Fund HoldingsLOWE BROCKENBROUGH & CO INC

Total Portfolio Value
$1.48B
Total Bought
$224.79M
Total Sold
$54.00M
Net Transaction
+$170.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)023,743+23,743021,4531.45%+21,453
META PLATFORMS INC(META)052,378+52,378025,4341.72%+25,434
EATON CORP PLC(ETN)071,598+71,598022,4321.52%+22,432
AMAZON COM INC(AMZN)0159,723+159,723028,8111.95%+28,811
MICROSOFT CORP(MSFT)138,593143,460+4,86752,11760,3574.08%+8,240
ISHARES TR159,178159,814+63676,02884,0195.68%+7,991
ISHARES TR057,600+57,60007,7790.53%+7,779
JPMORGAN CHASE & CO(JPM)144,822156,625+11,80324,63431,3722.12%+6,738
PULTE GROUP INC(PHM)053,500+53,50006,4530.44%+6,453
BROADCOM INC(AVGO)013,168+13,168017,4881.18%+17,488
DUKE ENERGY CORP NEW(DUK)065,415+65,41506,3260.43%+6,326
TRANE TECHNOLOGIES PLC(TT)052,340+52,340015,7431.06%+15,743
APPLIED MATLS INC069,697+69,697014,3740.97%+14,374
AMERIPRISE FINL INC(AMP)044,225+44,225019,3901.31%+19,390
ORACLE CORP(ORCL)0192,909+192,909024,2311.64%+24,231
SELECT SECTOR SPDR TR
ST STR TECHN ETF
026,472+26,47205,5130.37%+5,513
BOOKING HOLDINGS INC(BKNG)04,272+4,272015,4981.05%+15,498
RTX CORPORATION(RTX)0101,204+101,20409,8700.67%+9,870
TJX COS INC NEW(TJX)0134,009+134,009013,5910.92%+13,591
PROCTER AND GAMBLE CO(PG)096,437+96,437015,6471.06%+15,647
MERCK & CO INC(MRK)0102,661+102,661013,6110.92%+13,611
EXXON MOBIL CORP0199,931+199,931023,2401.57%+23,240
TARGET CORP(TGT)054,762+54,76209,7040.66%+9,704
VISA INC(V)047,874+47,874013,3610.90%+13,361
ELEVANCE HEALTH INC(ELV)031,055+31,055016,1031.09%+16,103
CHEVRON CORP NEW(CVX)0131,119+131,119020,6831.40%+20,683
MARKEL GROUP INC(MKL)04,296+4,29606,5360.44%+6,536
CHUBB LIMITED
COM
032,585+32,58508,4630.57%+8,463
THERMO FISHER SCIENTIFIC INC(TMO)033,565+33,565019,5191.32%+19,519
ISHARES TR113,379560,276+446,89731,42334,0312.30%+2,608
UNILEVER PLC(UL)0184,740+184,74009,2720.63%+9,272
AMGEN INC(AMGN)034,078+34,07809,6890.65%+9,689
GOLDMAN SACHS GROUP INC(GS)025,172+25,172010,5140.71%+10,514
LOWES COS INC(LOW)041,201+41,201010,4950.71%+10,495
INVESCO EXCH TRADED FD TR II0137,861+137,86107,3980.50%+7,398
DISNEY WALT CO(DIS)030,807+30,80703,7690.25%+3,769
LOCKHEED MARTIN CORP(LMT)012,508+12,50805,7100.39%+5,710
EASTMAN CHEM CO(EMN)025,595+25,59502,5660.17%+2,566
TOTALENERGIES SE(TTE)088,716+88,71606,1460.42%+6,146
SCHLUMBERGER LTD(SLB)0155,347+155,34708,5440.58%+8,544
NORFOLK SOUTHN CORP(NSC)59,59563,062+3,46714,08716,0731.09%+1,986
PNC FINL SVCS GROUP INC(PNC)52,59062,666+10,0768,14410,1270.68%+1,983
ALPHABET INC(GOOG)0117,803+117,803017,7801.20%+17,780
HOME DEPOT INC(HD)24,43426,581+2,1478,46810,1970.69%+1,729
CVS HEALTH CORP(CVS)0113,112+113,11209,0220.61%+9,022
ELI LILLY & CO(LLY)6,7387,145+4073,9285,5590.38%+1,631
SELECT SECTOR SPDR TR
ST STR STAPL ETF
067,009+67,00905,1170.35%+5,117
MORGAN STANLEY(MS)0102,655+102,65509,6660.65%+9,666
CISCO SYS INC(CSCO)0297,546+297,546014,8511.00%+14,851
SCHWAB STRATEGIC TR294,679289,749-4,93016,62017,9821.21%+1,362
