456 is the total number of securities LOWE BROCKENBROUGH & CO INC has owned. The longest LOWE BROCKENBROUGH & CO INC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC COM | 42 | 42 | 1.76% | 3.49% | 6.08% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP COM | 42 | 42 | 0.88% | 3.05% | 5.22% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP COM | 42 | 42 | 1.18% | 2.49% | 4.01% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO COM | 42 | 42 | 1.63% | 2.26% | 3.00% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW COM | 42 | 42 | 1.11% | 1.96% | 2.68% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON COM | 42 | 42 | 1.11% | 1.86% | 2.52% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 1.41% | 1.76% | 2.17% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYS INC COM | 42 | 42 | 1.17% | 1.74% | 2.54% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORP COM | 42 | 42 | 1.28% | 1.69% | 1.96% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC COM | 42 | 42 | 1.01% | 1.65% | 2.08% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHN CORP | 42 | 42 | 1.01% | 1.54% | 2.09% | Q2 2013 | Q3 2023 | 42 |
PM | PHILIP MORRIS INTL INC... | 42 | 42 | 0.33% | 1.41% | 2.91% | Q2 2013 | Q3 2023 | 42 |
UNH | UNITEDHEALTH GROUP INC... | 42 | 42 | 0.60% | 1.12% | 1.62% | Q2 2013 | Q3 2023 | 42 |
AMP | AMERIPRISE FINL INC COM | 42 | 42 | 0.82% | 1.11% | 1.44% | Q2 2013 | Q3 2023 | 42 |
ETN | EATON CORP PLC | 42 | 42 | 0.75% | 1.08% | 1.49% | Q2 2013 | Q3 2023 | 42 |
PNC | PNC FINL SVCS GROUP IN... | 42 | 42 | 0.61% | 1.06% | 1.35% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP COM | 42 | 42 | 0.21% | 1.05% | 1.88% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO COM | 42 | 42 | 0.55% | 1.04% | 1.62% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M CO COM | 42 | 42 | 0.19% | 1.03% | 1.47% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW COM | 42 | 42 | 0.42% | 1.02% | 1.66% | Q2 2013 | Q3 2023 | 42 |
CMCSA | COMCAST CORP NEW CL A | 42 | 42 | 0.13% | 1.02% | 1.37% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORPORATION... | 42 | 42 | 0.12% | 0.97% | 1.92% | Q2 2013 | Q3 2023 | 42 |
WMT | WAL MART STORES INC COM | 42 | 42 | 0.41% | 0.87% | 1.36% | Q2 2013 | Q3 2023 | 42 |
AMGN | AMGEN INC COM | 42 | 42 | 0.58% | 0.86% | 1.23% | Q2 2013 | Q3 2023 | 42 |
TJX | TJX COS INC NEW COM | 42 | 42 | 0.56% | 0.85% | 1.12% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC COM | 42 | 42 | 0.22% | 0.82% | 1.27% | Q2 2013 | Q3 2023 | 42 |
MO | ALTRIA GROUP INC COM | 42 | 42 | 0.20% | 0.82% | 1.64% | Q2 2013 | Q3 2023 | 42 |
DLTR | DOLLAR TREE INC COM | 42 | 42 | 0.06% | 0.82% | 1.33% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT CO COM DISNEY | 42 | 42 | 0.38% | 0.76% | 1.56% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY CLARK CORP COM | 42 | 42 | 0.25% | 0.76% | 1.19% | Q2 2013 | Q3 2023 | 42 |
QCOM | QUALCOMM INC COM | 42 | 42 | 0.22% | 0.75% | 1.26% | Q2 2013 | Q3 2023 | 42 |
KO | COCA COLA CO COM | 42 | 42 | 0.30% | 0.71% | 1.18% | Q2 2013 | Q3 2023 | 42 |
LOW | LOWES COS INC COM | 42 | 42 | 0.11% | 0.69% | 1.29% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS COM | 42 | 42 | 0.36% | 0.68% | 1.00% | Q2 2013 | Q3 2023 | 42 |
WFC | WELLS FARGO & CO NEW COM | 42 | 42 | 0.18% | 0.68% | 1.42% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC. | 42 | 42 | 0.32% | 0.68% | 1.35% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.15% | 0.65% | 1.70% | Q2 2013 | Q3 2023 | 42 |
DOV | DOVER CORP COM | 42 | 42 | 0.29% | 0.62% | 1.61% | Q2 2013 | Q3 2023 | 42 |
TGT | TARGET CORP COM | 42 | 42 | 0.22% | 0.57% | 1.50% | Q2 2013 | Q3 2023 | 42 |
MDLZ | MONDELEZ INTL INC | 42 | 42 | 0.18% | 0.55% | 1.32% | Q2 2013 | Q3 2023 | 42 |
ABC | CENCORA INC | 42 | 42 | 0.04% | 0.54% | 1.97% | Q2 2013 | Q3 2023 | 42 |
SYY | SYSCO CORP COM | 42 | 42 | 0.16% | 0.51% | 1.08% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 0.32% | 0.50% | 0.84% | Q2 2013 | Q3 2023 | 42 |
T | ATT INC COM | 42 | 42 | 0.05% | 0.50% | 1.63% | Q2 2013 | Q3 2023 | 42 |
XLK | SELECT SECTOR SPDR TR ... | 42 | 42 | 0.20% | 0.48% | 0.72% | Q2 2013 | Q3 2023 | 42 |
IYW | ISHARES USTECHNOLOGY ETF | 42 | 42 | 0.31% | 0.46% | 0.65% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELEC CO COM | 42 | 42 | 0.28% | 0.43% | 0.58% | Q2 2013 | Q3 2023 | 42 |
SLB | SCHLUMBERGER LTD COM | 42 | 42 | 0.04% | 0.43% | 0.93% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC COM | 42 | 42 | 0.09% | 0.42% | 0.93% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE PALMOLIVE CO COM | 42 | 42 | 0.16% | 0.42% | 0.81% | Q2 2013 | Q3 2023 | 42 |
UPS | UNITED PARCEL SERVICE ... | 42 | 42 | 0.15% | 0.42% | 1.04% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.06% | 0.42% | 1.30% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESS... | 42 | 42 | 0.34% | 0.41% | 0.54% | Q2 2013 | Q3 2023 | 42 |
BMY | BRISTOL MYERS SQUIBB C... | 42 | 42 | 0.18% | 0.39% | 0.64% | Q2 2013 | Q3 2023 | 42 |
