Lowe, Brockenbrough & Company

Latest statistics and disclosures from Lowe Brockenbrough & Co's latest quarterly 13F-HR filing:

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Portfolio Holdings for Lowe Brockenbrough & Co

Lowe Brockenbrough & Co holds 334 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.2 $179M +3% 268k 669.30
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Ishares Tr Msci Acwi Etf (ACWI) 5.1 $98M +42% 711k 138.24
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Apple (AAPL) 3.7 $71M 279k 254.63
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Microsoft Corporation (MSFT) 3.6 $71M 137k 517.95
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Ishares Tr Core Msci Total (IXUS) 2.8 $54M +7% 655k 82.58
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $49M +5% 812k 59.92
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JPMorgan Chase & Co. (JPM) 2.3 $44M -3% 139k 315.43
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Oracle Corporation (ORCL) 2.1 $40M -16% 142k 281.24
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Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $38M -3% 588k 65.26
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Alphabet Cap Stk Cl C (GOOG) 2.0 $38M +13% 157k 243.55
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Ishares Tr Core Us Aggbd Et (AGG) 2.0 $38M -30% 379k 100.25
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NVIDIA Corporation (NVDA) 1.9 $37M +5% 198k 186.58
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Amazon (AMZN) 1.6 $31M 139k 219.57
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $29M +4% 240k 118.83
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Ishares Core Msci Emkt (IEMG) 1.4 $27M +4% 412k 65.92
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Broadcom (AVGO) 1.3 $26M 79k 329.91
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Meta Platforms Cl A (META) 1.3 $26M 35k 734.38
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $26M 969k 26.34
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $24M +62% 37k 666.18
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Exxon Mobil Corporation (XOM) 1.2 $23M +2% 202k 112.75
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Vanguard World Inf Tech Etf (VGT) 1.2 $22M 30k 746.63
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Chevron Corporation (CVX) 1.0 $20M +2% 130k 155.29
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $20M -2% 105k 189.70
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $19M 79k 243.10
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Norfolk Southern (NSC) 1.0 $19M +3% 63k 300.41
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Eaton Corp SHS (ETN) 0.9 $18M 49k 374.25
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Cisco Systems (CSCO) 0.9 $18M 268k 68.42
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $17M 198k 87.31
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2023 Etf Series Trust Eagle Capital Se (EAGL) 0.9 $17M +13% 545k 31.26
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.9 $17M +10% 338k 49.99
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $17M +10% 285k 58.85
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Goldman Sachs (GS) 0.9 $17M 21k 796.35
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Ameriprise Financial (AMP) 0.9 $17M 34k 491.25
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Booking Holdings (BKNG) 0.8 $16M 2.9k 5399.27
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $16M 493k 31.91
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Thermo Fisher Scientific (TMO) 0.8 $16M +5% 32k 485.02
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TJX Companies (TJX) 0.8 $15M 106k 144.54
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Ishares Tr Expanded Tech (IGV) 0.8 $15M 130k 115.01
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Raytheon Technologies Corp (RTX) 0.7 $14M +2% 85k 167.33
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Morgan Stanley Com New (MS) 0.7 $14M 89k 158.96
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $14M +14% 225k 60.03
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Visa Com Cl A (V) 0.7 $14M 40k 341.38
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Procter & Gamble Company (PG) 0.6 $13M 82k 153.65
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Applied Materials (AMAT) 0.6 $13M 61k 204.74
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.6 $12M -3% 115k 107.44
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Duke Energy Corp Com New (DUK) 0.6 $12M +2% 99k 123.75
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $11M -6% 37k 293.74
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Trane Technologies SHS (TT) 0.6 $11M 25k 421.96
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $11M +6% 77k 139.17
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PNC Financial Services (PNC) 0.5 $11M +3% 52k 200.93
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Home Depot (HD) 0.5 $10M 25k 405.20
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Wal-Mart Stores (WMT) 0.5 $10M -2% 99k 103.06
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Lowe's Companies (LOW) 0.5 $9.6M +3% 38k 251.31
