Virginia Wealth Management Group, Inc. Portfolio Holdings

Virginia Wealth Management Group, Inc.

  • $157 Million
  • Q1 2025

Virginia Wealth Management Group, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $9.58M, Jpmorgan Chase & CO with a value of $5.83M, Kinder Morgan, Inc. with a value of $5.59M, Chubb LTD with a value of $5.4M, and Darden Restaurants Inc with a value of $5.27M.

Examining the 13F form we can see an increase of $686K in the current position value, from $156M to 157M.

Virginia Wealth Management Group, Inc. is based out at Virginia Beach, VA

Below you can find more details about Virginia Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
Financial Services: $29.7 Million
ETFs: $22.3 Million
Technology: $19.1 Million
Consumer Defensive: $19 Million
Energy: $13.3 Million
Utilities: $12.7 Million
Consumer Cyclical: $12.1 Million
Real Estate: $11.4 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$9.58 Million 6.1% of portfolio
12
Q1 2025 Added 9.09%
$672B
$5.83 Million 3.71% of portfolio
23,753
Q1 2025 Reduced 8.23%
$58B
$5.59 Million 3.56% of portfolio
195,944
Q1 2025 Reduced 4.63%
$116B
$5.4 Million 3.44% of portfolio
17,893
Q1 2025 Reduced 6.86%
$24.1B
$5.27 Million 3.35% of portfolio
25,351
Q1 2025 Reduced 4.28%
$17.9B
$5.15 Million 3.28% of portfolio
30,717
Q1 2025 Added 0.63%
$98.2B
$5.04 Million 3.21% of portfolio
54,812
Q1 2025 Reduced 3.97%
$92.5B
$4.77 Million 3.04% of portfolio
39,101
Q1 2025 Reduced 0.61%
$223B
$4.69 Million 2.99% of portfolio
75,985
Q1 2025 Added 2.28%
$66.3B
$4.63 Million 2.95% of portfolio
41,672
Q1 2025 Reduced 1.72%
$3.1T
$4.64 Million 2.95% of portfolio
20,893
Q1 2025 Reduced 3.35%
$153B
$4.43 Million 2.82% of portfolio
28,820
Q1 2025 Reduced 2.85%
$0
$4.41 Million 2.81% of portfolio
174,705
Q1 2025 Added 13.07%
$0
$4.39 Million 2.8% of portfolio
174,705
Q1 2025 Added 13.07%
$2.68T
$4.3 Million 2.74% of portfolio
11,461
Q1 2025 Reduced 12.32%
$0
$4.22 Million 2.69% of portfolio
174,705
Q1 2025 Added 13.07%
$262B
$4.11 Million 2.61% of portfolio
24,539
Q1 2025 Added 3.47%
$0
$4.04 Million 2.57% of portfolio
174,705
Q1 2025 Added 13.07%
$227B
$4.02 Million 2.56% of portfolio
12,869
Q1 2025 Reduced 6.74%
$251B
$3.92 Million 2.49% of portfolio
44,600
Q1 2025 Reduced 11.07%
$393B
$3.9 Million 2.48% of portfolio
22,884
Q1 2025 Reduced 5.48%
$46.7B
$3.6 Million 2.29% of portfolio
29,137
Q1 2025 Reduced 3.88%
$24.4B
$3.59 Million 2.28% of portfolio
20,964
Q1 2025 Added 4.55%
$146B
$3.55 Million 2.26% of portfolio
11,385
Q1 2025 Reduced 0.69%
$43.2B
$3.54 Million 2.25% of portfolio
33,933
Q1 2025 Reduced 4.32%
$195B
$3.45 Million 2.2% of portfolio
23,018
Q1 2025 Added 0.36%
$57B
$3.31 Million 2.11% of portfolio
30,163
Q1 2025 Reduced 2.78%
$5.75B
$3.17 Million 2.02% of portfolio
87,688
Q1 2025 Added 4.42%
$35.8B
$3.06 Million 1.95% of portfolio
52,827
Q1 2025 Added 4.22%
$180B
$3.04 Million 1.93% of portfolio
67,008
Q1 2025 Added 4.61%
$23.2B
$2.95 Million 1.88% of portfolio
1,579
Q1 2025 Added 15.0%
$43.3B
$2.92 Million 1.86% of portfolio
52,082
Q1 2025 Added 4.4%
$109B
$2.83 Million 1.8% of portfolio
31,488
Q1 2025 Added 4.71%
$70.2B
$2.42 Million 1.54% of portfolio
21,985
Q1 2025 Added 6.02%
$355B
$2.1 Million 1.34% of portfolio
5,723
Q1 2025 Reduced 5.37%
$0
$1.12 Million 0.71% of portfolio
2,000
Q2 2022 Added 100.0%
$85.2B
$1.07 Million 0.68% of portfolio
7,643
Q1 2025 Reduced 21.95%
$90B
$1.01 Million 0.64% of portfolio
5,000
Q1 2025 Reduced 21.09%
$227B
$797,000 0.51% of portfolio
6,015
Q1 2025 Reduced 7.67%
$132B
$756,000 0.48% of portfolio
3,242
Q1 2025 Reduced 17.23%
$424B
$595,000 0.38% of portfolio
630
Q1 2025 Reduced 31.22%
$20.4B
$411,000 0.26% of portfolio
2,000
Q3 2024 Added 300.0%
$26.4B
$365,000 0.23% of portfolio
1,500
Q3 2023 New
$398B
$361,000 0.23% of portfolio
691
Q1 2025 Reduced 62.43%
$903B
$324,000 0.21% of portfolio
2,100
Q1 2025 Added 16.67%
$674B
$280,000 0.18% of portfolio
534
Q1 2024 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $157 Million
  • Prior Value $156 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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