VW
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VIRGINIA WEALTH MANAGEMENT GROUP, INC.13F | |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | |
| Last update 2025-04-15 | 48 Stocks (0 new) |
| Value $162.00 Mil | Turnover 3 % |
VIRGINIA WEALTH MANAGEMENT GRO... Top Holdings of 2025-03-31
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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 | 9,581.3 | +9.09% | 5.920 | +0.49% | 0.000 | -9.08% | +4.69% | 1,026,074.7 | Insurance | |
JPM | JPMorgan Chase & Co | 23,753 | 5,826.7 | -8.23% | 3.600 | -0.32% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
KMI | Kinder Morgan Inc | 195,944 | 5,590.3 | -4.63% | 3.450 | -0.16% | 0.010 | +6.32% | +3.80% | 61,882.0 | Oil & Gas | |
CB | Chubb Ltd | 17,893 | 5,403.4 | -6.86% | 3.340 | -0.23% | 0.000 | -1.55% | +1.29% | 111,428.1 | Insurance | |
DRI | Darden Restaurants Inc | 25,351 | 5,266.9 | -4.28% | 3.250 | -0.13% | 0.020 | +8.40% | +14.60% | 24,498.3 | Restaurants | |
MAA |
Mid-America Apartment Communities Inc
Mid-America Apartment Communities Inc
| 30,717 | 5,147.6 | +0.63% | 3.180 | +0.02% | 0.030 | -1.38% | -0.55% | 17,642.9 | REITs | |
SO | Southern Co | 54,812 | 5,039.9 | -3.97% | 3.110 | -0.12% | 0.000 | +3.98% | +14.47% | 101,943.9 | Utilities - Regulated | |
DUK | Duke Energy Corp | 39,101 | 4,769.1 | -0.61% | 2.950 | -0.02% | 0.010 | -0.35% | +11.03% | 91,296.6 | Utilities - Regulated | |
CSCO | Cisco Systems Inc | 75,985 | 4,689.0 | +2.28% | 2.900 | +0.06% | 0.000 | +19.24% | +17.03% | 269,081.9 | Hardware | |
BLK | BlackRock Inc | 4,944 | 4,679.4 | +0.98% | 2.890 | +0.03% | 0.000 | +26.02% | +8.62% | 170,672.9 | Asset Management |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.49% | 663000 ($729331) 801950 | $712,842.00 | -2.26% | Add 9.09% | 12 | 1 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.42% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -12.32% | 11,461 | -1,610 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.36% | 461.52 ($511.2) 548.18 | $304.10 | -40.51% | Reduce -62.43% | 691 | -1,148 | |
NSC | Norfolk Southern Corp | 2025-03-31 | Sold Out Sold Out | -0.35% | 227.69 ($243.68) 259.76 | $266.57 | 9.39% | Sold Out | 0 | -2,404 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Add Add | +0.32% | 24.79 ($25.06) 25.26 | $25.27 | 0.84% | Add 13.07% | 174,705 | 20,200 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.32% | 225.19 ($254.94) 279.95 | $286.86 | 12.52% | Reduce -8.23% | 23,753 | -2,129 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Add Add | +0.31% | 25.05 ($25.11) 25.16 | $25.12 | 0.04% | Add 13.07% | 174,705 | 20,200 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.31% | 84.5 ($93.81) 105.05 | $94.40 | 0.63% | Reduce -11.07% | 44,600 | -5,549 | |
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-03-31 | Add Add | +0.30% | 23.9 ($24.05) 24.18 | $24.16 | 0.46% | Add 13.07% | 174,705 | 20,200 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-03-31 | Add Add | +0.30% | 24.05 ($24.13) 24.21 | $24.17 | 0.17% | Add 13.07% | 174,705 | 20,200 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. Total Holding History ($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 2025-03-31
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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