Lowe Brockenbrough & Co Inc 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Lowe Brockenbrough & Co Inc disclosed 334 US equity positions worth $1.9bn in its Q3 2025 13F filing. The largest position was IVV at 9.2% of the reported book, followed by ACWI and AAPL. Against the Q2 2025 filing, it opened 0 new positions, added to 28 and reduced 12 among the top 50 holdings.
What did Lowe Brockenbrough & Co Inc own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IVV ISHARES TR | 9.2% | $179.2m | 267,725 | 4% | added | |
| 2 | ACWI ISHARES TR | 5.1% | $98.2m | 710,695 | 43% | added | |
| 3 | AAPL APPLE INC | Technology | 3.7% | $71.0m | 278,991 | -1% | reduced |
| 4 | MSFT MICROSOFT CORP | Technology | 3.6% | $70.7m | 136,450 | 1% | added |
| 5 | IXUS ISHARES TR | 2.8% | $54.1m | 654,932 | 7% | added | |
| 6 | VEA VANGUARD TAX-MANAGED FDS | 2.5% | $48.6m | 811,858 | 6% | added | |
| 7 | JPM JPMORGAN CHASE & CO. | Financial Services | 2.3% | $43.9m | 139,061 | -3% | reduced |
| 8 | ORCL ORACLE CORP | Technology | 2.1% | $40.0m | 142,160 | -16% | reduced |
| 9 | IJH ISHARES TR | 2.0% | $38.3m | 587,457 | -3% | reduced | |
| 10 | GOOG ALPHABET INC | Communication Services | 2.0% | $38.3m | 157,393 | 14% | added |
| 11 | AGG ISHARES TR | 2.0% | $38.0m | 378,887 | -30% | reduced | |
| 12 | NVDA NVIDIA CORPORATION | Technology | 1.9% | $37.0m | 198,305 | 6% | added |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 1.6% | $30.5m | 139,030 | 0% | held |
| 14 | IJR ISHARES TR | 1.5% | $28.5m | 239,666 | 4% | added | |
| 15 | IEMG ISHARES INC | 1.4% | $27.2m | 412,255 | 4% | added | |
| 16 | AVGO BROADCOM INC | Technology | 1.3% | $25.9m | 78,576 | -1% | reduced |
| 17 | META META PLATFORMS INC | Communication Services | 1.3% | $25.5m | 34,785 | 1% | added |
| 18 | SCHX SCHWAB STRATEGIC TR | 1.3% | $25.5m | 968,670 | 1% | added | |
| 19 | SPY SPDR S&P 500 ETF TR | 1.3% | $24.4m | 36,566 | 63% | added | |
| 20 | EXMOC EXXON MOBIL CORP | 1.2% | $22.7m | 201,572 | 2% | added | |
| 21 | VGT VANGUARD WORLD FD | 1.2% | $22.4m | 29,978 | -2% | reduced | |
| 22 | CVX CHEVRON CORP NEW | Energy | 1.0% | $20.1m | 129,574 | 3% | added |
| 23 | RSP INVESCO EXCHANGE TRADED FD T | 1.0% | $19.8m | 104,541 | -3% | reduced | |
| 24 | GOOGL ALPHABET INC | Communication Services | 1.0% | $19.3m | 79,306 | 0% | held |
| 25 | NSC NORFOLK SOUTHN CORP | Industrials | 1.0% | $19.0m | 63,103 | 4% | added |
| 26 | ETN EATON CORP PLC | Industrials | 0.9% | $18.4m | 49,087 | 0% | held |
| 27 | CSCO CISCO SYS INC | Technology | 0.9% | $18.3m | 268,046 | 2% | added |
| 28 | IEFA ISHARES TR | 0.9% | $17.3m | 198,340 | -0% | held | |
| 29 | 2023 ETF SERIES TRUST | 0.9% | $17.0m | 545,058 | 14% | added | |
| 30 | VUSB VANGUARD BD INDEX FDS | 0.9% | $16.9m | 338,149 | 10% | added | |
| 31 | VGSH VANGUARD SCOTTSDALE FDS | 0.9% | $16.8m | 284,791 | 10% | added | |
| 32 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.9% | $16.6m | 20,829 | 0% | held |
| 33 | AMP AMERIPRISE FINL INC | Financial Services | 0.9% | $16.6m | 33,764 | 0% | held |
| 34 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.8% | $15.8m | 2,922 | 0% | held |
| 35 | SCHG SCHWAB STRATEGIC TR | 0.8% | $15.7m | 493,147 | -1% | reduced | |
| 36 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.8% | $15.5m | 31,870 | 6% | added |
| 37 | TJX TJX COS INC NEW | Consumer Cyclical | 0.8% | $15.3m | 105,710 | -2% | reduced |
| 38 | IGV ISHARES TR | 0.8% | $15.0m | 130,398 | 1% | added | |
| 39 | RTX RTX CORPORATION | Industrials | 0.7% | $14.2m | 84,892 | 3% | added |
| 40 | MS MORGAN STANLEY | Financial Services | 0.7% | $14.1m | 88,716 | 0% | held |
| 41 | VGIT VANGUARD SCOTTSDALE FDS | 0.7% | $13.5m | 225,093 | 14% | added | |
| 42 | V VISA INC | Financial Services | 0.7% | $13.5m | 39,512 | 0% | held |
| 43 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.6% | $12.6m | 81,963 | -0% | held |
| 44 | AMAT APPLIED MATLS INC | Technology | 0.6% | $12.5m | 60,916 | 2% | added |
| 45 | GVI ISHARES TR | 0.6% | $12.3m | 114,745 | -3% | reduced | |
| 46 | DUK DUKE ENERGY CORP NEW | Utilities | 0.6% | $12.2m | 98,583 | 3% | added |
| 47 | VO VANGUARD INDEX FDS | 0.6% | $10.8m | 36,608 | -6% | reduced | |
| 48 | TT TRANE TECHNOLOGIES PLC | Industrials | 0.6% | $10.7m | 25,380 | 2% | added |
| 49 | XLV SELECT SECTOR SPDR TR | 0.6% | $10.7m | 76,870 | 7% | added | |
| 50 | PNC PNC FINL SVCS GROUP INC | Financial Services | 0.5% | $10.5m | 52,314 | 4% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.