Sponsored

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

Currently, VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds 57 types of securities in its portfolio with a total value $200.8M. In the most recent quarter, they have increased their positions in IBDT (+50.3K shares, valued at $1.3M), IBDR (+50.3K shares, valued at $1.2M), IBDS (+50.3K shares, valued at $1.2M); decreased their positions in N/A (-6.2K shares, valued at $727.2K), KMI (-448 shares, valued at $14.3K), LOW (-45 shares, valued at $9.9K); initiated new positions in IHAK (+6.4K shares, valued at $386.4K), VYM (+1.4K shares, valued at $226.9K), VIG (+910 shares, valued at $215.3K).

1M P&L

+3.1M+1.82%

3M P&L

+5.9M+3.51%

HY P&L

+4.5M+2.69%

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/A45.8M

27.8%

2Asset Management9.6M

5.9%

3Restaurants9.3M

5.6%

Top Industries by Stock Count

1N/A13 stocks

27.1%

2Semiconductors3 stocks

6.3%

3Internet Content & Information2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC68.9K shares-8.25%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO22.9K shares-0.02%2026-06-302026-07-22

KMI KINDER MORGAN INC DEL212.7K shares-0.21%2026-06-302026-07-22

PSX PHILLIPS 6637.7K shares0.10%2026-06-302026-07-22

IBDT ISHARES TR249.9K shares25.19%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED18.4K shares0.44%2026-06-302026-07-22

AAPL APPLE INC21.3K shares-0.06%2026-06-302026-07-22

Sponsored

IBDR ISHARES TR249.9K shares25.19%2026-06-302026-07-22

IBDS ISHARES TR249.9K shares25.19%2026-06-302026-07-22

CVX CHEVRON CORPORATION35.1K shares0.67%2026-06-302026-07-22

IBDU ISHARES TR249.4K shares25.26%2026-06-302026-07-22

QCOM QUALCOMM INC30.8K shares0.35%2026-06-302026-07-22

DRI DARDEN RESTAURANTS INC27.1K shares0.81%2026-06-302026-07-22

IBDV ISHARES TR249.7K shares25.23%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO55.9K shares0.77%2026-06-302026-07-22

Sponsored

TGT TARGET CORP40.4K shares1.05%2026-06-302026-07-22

DUK DUKE ENERGY CORP NEW40.2K shares0.87%2026-06-302026-07-22

IBDW ISHARES TR242.1K shares26.22%2026-06-302026-07-22

PEP PEPSICO INC36.8K shares0.82%2026-06-302026-07-22

BLK BLACKROCK INC5.1K shares1.12%2026-06-302026-07-22

AFL AFLAC INC42.2K shares-0.06%2026-06-302026-07-22

MSFT MICROSOFT CORP12.8K shares1.53%2026-06-302026-07-22

MAA MID-AMER APT CMNTYS INC33.9K shares1.40%2026-06-302026-07-22

Sponsored

BX BLACKSTONE INC39.9K shares1.80%2026-06-302026-07-22

MKL MARKEL GROUP INC2.2K shares27.59%2026-06-302026-07-22

EMR EMERSON ELEC CO30.4K shares1.16%2026-06-302026-07-22

AMGN AMGEN INC11.7K shares0.96%2026-06-302026-07-22

HSY HERSHEY CO22.7K shares2.07%2026-06-302026-07-22

DOMINION ENERGY INC DOMINION ENERGY INC57.3K shares1.26%2026-06-302026-07-22

WMT WALMART INC34.1K shares0.19%2026-06-302026-07-22

MCD MCDONALDS CORP13.6K shares1.64%2026-06-302026-07-22

Sponsored

STAG STAG INDUSTRIAL INC95.2K shares1.26%2026-06-302026-07-22

O REALTY INCOME CORP56.8K shares1.47%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC72.7K shares1.48%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC34.9K shares1.82%2026-06-302026-07-22

HD HOME DEPOT INC6.3K shares3.45%2026-06-302026-07-22

ADI ANALOG DEVICES INC5.0K shares0.00%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.0K shares1.65%2026-06-302026-07-22

GOOGL ALPHABET INC2.3K shares0.00%2026-06-302026-07-22

Sponsored

LOW LOWES COS INC3.6K shares-1.23%2026-06-302026-07-22

ABT ABBOTT LABORATORIES6.8K shares0.00%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION636 shares0.00%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T2.7K shares13.80%2026-06-302026-07-22