GILD | GILEAD SCIENCES INC COM | 42 | 42 | 0.04% | 0.35% | 1.01% | Q2 2013 | Q3 2023 | 42 |
DGX | QUEST DIAGNOSTICS INC COM | 42 | 42 | 0.20% | 0.33% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MKL | MARKEL GROUP INC | 42 | 42 | 0.16% | 0.32% | 0.54% | Q2 2013 | Q3 2023 | 42 |
SBUX | STARBUCKS CORP COM | 42 | 42 | 0.23% | 0.31% | 0.41% | Q2 2013 | Q3 2023 | 42 |
BDX | BECTON DICKINSON & CO COM | 42 | 42 | 0.19% | 0.31% | 0.42% | Q2 2013 | Q3 2023 | 42 |
AXP | AMERICAN EXPRESS CO COM | 42 | 42 | 0.13% | 0.30% | 1.25% | Q2 2013 | Q3 2023 | 42 |
BLK | BLACKROCK INC CL A | 42 | 42 | 0.17% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ITW | ILLINOIS TOOL WKS INC COM | 42 | 42 | 0.17% | 0.25% | 0.33% | Q2 2013 | Q3 2023 | 42 |
THG | HANOVER INS GROUP INC COM | 42 | 42 | 0.13% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
CHRW | C.H. ROBINSON WORLDWID... | 42 | 42 | 0.10% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
XLF | SELECT SECTOR SPDR TR ... | 42 | 42 | 0.09% | 0.24% | 0.62% | Q2 2013 | Q3 2023 | 42 |
COP | CONOCOPHILLIPS COM | 42 | 42 | 0.09% | 0.24% | 0.65% | Q2 2013 | Q3 2023 | 42 |
ADM | ARCHER DANIELS MIDLAND... | 42 | 42 | 0.06% | 0.24% | 0.75% | Q2 2013 | Q3 2023 | 42 |
PH | PARKER HANNIFIN CORP COM | 42 | 42 | 0.16% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GD | GENERAL DYNAMICS CORP COM | 42 | 42 | 0.14% | 0.24% | 0.30% | Q2 2013 | Q3 2023 | 42 |
USB | US BANCORP DEL COM NEW | 42 | 42 | 0.07% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 42 |
D | DOMINION RES INC VA NE... | 42 | 42 | 0.12% | 0.22% | 0.52% | Q2 2013 | Q3 2023 | 42 |
NVS | NOVARTIS A G SPONSORED... | 42 | 42 | 0.12% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC DEL COM | 42 | 42 | 0.12% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 42 |
CAH | CARDINAL HEALTH INC COM | 42 | 42 | 0.07% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
TRV | TRAVELERS COMPANIES IN... | 42 | 42 | 0.08% | 0.19% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ATR | APTARGROUP INC COM | 42 | 42 | 0.10% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
LLY | LILLY ELI & CO COM | 42 | 42 | 0.13% | 0.18% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ALB | ALBEMARLE CORP COM | 42 | 42 | 0.04% | 0.18% | 0.53% | Q2 2013 | Q3 2023 | 42 |
ALL | ALLSTATE CORP COM | 42 | 42 | 0.07% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
TAP | MOLSON COORS BREWING C... | 42 | 42 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
VOT | VANGUARD INDEX FDS MCA... | 42 | 42 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.07% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
CSX | CSX CORP COM | 42 | 42 | 0.05% | 0.13% | 0.55% | Q2 2013 | Q3 2023 | 42 |
ACN | ACCENTURE PLC IRELAND ... | 42 | 42 | 0.10% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
IWM | ISHARES TR INDEX RUSSE... | 42 | 42 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
IWR | ISHARES TR INDEX RUSSE... | 42 | 42 | 0.09% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TTC | TORO CO COM | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PAC CORP COM | 42 | 42 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BP | BP PLC SPONSORED ADR | 42 | 42 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
GIS | GENERAL MLS INC COM | 42 | 42 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VIG | VANGUARD SPECIALIZED P... | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NKE | NIKE INC CL B | 42 | 42 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PSX | PHILLIPS 66 | 42 | 42 | 0.05% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
YUM | YUM BRANDS INC COM | 42 | 42 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BAC | BK OF AMERICA CORP | 42 | 42 | 0.03% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 42 |
IWD | ISHARES TR INDEX RUSSE... | 42 | 42 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SO | SOUTHERN CO COM | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UVV | UNIVERSAL CORP VA COM | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GLW | CORNING INC COM | 41 | 41 | 0.02% | 0.15% | 0.30% | Q3 2013 | Q3 2023 | 41 |
MPC | MARATHON PETROLEUM CORP | 40 | 1 | 0.04% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 41 |
TD | TORONTO DOMINION BK ON... | 41 | 41 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2023 | 41 |
XLP | SELECT SECTOR SPDR TR ... | 20 | 20 | 0.04% | 0.39% | 0.82% | Q2 2013 | Q3 2023 | 40 |
TROW | PRICE T ROWE GROUP INC... | 40 | 40 | 0.03% | 0.26% | 0.42% | Q4 2013 | Q3 2023 | 40 |
INGR | INGREDION INC | 40 | 40 | 0.06% | 0.14% | 0.27% | Q4 2013 | Q3 2023 | 40 |
AEP | AMERICAN ELEC PWR INC COM | 40 | 40 | 0.02% | 0.06% | 0.42% | Q4 2013 | Q3 2023 | 40 |
VGT | VANGUARD WORLD FDS INF... | 29 | 10 | 0.12% | 0.57% | 0.91% | Q2 2013 | Q3 2023 | 39 |
XLE | SELECT SECTOR SPDR TR ... | 25 | 1 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 39 |
BAX | BAXTER INTL INC COM | 26 | 13 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 39 |
