Lowe Brockenbrough &
$2.0B Assets Reported
336 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 258,783 | $169M | 8.4% |
| ACWI | ISHARES TR | 641,227 | $89M | 4.4% |
| AAPL | APPLE INC | 279,895 | $71M | 3.5% |
| IXUS | ISHARES TR | 735,451 | $64M | 3.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 913,241 | $59M | 2.9% |
| MSFT | MICROSOFT CORP | 150,528 | $56M | 2.8% |
| AGG | ISHARES TR | 483,698 | $48M | 2.4% |
| GOOG | ALPHABET INC | 157,524 | $45M | 2.3% |
| SCHG | SCHWAB STRATEGIC TR | 1,546,872 | $45M | 2.2% |
| IJH | ISHARES TR | 641,674 | $43M | 2.2% |
Track Lowe Brockenbrough &'s 13F portfolio: $2.0B in reported holdings, 336 positions. Top holdings, AUM, and quarterly changes on SentiSense.