VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Q1 2025 13F Holdings

  • Location
    virginia beach, VA
  • Num holdings

    48

  • Value ($000)

    $161,851

  • Date Filed
    04/15/2025
  • Form type
    13F-HR
  • CIK
    0001898282
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$9.58M
6 %

12

JPM
JPM

JPMORGAN CHASE & CO.

COM
$5.83M
4 %

23,753

KMI
KMI

KINDER MORGAN INC DEL

COM
$5.59M
4 %

195,944

CB
CB

CHUBB LIMITED

COM
$5.40M
3 %

17,893

DRI
DRI

DARDEN RESTAURANTS INC

COM
$5.27M
3 %

25,351

MAA
MAA

MID-AMER APT CMNTYS INC

COM
$5.15M
3 %

30,717

SO
SO

SOUTHERN CO

COM
$5.04M
3 %

54,812

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
$4.77M
3 %

39,101

CSCO
CSCO

CISCO SYS INC

COM
$4.69M
3 %

75,985

---

BLACKROCK INC

COM
$4.68M
3 %

4,944

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