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American Tower Reit (AMT) 0.5 $9.5M +6% 49k 192.32
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Pepsi (PEP) 0.5 $9.2M 66k 140.44
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Johnson & Johnson (JNJ) 0.5 $9.2M -10% 50k 185.42
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Ishares Tr Ishares Semicdtr (SOXX) 0.5 $8.9M 33k 271.12
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $8.9M 15k 612.38
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Anthem (ELV) 0.5 $8.8M 27k 323.12
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Unilever Spon Adr New (UL) 0.4 $8.7M 146k 59.28
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.4 $8.6M 110k 78.21
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Merck & Co (MRK) 0.4 $7.9M +2% 95k 83.93
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Amgen (AMGN) 0.4 $7.7M +2% 27k 282.20
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Lockheed Martin Corporation (LMT) 0.4 $7.6M +2% 15k 499.21
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UnitedHealth (UNH) 0.4 $7.4M 21k 345.30
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Abbvie (ABBV) 0.4 $7.3M 32k 231.54
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $7.3M 16k 468.41
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Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $7.3M 141k 51.28
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Ishares Tr Russell 3000 Etf (IWV) 0.4 $7.2M -3% 19k 378.94
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Chubb (CB) 0.4 $7.0M 25k 282.25
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Markel Corporation (MKL) 0.3 $6.7M 3.5k 1911.36
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $6.5M -4% 88k 73.46
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $6.4M -9% 98k 65.01
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Philip Morris International (PM) 0.3 $6.1M 37k 162.20
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $6.0M 50k 120.72
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.8M 108k 54.18
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Abbott Laboratories (ABT) 0.3 $5.7M 43k 133.94
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McDonald's Corporation (MCD) 0.3 $5.6M +2% 19k 303.89
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Automatic Data Processing (ADP) 0.3 $5.5M 19k 293.50
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $5.4M +7% 64k 84.11
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Parker-Hannifin Corporation (PH) 0.3 $5.3M -5% 7.0k 758.15
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Pfizer (PFE) 0.3 $5.3M +8% 207k 25.48
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Eli Lilly & Co. (LLY) 0.3 $5.1M 6.7k 763.00
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Caterpillar (CAT) 0.3 $5.0M +3% 11k 477.15
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Kla Corp Com New (KLAC) 0.2 $4.8M 4.4k 1078.60
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Wells Fargo & Company (WFC) 0.2 $4.7M 56k 83.82
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Totalenergies Se Sponsored Ads (TTE) 0.2 $4.4M +4% 73k 59.69
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Emerson Electric (EMR) 0.2 $4.3M 33k 131.18
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Select Sector Spdr Tr Communication (XLC) 0.2 $4.3M 36k 118.37
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Ishares Tr Short Treas Bd (SHV) 0.2 $4.2M -8% 38k 110.49
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Schlumberger Com Stk (SLB) 0.2 $4.2M +11% 121k 34.37
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International Business Machines (IBM) 0.2 $4.1M +2% 15k 282.16
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Coca-Cola Company (KO) 0.2 $4.1M 62k 66.32
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $4.0M +21% 75k 53.03
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General Dynamics Corporation (GD) 0.2 $3.9M 11k 341.00
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Qualcomm (QCOM) 0.2 $3.8M 23k 166.36
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American Express Company (AXP) 0.2 $3.8M 11k 332.16
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $3.8M -11% 127k 29.64
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Select Sector Spdr Tr Energy (XLE) 0.2 $3.7M 42k 89.34
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.7M -18% 143k 25.71
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Illinois Tool Works (ITW) 0.2 $3.6M 14k 260.75
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $3.5M 81k 42.79
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Dover Corporation (DOV) 0.2 $3.4M -17% 21k 166.83
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Altria (MO) 0.2 $3.4M 52k 66.06
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.3M -7% 6.6k 502.74
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Blackrock (BLK) 0.2 $3.3M -3% 2.8k 1165.87
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.3M 117k 27.90
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Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $3.2M 46k 68.94
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Kimberly-Clark Corporation (KMB) 0.2 $3.0M -19% 24k 124.34
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United Parcel Service CL B (UPS) 0.2 $3.0M 36k 83.53
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Quest Diagnostics Incorporated (DGX) 0.2 $3.0M -2% 16k 190.58
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Kinsale Cap Group (KNSL) 0.2 $3.0M 7.0k 425.26
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.6M 36k 71.37
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Hanover Insurance (THG) 0.1 $2.5M 14k 181.63
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Packaging Corporation of America (PKG) 0.1 $2.5M 11k 217.93
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3M Company (MMM) 0.1 $2.5M -33% 16k 155.18
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Union Pacific Corporation (UNP) 0.1 $2.4M +27% 10k 236.37
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Nexstar Media Group Common Stock (NXST) 0.1 $2.4M 12k 197.74
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.3M 7.9k 293.79
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Colgate-Palmolive Company (CL) 0.1 $2.2M -3% 28k 79.94
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Starbucks Corporation (SBUX) 0.1 $2.2M 26k 84.60
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.2M 46k 46.81
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.1M +65% 10k 215.79
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SYSCO Corporation (SYY) 0.1 $2.0M 24k 82.34
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Bank of New York Mellon Corporation (BK) 0.1 $2.0M 18k 108.96
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Ishares Tr National Mun Etf (MUB) 0.1 $1.9M -15% 18k 106.49
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Mondelez Intl Cl A (MDLZ) 0.1 $1.9M 30k 62.47
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Novartis Sponsored Adr (NVS) 0.1 $1.8M 14k 128.24
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Medtronic SHS (MDT) 0.1 $1.8M 19k 95.24
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Marathon Petroleum Corp (MPC) 0.1 $1.8M 9.4k 192.74
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Dominion Resources (D) 0.1 $1.8M +11% 30k 61.17
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Johnson Ctls Intl SHS (JCI) 0.1 $1.7M 16k 109.95
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.7M 7.1k 241.97
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.7M 6.7k 254.28
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Novo-nordisk A S Adr (NVO) 0.1 $1.7M 31k 55.49
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.7M -10% 9.5k 176.81
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Walt Disney Company (DIS) 0.1 $1.7M +7% 15k 114.50
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Allstate Corporation (ALL) 0.1 $1.7M 7.8k 214.65
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.6M -2% 17k 96.55
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CSX Corporation (CSX) 0.1 $1.6M +44% 45k 35.51
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.6M +11% 20k 79.93
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.6M 29k 53.87
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Everest Re Group (EG) 0.1 $1.6M 4.5k 350.23
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.5M +12% 28k 54.09
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Capital One Financial (COF) 0.1 $1.5M +5% 7.2k 212.58
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Shell Spon Ads (SHEL) 0.1 $1.5M 21k 71.53
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Dupont De Nemours (DD) 0.1 $1.5M 19k 77.90
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.5M 7.3k 206.51
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Travelers Companies (TRV) 0.1 $1.5M 5.4k 279.21
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Bristol Myers Squibb (BMY) 0.1 $1.5M 33k 45.10
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.5M 16k 93.37
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $1.5M 13k 110.47
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.5M +13% 5.9k 246.60
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Northern Trust Corporation (NTRS) 0.1 $1.4M 11k 134.60
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Deere & Company (DE) 0.1 $1.4M -3% 3.0k 457.26
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M 7.8k 170.85
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ConocoPhillips (COP) 0.1 $1.3M 14k 94.59
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Vanguard World Health Car Etf (VHT) 0.1 $1.3M -21% 4.9k 259.60
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C H Robinson Worldwide Com New (CHRW) 0.1 $1.3M -20% 9.6k 132.40
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Smurfit Westrock SHS (SW) 0.1 $1.3M -4% 30k 42.57
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Ge Aerospace Com New (GE) 0.1 $1.3M +10% 4.2k 300.82
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Corteva (CTVA) 0.1 $1.3M 19k 67.63
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Vanguard World Energy Etf (VDE) 0.1 $1.2M 9.9k 125.86
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Truist Financial Corp equities (TFC) 0.1 $1.2M +4% 27k 45.72
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.2M -2% 37k 33.37
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Becton, Dickinson and (BDX) 0.1 $1.2M 6.6k 187.17
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.2M 32k 38.57
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Bank of America Corporation (BAC) 0.1 $1.2M -2% 24k 51.59
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Phillips 66 (PSX) 0.1 $1.2M 8.8k 136.02
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.2M 3.3k 365.48
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T. Rowe Price (TROW) 0.1 $1.2M 12k 102.64
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Nextera Energy (NEE) 0.1 $1.2M 16k 75.49
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M +402% 1.9k 600.37
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Stryker Corporation (SYK) 0.1 $1.1M +2% 3.0k 369.67
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AmerisourceBergen (COR) 0.1 $1.1M 3.5k 312.53
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Canadian Natl Ry (CNI) 0.1 $1.1M 12k 94.30
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Air Products & Chemicals (APD) 0.1 $1.1M 3.9k 272.72
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M 3.2k 328.17
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Aptar (ATR) 0.1 $1.0M 7.7k 133.66
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Intel Corporation (INTC) 0.1 $1.0M 30k 33.55
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Globe Life (GL) 0.0 $944k 6.6k 142.97
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At&t (T) 0.0 $890k +6% 32k 28.24
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Us Bancorp Del Com New (USB) 0.0 $889k 18k 48.33
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $878k 16k 55.33
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $869k -7% 6.1k 142.41
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Toro Company (TTC) 0.0 $854k 11k 76.20
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Ishares Tr Select Divid Etf (DVY) 0.0 $836k 5.9k 142.10
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Verizon Communications (VZ) 0.0 $786k 18k 43.95
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Mastercard Incorporated Cl A (MA) 0.0 $779k +20% 1.4k 568.81
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Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $763k 11k 72.44
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $762k -6% 3.7k 203.59
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $754k 1.00 754200.00
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Hershey Company (HSY) 0.0 $735k 3.9k 187.05
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Ingredion Incorporated (INGR) 0.0 $724k 5.9k 122.11
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Gilead Sciences (GILD) 0.0 $722k 6.5k 111.00
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $705k -17% 9.0k 78.37
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Corning Incorporated (GLW) 0.0 $703k +23% 8.6k 82.03
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Texas Instruments Incorporated (TXN) 0.0 $669k +130% 3.6k 183.73
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Virginia Natl Bankshares (VABK) 0.0 $660k 17k 38.81
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Target Corporation (TGT) 0.0 $646k -9% 7.2k 89.70
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Flex Ord (FLEX) 0.0 $643k 11k 57.97
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Ishares Tr Mbs Etf (MBB) 0.0 $630k -23% 6.6k 95.15
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Danaher Corporation (DHR) 0.0 $610k 3.1k 198.26
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Zimmer Holdings (ZBH) 0.0 $604k 6.1k 98.50
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $600k 12k 50.27
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Southern Company (SO) 0.0 $599k -2% 6.3k 94.77
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Ishares Gold Tr Ishares New (IAU) 0.0 $596k 8.2k 72.77
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $589k -21% 25k 23.28
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $586k -3% 6.4k 91.42
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Archer Daniels Midland Company (ADM) 0.0 $577k 9.7k 59.74
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Stantec (STN) 0.0 $567k 5.3k 107.80
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Msc Indl Direct Cl A (MSM) 0.0 $547k 5.9k 92.14
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Palantir Technologies Cl A (PLTR) 0.0 $546k NEW 3.0k 182.42
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Ge Vernova (GEV) 0.0 $544k 885.00 614.90
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Nike CL B (NKE) 0.0 $540k -2% 7.7k 69.73
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Mccormick & Co Com Non Vtg (MKC) 0.0 $537k 8.0k 66.91
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Williams Companies (WMB) 0.0 $520k 8.2k 63.35
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $520k 872.00 596.03
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $515k 5.0k 103.36
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Costco Wholesale Corporation (COST) 0.0 $514k -23% 555.00 925.63
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Federated Hermes CL B (FHI) 0.0 $508k 9.8k 51.93
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Tractor Supply Company (TSCO) 0.0 $504k -5% 8.9k 56.87
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Select Sector Spdr Tr Technology (XLK) 0.0 $490k 1.7k 281.86
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Constellation Brands Cl A (STZ) 0.0 $470k -7% 3.5k 134.67
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Carrier Global Corporation (CARR) 0.0 $465k +18% 7.8k 59.70
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Hubbell (HUBB) 0.0 $465k 1.1k 430.31
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Dollar Tree (DLTR) 0.0 $462k 4.9k 94.37
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Waters Corporation (WAT) 0.0 $458k 1.5k 299.81
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Hormel Foods Corporation (HRL) 0.0 $456k 18k 24.74
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Honeywell International (HON) 0.0 $453k 2.2k 210.50
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Dow (DOW) 0.0 $432k -8% 19k 22.93
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $432k 3.1k 139.67
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Cigna Corp (CI) 0.0 $422k 1.5k 288.25
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RBB Motley Fol Etf (TMFC) 0.0 $416k 5.9k 70.53
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $409k 2.9k 141.50
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Albemarle Corporation (ALB) 0.0 $402k -3% 5.0k 81.08
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Cbre Group Cl A (CBRE) 0.0 $388k NEW 2.5k 157.56
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $384k -45% 14k 27.30
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $367k +172% 5.5k 67.26
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Church & Dwight (CHD) 0.0 $362k -4% 4.1k 87.63
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Rbc Cad (RY) 0.0 $361k 2.5k 147.32
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $345k NEW 24k 14.12
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BP Sponsored Adr (BP) 0.0 $339k +24% 9.8k 34.46
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Analog Devices (ADI) 0.0 $337k -3% 1.4k 245.70
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $330k +187% 5.3k 61.92
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $329k 3.7k 88.96
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Sherwin-Williams Company (SHW) 0.0 $329k NEW 949.00 346.26
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Northrop Grumman Corporation (NOC) 0.0 $328k -5% 538.00 609.32
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $322k +35% 6.7k 47.72
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Yum! Brands (YUM) 0.0 $320k 2.1k 152.00
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Universal Corporation (UVV) 0.0 $314k 5.6k 55.87
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Boston Scientific Corporation (BSX) 0.0 $313k 3.2k 97.63
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L3harris Technologies (LHX) 0.0 $309k 1.0k 305.41
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $300k 5.6k 53.40
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $299k 2.7k 110.59
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Udr (UDR) 0.0 $297k -11% 8.0k 37.26
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American Electric Power Company (AEP) 0.0 $293k 2.6k 112.50
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General Mills (GIS) 0.0 $291k +10% 5.8k 50.42
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Stanley Black & Decker (SWK) 0.0 $288k -5% 3.9k 74.33
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Labcorp Holdings Com Shs (LH) 0.0 $287k 1.0k 287.06
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $280k NEW 15k 19.29
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Cardinal Health (CAH) 0.0 $278k 1.8k 156.96
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Doubleline Yield (DLY) 0.0 $277k NEW 18k 15.08
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AFLAC Incorporated (AFL) 0.0 $275k 2.5k 111.70
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Valero Energy Corporation (VLO) 0.0 $271k -6% 1.6k 170.26
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Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.0 $269k 12k 22.44
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $268k 3.9k 68.58
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First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $256k +208% 11k 23.71
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Fastenal Company (FAST) 0.0 $254k NEW 5.2k 49.04
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CVS Caremark Corporation (CVS) 0.0 $236k 3.1k 75.40
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Otis Worldwide Corp (OTIS) 0.0 $234k +4% 2.6k 91.43
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Avery Dennison Corporation (AVY) 0.0 $232k NEW 1.4k 162.17
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First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $231k NEW 1.4k 167.99
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Enbridge (ENB) 0.0 $228k NEW 4.5k 50.46
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Waste Management (WM) 0.0 $226k 1.0k 220.83
