LOWE BROCKENBROUGH & CO INC 13F Holdings
CIK 0000022657 · RICHMOND, VA
As of Sep 30, 2025, LOWE BROCKENBROUGH & CO INC reported 334 positions worth
CIK 0000022657 · RICHMOND, VA
As of Sep 30, 2025, LOWE BROCKENBROUGH & CO INC reported 334 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 267,725 | 79.2M | 9.39% |
| ISHARES MSCI ACWI ETF | ACWI | — | 710,695 | $98.2M | 5.15% |
| APPLE INC | AAPL | Technology | 278,991 | $71.0M | 3.72% |
| MICROSOFT CORP | MSFT | Technology | 136,450 | $70.7M | 3.70% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 654,932 | $54.1M | 2.83% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 811,858 | $48.6M | 2.55% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 139,061 | $43.9M | 2.30% |
| ORACLE CORP | ORCL | Technology | 142,160 | $40.0M | 2.10% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 587,457 | $38.3M | 2.01% |
| ALPHABET INC | GOOG | Equity | 157,393 | $38.3M | 2.01% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 378,887 | $38.0M | 1.99% |
| NVIDIA CORP | NVDA | Technology | 198,305 | $37.0M | 1.94% |
| AMAZON.COM INC | AMZN | Equity | 139,030 | $30.5M | 1.60% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 239,666 | $28.5M | 1.49% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 412,255 | $27.2M | 1.42% |
| BROADCOM INC | AVGO | Technology | 78,576 | $25.9M | 1.36% |
| META PLATFORMS INC | META | Communication Services | 34,785 | $25.5M | 1.34% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 968,670 | $25.5M | 1.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 36,566 | $24.4M | 1.28% |
| EXXON MOBIL CORP | XOM | Energy | 201,572 | $22.7M | 1.19% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 29,978 | $22.4M | 1.17% |
| CHEVRON CORP | CHV | Energy | 129,574 | $20.1M | 1.05% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 104,541 | 9.8M | 1.04% |
| ALPHABET INC | GOOGL | Equity | 79,306 | 9.3M | 1.01% |
| NORFOLK SOUTHERN CORP | NSC | Industrials | 63,103 | 9.0M | 0.99% |