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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 $1,519,555,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 249,484 $140,185,332 9.23%
2.
Apple Inc.
 AAPL 284,358 $63,164,170 4.16%
3.
Microsoft Corp
 MSFT 135,539 $50,880,076 3.35%
4.
Ishares Tr - CORE MSCI TOTAL
 582,979 $40,697,764 2.68%
5.
Ishares Trust
 IEF 614,400 $35,850,240 2.36%
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)