FLEX | FLEXTRONICS INTL LTD ORD | 33 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 38 |
MS | MORGAN STANLEY COM NEW | 37 | 37 | 0.46% | 0.76% | 1.12% | Q3 2014 | Q3 2023 | 37 |
IJR | ISHARES TR S&P SMLCAP 600 | 37 | 37 | 0.04% | 0.48% | 1.04% | Q3 2014 | Q3 2023 | 37 |
TTE | TOTAL SE ADR | 28 | 9 | 0.06% | 0.44% | 0.84% | Q3 2013 | Q3 2023 | 37 |
DE | DEERE & CO COM | 37 | 37 | 0.09% | 0.12% | 0.18% | Q3 2014 | Q3 2023 | 37 |
ANTM | ELEVANCE HEALTH INC | 36 | 36 | 0.51% | 1.00% | 1.54% | Q4 2014 | Q3 2023 | 36 |
RDSA | ROYAL DUTCH SHELL PLC ... | 35 | 35 | 0.08% | 0.43% | 1.61% | Q2 2013 | Q4 2021 | 35 |
MDT | MEDTRONIC PLC | 35 | 35 | 0.16% | 0.31% | 0.42% | Q1 2015 | Q3 2023 | 35 |
MSM | MSC INDUSTRIAL DIRECT ... | 35 | 35 | 0.07% | 0.13% | 0.27% | Q1 2015 | Q3 2023 | 35 |
GSK | GSK PLC | 30 | 5 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q2 2022 | 35 |
MA | MASTERCARD INCORPORATED | 35 | 35 | 0.03% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 35 |
EMN | EASTMAN CHEM CO COM | 34 | 34 | 0.36% | 0.70% | 1.04% | Q2 2015 | Q3 2023 | 34 |
GS | GOLDMAN SACHS GROUP IN... | 28 | 1 | 0.03% | 0.53% | 1.33% | Q3 2013 | Q3 2023 | 34 |
GE | GENERAL ELECTRIC CO COM | 33 | 33 | 0.05% | 1.15% | 2.30% | Q2 2013 | Q2 2021 | 33 |
KHC | THE KRAFT HEINZ CO | 33 | 33 | 0.03% | 0.20% | 0.56% | Q3 2015 | Q3 2023 | 33 |
BRKA | BERKSHIRE HATHAWAY INC... | 33 | 33 | 0.04% | 0.18% | 0.25% | Q2 2013 | Q2 2021 | 33 |
GOOGL | ALPHABET INC CL A | 32 | 32 | 0.98% | 1.62% | 2.37% | Q4 2015 | Q3 2023 | 32 |
GOOG | ALPHABET INC CLASS C | 32 | 32 | 0.88% | 1.14% | 1.54% | Q4 2015 | Q3 2023 | 32 |
SCHM | SCHWAB US MID CAP ETF | 32 | 32 | 0.06% | 0.30% | 0.74% | Q4 2015 | Q3 2023 | 32 |
CB | CHUBB LTD | 31 | 31 | 0.48% | 0.57% | 0.66% | Q1 2016 | Q3 2023 | 31 |
WRK | WESTROCK CO. | 31 | 31 | 0.10% | 0.19% | 0.27% | Q1 2016 | Q3 2023 | 31 |
NTRS | NORTHERN TRUST CORP | 31 | 31 | 0.06% | 0.12% | 0.15% | Q1 2016 | Q3 2023 | 31 |
FHI | FEDERATED INVS INC PA ... | 31 | 31 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
WAT | WATERS CORP COM | 30 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 31 |
AMZN | AMAZON COM INC COM | 30 | 30 | 0.88% | 1.88% | 3.19% | Q2 2016 | Q3 2023 | 30 |
RE | EVEREST RE GROUP LTD COM | 30 | 30 | 0.10% | 0.14% | 0.17% | Q2 2016 | Q3 2023 | 30 |
IJH | ISHARES TR S&P MIDCAP 400 | 29 | 29 | 0.06% | 1.01% | 2.14% | Q3 2016 | Q3 2023 | 29 |
V | VISA INC COM CL A | 29 | 29 | 0.05% | 0.73% | 1.29% | Q3 2016 | Q3 2023 | 29 |
SCHG | SCHWAB US LARGE CAP GR... | 29 | 29 | 0.04% | 0.54% | 2.65% | Q3 2016 | Q3 2023 | 29 |
SCHB | SCHWAB US BROAD MARKET... | 28 | 1 | 0.04% | 0.23% | 0.38% | Q4 2015 | Q3 2023 | 29 |
TSCO | TRACTOR SUPPLY CO | 29 | 29 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
STN | STANTEC INC. | 29 | 29 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 29 |
UTX | UNITED TECHNOLOGIES CO... | 28 | 28 | 0.45% | 1.14% | 1.46% | Q2 2013 | Q1 2020 | 28 |
SCHX | SCHWAB US LARGE CAP ETF | 28 | 28 | 0.07% | 0.72% | 1.27% | Q4 2016 | Q3 2023 | 28 |
HRL | HORMEL FOODS CORP. | 28 | 28 | 0.07% | 0.17% | 0.29% | Q4 2016 | Q3 2023 | 28 |
SCHD | SCHWAB US DIVIDEND EQU... | 28 | 28 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
DFS | DISCOVER FINL SVCS COM | 27 | 27 | 0.49% | 1.13% | 1.57% | Q2 2013 | Q4 2019 | 27 |
BBT | BB&T CORP COM | 26 | 26 | 0.22% | 0.44% | 1.26% | Q2 2013 | Q3 2019 | 26 |
STI | SUNTRUST BKS INC COM | 26 | 26 | 0.10% | 0.15% | 0.24% | Q2 2013 | Q3 2019 | 26 |
COF | CAPITAL ONE FINL CORP COM | 13 | 1 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 26 |
HES | HESS CORP COM | 25 | 25 | 0.50% | 0.71% | 0.92% | Q2 2013 | Q2 2019 | 25 |
TMK | TORCHMARK CORP COM | 25 | 25 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q2 2019 | 25 |
FDX | FEDEX CORP COM | 12 | 4 | 0.02% | 0.46% | 0.99% | Q2 2013 | Q3 2023 | 24 |
VFC | V F CORP COM | 24 | 24 | 0.06% | 0.24% | 0.36% | Q3 2016 | Q2 2022 | 24 |
NXST | NEXSTAR MEDIA GROUP INC | 14 | 4 | 0.03% | 0.11% | 0.25% | Q1 2017 | Q3 2023 | 24 |
CHD | CHURCH & DWIGHT INC | 24 | 24 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 24 |
WMB | WILLIAMS COS INC DEL COM | 22 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 24 |
BIIB | BIOGEN INC | 17 | 3 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q2 2023 | 24 |
MCK | MCKESSON CORP COM | 23 | 23 | 0.56% | 1.02% | 1.40% | Q2 2013 | Q4 2018 | 23 |
TEL | TE CONNECTIVITY LTD | 22 | 1 | 0.02% | 0.75% | 1.18% | Q3 2014 | Q4 2020 | 23 |
BX | BLACKSTONE GROUP LP | 23 | 23 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q1 2019 | 23 |
RSP | INVESCO S&P 500 EQL WG... | 22 | 22 | 0.12% | 1.94% | 4.14% | Q2 2018 | Q3 2023 | 22 |
AET | AETNA INC NEW COM | 22 | 22 | 0.83% | 1.26% | 1.55% | Q2 2013 | Q3 2018 | 22 |
PHM | PULTE GROUP INC COM | 22 | 22 | 0.17% | 0.29% | 0.72% | Q2 2018 | Q3 2023 | 22 |
ESRX | EXPRESS SCRIPTS HOLDIN... | 22 | 22 | 0.08% | 0.22% | 0.40% | Q2 2013 | Q3 2018 | 22 |
