$924 Million is the total value of LOWE BROCKENBROUGH & CO INC's 209 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VDE | New | VANGUARD WORLD FDSenergy etf | $1,045,000 | – | 20,157 | +100.0% | 0.11% | – |
| HON | New | HONEYWELL INTL INC | $249,000 | – | 1,169 | +100.0% | 0.03% | – |
| DVY | New | ISHARES TRselect divid etf | $251,000 | – | 2,610 | +100.0% | 0.03% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $231,000 | – | 6,128 | +100.0% | 0.02% | – |
| NBTB | New | NBT BANCORP INC | $227,000 | – | 7,070 | +100.0% | 0.02% | – |
| TEL | New | TE CONNECTIVITY LTD | $221,000 | – | 1,824 | +100.0% | 0.02% | – |
| CC | New | CHEMOURS CO | $204,000 | – | 8,242 | +100.0% | 0.02% | – |
| ATCO | New | ATLAS CORPshares | $114,000 | – | 10,501 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 6.1% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 5.2% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 4.0% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 3.0% |
| CHEVRON CORP NEW COM | 42 | Q3 2023 | 2.7% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.5% |
| THERMO FISHER SCIENTIFIC INC C | 42 | Q3 2023 | 2.2% |
| CISCO SYS INC COM | 42 | Q3 2023 | 2.5% |
| ORACLE CORP COM | 42 | Q3 2023 | 2.0% |
| PEPSICO INC COM | 42 | Q3 2023 | 2.1% |
View LOWE BROCKENBROUGH & CO INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View LOWE BROCKENBROUGH & CO INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.