Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2023) About Virginia Wealth Management Group, Inc.Investment ActivityVirginia Wealth Management Group, Inc. has $161.47 million in total holdings as of September 30, 2023.Virginia Wealth Management Group, Inc. owns shares of 57 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 7.34% of the portfolio was sold this quarter.This quarter, Virginia Wealth Management Group, Inc. has purchased 55 new stocks and bought additional shares in 33 stocks.Virginia Wealth Management Group, Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $7,490,120JPMorgan Chase & Co. $6,204,275Kinder Morgan $5,629,636Microsoft $5,509,472Apple $5,413,648 Largest New Holdings this Quarter BLACKROCK INC $5,019,179 HoldingTarget $4,794,159 HoldingiShares iBonds Dec 2029 Term Corporate ETF $3,522,714 HoldingAlphabet $215,578 HoldingNVIDIA $201,435 Holding Largest Purchases this Quarter BLACKROCK INC 4,896 shares (about $5.02M)Target 35,465 shares (about $4.79M)iShares iBonds Dec 2029 Term Corporate ETF 154,505 shares (about $3.52M)iShares iBonds Dec 2025 Term Corporate ETF 19,385 shares (about $485.59K)iShares iBonds Dec 2028 Term Corporate ETF 19,385 shares (about $482.69K) Largest Sales this Quarter Walmart 1,853 shares (about $167.42K)Kinder Morgan 2,809 shares (about $76.97K)Analog Devices 230 shares (about $48.87K)JPMorgan Chase & Co. 169 shares (about $40.51K)Emerson Electric 255 shares (about $31.60K) 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$7,490,1200.0%114.6%FinanceJPMJPMorgan Chase & Co.$6,204,275$40,512 ▼-0.6%25,8823.8%FinanceKMIKinder Morgan$5,629,636$76,967 ▼-1.3%205,4613.5%Oils/EnergyMSFTMicrosoft$5,509,472$24,026 ▲0.4%13,0713.4%Computer and TechnologyAAPLApple$5,413,648$25,543 ▲0.5%21,6183.4%Computer and TechnologyCBChubb$5,308,054$31,499 ▲0.6%19,2113.3%FinanceBLACKROCK INC$5,019,179$5,019,179 ▲New Holding4,8963.1%COMDRIDarden Restaurants$4,944,303$49,473 ▲1.0%26,4843.1%Retail/WholesaleTGTTarget$4,794,159$4,794,159 ▲New Holding35,4653.0%Retail/WholesaleMAAMid-America Apartment Communities$4,718,270$37,870 ▲0.8%30,5252.9%FinanceSOSouthern$4,698,731$26,342 ▲0.6%57,0792.9%UtilitiesQCOMQUALCOMM$4,557,081$32,413 ▲0.7%29,6652.8%Computer and TechnologyWMTWalmart$4,530,931$167,417 ▼-3.6%50,1492.8%Retail/WholesaleCSCOCisco Systems$4,398,189$30,429 ▲0.7%74,2942.7%Computer and TechnologyAFLAflac$4,386,091$19,964 ▼-0.5%42,4022.7%FinanceDUKDuke Energy$4,238,459$36,524 ▲0.9%39,3402.6%UtilitiesPGProcter & Gamble$4,059,040$2,179 ▲0.1%24,2112.5%Consumer StaplesMCDMcDonald's$4,000,331$24,931 ▲0.6%13,7992.5%Retail/WholesaleIBDQiShares iBonds Dec 2025 Term Corporate ETF$3,870,350$485,594 ▲14.3%154,5052.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,847,175$482,687 ▲14.3%154,5052.4%ETFEMREmerson Electric$3,845,177$31,602 ▼-0.8%31,0272.4%Industrial ProductsIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,718,935$466,597 ▲14.3%154,5052.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,701,940$464,465 ▲14.3%154,5052.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$3,522,714$3,522,714 ▲New Holding154,5052.2%ETFPEPPepsiCo$3,487,650$44,097 ▲1.3%22,9362.2%Consumer StaplesPSXPhillips 66$3,453,513$28,026 ▲0.8%30,3132.1%Oils/EnergyCVXChevron$3,434,965$48,810 ▲1.4%23,7162.1%Oils/EnergyHSYHershey$3,395,777$100,932 ▲3.1%20,0522.1%Consumer StaplesAMGNAmgen$2,987,968$20,330 ▲0.7%11,4641.9%MedicalSTAGSTAG Industrial$2,840,041$51,474 ▲1.8%83,9751.8%FinanceORealty Income$2,707,371$56,348 ▲2.1%50,6901.7%FinanceDDominion Energy$2,686,963$44,381 ▲1.7%49,8881.7%UtilitiesUPSUnited Parcel Service$2,614,879$155,730 ▲6.3%20,7371.6%TransportationVZVerizon Communications$2,561,684$52,307 ▲2.1%64,0581.6%Computer and TechnologyMDTMedtronic$2,402,206$28,277 ▲1.2%30,0731.5%MedicalMKLMarkel Group$2,370,114$1,726 ▲0.1%1,3731.5%Multi-Sector ConglomeratesHDHome Depot$2,352,487$17,504 ▲0.7%6,0481.5%Retail/WholesaleBXBlackstone$1,688,587$862 ▲0.1%9,7931.0%FinanceADIAnalog Devices$1,346,147$48,866 ▼-3.5%6,3360.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,172,1600.0%2,0000.7%FinanceLOWLowe's Companies$966,767$8,638 ▲0.9%3,9170.6%Retail/WholesaleUNHUnitedHealth Group$930,504$506 ▲0.1%1,8390.6%MedicalCOSTCostco Wholesale$838,9840.0%9160.5%Retail/WholesaleABTAbbott Laboratories$736,9400.0%6,5150.5%MedicalNSCNorfolk Southern$564,323$8,216 ▲1.5%2,4040.3%TransportationBDXBecton, Dickinson and Company$442,397$21,553 ▲5.1%1,9500.3%MedicalEDConsolidated Edison$383,6890.0%4,3000.2%UtilitiesEFXEquifax$382,2750.0%1,5000.2%Business ServicesAEPAmerican Electric Power$373,439$1,291 ▼-0.3%4,0490.2%UtilitiesCTASCintas$365,4000.0%2,0000.2%Business ServicesGOOGLAlphabet$340,7400.0%1,8000.2%Computer and TechnologyKOCoca-Cola$283,2830.0%4,5500.2%Consumer StaplesNKENIKE$257,278$23,987 ▼-8.5%3,4000.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$242,0520.0%5340.1%FinanceGOOGAlphabet$215,578$215,578 ▲New Holding1,1320.1%Computer and TechnologyNVDANVIDIA$201,435$201,435 ▲New Holding1,5000.1%Computer and TechnologyONLOrion Office REIT$37,1000.0%10,0000.0%FinanceBLKBlackRock$0$4,622,747 ▼-100.0%00.0%FinanceCVSCVS Health$0$3,417,606 ▼-100.0%00.0%Retail/WholesaleIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$3,406,375 ▼-100.0%00.0%ETFShowing 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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