The Analysis of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Holdings
Currently, VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds 55 types of securities in its portfolio with a total value $173.6M. In the most recent quarter, they have increased their positions in IBDT (+15.2K shares, valued at $386.9K), IBDQ (+14.9K shares, valued at $376.6K), IBDS (+15.2K shares, valued at $369.0K); decreased their positions in JPM (-361 shares, valued at $113.9K), WMT (-736 shares, valued at $75.9K), SO (-295 shares, valued at $28.0K); initiated new positions in GLD (+815 shares, valued at $289.7K), RSP (+1.2K shares, valued at $225.7K), ABBV (+920 shares, valued at $213.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2025-09-302025-10-16
JPM JPMORGAN CHASE & CO.23.7K shares-1.50%2025-09-302025-10-16 MSFT MICROSOFT CORP11.5K shares-0.37%2025-09-302025-10-16 BLK BLACKROCK INC5.0K shares-0.24%2025-09-302025-10-16 KMI KINDER MORGAN INC DEL196.6K shares-0.49%2025-09-302025-10-16 AAPL APPLE INC21.0K shares0.45%2025-09-302025-10-16 CSCO CISCO SYS INC76.3K shares0.14%2025-09-302025-10-16 PEP PEPSICO INC37.1K shares-0.34%2025-09-302025-10-16 SO SOUTHERN CO54.3K shares-0.54%2025-09-302025-10-16 CB CHUBB LIMITED18.0K shares0.20%2025-09-302025-10-16 DRI DARDEN RESTAURANTS INC26.2K shares3.03%2025-09-302025-10-16 IBDT ISHARES TR194.3K shares8.46%2025-09-302025-10-16 IBDQ ISHARES TR194.1K shares8.34%2025-09-302025-10-16 QCOM QUALCOMM INC29.3K shares0.82%2025-09-302025-10-16 DUK DUKE ENERGY CORP NEW39.3K shares0.24%2025-09-302025-10-16 IBDS ISHARES TR194.3K shares8.46%2025-09-302025-10-16 IBDR ISHARES TR194.3K shares8.46%2025-09-302025-10-16 AFL AFLAC INC41.2K shares0.06%2025-09-302025-10-16 IBDU ISHARES TR194.3K shares8.46%2025-09-302025-10-16 WMT WALMART INC43.3K shares-1.67%2025-09-302025-10-16 MAA MID-AMER APT CMNTYS INC31.3K shares0.79%2025-09-302025-10-16 PSX PHILLIPS 6630.4K shares1.92%2025-09-302025-10-16 HSY HERSHEY CO21.7K shares1.83%2025-09-302025-10-16 CVX CHEVRON CORP NEW25.5K shares1.63%2025-09-302025-10-16 MCD MCDONALDS CORP12.9K shares1.52%2025-09-302025-10-16 EMR EMERSON ELEC CO29.6K shares-0.61%2025-09-302025-10-16 PG PROCTER AND GAMBLE CO23.3K shares1.38%2025-09-302025-10-16 TGT TARGET CORP38.6K shares6.84%2025-09-302025-10-16 O REALTY INCOME CORP55.2K shares3.81%2025-09-302025-10-16 D DOMINION ENERGY INC54.1K shares3.00%2025-09-302025-10-16 AMGN AMGEN INC11.5K shares0.72%2025-09-302025-10-16 STAG STAG INDL INC90.6K shares1.95%2025-09-302025-10-16 MDT MEDTRONIC PLC33.0K shares2.11%2025-09-302025-10-16 VZ VERIZON COMMUNICATIONS INC70.5K shares3.15%2025-09-302025-10-16 MKL MARKEL GROUP INC1.6K shares0.00%2025-09-302025-10-16 HD HOME DEPOT INC6.1K shares0.00%2025-09-302025-10-16 BX BLACKSTONE INC8.8K shares-0.50%2025-09-302025-10-16 SPY SPDR S&P 500 ETF TR2.0K shares0.00%2025-09-302025-10-16 ADI ANALOG DEVICES INC5.0K shares0.00%2025-09-302025-10-16 LOW LOWES COS INC3.4K shares6.17%2025-09-302025-10-16 ABT ABBOTT LABS6.3K shares4.16%2025-09-302025-10-16 COST COSTCO WHSL CORP NEW630 shares0.00%2025-09-302025-10-16 GOOGL ALPHABET INC2.2K shares0.00%2025-09-302025-10-16 CTAS CINTAS CORP2.0K shares0.00%2025-09-302025-10-16 EFX EQUIFAX INC1.5K shares0.00%2025-09-302025-10-16 NVDA NVIDIA CORPORATION2.0K shares0.00%2025-09-302025-10-16 GLD SPDR GOLD TR815 sharesnew addition2025-09-302025-10-16 GOOG ALPHABET INC1.1K shares0.00%2025-09-302025-10-16 BRK.B BERKSHIRE HATHAWAY INC DEL534 shares0.00%2025-09-302025-10-16 ARTY ISHARES TR5.0K shares0.00%2025-09-302025-10-16 RSP INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2025-09-302025-10-16 ABBV ABBVIE INC920 sharesnew addition2025-09-302025-10-16 VIG VANGUARD SPECIALIZED FUNDS935 sharesnew addition2025-09-302025-10-16 TRX TRX GOLD CORPORATION100.0K sharesnew addition2025-09-302025-10-16 FURY FURY GOLD MINES LIMITED70.0K sharesnew addition2025-09-302025-10-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available