Virginia Wealth Management Group

Latest statistics and disclosures from Virginia Wealth Management Group's latest quarterly 13F-HR filing:

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Positions held by Virginia Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Virginia Wealth Management Group

Virginia Wealth Management Group holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.7 $5.4M -16% 10.00 542625.00
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Microsoft Corporation (MSFT) 3.9 $4.4M -39% 12k 376.04
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JPMorgan Chase & Co. (JPM) 3.4 $3.9M -19% 23k 170.10
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Phillips 66 (PSX) 3.3 $3.8M -8% 29k 133.14
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Qualcomm (QCOM) 3.3 $3.8M -33% 26k 144.63
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Chubb (CB) 3.3 $3.8M -19% 17k 226.00
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Darden Restaurants (DRI) 3.1 $3.5M -8% 21k 164.30
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Ishares Tr Ibds Dec28 Etf (IBDT) 2.9 $3.3M NEW 131k 25.09
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CVS Caremark Corporation (CVS) 2.9 $3.3M -15% 41k 78.96
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Ishares Tr Ibonds Dec24 Etf (IBDP) 2.8 $3.3M -2% 131k 24.91
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.8 $3.2M 131k 24.76
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BlackRock (BLK) 2.8 $3.2M -18% 4.0k 811.84
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McDonald's Corporation (MCD) 2.7 $3.1M -37% 11k 296.51
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Ishares Tr Ibonds 27 Etf (IBDS) 2.7 $3.1M 131k 23.93
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Ishares Tr Ibonds Dec2026 (IBDR) 2.7 $3.1M 131k 23.90
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Kinder Morgan (KMI) 2.6 $3.0M -16% 169k 17.64
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Pepsi (PEP) 2.6 $2.9M -26% 17k 169.84
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Southern Company (SO) 2.6 $2.9M -32% 42k 70.12
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Cisco Systems (CSCO) 2.5 $2.8M -22% 56k 50.52
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Procter & Gamble Company (PG) 2.5 $2.8M -24% 19k 146.54
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AFLAC Incorporated (AFL) 2.4 $2.8M -38% 34k 82.50
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Chevron Corporation (CVX) 2.4 $2.7M -9% 18k 149.16
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Amgen (AMGN) 2.2 $2.5M -20% 8.8k 288.03
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Smucker J M Com New (SJM) 2.2 $2.5M -26% 20k 126.38
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Emerson Electric (EMR) 2.1 $2.5M -24% 25k 97.33
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Stag Industrial (STAG) 2.0 $2.3M -4% 59k 39.26
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Duke Energy Corp Com New (DUK) 1.9 $2.2M -18% 23k 97.04
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Wal-Mart Stores (WMT) 1.8 $2.1M -25% 13k 157.65
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United Parcel Service CL B (UPS) 1.8 $2.1M -36% 13k 157.23
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T. Rowe Price (TROW) 1.6 $1.9M -34% 17k 107.69
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Apple (AAPL) 1.6 $1.8M -42% 9.4k 192.53
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Realty Income (O) 1.5 $1.7M -28% 30k 57.42
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Medtronic SHS (MDT) 1.5 $1.7M -27% 20k 82.38
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Home Depot (HD) 1.4 $1.6M -13% 4.7k 346.52
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Verizon Communications (VZ) 1.4 $1.6M -27% 42k 37.70
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Blackstone Group Inc Com Cl A (BX) 1.1 $1.3M -18% 10k 130.92
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Analog Devices (ADI) 1.1 $1.3M -7% 6.6k 198.56
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Markel Corporation (MKL) 1.1 $1.3M +14% 912.00 1419.90
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Dominion Resources (D) 1.0 $1.1M -56% 24k 47.00
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Mid-America Apartment (MAA) 0.9 $1.0M -41% 7.6k 134.46
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UnitedHealth (UNH) 0.8 $966k -3% 1.8k 526.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $951k 2.0k 475.31
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Lowe's Companies (LOW) 0.8 $882k -37% 4.0k 222.56
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Abbott Laboratories (ABT) 0.7 $793k -55% 7.2k 110.07
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Costco Wholesale Corporation (COST) 0.5 $603k -29% 913.00 660.04
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Norfolk Southern (NSC) 0.5 $560k -48% 2.4k 236.35
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Becton, Dickinson and (BDX) 0.4 $452k -7% 1.9k 243.83
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Nike CL B (NKE) 0.4 $403k -49% 3.7k 108.57
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Consolidated Edison (ED) 0.3 $391k 4.3k 90.97
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Equifax (EFX) 0.3 $371k 1.5k 247.29
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $354k NEW 5.6k 63.33
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Cintas Corporation (CTAS) 0.3 $301k -75% 500.00 602.66
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American Electric Power Company (AEP) 0.2 $285k 3.5k 81.22
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Coca-Cola Company (KO) 0.2 $268k -29% 4.6k 58.93
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Past Filings by Virginia Wealth Management Group

SEC 13F filings are viewable for Virginia Wealth Management Group going back to 2021