NVDA NVIDIA CORPORATION2.1K shares3.15%2026-06-302026-07-22

GOOG ALPHABET INC1.2K shares2.64%2026-06-302026-07-22

GLD SPDR GOLD TR1.1K shares26.84%2026-06-302026-07-22

IHAK ISHARES TR6.4K sharesnew addition2026-06-302026-07-22

Sponsored

ARTY ISHARES TR5.0K shares0.00%2026-06-302026-07-22

CTAS CINTAS CORP2.0K shares0.00%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL534 shares0.00%2026-06-302026-07-22

EFX EQUIFAX INC1.5K shares0.00%2026-06-302026-07-22

ABBVIE INC ABBVIE INC920 shares0.00%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS910 sharesnew addition2026-06-302026-07-22

TRX TRX GOLD CORPORATION75.0K shares0.00%2026-06-302026-07-22

Sponsored

FURY FURY GOLD MINES LIMITED70.0K shares0.00%2026-06-302026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares12

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-8.25%

Shares68.9K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.02%

Shares22.9K

Event2026-06-30

Filed2026-07-22

KMI

KINDER MORGAN INC DEL

-0.21%

Shares212.7K

Event2026-06-30

Filed2026-07-22

PSX

PHILLIPS 66

0.10%

Shares37.7K

Event2026-06-30

Filed2026-07-22

IBDT

ISHARES TR

25.19%

Shares249.9K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

0.44%

Shares18.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-0.06%

Shares21.3K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

25.19%

Shares249.9K

Event2026-06-30

Filed2026-07-22

IBDS

ISHARES TR

25.19%

Shares249.9K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

0.67%

Shares35.1K

Event2026-06-30

Filed2026-07-22

IBDU

ISHARES TR

25.26%

Shares249.4K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

0.35%

Shares30.8K

Event2026-06-30

Filed2026-07-22

DRI

DARDEN RESTAURANTS INC

0.81%

Shares27.1K

Event2026-06-30

Filed2026-07-22

IBDV

ISHARES TR

25.23%

Shares249.7K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

0.77%

Shares55.9K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

1.05%

Shares40.4K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

0.87%

Shares40.2K

Event2026-06-30

Filed2026-07-22

IBDW

ISHARES TR

26.22%

Shares242.1K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

0.82%

Shares36.8K

Event2026-06-30

Filed2026-07-22

BLK

BLACKROCK INC

1.12%

Shares5.1K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

-0.06%

Shares42.2K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

1.53%

Shares12.8K

Event2026-06-30

Filed2026-07-22

MAA

MID-AMER APT CMNTYS INC

1.40%

Shares33.9K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

1.80%

Shares39.9K

Event2026-06-30

Filed2026-07-22

MKL

MARKEL GROUP INC

27.59%

Shares2.2K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

1.16%

Shares30.4K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.96%

Shares11.7K

Event2026-06-30

Filed2026-07-22

HSY

HERSHEY CO

2.07%

Shares22.7K

Event2026-06-30

Filed2026-07-22

DOMINION ENERGY INC

1.26%

Shares57.3K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

0.19%

Shares34.1K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

1.64%

Shares13.6K

Event2026-06-30

Filed2026-07-22

STAG

STAG INDUSTRIAL INC

1.26%

Shares95.2K

Event2026-06-30

Filed2026-07-22

REALTY INCOME CORP

1.47%

Shares56.8K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

1.48%

Shares72.7K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

1.82%

Shares34.9K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

3.45%

Shares6.3K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

1.65%

Shares2.0K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

-1.23%

Shares3.6K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.00%

Shares636

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

13.80%

Shares2.7K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

3.15%

Shares2.1K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

2.64%

Shares1.2K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

26.84%

Shares1.1K

Event2026-06-30

Filed2026-07-22

IHAK

ISHARES TR

New

Shares6.4K

Event2026-06-30

Filed2026-07-22

ARTY

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-22

CTAS

CINTAS CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares534

Event2026-06-30

Filed2026-07-22

EFX

EQUIFAX INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.00%

Shares920

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares910

Event2026-06-30

Filed2026-07-22

TRX

TRX GOLD CORPORATION

0.00%

Shares75.0K

Event2026-06-30

Filed2026-07-22

FURY

FURY GOLD MINES LIMITED

0.00%

Shares70.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available