LOWE BROCKENBROUGH & CO INC

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
334
Total value ($000)
$1,943,662
Net value change ($000)
+165,183 (9.3%)
New positions
30
Sold out positions
10
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACWI 34,114 53.2%
IVV 19,130 12.0%
GOOGL 13,762 56.0%
AAPL 13,299 23.0%
SPY 10,481 75.5%
NVDA 7,341 24.8%
IXUS 6,789 14.4%
GOOGL 5,310 38.0%
VEA 4,792 10.9%
AVGO 4,064 18.6%
Top Reduces (Value $000, Stocks/ETFs)
AGG -15,712 -29.3%
VTHR -10,000 -100.0%
ELV -1,637 -15.7%
AMP -1,368 -7.6%
MMM -1,194 -32.6%
DOV -1,155 -25.1%
BKNG -1,139 -6.7%
KMB -862 -22.2%
AMT -785 -7.7%
PM -670 -10.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type