Virginia Wealth Management Group, Inc. Portfolio Holdings

Virginia Wealth Management Group, Inc.

  • $156 Million
  • Q4 2024

Virginia Wealth Management Group, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $156 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $7.49M, Jpmorgan Chase & CO with a value of $6.2M, Kinder Morgan, Inc. with a value of $5.63M, Microsoft Corp with a value of $5.51M, and Apple Inc. with a value of $5.41M.

Examining the 13F form we can see an decrease of $3.01M in the current position value, from $159M to 156M.

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 $156 Million
Financial Services: $27.7 Million
Technology: $21.4 Million
Consumer Defensive: $21.4 Million
ETFs: $19.8 Million
Consumer Cyclical: $12.5 Million
Energy: $12.5 Million
Utilities: $12.4 Million
Real Estate: $10.3 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$275B
$283,000 0.18% of portfolio
4,550
Q4 2023 Reduced 29.46%
$96.9B
$257,000 0.16% of portfolio
3,400
Q4 2024 Reduced 8.53%
$610B
$242,000 0.15% of portfolio
534
Q1 2024 New
$1.25T
$215,000 0.14% of portfolio
1,132
Q4 2024 New
$299B
$201,000 0.13% of portfolio
1,500
Q4 2024 New
$229M
$37,000 0.02% of portfolio
10,000
Q2 2024 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $156 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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