Virginia Wealth Management Group, Inc. Portfolio Holdings

Virginia Wealth Management Group, Inc.

  • $159 Million
  • Q2 2025

Virginia Wealth Management Group, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $159 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $8.75M, Jpmorgan Chase & CO with a value of $6.96M, Kinder Morgan, Inc. with a value of $5.81M, Microsoft Corp with a value of $5.74M, and Darden Restaurants Inc with a value of $5.55M.

Examining the 13F form we can see an increase of $2.07M in the current position value, from $157M 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: $30 Million
ETFs: $23.2 Million
Technology: $21.4 Million
Consumer Defensive: $20.6 Million
Energy: $13 Million
Utilities: $12.6 Million
Consumer Cyclical: $12.2 Million
Real Estate: $10.9 Million
Other: $15.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.4B
$5.81 Million 3.65% of portfolio
197,565
Q2 2025 Added 0.83%
$24.7B
$5.55 Million 3.49% of portfolio
25,462
Q2 2025 Added 0.44%
$113B
$5.21 Million 3.28% of portfolio
17,997
Q2 2025 Added 0.58%
$103B
$5.01 Million 3.15% of portfolio
54,599
Q2 2025 Reduced 0.39%
$96.5B
$4.62 Million 2.9% of portfolio
39,165
Q2 2025 Added 0.16%
$166B
$4.62 Million 2.9% of portfolio
29,027
Q2 2025 Added 0.72%
$16.2B
$4.59 Million 2.88% of portfolio
31,005
Q2 2025 Added 0.94%
$65.4B
$4.35 Million 2.73% of portfolio
41,221
Q2 2025 Reduced 1.08%
$78.5B
$3.97 Million 2.49% of portfolio
29,778
Q2 2025 Reduced 1.28%
$57.3B
$3.56 Million 2.24% of portfolio
29,846
Q2 2025 Added 2.43%
$48.5B
$3.57 Million 2.24% of portfolio
36,143
Q2 2025 Added 6.51%
$27.1B
$3.54 Million 2.22% of portfolio
21,305
Q2 2025 Added 1.63%
$154B
$3.2 Million 2.01% of portfolio
11,460
Q2 2025 Added 0.66%
$25.8B
$3.15 Million 1.98% of portfolio
1,579
Q1 2025 Added 15.0%
$35.5B
$3.07 Million 1.93% of portfolio
53,209
Q2 2025 Added 0.72%
$51.5B
$2.97 Million 1.87% of portfolio
52,538
Q2 2025 Added 0.88%
$123B
$2.82 Million 1.77% of portfolio
32,334
Q2 2025 Added 2.69%
$120B
$1.32 Million 0.83% of portfolio
8,820
Q2 2025 Added 15.4%
$115B
$1.19 Million 0.75% of portfolio
5,000
Q1 2025 Reduced 21.09%
$150B
$719,000 0.45% of portfolio
3,242
Q1 2025 Reduced 17.23%
$23B
$445,000 0.28% of portfolio
2,000
Q3 2024 Added 300.0%
$29.4B
$389,000 0.24% of portfolio
1,500
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $159 Million
  • Prior Value $157 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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