StockDriftsStockDriftsTop 50 Lowe Brockenbrough & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.43% | 258.8K | $169.0M | -10.98%(-31.93K) | $507.39(+47.50%) | 2026-03-31 | |
| ACWI | ISHARES TR | 4.42% | 641.2K | $88.7M | -1.20%(-7.78K) | $124.70(+25.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.54% | 279.9K | $71.0M | +1.05%(+2.91K) | $31.79(+870.80%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.18% | 735.5K | $63.7M | +4.21%(+29.71K) | $69.97(+35.38%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.92% | 913.2K | $58.5M | +4.58%(+40.01K) | $49.83(+42.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.78% | 150.5K | $55.7M | +7.33%(+10.28K) | $122.08(+219.86%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.39% | 483.7K | $48.0M | +8.66%(+38.53K) | $99.25(-0.65%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.25% | 157.5K | $45.2M | +1.41%(+2.19K) | $84.95(+319.29%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.25% | 1.55M | $45.1M | +227.60%(+1.07M) | $26.29(+29.80%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.16% | 641.7K | $43.3M | +5.78%(+35.05K) | $49.04(+55.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.19% |
| Top 20 Holdings Unweighted | +16.49% | +58.06% |
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