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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 $1,559,737,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 239,949 $141,253,462 9.05%
2.
Apple Inc.
 AAPL 301,630 $75,534,193 4.84%
3.
Microsoft Corp
 MSFT 139,394 $58,754,673 3.76%
4.
Ishares Trust
 IEF 627,044 $39,071,112 2.5%
5.
Ishares Tr - CORE MSCI TOTAL
 576,956 $38,159,870 2.44%
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)