$112 Million is the total value of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s 59 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CB | Sell | CHUBB LIMITED | $2,254,000 | -6.3% | 10,710 | -13.9% | 2.02% | -6.8% |
| ABT | Sell | ABBOTT LABS | $1,467,000 | -13.7% | 12,015 | -0.5% | 1.31% | -14.1% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,213,000 | -10.7% | 5,094 | -7.5% | 1.08% | -11.2% |
| BX | Sell | BLACKSTONE INC | $1,159,000 | -20.8% | 10,108 | -10.7% | 1.04% | -21.3% |
| PFE | Sell | PFIZER INC | $292,000 | -11.5% | 5,393 | -3.6% | 0.26% | -12.1% |
| CLX | Exit | CLOROX CO DEL | $0 | – | -15,868 | -100.0% | -2.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 4.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.5% |
| MCDONALDS CORP | 8 | Q3 2023 | 3.5% |
| SOUTHERN CO | 8 | Q3 2023 | 3.0% |
| CVS HEALTH CORP | 8 | Q3 2023 | 3.1% |
| PEPSICO INC | 8 | Q3 2023 | 3.0% |
| PROCTER AND GAMBLE CO | 8 | Q3 2023 | 2.9% |
| SMUCKER J M CO | 8 | Q3 2023 | 3.0% |
| CISCO SYS INC | 8 | Q3 2023 | 3.1% |
| KINDER MORGAN INC DEL | 8 | Q3 2023 | 2.7% |
View VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-07 |
| 13F-HR/A | 2023-01-05 |
| 13F-HR/A | 2023-01-05 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-09 |
View VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.