$122 Million is the total value of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s 55 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBDP | New | ISHARES TRibonds dec24 etf | $3,187,615 | – | 126,845 | +100.0% | 2.62% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $3,153,367 | – | 126,845 | +100.0% | 2.59% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $3,021,448 | – | 126,845 | +100.0% | 2.48% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $3,010,032 | – | 126,845 | +100.0% | 2.47% | – |
| HSY | New | HERSHEY CO | $2,733,355 | – | 14,869 | +100.0% | 2.24% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $207,631 | – | 1,132 | +100.0% | 0.17% | – |
| New | ORION OFFICE REIT INC | $35,900 | – | 10,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 11 | Q2 2024 | 4.5% |
| MCDONALDS CORP | 11 | Q2 2024 | 3.5% |
| SOUTHERN CO | 11 | Q2 2024 | 3.0% |
| CVS HEALTH CORP | 11 | Q2 2024 | 3.1% |
| PEPSICO INC | 11 | Q2 2024 | 3.0% |
| CHUBB LIMITED | 11 | Q2 2024 | 3.4% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 3.7% |
| PROCTER AND GAMBLE CO | 11 | Q2 2024 | 2.9% |
| KINDER MORGAN INC DEL | 11 | Q2 2024 | 2.7% |
View VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-09 |
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-17 |
| 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 |
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.