 420.86 0.40% Share
68 PM Philip Morris I...
165.25
-0.38% 36.47K -4.29% 5.84M 87.47 0.38% Share
69 VXUS Vanguard Total ...
71.14
-0.45% 93.46K -0.85% 5.8M 58.8 0.38% Share
70 NEAR iShares Short M...
51.04
-0.12% 113.53K -6.04% 5.78M 49.59 0.38% Share
71 LLY Eli Lilly and C...
684.46
+3.63% 6.83K -1.74% 5.64M 115.67 0.37% Share
72 IWF iShares Russell...
450.40
+0.11% 15.55K -9.34% 5.62M 236.23 0.37% Share
73 ABT Abbott Laborato...
129.32
-0.06% 41.91K -2.06% 5.56M 41.69 0.37% Share
74 ADP Automatic Data ...
301.52
-1.12% 17.98K -2.06% 5.52M 53.49 0.36% Share
75 MCD McDonald's Corp...
308.84
+1.24% 17.52K -1.36% 5.47M 124.19 0.36% Share
76 IVW iShares S&P 500...
115.82
+0.14% 57.7K -0.17% 5.36M 58.91 0.35% Share
77 VCIT Vanguard Interm...
83.12
-0.25% 60.54K +5.61% 4.95M 81.77 0.33% Share
78 PFE Pfizer Inc.
25.11
-0.22% 194.26K +22.19% 4.92M 32.04 0.32% Share
79 VWO Vanguard Emergi...
51.20
-1.15% 108.56K +4.28% 4.91M 43.09 0.32% Share
80 XLP Consumer Staple...
81.89
-0.9% 57.34K -4.77% 4.68M 61.27 0.31% Share
81 SCHB Schwab U.S. Bro...
24.87
-0.12% 215.85K +0.36% 4.65M 13.55 0.31% Share
82 SLB Schlumberger Li...
33.20
-1.03% 110.36K +8.03% 4.64M 42.27 0.31% Share
83 PH Parker-Hannifin...
745.38
-2.19% 7.63K -2.19% 4.64M 112.94 0.31% Share
84 KO The Coca-Cola C...
69.52
-1.33% 64.23K -0.67% 4.63M 36.88 0.30% Share
85 TGT Target Corporat...
104.22
-1.08% 43.72K +0.50% 4.56M 109.52 0.30% Share
86 TTE TotalEnergies S...
61.50
+0.21% 68.87K +6.69% 4.51M 58.31 0.30% Share
87 DOV Dover Corporati...
179.40
-1.88% 25.64K -2.58% 4.51M 72.96 0.30% Share
88 KMB Kimberly-Clark ...
133.43
-1.02% 30.28K -2.15% 4.34M 100.79 0.29% Share
89 XLE Energy Select S...
85.55
-0.11% 45.21K -8.74% 4.22M 52.38 0.28% Share
90 SCHM Schwab U.S. Mid...
28.97
-1.03% 160.19K -2.44% 4.2M 19.88 0.28% Share
91 UPS United Parcel S...
88.56
+0.43% 37.33K +0.58% 4.11M 110.18 0.27% Share
92 WFC Wells Fargo & C...
79.38
+1.91% 56.64K +0.05% 4.07M 39.3 0.27% Share
93 BRK-B Berkshire Hatha...
479.02
+0.36% 7.26K +6.20% 3.87M 225.81 0.25% Share
94 VOO Vanguard S&P 50...
592.77
-0.01% 7.31K -1.48% 3.76M 385.68 0.25% Share
95 EMR Emerson Electri...
134.37
-0.43% 33.36K +0.01% 3.66M 46.48 0.24% Share
96 XLC Communication S...
111.20
+0.08% 37.61K -0.81% 3.63M 49.71 0.24% Share
97 IBM International B...
237.04
-1.26% 14.32K +0.05% 3.56M 128.43 0.23% Share
98 MMM 3M Company
156.66
-2.21% 24.19K -1.19% 3.55M 100.04 0.23% Share
99 IGSB iShares 1-5 Yea...
52.79
-0.15% 62.89K +19.27% 3.29M 51.73 0.22% Share
100 MKL Markel Corporat...
1954.49
-0.41% 1.75K +0.86% 3.28M 1256.46 0.22% Share
101 GD General Dynamic...
315.89
-0.5% 11.5K -1.23% 3.13M 135.37 0.21% Share
102 KLAC KLA Corporation
954.98
+0.58% 4.6K -4.16% 3.13M 113.94 0.21% Share
103 QCOM QUALCOMM Incorp...
158.09
+0.96% 20.37K -6.34% 3.13M 61.87 0.21% Share
104 MO Altria Group, I...
65.54
+0.06% 51.11K -4.5% 3.12M 38.22 0.21% Share
105 AXP American Expres...
307.72
+0.28% 11.45K -1.7% 3.08M 103.28 0.20% Share
106 SPDW SPDR Portfolio ...
41.64
-0.19% 81.22K 0.00% 2.96M 30.73 0.19% Share
107 ITW Illinois Tool W...
262.44
-1.83% 11.68K -0.59% 2.91M 125.08 0.19% Share
108 DGX Quest Diagnosti...
178.44
-0.34% 16.37K -3.93% 2.77M 62.56 0.18% Share
109 BLK BlackRock, Inc.