EPS | WISDOMTREE US LARGE CA... | 22 | 22 | 0.13% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 22 |
OMI | OWENS & MINOR INC NEW COM | 22 | 22 | 0.04% | 0.15% | 0.24% | Q2 2013 | Q3 2018 | 22 |
APD | AIR PRODS & CHEMS INC | 22 | 22 | 0.10% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 22 |
PX | PRAXAIR INC COM | 22 | 22 | 0.10% | 0.14% | 0.24% | Q2 2013 | Q3 2018 | 22 |
SWK | STANLEY BLACK & DECKER... | 15 | 7 | 0.06% | 0.13% | 0.21% | Q4 2013 | Q3 2023 | 22 |
PDCO | PATTERSON COMPANIES IN... | 22 | 22 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2018 | 22 |
CAJ | CANON INC - SPONS ADR | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2018 | 22 |
BKNG | BOOKING HOLDINGS INC. | 13 | 8 | 0.65% | 0.86% | 1.07% | Q1 2018 | Q3 2023 | 21 |
IVW | ISHARES TR INDEX S AND... | 21 | 21 | 0.03% | 0.41% | 0.57% | Q3 2018 | Q3 2023 | 21 |
KLAC | KLA-TENCOR CORP COM | 21 | 21 | 0.07% | 0.18% | 0.23% | Q3 2018 | Q3 2023 | 21 |
KNSL | KINSALE CAPITAL GROUP INC | 21 | 21 | 0.05% | 0.11% | 0.22% | Q3 2018 | Q3 2023 | 21 |
RCL | ROYAL CARIBBEAN CRUISE... | 20 | 20 | 0.09% | 0.38% | 1.05% | Q1 2015 | Q4 2019 | 20 |
NVO | NOVO-NORDISK A S ADR | 20 | 20 | 0.15% | 0.19% | 0.26% | Q4 2018 | Q3 2023 | 20 |
UDR | UDR INC COM | 20 | 20 | 0.06% | 0.10% | 0.12% | Q3 2016 | Q2 2021 | 20 |
BK | BANK OF NEW YORK MELLO... | 20 | 20 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
DUK | DUKE ENERGY CORP NEW COM | 8 | 1 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 20 |
CI | THE CIGNA GROUP | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CC | THE CHEMOURS COMPANY | 7 | 3 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q2 2023 | 20 |
NOC | NORTHROP GRUMMAN CORP COM | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 20 |
IVZ | INVESCO LTD | 19 | 19 | 0.25% | 0.62% | 0.91% | Q3 2014 | Q1 2019 | 19 |
IGV | ISHARES TR INDEX S AND... | 19 | 19 | 0.26% | 0.47% | 0.63% | Q1 2019 | Q3 2023 | 19 |
SOXX | ISHARES TR INDEX S AND... | 19 | 19 | 0.18% | 0.27% | 0.36% | Q1 2019 | Q3 2023 | 19 |
XLC | SELECT SECTOR SPDR TR | 19 | 19 | 0.02% | 0.22% | 0.34% | Q1 2019 | Q3 2023 | 19 |
VIOO | VANGUARD S&P SMALL CAP... | 19 | 19 | 0.06% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 19 |
NEE | NEXTERA ENERGY INC | 19 | 19 | 0.07% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
ZBH | ZIMMER BIOMET HOLDINGS... | 19 | 19 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
STZ | CONSTELLATION BRANDS I... | 19 | 19 | 0.08% | 0.10% | 0.12% | Q1 2019 | Q3 2023 | 19 |
IWV | ISHARES TR | 19 | 19 | 0.04% | 0.08% | 0.09% | Q1 2019 | Q3 2023 | 19 |
SYK | STRYKER CORPORATION | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
DD | DUPONT DE NEMOURS INC | 18 | 18 | 0.12% | 0.20% | 0.35% | Q2 2019 | Q3 2023 | 18 |
DOW | DOW INC COM | 18 | 18 | 0.09% | 0.17% | 0.25% | Q2 2019 | Q3 2023 | 18 |
RMD | RESMED INC. | 18 | 18 | 0.12% | 0.16% | 0.21% | Q1 2014 | Q2 2018 | 18 |
CTVA | CORTEVA INC. | 18 | 18 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
BX | BLACKSTONE INC | 18 | 18 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 18 |
VANGUARD/WINDSOR FD IN... | 18 | 18 | 0.04% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 | |
IDXX | IDEXX LABS INC | 12 | 3 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2021 | 18 |
MFC | MANULIFE FINL CORP COM | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
AMT | AMERICAN TOWER CORP NEW | 17 | 17 | 0.39% | 1.04% | 1.46% | Q2 2017 | Q2 2021 | 17 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 0.38% | 0.50% | 0.59% | Q2 2013 | Q2 2017 | 17 |
ABB | ABB LTD SPONSORED ADR | 17 | 17 | 0.13% | 0.15% | 0.17% | Q3 2014 | Q3 2018 | 17 |
GL | GLOBE LIFE INC | 17 | 17 | 0.06% | 0.11% | 0.20% | Q3 2019 | Q3 2023 | 17 |
DOW | DOW CHEM CO COM | 17 | 17 | 0.04% | 0.10% | 0.12% | Q2 2013 | Q2 2017 | 17 |
AMCR | AMCOR PLC ORD | 17 | 17 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q2 2023 | 17 |
PRU | PRUDENTIAL FINL INC COM | 15 | 2 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2019 | 17 |
LHX | L3HARRIS TECHNOLOGIES INC | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
LEN | LENNAR CORP CL A | 16 | 16 | 0.08% | 0.82% | 1.04% | Q4 2014 | Q3 2018 | 16 |
TFC | TRUIST FINL CORP | 16 | 16 | 0.07% | 0.74% | 1.33% | Q4 2019 | Q3 2023 | 16 |
TEVA | TEVA PHARMACEUTICAL IN... | 16 | 16 | 0.06% | 0.27% | 0.48% | Q2 2013 | Q1 2017 | 16 |
FB | META PLATFORMS INC | 15 | 15 | 0.51% | 1.27% | 1.64% | Q1 2020 | Q3 2023 | 15 |
DAL | DELTA AIR LINES INC | 15 | 15 | 0.59% | 0.90% | 1.05% | Q2 2016 | Q4 2019 | 15 |
TT | TRANE TECHNOLOGIES PLC | 15 | 15 | 0.65% | 0.78% | 0.94% | Q1 2020 | Q3 2023 | 15 |
AVGO | BROADCOM LTD | 15 | 15 | 0.37% | 0.66% | 0.98% | Q1 2020 | Q3 2023 | 15 |
PCLN | PRICELINE.COM INC. | 15 | 15 | 0.38% | 0.65% | 0.87% | Q2 2014 | Q4 2017 | 15 |
VO | VANGUARD MID-CAP ETF | 15 | 15 | 0.06% | 0.59% | 0.70% | Q1 2020 | Q3 2023 | 15 |
LMT | LOCKHEED MARTIN CORP COM | 15 | 15 | 0.34% | 0.44% | 0.52% | Q1 2020 | Q3 2023 | 15 |