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
24,18340,925+16,7421,9663,2950.22%+1,329
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
111,292132,568+21,2766,4927,6980.52%+1,207
UNITED PARCEL SERVICE INC(UPS)049,358+49,35807,3360.50%+7,336
VANGUARD TAX-MANAGED FDS545,760542,566-3,19426,14227,2211.84%+1,079
NEXSTAR MEDIA GROUP INC(NXST)012,410+12,41002,1380.14%+2,138
CATERPILLAR INC(CAT)08,890+8,89003,2580.22%+3,258
JOHNSON & JOHNSON(JNJ)099,125+99,125015,6811.06%+15,681
PEPSICO INC(PEP)075,912+75,912013,3680.90%+13,368
ADOBE INC(ADBE)017,760+17,76008,9620.61%+8,962
WALMART INC(WMT)0158,620+158,62009,5750.65%+9,575
ISHARES TR
CORE MSCI EAFE
202,425200,645-1,78014,24114,8921.01%+651
VANGUARD INDEX FDS46,64445,998-64610,85111,4930.78%+642
UNITEDHEALTH GROUP INC(UNH)030,419+30,419015,0481.02%+15,048
SPDR INDEX SHS FDS
ST STR PO EX ETF
42,93057,530+14,6001,4602,0620.14%+602
NOVO-NORDISK A S(NVO)37,59634,380-3,2163,8894,4460.30%+557
KINSALE CAP GROUP INC(KNSL)03,750+3,75001,9680.13%+1,968
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
129,107139,727+10,6207,6598,1810.55%+522
ISHARES TR157,706159,192+1,48617,07217,5941.19%+522
VIRGINIA NATL BANKSHARES COR017,000+17,00005120.03%+512
VANGUARD BD INDEX FDS
VANGUARD ULTRA
128,100137,544+9,4446,3336,8150.46%+482
ILLINOIS TOOL WKS INC(ITW)013,766+13,76603,7130.25%+3,713
JOHNSON CTLS INTL PLC
SHS
9,93115,570+5,6395761,0230.07%+447
BERKSHIRE HATHAWAY INC DEL06,784+6,78402,8530.19%+2,853
ACCENTURE PLC IRELAND
SHS CLASS A
05,113+5,11301,7720.12%+1,772
DANAHER CORPORATION(DHR)03,569+3,56908920.06%+892
WELLS FARGO CO NEW(WFC)59,04557,383-1,6622,9063,3260.22%+420
MARATHON PETE CORP(MPC)010,142+10,14202,0440.14%+2,044
ISHARES TR20,59919,675-9246,2456,6310.45%+386
ISHARES TR
CORE MSCI TOTAL
499,232483,150-16,08232,41532,7872.21%+371
PARKER-HANNIFIN CORP(PH)9,2038,275-9284,2404,5990.31%+359
KLA CORP(KLAC)5,6795,240-4393,3013,6610.25%+359
AUTOMATIC DATA PROCESSING IN019,064+19,06404,7870.32%+4,787
SCHWAB STRATEGIC TR78,42076,935-1,4854,3664,6970.32%+331
PFIZER INC(PFE)0276,644+276,64407,6770.52%+7,677
SELECT SECTOR SPDR TR
ST STR ENERG ETF
033,992+33,99203,2090.22%+3,209
SCHWAB STRATEGIC TR60,90260,236-6664,5874,9050.33%+318
OTIS WORLDWIDE CORP(OTIS)03,124+3,12403100.02%+310
CAPITAL ONE FINL CORP(COF)06,797+6,79701,0120.07%+1,012
COLGATE PALMOLIVE CO(CL)29,90829,90802,3842,6930.18%+309
QUALCOMM INC(QCOM)23,80621,976-1,8303,4433,7210.25%+277
ALLSTATE CORP(ALL)8,1008,116+161,1411,4120.10%+271
PHILLIPS 66(PSX)08,874+8,87401,4490.10%+1,449
ISHARES TR034,125+34,12501,7500.12%+1,750
WISDOMTREE TR(WT)46,60246,502-1002,3352,5760.17%+241
SPDR S&P 500 ETF TR(SPY)22,72421,124-1,60010,84211,0830.75%+241
ALBEMARLE CORP(ALB)03,883+3,88305130.03%+513
CARMAX INC(KMX)02,752+2,75202400.02%+240
PACKAGING CORP AMER(PKG)13,96013,218-7422,2922,5250.17%+233
DOVER CORP(DOV)28,25425,731-2,5234,3464,5590.31%+214
ATRICURE INC(ATRC)07,000+7,00002130.01%+213
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