Lowe Brockenbrough & Co Inc 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Lowe Brockenbrough & Co Inc disclosed 332 US equity positions worth $2.0bn in its Q4 2025 13F filing. The largest position was IVV at 9.8% of the reported book, followed by ACWI and AAPL. Against the Q3 2025 filing, it opened 0 new positions, added to 21 and reduced 17 among the top 50 holdings.
What did Lowe Brockenbrough & Co Inc own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IVV ISHARES TR | 9.8% | $199.1m | 290,714 | 9% | added | |
| 2 | ACWI ISHARES TR | 4.5% | $91.8m | 649,002 | -9% | reduced | |
| 3 | AAPL APPLE INC | Technology | 3.7% | $75.3m | 276,982 | -1% | reduced |
| 4 | MSFT MICROSOFT CORP | Technology | 3.3% | $67.8m | 140,246 | 3% | added |
| 5 | IXUS ISHARES TR | 2.9% | $59.7m | 705,744 | 8% | added | |
| 6 | VEA VANGUARD TAX-MANAGED FDS | 2.7% | $54.6m | 873,231 | 8% | added | |
| 7 | GOOG ALPHABET INC | Communication Services | 2.4% | $48.7m | 155,337 | -1% | reduced |
| 8 | JPM JPMORGAN CHASE & CO. | Financial Services | 2.2% | $44.6m | 138,327 | -1% | reduced |
| 9 | AGG ISHARES TR | 2.2% | $44.5m | 445,167 | 17% | added | |
| 10 | NVDA NVIDIA CORPORATION | Technology | 2.0% | $40.5m | 217,108 | 9% | added |
| 11 | IJH ISHARES TR | 2.0% | $40.0m | 606,624 | 3% | added | |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 1.6% | $32.7m | 141,851 | 2% | added |
| 13 | IJR ISHARES TR | 1.5% | $30.8m | 256,403 | 7% | added | |
| 14 | IEMG ISHARES INC | 1.5% | $29.5m | 438,576 | 6% | added | |
| 15 | AVGO BROADCOM INC | Technology | 1.3% | $27.1m | 78,361 | -0% | held |
| 16 | SCHX SCHWAB STRATEGIC TR | 1.3% | $25.4m | 945,011 | -2% | reduced | |
| 17 | META META PLATFORMS INC | Communication Services | 1.2% | $25.3m | 38,326 | 10% | added |
| 18 | GOOGL ALPHABET INC | Communication Services | 1.2% | $24.8m | 79,121 | -0% | held |
| 19 | ORCL ORACLE CORP | Technology | 1.2% | $24.6m | 126,151 | -11% | reduced |
| 20 | EXMOC EXXON MOBIL CORP | 1.2% | $24.3m | 202,144 | 0% | held | |
| 21 | VGT VANGUARD WORLD FD | 1.1% | $22.1m | 29,326 | -2% | reduced | |
| 22 | VGSH VANGUARD SCOTTSDALE FDS | 1.0% | $21.0m | 357,782 | 26% | added | |
| 23 | SPY SPDR S&P 500 ETF TR | 1.0% | $20.5m | 29,996 | -18% | reduced | |
| 24 | CSCO CISCO SYS INC | Technology | 1.0% | $20.4m | 264,506 | -1% | reduced |
| 25 | VUSB VANGUARD BD INDEX FDS | 1.0% | $20.4m | 408,718 | 21% | added | |
| 26 | RSP INVESCO EXCHANGE TRADED FD T | 1.0% | $20.1m | 105,011 | 0% | held | |
| 27 | CVX CHEVRON CORP NEW | Energy | 1.0% | $20.0m | 131,046 | 1% | added |
| 28 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.9% | $18.7m | 32,215 | 1% | added |
| 29 | NSC NORFOLK SOUTHN CORP | Industrials | 0.9% | $18.2m | 63,109 | 0% | held |
| 30 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.9% | $18.1m | 20,540 | -1% | reduced |
| 31 | 2023 ETF SERIES TRUST | 0.9% | $17.7m | 545,058 | 0% | held | |
| 32 | IEFA ISHARES TR | 0.9% | $17.7m | 197,692 | -0% | held | |
| 33 | VOO VANGUARD INDEX FDS | 0.8% | $17.2m | 27,460 | 90% | added | |
| 34 | VGIT VANGUARD SCOTTSDALE FDS | 0.8% | $17.1m | 284,677 | 26% | added | |
| 35 | AMP AMERIPRISE FINL INC | Financial Services | 0.8% | $16.5m | 33,655 | -0% | held |
| 36 | TJX TJX COS INC NEW | Consumer Cyclical | 0.8% | $16.0m | 104,356 | -1% | reduced |
| 37 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.8% | $15.9m | 2,963 | 1% | added |
| 38 | RTX RTX CORPORATION | Industrials | 0.8% | $15.6m | 84,990 | 0% | held |
| 39 | MS MORGAN STANLEY | Financial Services | 0.8% | $15.5m | 87,567 | -1% | reduced |
| 40 | ETN EATON CORP PLC | Industrials | 0.8% | $15.5m | 48,715 | -1% | reduced |
| 41 | SCHG SCHWAB STRATEGIC TR | 0.8% | $15.4m | 472,177 | -4% | reduced | |
| 42 | AMAT APPLIED MATLS INC | Technology | 0.8% | $15.3m | 59,547 | -2% | reduced |
| 43 | IGV ISHARES TR | 0.7% | $14.0m | 132,083 | 1% | added | |
| 44 | V VISA INC | Financial Services | 0.7% | $13.9m | 39,617 | 0% | held |
| 45 | XLV SELECT SECTOR SPDR TR | 0.6% | $12.7m | 82,001 | 7% | added | |
| 46 | GVI ISHARES TR | 0.6% | $12.2m | 113,482 | -1% | reduced | |
| 47 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.6% | $11.7m | 81,851 | -0% | held |
| 48 | DUK DUKE ENERGY CORP NEW | Utilities | 0.6% | $11.7m | 99,563 | 1% | added |
| 49 | PNC PNC FINL SVCS GROUP INC | Financial Services | 0.5% | $10.9m | 52,306 | -0% | held |
| 50 | WMT WALMART INC | Consumer Defensive | 0.5% | $10.9m | 97,619 | -1% | reduced |
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.