Virginia Wealth Management Group, Inc. Top Holdings and 13F Report (2023) About Virginia Wealth Management Group, Inc.Investment ActivityVirginia Wealth Management Group, Inc. has $159.52 million in total holdings as of September 30, 2023.Virginia Wealth Management Group, Inc. owns shares of 55 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 18.28% of the portfolio was purchased this quarter.About 0.13% of the portfolio was sold this quarter.This quarter, Virginia Wealth Management Group, Inc. has purchased 55 new stocks and bought additional shares in 43 stocks.Virginia Wealth Management Group, Inc. sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $7,602,980Microsoft $5,599,938Chubb $5,507,450JPMorgan Chase & Co. $5,493,062Southern $5,118,500 Largest New Holdings this Quarter Alphabet $298,530 Holding Largest Purchases this Quarter Apple 5,368 shares (about $1.25M)Walmart 13,584 shares (about $1.10M)Mid-America Apartment Communities 6,472 shares (about $1.03M)Southern 11,338 shares (about $1.02M)Aflac 9,123 shares (about $1.02M) Largest Sales this Quarter Lowe's Companies 25 shares (about $6.77K) 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$7,602,980$691,180 ▲10.0%114.8%FinanceMSFTMicrosoft$5,599,938$840,808 ▲17.7%13,0143.5%Computer and TechnologyCBChubb$5,507,450$876,428 ▲18.9%19,0973.5%FinanceJPMJPMorgan Chase & Co.$5,493,062$853,764 ▲18.4%26,0513.4%FinanceSOSouthern$5,118,500$1,022,456 ▲25.0%56,7593.2%UtilitiesAAPLApple$5,013,121$1,250,717 ▲33.2%21,5163.1%Computer and TechnologyQCOMQUALCOMM$5,008,725$695,174 ▲16.1%29,4543.1%Computer and TechnologyMAAMid-America Apartment Communities$4,811,431$1,028,388 ▲27.2%30,2803.0%FinanceAFLAflac$4,762,106$1,019,948 ▲27.3%42,5953.0%FinanceBLKBlackRock$4,622,747$976,958 ▲26.8%4,8692.9%FinanceKMIKinder Morgan$4,600,674$920,334 ▲25.0%208,2702.9%Oils/EnergyDUKDuke Energy$4,496,816$946,037 ▲26.6%39,0012.8%UtilitiesDRIDarden Restaurants$4,303,355$861,196 ▲25.0%26,2192.7%Retail/WholesaleWMTWalmart$4,199,134$1,096,901 ▲35.4%52,0022.6%Retail/WholesalePGProcter & Gamble$4,191,057$883,485 ▲26.7%24,1982.6%Consumer StaplesMCDMcDonald's$4,175,760$960,123 ▲29.9%13,7132.6%Retail/WholesalePSXPhillips 66$3,952,288$736,642 ▲22.9%30,0672.5%Oils/EnergyCSCOCisco Systems$3,926,556$952,741 ▲32.0%73,7802.5%Computer and TechnologyPEPPepsiCo$3,850,954$770,157 ▲25.0%22,6462.4%Consumer StaplesHSYHershey$3,731,278$879,696 ▲30.8%19,4562.3%Consumer StaplesAMGNAmgen$3,668,623$969,514 ▲35.9%11,3862.3%MedicalIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,449,614$211,261 ▲6.5%135,1202.2%ETFCVXChevron$3,442,996$796,429 ▲30.1%23,3792.2%Oils/EnergyEMREmerson Electric$3,421,356$737,054 ▲27.5%31,2822.1%Industrial ProductsCVSCVS Health$3,417,606$767,768 ▲29.0%54,3512.1%Retail/WholesaleIBDPiShares iBonds Dec 2024 Term Corporate ETF$3,406,375$208,613 ▲6.5%135,1202.1%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$3,391,512$207,703 ▲6.5%135,1202.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,292,874$201,662 ▲6.5%135,1202.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,283,416$201,083 ▲6.5%135,1202.1%ETFSTAGSTAG Industrial$3,223,079$879,249 ▲37.5%82,4532.0%FinanceORealty Income$3,147,869$968,302 ▲44.4%49,6352.0%FinanceDDominion Energy$2,835,386$800,905 ▲39.4%49,0641.8%UtilitiesVZVerizon Communications$2,818,105$945,267 ▲50.5%62,7501.8%Computer and TechnologyMDTMedtronic$2,675,570$684,220 ▲34.4%29,7191.7%MedicalUPSUnited Parcel Service$2,658,941$768,151 ▲40.6%19,5021.7%TransportationHDHome Depot$2,432,588$548,680 ▲29.1%6,0031.5%Retail/WholesaleMKLMarkel Group$2,152,092$313,716 ▲17.1%1,3721.3%Multi-Sector ConglomeratesADIAnalog Devices$1,511,2960.0%6,5660.9%Computer and TechnologyBXBlackstone$1,498,862$16,998 ▲1.1%9,7880.9%FinanceSPYSPDR S&P 500 ETF Trust$1,147,5200.0%2,0000.7%FinanceUNHUnitedHealth Group$1,074,668$585 ▲0.1%1,8380.7%MedicalLOWLowe's Companies$1,051,496$6,772 ▼-0.6%3,8820.7%Retail/WholesaleCOSTCostco Wholesale$811,7430.0%9160.5%Retail/WholesaleABTAbbott Laboratories$742,804$3,420 ▲0.5%6,5150.5%MedicalNSCNorfolk Southern$588,8070.0%2,3690.4%TransportationEDConsolidated Edison$447,7590.0%4,3000.3%UtilitiesBDXBecton, Dickinson and Company$447,2410.0%1,8550.3%MedicalEFXEquifax$440,7900.0%1,5000.3%Business ServicesAEPAmerican Electric Power$416,864$56,840 ▲15.8%4,0630.3%UtilitiesCTASCintas$411,760$308,820 ▲300.0%2,0000.3%Industrial ProductsNKENIKE$328,571$177 ▲0.1%3,7170.2%Consumer DiscretionaryKOCoca-Cola$326,9630.0%4,5500.2%Consumer StaplesGOOGLAlphabet$298,530$298,530 ▲New Holding1,8000.2%Computer and TechnologyBRK.BBerkshire Hathaway$245,7790.0%5340.2%FinanceONLOrion Office REIT$40,0000.0%10,0000.0%FinanceGOOGAlphabet$0$207,631 ▼-100.0%00.0%Computer and TechnologyShowing 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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