Virginia Wealth Management Group as of June 30, 2025
Portfolio Holdings for Virginia Wealth Management Group
Virginia Wealth Management Group holds 49 positions in its portfolio as reported in the June 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) | 5.3 | $8.7M | 12.00 | 728800.00 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $7.0M | 24k | 289.91 | |
| Kinder Morgan (KMI) | 3.5 | $5.8M | 198k | 29.40 | |
| Microsoft Corporation (MSFT) | 3.5 | $5.7M | 12k | 497.41 | |
| Darden Restaurants (DRI) | 3.4 | $5.6M | 26k | 217.97 | |
| Cisco Systems (CSCO) | 3.2 | $5.3M | 76k | 69.38 | |
| Blackrock (BLK) | 3.2 | $5.2M | 5.0k | 1049.21 | |
| Chubb (CB) | 3.2 | $5.2M | 18k | 289.72 | |
| Southern Company (SO) | 3.0 | $5.0M | 55k | 91.83 | |
| Pepsi (PEP) | 3.0 | $4.9M | 37k | 132.04 | |
| Qualcomm (QCOM) | 2.8 | $4.6M | 29k | 159.26 | |
| Duke Energy Corp Com New (DUK) | 2.8 | $4.6M | 39k | 118.00 | |
| Mid-America Apartment (MAA) | 2.8 | $4.6M | 31k | 148.01 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.8 | $4.6M | 179k | 25.42 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.7 | $4.5M | 179k | 25.18 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.6 | $4.3M | 179k | 24.27 | |
| AFLAC Incorporated (AFL) | 2.6 | $4.3M | 41k | 105.46 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.6 | $4.3M | 179k | 24.25 | |
| Wal-Mart Stores (WMT) | 2.6 | $4.3M | 44k | 97.78 | |
| Apple (AAPL) | 2.6 | $4.3M | 21k | 205.17 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 2.5 | $4.2M | 179k | 23.33 | |
| Emerson Electric (EMR) | 2.4 | $4.0M | 30k | 133.33 | |
| McDonald's Corporation (MCD) | 2.3 | $3.7M | 13k | 292.18 | |
| Procter & Gamble Company (PG) | 2.2 | $3.7M | 23k | 159.32 | |
| Chevron Corporation (CVX) | 2.2 | $3.6M | 25k | 143.19 | |
| Target Corporation (TGT) | 2.2 | $3.6M | 36k | 98.65 | |
| Phillips 66 (PSX) | 2.2 | $3.6M | 30k | 119.30 | |
| Hershey Company (HSY) | 2.1 | $3.5M | 21k | 165.95 | |
| Stag Industrial (STAG) | 2.0 | $3.2M | 89k | 36.28 | |
| Amgen (AMGN) | 1.9 | $3.2M | 12k | 279.21 | |
| Markel Corporation (MKL) | 1.9 | $3.2M | 1.6k | 1997.36 | |
| Realty Income (O) | 1.9 | $3.1M | 53k | 57.61 | |
| Dominion Resources (D) | 1.8 | $3.0M | 53k | 56.52 | |
| Verizon Communications (VZ) | 1.8 | $3.0M | 68k | 43.27 | |
| Medtronic SHS (MDT) | 1.7 | $2.8M | 32k | 87.17 | |
| Home Depot (HD) | 1.4 | $2.2M | 6.1k | 366.61 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.3M | 8.8k | 149.57 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.2M | 2.0k | 617.85 | |
| Analog Devices (ADI) | 0.7 | $1.2M | 5.0k | 238.02 | |
| Abbott Laboratories (ABT) | 0.5 | $818k | 6.0k | 136.02 | |
| Lowe's Companies (LOW) | 0.4 | $719k | 3.2k | 221.88 | |
| Costco Wholesale Corporation (COST) | 0.4 | $624k | 630.00 | 989.94 | |
| Cintas Corporation (CTAS) | 0.3 | $446k | 2.0k | 222.87 | |
| Equifax (EFX) | 0.2 | $389k | 1.5k | 259.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $388k | 2.2k | 176.23 | |
| NVIDIA Corporation (NVDA) | 0.2 | $316k | 2.0k | 157.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $259k | 534.00 | 485.77 | |
| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $205k | 5.0k | 41.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $202k | 1.1k | 177.39 |