Lowe Brockenbrough & CO Inc Portfolio Holdings
Lowe Brockenbrough & CO Inc
- $1.55 Billion
- Q3 2024
Lowe Brockenbrough & CO Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.55 Billion distributed in 265 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $130M, Apple Inc. with a value of $71M, Microsoft Corp with a value of $59.9M, Ishares Tr with a value of $42.2M, and Ishares Core S&P Mid Cap ETF with a value of $39.8M.
Examining the 13F form we can see an increase of $57.7M in the current position value, from $1.49B to 1.55B.
Below you can find more details about Lowe Brockenbrough & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.55 Billion
ETFs: $608 Million
Technology: $245 Million
Financial Services: $134 Million
Healthcare: $130 Million
Industrials: $121 Million
Consumer Defensive: $88.2 Million
Consumer Cyclical: $85 Million
Communication Services: $61 Million
Other: $78.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 265
- Current Value $1.55 Billion
- Prior Value $1.49 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks