LOWE BROCKENBROUGH & CO INC
330 holdingsFiling period: 2026-03-31Current AUM: $2.28Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 258.8K | $169.0M | $194.2M | 8.52% | -31,931 | 2026-03-31 |
| 2 | ACWI | ISHARES TR | 641.2K | $88.7M | $100.3M | 4.40% | -7,775 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 279.9K | $71.0M | $86.5M | 3.79% | +2.9K | 2026-03-31 |
| 4 | IXUS | ISHARES TR | 735.5K | $63.7M | $69.5M | 3.05% | +29.7K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 913.2K | $58.5M | $64.5M | 2.83% | +40.0K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 150.5K | $55.7M | $70.0M | 3.07% | +10.3K | 2026-03-31 |
| 7 | AGG | ISHARES TR | 483.7K | $48.0M | $47.1M | 2.07% | +38.5K | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 157.5K | $45.2M | $56.2M | 2.46% | +2.2K | 2026-03-31 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 1.55M | $45.1M | $52.9M | 2.32% | +1.07M | 2026-03-31 |
| 10 | IJH | ISHARES TR | 641.7K | $43.3M | $48.3M | 2.12% | +35.0K | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 138.5K | $40.7M | $48.7M | 2.14% | +141 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 220.1K | $38.4M | $44.2M | 1.94% | +3.0K | 2026-03-31 |
| 13 | IJR | ISHARES TR | 264.6K | $32.9M | $38.5M | 1.69% | +8.2K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 193.0K | $32.8M | $30.0M | 1.32% | -9,104 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 193.0K | $32.8M | $30.0M | 1.32% | -9,104 | 2026-03-31 |
| 16 | IEMG | ISHARES INC | 449.4K | $31.3M | $34.9M | 1.53% | +10.8K | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 143.5K | $29.9M | $39.0M | 1.71% | +1.6K | 2026-03-31 |
| 18 | CVX | CHEVRON CORPORATION | 131.2K | $27.1M | $25.8M | 1.13% | +123 | 2026-03-31 |
| 19 | SCHX | SCHWAB STRATEGIC TR | 926.4K | $23.8M | $27.3M | 1.20% | -18,592 | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 76.7K | $23.7M | $29.9M | 1.31% | -1,646 | 2026-03-31 |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | 397.8K | $23.3M | $23.1M | 1.01% | +40.1K | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 39.5K | $22.6M | $22.0M | 0.96% | +1.2K | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 78.0K | $22.4M | $27.8M | 1.22% | -1,122 | 2026-03-31 |
| 24 | VUSB | VANGUARD BD INDEX FDS | 435.0K | $21.7M | $21.6M | 0.95% | +26.3K | 2026-03-31 |
| 25 | VGT | VANGUARD WORLD FD | 29.5K | $20.5M | $26.7M | 1.17% | +125 | 2026-03-31 |
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