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Home > Institutional Investor > Lowe Brockenbrough & Co Inc > Profile

Instuitional Investor - Lowe Brockenbrough & Co Inc

Fund Profile
Filing Period:
Fund Name: Lowe Brockenbrough & Co Inc
Portfolio Value $1,778,478,927
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 257,785 $160,059,007 9%
2.
Microsoft Corp
 MSFT 135,211 $67,255,424 3.78%
3.
Ishares Tr - MSCI ACWI ETF
 498,695 $64,132,177 3.61%
4.
Apple Inc.
 AAPL 281,425 $57,739,974 3.25%
5.
Ishares Trust
 IEF 541,281 $53,695,075 3.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)