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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.25B
$3.22 Million 2.03% of portfolio
88,865
Q2 2025 Added 1.34%

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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