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The Analysis of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Holdings & P&L

Currently, VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds 55 types of securities in its portfolio with a total value $186.8M. In the most recent quarter, they have increased their positions in IBDW (+191.8K shares, valued at $4.0M), N/A (+30.4K shares, valued at $3.5M), TGT (+20.8K shares, valued at $2.5M); decreased their positions in JPM (-518 shares, valued at $152.4K), WMT (-851 shares, valued at $105.8K), N/A (-25.0K shares, valued at $37.5K); initiated new positions in IBDW (+191.8K shares, valued at $4.0M).

1M P&L

+6.4M+3.80%

3M P&L

+4.0M+2.34%

HY P&L

+15.6M+9.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.5M

23.0%

2Discount Stores9.7M

5.8%

3Restaurants9.4M

5.6%

Top Industries by Stock Count

1N/A11 stocks

23.9%

2Semiconductors3 stocks

6.5%

3Discount Stores3 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2026-03-312026-04-29

CVX CHEVRON CORPORATION34.8K shares35.64%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL213.1K shares7.23%2026-03-312026-04-29

PSX PHILLIPS 6637.7K shares22.59%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO22.9K shares-2.21%2026-03-312026-04-29

CB CHUBB LTD SWITZ18.3K shares0.63%2026-03-312026-04-29

CSCO CISCO SYS INC75.1K shares1.32%2026-03-312026-04-29

PEP PEPSICO INC36.5K shares6.58%2026-03-312026-04-29

Sponsored

AAPL APPLE INC21.3K shares1.02%2026-03-312026-04-29

SO SOUTHERN CO55.5K shares1.50%2026-03-312026-04-29

DRI DARDEN RESTAURANTS INC26.9K shares0.99%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW39.9K shares0.91%2026-03-312026-04-29

IBDT ISHARES TR199.6K shares-0.48%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC5.1K shares1.68%2026-03-312026-04-29

TGT TARGET CORP40.0K shares108.67%2026-03-312026-04-29

IBDS ISHARES TR199.6K shares-0.48%2026-03-312026-04-29

Sponsored

IBDR ISHARES TR199.6K shares-0.48%2026-03-312026-04-29

MSFT MICROSOFT CORP12.6K shares9.50%2026-03-312026-04-29

IBDU ISHARES TR199.1K shares-0.73%2026-03-312026-04-29

AFL AFLAC INC42.2K shares1.60%2026-03-312026-04-29

HSY HERSHEY CO22.3K shares1.07%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC39.2K shares346.39%2026-03-312026-04-29

IBDV ISHARES TR199.4K shares-0.73%2026-03-312026-04-29

WMT WALMART INC34.0K shares-2.44%2026-03-312026-04-29

Sponsored

MCD MCDONALDS CORP13.4K shares2.64%2026-03-312026-04-29

AMGN AMGEN INC11.6K shares1.02%2026-03-312026-04-29

MAA MID-AMER APT CMNTYS INC33.4K shares9.53%2026-03-312026-04-29

IBDW ISHARES TR191.8K sharesnew addition2026-03-312026-04-29

QCOM QUALCOMM INC30.7K shares3.92%2026-03-312026-04-29

EMR EMERSON ELEC CO30.0K shares0.77%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC71.6K shares2.83%2026-03-312026-04-29

D DOMINION ENERGY INC56.6K shares3.14%2026-03-312026-04-29

Sponsored

O REALTY INCOME CORP56.0K shares2.31%2026-03-312026-04-29

STAG STAG INDUSTRIAL INC94.0K shares2.56%2026-03-312026-04-29

MKL MARKEL GROUP INC1.8K shares9.19%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC34.2K shares2.31%2026-03-312026-04-29

HD HOME DEPOT INC6.1K shares2.45%2026-03-312026-04-29

ADI ANALOG DEVICES INC5.0K shares0.74%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T2.0K shares0.00%2026-03-312026-04-29

LOW LOWES COS INC3.7K shares6.07%2026-03-312026-04-29

Sponsored

ABT ABBOTT LABORATORIES6.8K shares7.12%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.3K shares2.32%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION636 shares0.95%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.3K shares22.62%2026-03-312026-04-29