APA | APACHE CORP COM | 9 | 6 | 0.06% | 0.38% | 0.82% | Q2 2013 | Q4 2019 | 15 |
SPYV | SPDR SER TR | 15 | 15 | 0.06% | 0.31% | 0.69% | Q1 2020 | Q3 2023 | 15 |
PAG | PENSKE AUTOMOTIVE GRP ... | 15 | 15 | 0.12% | 0.16% | 0.22% | Q2 2016 | Q4 2019 | 15 |
IVE | ISHARES TR | 15 | 15 | 0.10% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
SXT | SENSIENT TECHNOLOGIES ... | 15 | 15 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
LLTC | LINEAR TECHNOLOGY CORP... | 15 | 15 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q4 2016 | 15 |
DHR | DANAHER CORPORATION | 14 | 1 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 15 |
MCY | MERCURY GENL CORP NEW COM | 8 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 15 |
MASSACHUSETTS INVS TR ... | 12 | 3 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2017 | 15 | |
AGN | ALLERGAN PLC | 14 | 14 | 0.03% | 0.94% | 1.53% | Q2 2015 | Q3 2018 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.43% | 0.59% | 0.69% | Q2 2020 | Q3 2023 | 14 |
VIAB | VIACOM INC NEW CL B | 14 | 14 | 0.05% | 0.57% | 1.18% | Q2 2013 | Q3 2016 | 14 |
IWN | ISHARES TR | 14 | 14 | 0.19% | 0.23% | 0.30% | Q2 2020 | Q3 2023 | 14 |
ABM | ABM INDUSTRIES, INC. | 14 | 14 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q3 2016 | 14 |
WTRG | ESSENTIAL UTILS INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
EMC | E M C CORP MASS COM | 13 | 13 | 0.98% | 1.17% | 1.28% | Q2 2013 | Q2 2016 | 13 |
NLSN | NIELSEN HOLDINGS PLC | 13 | 13 | 0.34% | 0.74% | 1.03% | Q3 2015 | Q3 2018 | 13 |
NEU | NEWMARKET CORP COM | 12 | 1 | 0.11% | 0.68% | 0.99% | Q1 2019 | Q3 2023 | 13 |
SJM | SMUCKER J M CO COM NEW | 13 | 13 | 0.24% | 0.41% | 0.55% | Q4 2016 | Q4 2019 | 13 |
RLI | RLI CORP COM | 13 | 13 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q2 2016 | 13 |
SON | SONOCO PRODS CO COM | 13 | 13 | 0.04% | 0.13% | 0.36% | Q2 2013 | Q2 2016 | 13 |
MDP | MEREDITH CORP COM | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2018 | 13 |
DVN | DEVON ENERGY CORP NEW COM | 9 | 4 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2022 | 13 |
CARR | CARRIER GLOBAL CORPORA... | 12 | 1 | 0.02% | 0.04% | 0.21% | Q2 2020 | Q3 2023 | 13 |
SPG | SIMON PPTY GROUP INC N... | 13 | 13 | 0.03% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 13 |
HON | HONEYWELL INTL INC COM | 12 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
TXN | TEXAS INSTRS INC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
RY | ROYAL BK CDA SUSTAINABL | 11 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
MET | METLIFE INC COM | 12 | 12 | 0.84% | 1.01% | 1.13% | Q2 2013 | Q1 2016 | 12 |
M | MACYS INC COM | 12 | 12 | 0.05% | 0.75% | 1.04% | Q2 2013 | Q1 2016 | 12 |
BSSC | BANK SOUTHSIDE VA CORP... | 12 | 12 | 0.46% | 0.51% | 0.56% | Q2 2013 | Q1 2016 | 12 |
BA | BOEING CO COM | 12 | 12 | 0.04% | 0.31% | 0.94% | Q1 2017 | Q4 2019 | 12 |
CLC | CLARCOR INC. | 12 | 12 | 0.10% | 0.15% | 0.22% | Q1 2014 | Q4 2016 | 12 |
VDE | VANGUARD WORLD FDS | 12 | 12 | 0.10% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
CNI | CANADIAN NATL RY CO COM | 9 | 1 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 12 |
RYF | GUGGENHEIM S&P 500 EQU... | 7 | 5 | 0.04% | 0.04% | 0.06% | Q4 2014 | Q4 2017 | 12 |
CGNX | COGNEX CORP | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2023 | 12 |
DVY | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
R | RYDER SYS INC COM | 11 | 11 | 0.77% | 1.07% | 1.21% | Q2 2013 | Q4 2015 | 11 |
AMAT | APPLIED MATLS INC | 11 | 11 | 0.54% | 0.77% | 1.01% | Q1 2021 | Q3 2023 | 11 |
PKG | PACKAGING CORP AMER | 11 | 11 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CINF | CINCINNATI FINL CORP COM | 11 | 11 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2015 | 11 |
IWS | ISHARES TR | 11 | 11 | 0.03% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 11 |
IWP | ISHARES TR | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SRCI | SRC ENERGY INC | 7 | 4 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q4 2019 | 11 |
MDY | SPDR S&P MIDCAP 400 ET... | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
IJT | ISHARES TR | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FAST | FASTENAL CO | 11 | 11 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 11 |
VB | VANGUARD INDEX FDS | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
XLV | SELECT SECTOR SPDR TR | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
WM | WASTE MGMT INC DEL COM | 6 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 11 |
IJS | ISHARES TR | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GOOGL | GOOGLE INC CL A | 10 | 10 | 0.64% | 0.97% | 1.45% | Q2 2013 | Q3 2015 | 10 |
KEY | KEYCORP | 10 | 10 | 0.54% | 0.71% | 0.84% | Q3 2017 | Q4 2019 | 10 |
MRO | MARATHON OIL CORP COM | 10 | 10 | 0.51% | 0.61% | 0.80% | Q2 2013 | Q3 2015 | 10 |
BWA | BORGWARNER INC COM | 10 | 10 | 0.04% | 0.32% | 0.58% | Q3 2017 | Q4 2019 | 10 |
