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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 $1,943,661,703
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 267,725 $179,188,666 9.22%
2.
Ishares Tr - MSCI ACWI ETF
 710,695 $98,246,477 5.05%
3.
Apple Inc.
 AAPL 278,991 $71,039,486 3.65%
4.
Microsoft Corp
 MSFT 136,450 $70,674,403 3.64%
5.
Ishares Trust
 VLUE 654,932 $54,084,285 2.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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