The Analysis of VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s Holdings


Currently, VIRGINIA WEALTH MANAGEMENT GROUP, INC. holds 56 types of securities in its portfolio with a total value $171.1M. In the most recent quarter, they have increased their positions in IBDV (+200.9K shares, valued at $4.4M), GDX (+2.5K shares, valued at $218.7K), IBDT (+6.2K shares, valued at $158.8K); decreased their positions in TGT (-19.4K shares, valued at $1.9M), WMT (-8.4K shares, valued at $940.3K), PEP (-2.9K shares, valued at $419.9K); initiated new positions in IBDV (+200.9K shares, valued at $4.4M), GDX (+2.5K shares, valued at $218.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2025-12-312026-01-26history
JPM JPMORGAN CHASE & CO.23.5K shares-0.82%2025-12-312026-01-26history
AAPL APPLE INC21.1K shares0.12%2025-12-312026-01-26history
CSCO CISCO SYS INC74.1K shares-2.88%2025-12-312026-01-26history
CB CHUBB LIMITED18.2K shares0.77%2025-12-312026-01-26history
MSFT MICROSOFT CORP11.5K shares0.18%2025-12-312026-01-26history
KMI KINDER MORGAN INC DEL198.8K shares1.11%2025-12-312026-01-26history
BLACKROCK INC BLACKROCK INC5.0K shares0.50%2025-12-312026-01-26history
Sponsored
IBDT ISHARES TR200.6K shares3.21%2025-12-312026-01-26history
QCOM QUALCOMM INC29.5K shares0.90%2025-12-312026-01-26history
PEP PEPSICO INC34.2K shares-7.88%2025-12-312026-01-26history
DRI DARDEN RESTAURANTS INC26.6K shares1.41%2025-12-312026-01-26history
IBDS ISHARES TR200.6K shares3.21%2025-12-312026-01-26history
IBDR ISHARES TR200.6K shares3.21%2025-12-312026-01-26history
SO SOUTHERN CO54.6K shares0.62%2025-12-312026-01-26history
IBDU ISHARES TR200.6K shares3.21%2025-12-312026-01-26history
Sponsored
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW39.5K shares0.69%2025-12-312026-01-26history
AFL AFLAC INC41.5K shares0.73%2025-12-312026-01-26history
IBDV ISHARES TR200.9K sharesnew addition2025-12-312026-01-26history
MAA MID-AMER APT CMNTYS INC30.5K shares-2.39%2025-12-312026-01-26history
HSY HERSHEY CO22.0K shares1.55%2025-12-312026-01-26history
MCD MCDONALDS CORP13.1K shares0.97%2025-12-312026-01-26history
PSX PHILLIPS 6630.7K shares0.98%2025-12-312026-01-26history
EMR EMERSON ELEC CO29.8K shares0.70%2025-12-312026-01-26history
Sponsored
CVX CHEVRON CORP NEW25.7K shares0.89%2025-12-312026-01-26history
WMT WALMART INC34.9K shares-19.49%2025-12-312026-01-26history
AMGN AMGEN INC11.5K shares-0.47%2025-12-312026-01-26history
MKL MARKEL GROUP INC1.6K shares1.96%2025-12-312026-01-26history
STAG STAG INDL INC91.7K shares1.16%2025-12-312026-01-26history
D DOMINION ENERGY INC54.9K shares1.40%2025-12-312026-01-26history
MEDTRONIC PLC MEDTRONIC PLC33.5K shares1.36%2025-12-312026-01-26history
O REALTY INCOME CORP54.7K shares-0.92%2025-12-312026-01-26history
Sponsored
PG PROCTER AND GAMBLE CO21.0K shares-9.69%2025-12-312026-01-26history
VZ VERIZON COMMUNICATIONS INC69.7K shares-1.18%2025-12-312026-01-26history
HD HOME DEPOT INC6.0K shares-1.94%2025-12-312026-01-26history
TGT TARGET CORP19.2K shares-50.35%2025-12-312026-01-26history
SPY SPDR S&P 500 ETF TR2.0K shares0.00%2025-12-312026-01-26history
ADI ANALOG DEVICES INC5.0K shares0.00%2025-12-312026-01-26history
BLACKSTONE INC BLACKSTONE INC8.8K shares0.10%2025-12-312026-01-26history
LOW LOWES COS INC3.4K shares0.00%2025-12-312026-01-26history
Sponsored
ABT ABBOTT LABS6.4K shares1.60%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC2.2K shares0.00%2025-12-312026-01-26history
COST COSTCO WHSL CORP NEW630 shares0.00%2025-12-312026-01-26history
CTAS CINTAS CORP2.0K shares0.00%2025-12-312026-01-26history
NVDA NVIDIA CORPORATION2.0K shares0.00%2025-12-312026-01-26history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares60.84%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-26history
GLD SPDR GOLD TR890 shares9.20%2025-12-312026-01-26history
Sponsored
EFX EQUIFAX INC1.5K shares0.00%2025-12-312026-01-26history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL534 shares0.00%2025-12-312026-01-26history
ARTY ISHARES TR5.0K shares0.00%2025-12-312026-01-26history
GDX VANECK ETF TRUST2.5K sharesnew addition2025-12-312026-01-26history
ABBV ABBVIE INC920 shares0.00%2025-12-312026-01-26history
VIG VANGUARD SPECIALIZED FUNDS910 shares-2.67%2025-12-312026-01-26history
TRX GOLD CORPORATION TRX GOLD CORPORATION100.0K shares0.00%2025-12-312026-01-26history
FURY FURY GOLD MINES LIMITED70.0K shares0.00%2025-12-312026-01-26history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available