Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2023) About Virginia Wealth Management Group, Inc.Investment ActivityVirginia Wealth Management Group, Inc. has $161.85 million in total holdings as of September 30, 2023.Virginia Wealth Management Group, Inc. owns shares of 48 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Virginia Wealth Management Group, Inc. has purchased 57 new stocks and bought additional shares in 20 stocks.Virginia Wealth Management Group, Inc. sold shares of 24 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $9,581,299JPMorgan Chase & Co. $5,826,669Kinder Morgan $5,590,292Chubb $5,403,379Darden Restaurants $5,266,903 Largest Purchases this Quarter Berkshire Hathaway 1 shares (about $798.44K)iShares iBonds Dec 2028 Term Corporate ETF 20,200 shares (about $510.25K)iShares iBonds Dec 2025 Term Corporate ETF 20,200 shares (about $508.03K)iShares iBonds Dec 2026 Term Corporate ETF 20,200 shares (about $489.04K)iShares iBonds Dec 2027 Term Corporate ETF 20,200 shares (about $488.44K) Largest Sales this Quarter Microsoft 1,610 shares (about $604.35K)UnitedHealth Group 1,148 shares (about $601.11K)JPMorgan Chase & Co. 2,129 shares (about $522.25K)Walmart 5,549 shares (about $487.14K)Chubb 1,318 shares (about $398.01K) 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$9,581,299$798,442 ▲9.1%125.9%FinanceJPMJPMorgan Chase & Co.$5,826,669$522,249 ▼-8.2%23,7533.6%FinanceKMIKinder Morgan$5,590,292$271,520 ▼-4.6%195,9443.5%EnergyCBChubb$5,403,379$398,013 ▼-6.9%17,8933.3%FinanceDRIDarden Restaurants$5,266,903$235,391 ▼-4.3%25,3513.3%Retail/WholesaleMAAMid-America Apartment Communities$5,147,554$32,175 ▲0.6%30,7173.2%FinanceSOSouthern$5,039,935$208,449 ▼-4.0%54,8123.1%UtilitiesDUKDuke Energy$4,769,103$29,151 ▼-0.6%39,1012.9%UtilitiesCSCOCisco Systems$4,689,006$104,351 ▲2.3%75,9852.9%Computer and TechnologyBLACKROCK INC$4,679,414$45,431 ▲1.0%4,9442.9%COMAAPLApple$4,640,938$161,043 ▼-3.4%20,8932.9%Computer and TechnologyAFLAflac$4,633,528$81,169 ▼-1.7%41,6722.9%FinanceQCOMQUALCOMM$4,427,012$129,800 ▼-2.8%28,8202.7%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$4,413,048$510,252 ▲13.1%174,7052.7%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,393,831$508,030 ▲13.1%174,7052.7%ETFMSFTMicrosoft$4,302,166$604,353 ▼-12.3%11,4612.7%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,229,608$489,042 ▲13.1%174,7052.6%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$4,224,367$488,436 ▲13.1%174,7052.6%ETFCVXChevron$4,105,140$137,680 ▲3.5%24,5392.5%EnergyIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,040,927$467,226 ▲13.1%174,7052.5%ETFMCDMcDonald's$4,019,883$290,504 ▼-6.7%12,8692.5%Retail/WholesaleWMTWalmart$3,915,410$487,144 ▼-11.1%44,6002.4%Retail/WholesalePGProcter & Gamble$3,899,830$226,144 ▼-5.5%22,8842.4%Consumer StaplesPSXPhillips 66$3,597,777$145,210 ▼-3.9%29,1372.2%EnergyHSYHershey$3,585,476$155,979 ▲4.5%20,9642.2%Consumer StaplesAMGNAmgen$3,546,913$24,612 ▼-0.7%11,3852.2%MedicalTGTTarget$3,541,289$159,881 ▼-4.3%33,9332.2%Retail/WholesalePEPPepsiCo$3,451,292$12,295 ▲0.4%23,0182.1%Consumer StaplesEMREmerson Electric$3,307,120$94,730 ▼-2.8%30,1632.0%IndustrialsSTAGSTAG Industrial$3,167,297$134,114 ▲4.4%87,6882.0%FinanceORealty Income$3,064,518$123,968 ▲4.2%52,8271.9%FinanceVZVerizon Communications$3,039,471$133,811 ▲4.6%67,0081.9%Computer and TechnologyMKLMarkel Group$2,952,114$385,140 ▲15.0%1,5791.8%Multi-Sector ConglomeratesDDominion Energy$2,920,225$123,017 ▲4.4%52,0821.8%UtilitiesMDTMedtronic$2,829,526$127,153 ▲4.7%31,4881.7%MedicalUPSUnited Parcel Service$2,418,181$137,270 ▲6.0%21,9851.5%TransportationHDHome Depot$2,097,444$119,110 ▼-5.4%5,7231.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,118,7800.0%2,0000.7%FinanceBXBlackstone$1,068,271$300,508 ▼-22.0%7,6430.7%FinanceADIAnalog Devices$1,008,350$269,431 ▼-21.1%5,0000.6%Computer and TechnologyABTAbbott Laboratories$797,923$66,328 ▼-7.7%6,0150.5%MedicalLOWLowe's Companies$756,180$157,440 ▼-17.2%3,2420.5%Retail/WholesaleCOSTCostco Wholesale$595,841$270,493 ▼-31.2%6300.4%Retail/WholesaleCTASCintas$411,0600.0%2,0000.3%Business ServicesEFXEquifax$365,3400.0%1,5000.2%Business ServicesUNHUnitedHealth Group$361,817$601,108 ▼-62.4%6910.2%MedicalGOOGLAlphabet$324,744$46,392 ▲16.7%2,1000.2%Computer and TechnologyBRK.BBerkshire Hathaway$284,3980.0%5340.2%FinanceNSCNorfolk Southern$0$564,323 ▼-100.0%00.0%TransportationBDXBecton, Dickinson and Company$0$442,397 ▼-100.0%00.0%MedicalEDConsolidated Edison$0$383,689 ▼-100.0%00.0%UtilitiesAEPAmerican Electric Power$0$373,439 ▼-100.0%00.0%UtilitiesKOCoca-Cola$0$283,283 ▼-100.0%00.0%Consumer StaplesNKENIKE$0$257,278 ▼-100.0%00.0%Consumer DiscretionaryGOOGAlphabet$0$215,578 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$201,435 ▼-100.0%00.0%Computer and TechnologyONLOrion Office REIT$0$37,100 ▼-100.0%00.0%FinanceShowing 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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