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VIRGINIA WEALTH MANAGEMENT GROUP, INC.13F | |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | |
| Last update 2025-07-17 | 49 Stocks (3 new) |
| Value $165.00 Mil | Turnover 3 % |
VIRGINIA WEALTH MANAGEMENT GRO... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 12 | 8,745.6 | 0% | 5.320 | 0% | 0.000 | -8.33% | +6.20% | 1,042,258.9 | Insurance | |
JPM | JPMorgan Chase & Co | 24,023 | 6,964.4 | +1.14% | 4.230 | +0.05% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
KMI | Kinder Morgan Inc | 197,565 | 5,808.4 | +0.83% | 3.530 | +0.03% | 0.010 | +1.88% | -0.04% | 59,573.9 | Oil & Gas | |
MSFT | Microsoft Corp | 11,533 | 5,736.6 | +0.63% | 3.490 | +0.02% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
DRI | Darden Restaurants Inc | 25,462 | 5,550.0 | +0.44% | 3.370 | +0.01% | 0.020 | +4.06% | +14.15% | 24,402.7 | Restaurants | |
CSCO | Cisco Systems Inc | 76,196 | 5,286.4 | +0.28% | 3.210 | +0.01% | 0.000 | +24.09% | +18.19% | 271,735.1 | Hardware | |
BLK | BlackRock Inc | 4,995 | 5,240.8 | +1.03% | 3.190 | +0.03% | 0.000 | +26.19% | +10.47% | 173,433.3 | Asset Management | |
CB | Chubb Ltd | 17,997 | 5,214.0 | +0.58% | 3.170 | +0.02% | 0.000 | -4.72% | -1.59% | 108,262.2 | Insurance | |
SO | Southern Co | 54,599 | 5,013.8 | -0.39% | 3.050 | -0.01% | 0.000 | +5.27% | +17.52% | 104,661.4 | Utilities - Regulated | |
PEP | PepsiCo Inc | 37,252 | 4,918.7 | +61.84% | 2.990 | +1.14% | 0.000 | +3.52% | -2.30% | 199,432.1 | Beverages - Non-Alcoholic |
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Historical Top Holdings Breakdowns
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UPS | United Parcel Service Inc | 2025-06-30 | Sold Out Sold Out | -1.49% | 91.92 ($98.57) 110.2 | $103.53 | 5.03% | Sold Out | 0 | -21,985 | |
PEP | PepsiCo Inc | 2025-06-30 | Add Add | +1.14% | 128.02 ($134.95) 151.37 | $145.67 | 7.94% | Add 61.84% | 37,252 | 14,234 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.22% | 274.35 ($384.44) 599.47 | $292.51 | -23.91% | Sold Out | 0 | -691 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.19% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | New holding | 2,000 | 2,000 | |
TGT | Target Corp | 2025-06-30 | Add Add | +0.13% | 88.76 ($96.16) 105.77 | $107.43 | 11.72% | Add 6.51% | 36,143 | 2,210 | |
GOOG | Alphabet Inc | 2025-06-30 | New Buy New Buy | +0.12% | 146.58 ($165.11) 180.01 | $191.51 | 15.99% | New holding | 1,138 | 1,138 | |
IRBO | IRBO | 2025-06-30 | New Buy New Buy | +0.12% | 27.85 ($34.91) 41 | $32.73 | -6.24% | New holding | 5,000 | 5,000 | |
BX | Blackstone Inc | 2025-06-30 | Add Add | +0.11% | 120.07 ($137.44) 151.11 | $171.96 | 25.12% | Add 15.4% | 8,820 | 1,177 | |
HD | The Home Depot Inc | 2025-06-30 | Add Add | +0.08% | 335.24 ($361.94) 380.78 | $376.35 | 3.98% | Add 6.27% | 6,082 | 359 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-06-30 | Add Add | +0.07% | 24.94 ($25.2) 25.42 | $25.36 | 0.63% | Add 2.56% | 179,185 | 4,480 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. Total Holding History ($B)
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Asset Allocation
VIRGINIA WEALTH MANAGEMENT GROUP, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Hypothetical Growth since 2025-06-30
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Holdings Heat Map
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VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Holdings Bubble Chart
VIRGINIA WEALTH MANAGEMENT GROUP, INC. News
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