Investor Details
| Filer Name: | VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
|---|---|
| CIK: | 1898282 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-27 |
| Number of Holdings: | 57 |
| Portfolio Value: | $0.16B |
Virginia Wealth Management Group, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BRK/A | US | BERKSHIRE HATHAWAY INC-CL A | 11 | $7M | 4.64% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 25,882 | $6M | 3.84% | -0.6% | - |
| KMI | US | KINDER MORGAN INC | 205,461 | $6M | 3.49% | -1.3% | - |
| MSFT | US | MICROSOFT CORP | 13,071 | $6M | 3.41% | 0.4% | - |
| AAPL | US | APPLE INC | 21,618 | $5M | 3.35% | 0.5% | - |
| CB | US | CHUBB LTD | 19,211 | $5M | 3.29% | 0.6% | - |
| BLK | US | BLACKROCK INC | 4,896 | $5M | 3.11% | 100.0% | - |
| DRI | US | DARDEN RESTAURANTS INC | 26,484 | $5M | 3.06% | 1.0% | - |
| TGT | US | TARGET CORP | 35,465 | $5M | 2.97% | 100.0% | - |
| MAA | US | MID-AMERICA APARTMENT COMM | 30,525 | $5M | 2.92% | 0.8% | - |
| SO | US | SOUTHERN CO/THE | 57,079 | $5M | 2.91% | 0.6% | - |
| QCOM | US | QUALCOMM INC | 29,665 | $5M | 2.82% | 0.7% | - |
| WMT | US | WALMART INC | 50,149 | $5M | 2.81% | -3.6% | - |
| CSCO | US | CISCO SYSTEMS INC | 74,294 | $4M | 2.72% | 0.7% | - |
| AFL | US | AFLAC INC | 42,402 | $4M | 2.72% | -0.5% | - |
| DUK | US | DUKE ENERGY CORP | 39,340 | $4M | 2.62% | 0.9% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 24,211 | $4M | 2.51% | 0.1% | - |
| MCD | US | MCDONALD'S CORP | 13,799 | $4M | 2.48% | 0.6% | - |
| IBDQ | US | ISHARES IBONDS DEC 2025 TERM | 154,505 | $4M | 2.40% | 14.3% | - |
| EMR | US | EMERSON ELECTRIC CO | 31,027 | $4M | 2.38% | -0.8% | - |