HCC | HCC INS HLDGS INC COM | 10 | 10 | 0.17% | 0.20% | 0.28% | Q2 2013 | Q3 2015 | 10 |
CTAS | CINTAS CORP COM | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q3 2015 | 10 |
VTR | VENTAS INC. | 8 | 2 | 0.10% | 0.11% | 0.13% | Q1 2016 | Q4 2019 | 10 |
OTIS | OTIS WORLDWIDE CORP | 6 | 1 | 0.02% | 0.05% | 0.27% | Q2 2020 | Q3 2023 | 10 |
CSC | COMPUTER SCIENCES CORP... | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
IVV | ISHARES TR | 9 | 9 | 2.77% | 3.07% | 3.32% | Q3 2021 | Q3 2023 | 9 |
IXUS | ISHARES TR | 9 | 9 | 1.28% | 1.67% | 2.16% | Q3 2021 | Q3 2023 | 9 |
IEMG | ISHARES INC | 9 | 9 | 0.95% | 1.12% | 1.32% | Q3 2021 | Q3 2023 | 9 |
VEA | VANGUARD TAX-MANAGED I... | 9 | 9 | 0.65% | 1.11% | 1.66% | Q3 2021 | Q3 2023 | 9 |
IEFA | ISHARES TR | 9 | 9 | 1.02% | 1.07% | 1.12% | Q3 2021 | Q3 2023 | 9 |
SPY | SPDR S&P 500 ETF TR | 9 | 9 | 0.72% | 0.75% | 0.82% | Q3 2021 | Q3 2023 | 9 |
BHI | BAKER HUGHES | 9 | 9 | 0.03% | 0.43% | 0.73% | Q2 2013 | Q2 2015 | 9 |
VXUS | VANGUARD STAR FDS | 9 | 9 | 0.27% | 0.42% | 0.48% | Q3 2021 | Q3 2023 | 9 |
ACWI | ISHARES TR | 9 | 9 | 0.09% | 0.40% | 1.64% | Q3 2021 | Q3 2023 | 9 |
IWF | ISHARES TR | 9 | 9 | 0.19% | 0.37% | 0.54% | Q3 2021 | Q3 2023 | 9 |
VOO | VANGUARD INDEX FDS | 9 | 9 | 0.22% | 0.32% | 0.49% | Q3 2021 | Q3 2023 | 9 |
KRFT | KRAFT FOODS GROUP INC | 9 | 9 | 0.11% | 0.32% | 0.50% | Q2 2013 | Q2 2015 | 9 |
VWO | VANGUARD INTL EQUITY I... | 9 | 9 | 0.12% | 0.25% | 0.31% | Q3 2021 | Q3 2023 | 9 |
MEG | MEDIA GEN INC CL A | 9 | 9 | 0.19% | 0.23% | 0.30% | Q4 2014 | Q4 2016 | 9 |
ARG | AIRGAS INC COM | 9 | 9 | 0.12% | 0.16% | 0.24% | Q1 2014 | Q1 2016 | 9 |
SCHA | SCHWAB STRATEGIC TR | 9 | 9 | 0.13% | 0.15% | 0.16% | Q3 2021 | Q3 2023 | 9 |
MKC | MCCORMICK & CO INC COM... | 9 | 9 | 0.04% | 0.14% | 0.17% | Q1 2014 | Q1 2016 | 9 |
VEU | VANGUARD INTL EQUITY I... | 9 | 9 | 0.09% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
EFA | ISHARES TR | 9 | 9 | 0.08% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.03% | 0.06% | 0.28% | Q3 2021 | Q3 2023 | 9 | |
BEN | FRANKLIN RES INC COM | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
VNQ | VANGUARD INDEX FDS | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
VYM | VANGUARD WHITEHALL FDS | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 9 |
EL | LAUDER ESTEE COS INC CL A | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 9 |
COST | COSTCO WHSL CORP NEW | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
EEM | ISHARES TR | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
DFUS | DIMENSIONAL ETF TRUST | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
IR | INGERSOLL-RAND PLC SHS | 8 | 8 | 0.48% | 0.90% | 1.04% | Q1 2018 | Q4 2019 | 8 |
NEAR | ISHARES U S ETF TR | 7 | 1 | 0.54% | 0.77% | 1.01% | Q3 2021 | Q3 2023 | 8 |
EBAY | EBAY INC COM | 8 | 8 | 0.49% | 0.64% | 0.88% | Q4 2016 | Q3 2018 | 8 |
PFG | PRINCIPAL FINL GROUP I... | 6 | 2 | 0.03% | 0.60% | 0.83% | Q2 2014 | Q2 2017 | 8 |
GVI | ISHARES TR | 7 | 1 | 0.02% | 0.43% | 0.86% | Q3 2021 | Q3 2023 | 8 |
AGG | ISHARES TR | 7 | 1 | 0.21% | 0.33% | 0.50% | Q3 2021 | Q3 2023 | 8 |
MBB | ISHARES TR | 7 | 1 | 0.14% | 0.32% | 0.54% | Q3 2021 | Q3 2023 | 8 |
MUB | ISHARES TR | 7 | 1 | 0.16% | 0.31% | 0.45% | Q3 2021 | Q3 2023 | 8 |
SPYG | SPDR SER TR | 8 | 8 | 0.08% | 0.28% | 0.39% | Q2 2019 | Q1 2021 | 8 |
VCSH | VANGUARD SCOTTSDALE FDS | 7 | 1 | 0.13% | 0.21% | 0.31% | Q3 2021 | Q3 2023 | 8 |
VCIT | VANGUARD SCOTTSDALE FDS | 7 | 1 | 0.10% | 0.19% | 0.29% | Q3 2021 | Q3 2023 | 8 |
VUSB | VANGUARD BD INDEX FDS | 7 | 1 | 0.03% | 0.19% | 0.35% | Q3 2021 | Q3 2023 | 8 |
IGSB | ISHARES TR | 7 | 1 | 0.12% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 8 |
ACE | ACE LTD SHS | 8 | 8 | 0.11% | 0.16% | 0.48% | Q1 2014 | Q4 2015 | 8 |
IGIB | ISHARES TR | 7 | 1 | 0.09% | 0.16% | 0.24% | Q3 2021 | Q3 2023 | 8 |
VTEB | VANGUARD MUN BD FDS | 7 | 1 | 0.03% | 0.15% | 0.28% | Q3 2021 | Q3 2023 | 8 |
VABK | VIRGINIA NATL BANKSHAR... | 5 | 3 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
TECH | BIO-TECHNE CORP | 7 | 1 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q4 2021 | 8 |
CDK | CDK GLOBAL, INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q1 2017 | 8 |
AFL | AFLAC INC COM | 5 | 3 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2019 | 8 |
IAU | ISHARES GOLD TR | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
ATRC | ATRICURE INC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
TIP | ISHARES TR | 7 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
KMX | CARMAX INC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
HUBB | HUBBELL INC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
EXPO | EXPONENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
JCI | JOHNSON CTLS INC COM | 7 | 7 | 0.67% | 0.86% | 0.92% | Q1 2014 | Q3 2015 | 7 |
DWDP | DOWDUPONT INC. | 7 | 7 | 0.59% | 0.69% | 0.76% | Q3 2017 | Q1 2019 | 7 |
NEBLQ | NOBLE CORPORATION BAAR... | 7 | 7 | 0.03% | 0.66% | 1.03% | Q4 2013 | Q2 2015 | 7 |
