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Home > Institutional Investor > Lowe Brockenbrough & Co Inc > 13F Holdings

Instuitional Investor - Lowe Brockenbrough & Co Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 254,751 $190,780,251 8.49%
2.
Ishares Tr - MSCI ACWI ETF
 542,352 $85,132,993 3.79%
3.
Apple Inc.
 AAPL 274,474 $79,418,186 3.53%
4.
Ishares Trust
 HYG 760,416 $72,574,103 3.23%
5.
Vanguard Tax-Managed Fds
 951,649 $67,802,219 3.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.