Virginia Wealth Management Group, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $7.59M, Microsoft Corp with a value of $5.6M, Chubb LTD with a value of $5.51M, Jpmorgan Chase & CO with a value of $5.49M, and Southern CO with a value of $5.12M.
Examining the 13F form we can see an increase of $37.5M in the current position value, from $122M to 159M.
Virginia Wealth Management Group, Inc. is based out at Virginia Beach, VA
Below you can find more details about Virginia Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$159 Million
Financial Services: $31.9 Million
Technology: $21.1 Million
ETFs: $17.9 Million
Consumer Defensive: $17.1 Million
Utilities: $13.3 Million
Consumer Cyclical: $12.3 Million
Healthcare: $12 Million
Energy: $12 Million
Other: $21.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