LYB | LYONDELLBASELL INDU - ... | 7 | 7 | 0.55% | 0.66% | 0.79% | Q1 2014 | Q3 2015 | 7 |
MDT | MEDTRONIC INC COM | 7 | 7 | 0.25% | 0.26% | 0.30% | Q2 2013 | Q4 2014 | 7 |
SHELL PLC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 | |
BMS | BEMIS COMPANY, INC. | 7 | 7 | 0.10% | 0.11% | 0.13% | Q3 2017 | Q1 2019 | 7 |
PRE | PARTNERRE LTD. | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
AGU | AGRIUM INC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q1 2015 | 7 |
SCHV | SCHWAB US LARGE CAP VALUE | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 7 |
IFF | INTERNATIONAL FLAVORS&... | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MON | MONSANTO CO NEW COM | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q1 2015 | 7 |
PGX | INVESCO PREFERRED ETF | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
SPMB | SPDR SER TR | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
LH | LABORATORY CORP AMER H... | 4 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
DEO | DIAGEO PLC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 7 |
SHV | ISHARES TR | 6 | 6 | 0.50% | 0.88% | 1.11% | Q2 2022 | Q3 2023 | 6 |
GOOG | GOOGLE INC CLASS C | 6 | 6 | 0.62% | 0.68% | 0.78% | Q2 2014 | Q3 2015 | 6 |
V107SC | WELLPOINT INC COM | 6 | 6 | 0.54% | 0.61% | 0.67% | Q2 2013 | Q3 2014 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 2 | 0.02% | 0.31% | 0.69% | Q3 2021 | Q3 2023 | 6 |
MEG | MEDIA GEN INC CL A | 6 | 6 | 0.04% | 0.18% | 0.30% | Q2 2013 | Q3 2014 | 6 |
4945SC | KINDER MORGAN ENERGY P... | 6 | 6 | 0.11% | 0.17% | 0.28% | Q2 2013 | Q3 2014 | 6 |
MYL | MYLAN INC COM | 6 | 6 | 0.10% | 0.13% | 0.17% | Q3 2013 | Q4 2014 | 6 |
SPDW | SPDR INDEX SHS FDS | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
VLO | VALERO ENERGY CORP NEW... | 4 | 1 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 6 |
EV | EATON VANCE CORP COM N... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
FDO | FAMILY DLR STORES INC COM | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
SCHW | SCHWAB CHARLES CORP NE... | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 6 |
SCHF | SCHWAB STRATEGIC TR | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
NOV | NATIONAL OILWELL VARCO... | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2014 | 6 |
PFF | ISHARES TR | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 6 |
ECL | ECOLAB INC COM | 4 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2020 | 6 |
DISCA | DISCOVERY COMMUNICATNS... | 5 | 5 | 0.47% | 0.56% | 0.64% | Q2 2013 | Q2 2014 | 5 |
F | FORD MTR CO DEL | 5 | 5 | 0.24% | 0.29% | 0.36% | Q1 2022 | Q1 2023 | 5 |
TECH | TECHNE CORP | 5 | 5 | 0.04% | 0.15% | 0.24% | Q2 2013 | Q2 2014 | 5 |
MYL | MYLAN NV | 5 | 5 | 0.12% | 0.15% | 0.19% | Q1 2015 | Q1 2016 | 5 |
MOS | MOSAIC CO COM | 5 | 5 | 0.10% | 0.13% | 0.14% | Q2 2015 | Q2 2016 | 5 |
LLL | L-3 COMMUNICATIONS HLD... | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
STIP | ISHARES TR | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CCI | CROWN CASTLE INTL CORP... | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
SPEM | SPDR INDEX SHS FDS | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
B108PS | ACTAVIS PLC | 4 | 4 | 1.01% | 1.18% | 1.43% | Q2 2014 | Q1 2015 | 4 |
GSEW | GOLDMAN SACHS ETF TR | 4 | 4 | 0.02% | 0.20% | 0.30% | Q2 2021 | Q1 2022 | 4 |
KSU | KANSAS CITY SOUTHERN | 4 | 4 | 0.12% | 0.12% | 0.13% | Q1 2016 | Q4 2016 | 4 |
SCHE | SCHWAB STRATEGIC TR | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ITM | VANECK ETF TRUST | 3 | 1 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 4 |
FCBC | FIRST CMNTY BANCSHARES... | 4 | 4 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2014 | 4 |
IWB | ISHARES TR | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ALCO | ALICO INC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q3 2020 | 4 |
TFI | SPDR SER TR | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 4 |
SHM | SPDR SER TR | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 4 |
WTR | AQUA AMERICA INC COM | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
AERG | APPLIED ENERGETICS INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 4 |
QQQ | POWERSHARES QQQ TRUST ... | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 4 |
SCHWAB CAP TR S&P 500I... | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 4 | |
CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
FCX | FREEPORT-MCMORAN INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TLTD | FLEXSHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 4 |
GULTU | GULF COAST ULTRA DEEP ... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
UL | UNILEVER PLC | 3 | 3 | 0.74% | 0.77% | 0.79% | Q1 2023 | Q3 2023 | 3 |
NLSN | NIELSEN NV | 3 | 3 | 0.54% | 0.75% | 0.86% | Q4 2014 | Q2 2015 | 3 |
KBWB | INVESCO EXCH TRADED FD... | 3 | 3 | 0.44% | 0.45% | 0.46% | Q1 2023 | Q3 2023 | 3 |
LUV | SOUTHWEST AIRLS CO | 3 | 3 | 0.30% | 0.43% | 0.63% | Q3 2021 | Q1 2022 | 3 |
