Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2023) About Virginia Wealth Management Group, Inc.Investment ActivityVirginia Wealth Management Group, Inc. has $164.53 million in total holdings as of September 30, 2023.Virginia Wealth Management Group, Inc. owns shares of 49 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.76% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Virginia Wealth Management Group, Inc. has purchased 48 new stocks and bought additional shares in 31 stocks.Virginia Wealth Management Group, Inc. sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $8,745,600JPMorgan Chase & Co. $6,964,403Kinder Morgan $5,808,415Microsoft $5,736,619Darden Restaurants $5,550,005 Largest New Holdings this Quarter 67066G104 - NVIDIA $315,980 Holding46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $205,000 Holding02079K107 - Alphabet $201,870 Holding Largest Purchases this Quarter PepsiCo 14,234 shares (about $1.88M)NVIDIA 2,000 shares (about $315.98K)Target 2,210 shares (about $218.01K)iShares Robotics and Artificial Intelligence Multisector ETF 5,000 shares (about $205K)Alphabet 1,138 shares (about $201.87K) Largest Sales this Quarter Walmart 555 shares (about $54.27K)Emerson Electric 385 shares (about $51.33K)Aflac 451 shares (about $47.56K)McDonald's 134 shares (about $39.15K)Southern 213 shares (about $19.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVirginia Wealth Management Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$8,745,6000.0%125.3%FinanceJPMJPMorgan Chase & Co.$6,964,403$78,275 ▲1.1%24,0234.2%FinanceKMIKinder Morgan$5,808,415$47,657 ▲0.8%197,5653.5%EnergyMSFTMicrosoft$5,736,619$35,813 ▲0.6%11,5333.5%Computer and TechnologyDRIDarden Restaurants$5,550,005$24,195 ▲0.4%25,4623.4%Retail/WholesaleCSCOCisco Systems$5,286,454$14,639 ▲0.3%76,1963.2%Computer and TechnologyBLACKROCK INC$5,240,802$53,510 ▲1.0%4,9953.2%COMCBChubb$5,214,022$30,130 ▲0.6%17,9973.2%FinanceSOSouthern$5,013,803$19,560 ▼-0.4%54,5993.0%UtilitiesPEPPepsiCo$4,918,699$1,879,436 ▲61.8%37,2523.0%Consumer StaplesQCOMQUALCOMM$4,622,828$32,967 ▲0.7%29,0272.8%Computer and TechnologyDUKDuke Energy$4,621,427$7,552 ▲0.2%39,1652.8%UtilitiesMAAMid-America Apartment Communities$4,589,042$42,627 ▲0.9%31,0052.8%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,554,883$113,882 ▲2.6%179,1852.8%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,511,878$112,806 ▲2.6%179,1852.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$4,348,820$108,730 ▲2.6%179,1852.6%ETFAFLAflac$4,347,197$47,563 ▼-1.1%41,2212.6%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,345,236$108,640 ▲2.6%179,1852.6%ETFWMTWalmart$4,306,732$54,268 ▼-1.2%44,0452.6%Retail/WholesaleAAPLApple$4,297,522$10,874 ▲0.3%20,9462.6%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,180,386$104,518 ▲2.6%179,1852.5%ETFEMREmerson Electric$3,970,246$51,331 ▼-1.3%29,7782.4%IndustrialsMCDMcDonald's$3,720,856$39,152 ▼-1.0%12,7352.3%Retail/WholesalePGProcter & Gamble$3,660,552$14,658 ▲0.4%22,9762.2%Consumer StaplesCVXChevron$3,586,576$72,883 ▲2.1%25,0482.2%EnergyTGTTarget$3,565,481$218,015 ▲6.5%36,1432.2%Retail/WholesalePSXPhillips 66$3,560,608$84,583 ▲2.4%29,8462.2%EnergyHSYHershey$3,535,586$56,589 ▲1.6%21,3052.1%Consumer StaplesSTAGStag Industrial$3,224,034$42,702 ▲1.3%88,8652.0%FinanceAMGNAmgen$3,199,712$20,941 ▲0.7%11,4601.9%MedicalMKLMarkel Group$3,153,8310.0%1,5791.9%Multi-Sector ConglomeratesORealty Income$3,065,369$22,007 ▲0.7%53,2091.9%FinanceDDominion Energy$2,969,461$25,773 ▲0.9%52,5381.8%UtilitiesVZVerizon Communications$2,956,915$57,463 ▲2.0%68,3361.8%Computer and TechnologyMDTMedtronic$2,818,598$73,747 ▲2.7%32,3341.7%MedicalHDHome Depot$2,229,745$131,614 ▲6.3%6,0821.4%Retail/WholesaleBXBlackstone$1,319,249$176,049 ▲15.4%8,8200.8%FinanceSPYSPDR S&P 500 ETF Trust$1,235,7000.0%2,0000.8%FinanceADIAnalog Devices$1,190,1000.0%5,0000.7%Computer and TechnologyABTAbbott Laboratories$818,1340.0%6,0150.5%MedicalLOWLowe's Companies$719,3490.0%3,2420.4%Retail/WholesaleCOSTCostco Wholesale$623,6620.0%6300.4%Retail/WholesaleCTASCintas$445,7400.0%2,0000.3%Business ServicesEFXEquifax$389,0550.0%1,5000.2%Business ServicesGOOGLAlphabet$387,706$17,623 ▲4.8%2,2000.2%Computer and TechnologyNVDANVIDIA$315,980$315,980 ▲New Holding2,0000.2%Computer and TechnologyBRK.BBerkshire Hathaway$259,4010.0%5340.2%FinanceIRBOiShares Robotics and Artificial Intelligence Multisector ETF$205,000$205,000 ▲New Holding5,0000.1%ManufacturingGOOGAlphabet$201,870$201,870 ▲New Holding1,1380.1%Computer and TechnologyUPSUnited Parcel Service$0$2,418,181 ▼-100.0%00.0%TransportationUNHUnitedHealth Group$0$361,817 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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