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $226k NEW 3.9k 57.52
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Comcast Corp Cl A (CMCSA) 0.0 $226k -4% 7.2k 31.42
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Telus Intl Cda Sub Vtg Shs (TIXT) 0.0 $224k 50k 4.48
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $219k NEW 2.1k 102.99
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Metropcs Communications (TMUS) 0.0 $219k 916.00 239.38
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Burke & Herbert Financial Serv (BHRB) 0.0 $216k 3.5k 61.69
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Essential Utils (WTRG) 0.0 $214k NEW 5.4k 39.90
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Manulife Finl Corp (MFC) 0.0 $212k 6.8k 31.15
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $208k NEW 3.0k 68.81
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $207k NEW 648.00 320.04
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American Financial (AFG) 0.0 $204k NEW 1.4k 145.72
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $200k NEW 4.0k 50.07
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $198k +17% 2.7k 74.37
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $166k 693.00 239.64
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $161k 1.8k 89.37
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Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.0 $155k 1.6k 94.31
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $147k 476.00 307.86
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $122k 4.2k 29.11
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $117k 455.00 256.45
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $115k 2.6k 44.68
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $105k -14% 541.00 194.50
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $97k 1.2k 78.34
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Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.0 $92k 1.1k 83.41
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $86k 1.3k 68.46
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $85k 1.1k 78.09
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Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $67k 1.2k 55.87
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $64k 1.0k 64.24
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $56k 487.00 113.88
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $52k 600.00 87.21
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Spdr Series Trust S&p Bk Etf (KBE) 0.0 $51k 850.00 59.42
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $49k 508.00 97.08
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Select Sector Spdr Tr Indl (XLI) 0.0 $46k 300.00 154.23
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First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $41k NEW 301.00 134.59
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $31k 300.00 104.51
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $31k +253% 389.00 78.91
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $30k NEW 1.2k 24.40
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $30k NEW 588.00 51.09
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $29k 139.00 209.34
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $29k NEW 1.3k 23.12
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Vanguard Index Fds Value Etf (VTV) 0.0 $21k 112.00 186.49
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $19k NEW 399.00 46.96
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $16k 94.00 174.59
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $16k 1.4k 11.60
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $15k 590.00 25.13
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $14k 147.00 95.89
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Ishares Tr Eafe Value Etf (EFV) 0.0 $14k NEW 204.00 67.83
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $13k 102.00 129.72
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $13k NEW 30.00 435.47
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $12k NEW 126.00 96.46
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $12k NEW 61.00 195.85
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $11k 512.00 21.05
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $7.1k 34.00 208.71
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RBB Us Treas 3 Mnth (TBIL) 0.0 $6.8k NEW 135.00 50.00
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $6.5k NEW 125.00 52.22
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $6.2k NEW 69.00 89.64
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Vanguard Index Fds Growth Etf (VUG) 0.0 $4.8k 10.00 479.60
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $2.1k NEW 25.00 82.96
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Dimensional Etf Trust Short Duration F (DFSD) 0.0 $77.000000 2.00 38.50
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Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $37.000000 1.00 37.00
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Past Filings by Lowe Brockenbrough & Co

SEC 13F filings are viewable for Lowe Brockenbrough & Co going back to 2010

View all past filings