$148 Million is the total value of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s 69 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MO | Exit | ALTRIA GROUP INC | $0 | – | -4,893 | -100.0% | -0.15% | – |
FRG | Exit | FRANCHISE GROUP INC | $0 | – | -9,000 | -100.0% | -0.18% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,715 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
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.