Virginia Wealth Management Group, Inc. Portfolio Holdings by Sector
Virginia Wealth Management Group, Inc.
- $157 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IBDT IBDQ IBDS IBDR IBDU SPY 6 stocks |
$22,335
14.22% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK D 3 stocks |
$12,728
8.1% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$9,861
6.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI MCD 2 stocks |
$9,285
5.91% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB MKL 2 stocks |
$8,355
5.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT COST 3 stocks |
$8,051
5.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$5,826
3.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$5,590
3.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM ADI 2 stocks |
$5,435
3.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$5,147
3.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$4,689
2.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,640
2.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$4,633
2.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4,302
2.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$4,105
2.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$3,899
2.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$3,626
2.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$3,597
2.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,585
2.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$3,546
2.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$3,451
2.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$3,307
2.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG 1 stocks |
$3,167
2.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$3,064
1.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$3,039
1.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,853
1.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,418
1.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$1,068
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$411
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$365
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$361
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$324
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|