Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2025) About Virginia Wealth Management Group, Inc.Investment ActivityVirginia Wealth Management Group, Inc. has $173.60 million in total holdings as of September 30, 2025.Virginia Wealth Management Group, Inc. owns shares of 55 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.46% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Virginia Wealth Management Group, Inc. has purchased 49 new stocks and bought additional shares in 27 stocks.Virginia Wealth Management Group, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $9,050,400JPMorgan Chase & Co. $7,463,831Microsoft $5,951,078BLACKROCK INC $5,809,306Kinder Morgan $5,565,783 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $289,708 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $225,712 Holding00287Y109 - AbbVie $213,017 Holding921908844 - Vanguard Dividend Appreciation ETF $201,764 Holding87283P109 - TRX Gold $62,390 Holding Largest Purchases this Quarter iShares iBonds Dec 2028 Term Corporate ETF 15,160 shares (about $386.88K)iShares iBonds Dec 2025 Term Corporate ETF 14,950 shares (about $376.59K)iShares iBonds Dec 2027 Term Corporate ETF 15,160 shares (about $368.99K)iShares iBonds Dec 2026 Term Corporate ETF 15,160 shares (about $368.39K)iShares iBonds Dec 2029 Term Corporate ETF 15,160 shares (about $355.81K) Largest Sales this Quarter JPMorgan Chase & Co. 361 shares (about $113.87K)Walmart 736 shares (about $75.85K)Southern 295 shares (about $27.96K)Kinder Morgan 964 shares (about $27.29K)Emerson Electric 182 shares (about $23.87K) 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$9,050,4000.0%125.2%FinanceJPMJPMorgan Chase & Co.$7,463,831$113,872 ▼-1.5%23,6624.3%FinanceMSFTMicrosoft$5,951,078$22,271 ▼-0.4%11,4903.4%Computer and TechnologyBLACKROCK INC$5,809,306$13,990 ▼-0.2%4,9833.3%COMKMIKinder Morgan$5,565,783$27,291 ▼-0.5%196,6013.2%EnergyAAPLApple$5,357,583$24,189 ▲0.5%21,0413.1%Computer and TechnologyCSCOCisco Systems$5,220,443$7,116 ▲0.1%76,3003.0%Computer and TechnologyPEPPepsiCo$5,214,049$17,555 ▼-0.3%37,1273.0%Consumer StaplesSOSouthern$5,146,381$27,957 ▼-0.5%54,3043.0%UtilitiesCBChubb$5,089,733$10,161 ▲0.2%18,0332.9%FinanceDRIDarden Restaurants$4,993,873$146,957 ▲3.0%26,2342.9%Retail/WholesaleIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,959,684$386,883 ▲8.5%194,3452.9%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,890,261$376,591 ▲8.3%194,1352.8%ETFQCOMQUALCOMM$4,868,606$39,594 ▲0.8%29,2652.8%Computer and TechnologyDUKDuke Energy$4,858,123$11,509 ▲0.2%39,2582.8%UtilitiesIBDSiShares iBonds Dec 2027 Term Corporate ETF$4,730,357$368,994 ▲8.5%194,3452.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,722,584$368,388 ▲8.5%194,3452.7%ETFAFLAflac$4,607,145$2,792 ▲0.1%41,2462.7%FinanceIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,561,277$355,805 ▲8.5%194,3452.6%ETFWMTWalmart$4,463,451$75,853 ▼-1.7%43,3092.6%Retail/WholesaleMAAMid-America Apartment Communities$4,366,533$34,234 ▲0.8%31,2502.5%FinancePSXPhillips 66$4,137,537$77,938 ▲1.9%30,4192.4%EnergyHSYHershey$4,058,058$72,950 ▲1.8%21,6952.3%Consumer StaplesCVXChevron$3,953,179$63,513 ▲1.6%25,4572.3%EnergyMCDMcDonald's$3,929,010$58,955 ▲1.5%12,9292.3%Retail/WholesaleEMREmerson Electric$3,882,350$23,874 ▼-0.6%29,5962.2%IndustrialsPGProcter & Gamble$3,579,155$48,861 ▲1.4%23,2942.1%Consumer StaplesTGTTarget$3,463,825$221,826 ▲6.8%38,6162.0%Retail/WholesaleORealty Income$3,357,943$123,344 ▲3.8%55,2381.9%FinanceDDominion Energy$3,310,277$96,526 ▲3.0%54,1161.9%UtilitiesAMGNAmgen$3,257,204$23,141 ▲0.7%11,5421.9%MedicalSTAGStag Industrial$3,197,272$61,228 ▲2.0%90,6001.8%FinanceMDTMedtronic$3,144,363$64,859 ▲2.1%33,0151.8%MedicalVZVerizon Communications$3,098,104$94,756 ▲3.2%70,4921.8%Computer and TechnologyMKLMarkel Group$3,018,0370.0%1,5791.7%Multi-Sector ConglomeratesHDHome Depot$2,464,3850.0%6,0821.4%Retail/WholesaleBXBlackstone$1,499,389$7,517 ▼-0.5%8,7760.9%FinanceSPYSPDR S&P 500 ETF Trust$1,332,3600.0%2,0000.8%FinanceADIAnalog Devices$1,228,5000.0%5,0000.7%Computer and TechnologyLOWLowe's Companies$865,061$50,265 ▲6.2%3,4420.5%Retail/WholesaleABTAbbott Laboratories$839,168$33,486 ▲4.2%6,2650.5%MedicalCOSTCostco Wholesale$583,1470.0%6300.3%Retail/WholesaleGOOGLAlphabet$534,8200.0%2,2000.3%Computer and TechnologyCTASCintas$410,5200.0%2,0000.2%Business ServicesEFXEquifax$384,7950.0%1,5000.2%Business ServicesNVDANVIDIA$373,1600.0%2,0000.2%Computer and TechnologyGLDSPDR Gold Shares$289,708$289,708 ▲New Holding8150.2%FinanceGOOGAlphabet$277,1600.0%1,1380.2%Computer and TechnologyBRK.BBerkshire Hathaway$268,4630.0%5340.2%FinanceIRBOiShares Robotics and Artificial Intelligence Multisector ETF$228,9000.0%5,0000.1%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$225,712$225,712 ▲New Holding1,1900.1%ETFABBVAbbVie$213,017$213,017 ▲New Holding9200.1%MedicalVIGVanguard Dividend Appreciation ETF$201,764$201,764 ▲New Holding9350.1%ETFTRXTRX Gold$62,390$62,390 ▲New Holding100,0000.0%Basic MaterialsFURYFury Gold Mines$45,717$45,717 ▲New Holding70,0000.0%Basic MaterialsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