KR | KROGER CO COM | 3 | 3 | 0.04% | 0.31% | 0.73% | Q2 2013 | Q4 2013 | 3 |
SMG | SCOTTS MIRACLE-GRO COM... | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2014 | Q1 2015 | 3 |
GWW | W.W. GRAINGER, INC. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q4 2017 | 3 |
BXLT | BAXALTA INC. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q1 2016 | 3 |
KN | KNOWLES CORP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q3 2014 | 3 |
SE | SPECTRA ENERGY CORP COM | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
MAR | MARRIOTT INTL INC NEW | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
GTN | GRAY TELEVISION, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
ORLY | OREILLY AUTOMOTIVE INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ENB | ENBRIDGE INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
NE | NOBLE CORPORATION BAAR... | 2 | 2 | 1.17% | 1.18% | 1.20% | Q2 2013 | Q3 2013 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.71% | 0.75% | 0.79% | Q2 2023 | Q3 2023 | 2 |
JANUS INVT FD GRWTH IN... | 2 | 2 | 0.19% | 0.45% | 0.71% | Q3 2018 | Q4 2018 | 2 | |
VGIT | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.13% | 0.23% | 0.34% | Q2 2023 | Q3 2023 | 2 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.07% | 0.16% | 0.24% | Q2 2023 | Q3 2023 | 2 |
MEDIA GEN INC CL B | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 | |
JETS | ETF SER SOLUTIONS | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2022 | Q4 2022 | 2 |
GDX | VANECK ETF TRUST | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 2 |
RSP | GUGGENHEIM S AND P 500... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
EES | WISDOMTREE US SMALL CA... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
OGN | ORGANON & CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
GDXJ | VANECK ETF TRUST | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
QQQ | INVESCO QQQ TRUST UNIT... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
C | CITIGROUP INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2021 | 2 |
WY | WEYERHAEUSER CO COM | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
ALC | ALCON INC ORD SHS | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
MEDIA GENERAL CVR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 | |
CRM | SALESFORCE COM INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
RIG | TRANSOCEAN LTD REG SHS | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
RUSSELL COMMODITY STRA... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2015 | 2 | |
ROLLS-ROYCE GROUP PLC ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 | |
SIEGY | SIEMENS AG | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2013 | Q2 2013 | 1 |
CB | CHUBB CORP COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
KMI | KINDER MORGAN INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
RSP | POWERSHARES S AND P 50... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
RYF | POWERSHARES S AND P 50... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
A309PS | DIRECTV GROUP INC COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
XLRE | REAL ESTATE SELECT SEC... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
LBRDK | LIBERTY BROADBAND CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
HYH | HALYARD HEALTH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
RYT | POWERSHARES S AND P 50... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
AON | AON PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
RYE | GUGGENHEIM S AND P 500... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
RYE | POWERSHARES S AND P 50... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
TIXT | TELUS INTL CDA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BURKE HERBERT FINL SVC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 | |
NSRGY | NESTLE S A SPONSORED ADR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
NBTB | NBT BANCORP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HLT | HILTON WORLDWIDE HLDGS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SHY | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RDVY | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AFG | AMERICAN FINL GROUP IN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ATCO | ATLAS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ACWX | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LGLPW | LGL GROUP INC/THE WARR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
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The securities at the top of the list , including APPLE INC COM, EXXON MOBIL CORP COM, and MICROSOFT CORP COM, are the highest-conviction holdings of LOWE BROCKENBROUGH & CO INC.
The conviction is calculated by counting the number of quarters a security has been reported by LOWE BROCKENBROUGH & CO INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that LOWE BROCKENBROUGH & CO INC owns currently or has owned in the past.