Virginia Wealth Management Group as of March 31, 2025
Portfolio Holdings for Virginia Wealth Management Group
Virginia Wealth Management Group holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.9 | $9.6M | 12.00 | 798441.58 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $5.8M | 24k | 245.30 | |
| Kinder Morgan (KMI) | 3.5 | $5.6M | 196k | 28.53 | |
| Chubb (CB) | 3.3 | $5.4M | 18k | 301.98 | |
| Darden Restaurants (DRI) | 3.3 | $5.3M | 25k | 207.76 | |
| Mid-America Apartment (MAA) | 3.2 | $5.1M | 31k | 167.58 | |
| Southern Company (SO) | 3.1 | $5.0M | 55k | 91.95 | |
| Duke Energy Corp Com New (DUK) | 2.9 | $4.8M | 39k | 121.97 | |
| Cisco Systems (CSCO) | 2.9 | $4.7M | 76k | 61.71 | |
| Blackrock (BLK) | 2.9 | $4.7M | 4.9k | 946.48 | |
| Apple (AAPL) | 2.9 | $4.6M | 21k | 222.13 | |
| AFLAC Incorporated (AFL) | 2.9 | $4.6M | 42k | 111.19 | |
| Qualcomm (QCOM) | 2.7 | $4.4M | 29k | 153.61 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.7 | $4.4M | 175k | 25.26 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.7 | $4.4M | 175k | 25.15 | |
| Microsoft Corporation (MSFT) | 2.7 | $4.3M | 12k | 375.37 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.6 | $4.2M | 175k | 24.21 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.6 | $4.2M | 175k | 24.18 | |
| Chevron Corporation (CVX) | 2.5 | $4.1M | 25k | 167.29 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 2.5 | $4.0M | 175k | 23.13 | |
| McDonald's Corporation (MCD) | 2.5 | $4.0M | 13k | 312.37 | |
| Wal-Mart Stores (WMT) | 2.4 | $3.9M | 45k | 87.79 | |
| Procter & Gamble Company (PG) | 2.4 | $3.9M | 23k | 170.42 | |
| Phillips 66 (PSX) | 2.2 | $3.6M | 29k | 123.48 | |
| Hershey Company (HSY) | 2.2 | $3.6M | 21k | 171.03 | |
| Amgen (AMGN) | 2.2 | $3.5M | 11k | 311.54 | |
| Target Corporation (TGT) | 2.2 | $3.5M | 34k | 104.36 | |
| Pepsi (PEP) | 2.1 | $3.5M | 23k | 149.94 | |
| Emerson Electric (EMR) | 2.0 | $3.3M | 30k | 109.64 | |
| Stag Industrial (STAG) | 2.0 | $3.2M | 88k | 36.12 | |
| Realty Income (O) | 1.9 | $3.1M | 53k | 58.01 | |
| Verizon Communications (VZ) | 1.9 | $3.0M | 67k | 45.36 | |
| Markel Corporation (MKL) | 1.8 | $3.0M | 1.6k | 1869.61 | |
| Dominion Resources (D) | 1.8 | $2.9M | 52k | 56.07 | |
| Medtronic SHS (MDT) | 1.7 | $2.8M | 32k | 89.86 | |
| United Parcel Service CL B (UPS) | 1.5 | $2.4M | 22k | 109.99 | |
| Home Depot (HD) | 1.3 | $2.1M | 5.7k | 366.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.1M | 2.0k | 559.39 | |
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $1.1M | 7.6k | 139.77 | |
| Analog Devices (ADI) | 0.6 | $1.0M | 5.0k | 201.67 | |
| Abbott Laboratories (ABT) | 0.5 | $798k | 6.0k | 132.66 | |
| Lowe's Companies (LOW) | 0.5 | $756k | 3.2k | 233.24 | |
| Costco Wholesale Corporation (COST) | 0.4 | $596k | 630.00 | 945.78 | |
| Cintas Corporation (CTAS) | 0.3 | $411k | 2.0k | 205.53 | |
| Equifax (EFX) | 0.2 | $365k | 1.5k | 243.56 | |
| UnitedHealth (UNH) | 0.2 | $362k | 691.00 | 523.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $325k | 2.1k | 154.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $284k | 534.00 | 532.58 |