1160.35
+0.03% 2.92K -4.67% 2.76M 1025.11 0.18% Share
110 EPS WisdomTree U.S....
66.71
+0.09% 46.25K 0.00% 2.74M 34.27 0.18% Share
111 SBUX Starbucks Corpo...
93.05
-1.2% 27.77K -3.47% 2.72M 54.94 0.18% Share
112 CL Colgate-Palmoli...
84.62
-1.99% 28.61K +0.01% 2.68M 44.47 0.18% Share
113 MUB iShares Nationa...
104.03
-0.18% 25.11K -1.47% 2.65M 107.58 0.17% Share
114 CAT Caterpillar Inc...
417.50
+0.92% 7.8K +0.05% 2.57M 160.62 0.17% Share
115 THG The Hanover Ins...
171.58
-0.22% 14.3K -2.15% 2.49M 44.96 0.16% Share
116 BMY Bristol-Myers S...
47.81
-0.08% 38.82K +7.69% 2.37M 40.63 0.16% Share
117 PKG Packaging Corpo...
196.49
-2.14% 11.62K -2.87% 2.31M 132.37 0.15% Share
118 NVO Novo Nordisk A/...
50.92
+0.04% 31.25K +100.00% 2.21M 69.44 0.15% Share
119 KNSL Kinsale Capital...
453.48
+0.33% 4.49K 0.00% 2.19M 211.88 0.14% Share
120 VEU Vanguard FTSE A...
69.23
-0.4% 35.77K 0.00% 2.17M 56.43 0.14% Share
121 UNP Union Pacific C...
221.35
-0.82% 8.73K +0.34% 2.06M 178.96 0.14% Share
122 SCHA Schwab U.S. Sma...
26.63
-1.12% 87.12K -0.5% 2.04M 24.62 0.13% Share
123 MDLZ Mondelez Intern...
61.42
-1.24% 29.72K +0.03% 2.03M 45.49 0.13% Share
124 IWN iShares Russell...
167.47
-1.27% 13.15K +3.36% 1.99M 118.23 0.13% Share
125 VOT Vanguard Mid-Ca...
285.33
-0.85% 7.92K 0.00% 1.94M 56.81 0.13% Share
126 SPEM SPDR Portfolio ...
44.19
-1.14% 45.95K 0.00% 1.81M 35.36 0.12% Share
127 MDT Medtronic plc
91.95
-1.03% 19.12K -0.39% 1.73M 81.81 0.11% Share
128 NVS Novartis AG
122.14
+0.78% 14.52K -1.5% 1.68M 65.28 0.11% Share
129 SYY Sysco Corporati...
81.20
-1.2% 22.23K -4.02% 1.67M 36.3 0.11% Share
130 RE Everest Re Grou...
351.28
+2.93% 4.56K -0.55% 1.66M 206.48 0.11% Share
131 SHEL Shell plc
72.64
-0.15% 22.45K -2.11% 1.64M 55.55 0.11% Share
132 ALL The Allstate Co...
208.73
-0.04% 7.8K +0.01% 1.62M 24.91 0.11% Share
133 IWM iShares Russell...
228.20
-1.31% 7.92K -3.52% 1.58M 137.74 0.10% Share
134 BDX Becton, Dickins...
195.03
-0.48% 6.78K -2.11% 1.55M 110.53 0.10% Share
135 BK The Bank of New...
103.36
+1.42% 18.24K -0.91% 1.53M 46.09 0.10% Share
136 VIOO Vanguard S&P Sm...
106.80
-1.39% 15.69K -0.1% 1.51M 84.85 0.10% Share
137 D Dominion Energy...
61.16
-1.51% 26.93K +0.07% 1.51M 67.98 0.10% Share
138 SW Smurfit Westroc...
43.73
-3.09% 32.98K 0.00% 1.49M 49.42 0.10% Share
139 DE Deere & Company
478.62
-6.8% 3.13K -1.85% 1.47M 156.07 0.10% Share
140 DD DuPont de Nemou...
73.58
-0.55% 19.6K +0.01% 1.46M 75.46 0.10% Share
141 IWR iShares Russell...
94.44
-0.87% 17.18K 0.00% 1.46M 48.43 0.10% Share
142 TRV The Travelers C...
268.64
-0.25% 5.52K -16.43% 1.46M 125.58 0.10% Share
143 XLF Financial Selec...
53.01
+0.47% 29.29K -0.28% 1.46M 26.89 0.10% Share
144 COP ConocoPhillips
95.63
-0.26% 13.85K +16.92% 1.45M 68.35 0.10% Share
145 MPC Marathon Petrol...
162.32
+0.36% 9.62K +5.80% 1.4M 55.89 0.09% Share
146 DIS The Walt Disney...
116.33
-0.27% 14.16K -0.28% 1.4M 114.99 0.09% Share
147 IVE iShares S&P 500...
202.03
-0.1% 7.3K -0.59% 1.39M 97.13 0.09% Share
148 VDE Vanguard Energy...
120.19
-0.14% 10.65K 0.00% 1.38M 59.64 0.09% Share
149 VHT Vanguard Health...
248.84
+0.49% 5.21K -24.71% 1.38M 257.61 0.09% Share
150 VCSH Vanguard Short-...
79.58
-0.12% 16.75K +3.29% 1.32M 77.95 0.09% Share