Virginia Wealth Management Group, Inc. Portfolio Holdings

Virginia Wealth Management Group, Inc.

  • $159 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.6B
$328,000 0.21% of portfolio
3,717
Q3 2024 Added 0.05%
$267B
$326,000 0.2% of portfolio
4,550
Q4 2023 Reduced 29.46%
$1.03T
$298,000 0.19% of portfolio
1,800
Q3 2024 New
$612B
$245,000 0.15% of portfolio
534
Q1 2024 New
$217M
$40,000 0.03% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $159 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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