GLD SPDR GOLD TR857 shares-3.71%2026-03-312026-04-29

NVDA NVIDIA CORPORATION2.0K shares0.00%2026-03-312026-04-29

CTAS CINTAS CORP2.0K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-29

Sponsored

EFX EQUIFAX INC1.5K shares0.00%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL534 shares0.00%2026-03-312026-04-29

GDX VANECK ETF TRUST2.5K shares0.00%2026-03-312026-04-29

ARTY ISHARES TR5.0K shares0.00%2026-03-312026-04-29

ABBV ABBVIE INC920 shares0.00%2026-03-312026-04-29

TRX GOLD CORPORATION TRX GOLD CORPORATION75.0K shares-25.00%2026-03-312026-04-29

FURY FURY GOLD MINES LIMITED70.0K shares0.00%2026-03-312026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares12

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

35.64%

Shares34.8K

Event2026-03-31

Filed2026-04-29

KMI

KINDER MORGAN INC DEL

7.23%

Shares213.1K

Event2026-03-31

Filed2026-04-29

PSX

PHILLIPS 66

22.59%

Shares37.7K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-2.21%

Shares22.9K

Event2026-03-31

Filed2026-04-29

CHUBB LTD SWITZ

0.63%

Shares18.3K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

1.32%

Shares75.1K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

6.58%

Shares36.5K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

1.02%

Shares21.3K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

1.50%

Shares55.5K

Event2026-03-31

Filed2026-04-29

DRI

DARDEN RESTAURANTS INC

0.99%

Shares26.9K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

0.91%

Shares39.9K

Event2026-03-31

Filed2026-04-29

IBDT

ISHARES TR

-0.48%

Shares199.6K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

1.68%

Shares5.1K

Event2026-03-31

Filed2026-04-29

TGT

TARGET CORP

108.67%

Shares40.0K

Event2026-03-31

Filed2026-04-29

IBDS

ISHARES TR

-0.48%

Shares199.6K

Event2026-03-31

Filed2026-04-29

IBDR

ISHARES TR

-0.48%

Shares199.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

9.50%

Shares12.6K

Event2026-03-31

Filed2026-04-29

IBDU

ISHARES TR

-0.73%

Shares199.1K

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

1.60%

Shares42.2K

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

1.07%

Shares22.3K

Event2026-03-31

Filed2026-04-29

BLACKSTONE INC

346.39%

Shares39.2K

Event2026-03-31

Filed2026-04-29

IBDV

ISHARES TR

-0.73%

Shares199.4K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-2.44%

Shares34.0K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

2.64%

Shares13.4K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

1.02%

Shares11.6K

Event2026-03-31

Filed2026-04-29

MAA

MID-AMER APT CMNTYS INC

9.53%

Shares33.4K

Event2026-03-31

Filed2026-04-29

IBDW

ISHARES TR

New

Shares191.8K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

3.92%

Shares30.7K

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

0.77%

Shares30.0K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

2.83%

Shares71.6K

Event2026-03-31

Filed2026-04-29

DOMINION ENERGY INC

3.14%

Shares56.6K

Event2026-03-31

Filed2026-04-29

REALTY INCOME CORP

2.31%

Shares56.0K

Event2026-03-31

Filed2026-04-29

STAG

STAG INDUSTRIAL INC

2.56%

Shares94.0K

Event2026-03-31

Filed2026-04-29

MKL

MARKEL GROUP INC

9.19%

Shares1.8K

Event2026-03-31

Filed2026-04-29

MEDTRONIC PLC

2.31%

Shares34.2K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

2.45%

Shares6.1K

Event2026-03-31

Filed2026-04-29

ADI

ANALOG DEVICES INC

0.74%

Shares5.0K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

LOW

LOWES COS INC

6.07%

Shares3.7K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

7.12%

Shares6.8K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

2.32%

Shares2.3K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.95%

Shares636

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

22.62%

Shares2.3K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-3.71%

Shares857

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

CTAS

CINTAS CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

EFX

EQUIFAX INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares534

Event2026-03-31

Filed2026-04-29

GDX

VANECK ETF TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-29

ARTY

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.00%

Shares920

Event2026-03-31

Filed2026-04-29

TRX GOLD CORPORATION

-25.00%

Shares75.0K

Event2026-03-31

Filed2026-04-29

FURY

FURY GOLD MINES LIMITED

0.00%

Shares70.0K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available