Virginia Wealth Management Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Virginia Wealth Management Group, Inc. reported 57 stock positions worth $161.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 4.6% of the portfolio, followed by JPMorgan Chase (JPM, 3.8%) and Kinder Morgan (KMI, 3.5%). Compared with Q3 2024, it opened 4 new positions, sold out of 2, added to 34 and reduced 8. The biggest buy was a new position in Target (TGT) and the biggest sale an exit from CVS Health (CVS).
- Most Recent 13F
- Q2 2026
- Location
- VIRGINIA BEACH, VA
- CIK
- 0001898282
- Portfolio Value
- $161.5M (Q4 2024)
- SEC Filing
- 0001085146-25-000503 ↗ filed Jan 27, 2025
Holdings Value
Holdings 57 stocks · $161.5M
| BRK.A Berkshire Hathaway Inc. Class A | 4.64% | 11 | $7.5M | No change |
| JPM JPMorgan Chase & Co. | 3.84% | 25,882 | $6.2M | Reduce -0.7% |
| KMI Kinder Morgan Inc. | 3.49% | 205,461 | $5.6M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.41% | 13,071 | $5.5M | Add +0.4% |
| AAPL Apple Inc. | 3.35% | 21,618 | $5.4M | Add +0.5% |
| CB Chubb Ltd. | 3.29% | 19,211 | $5.3M | Add +0.6% |
| BLK BlackRock Inc. | 3.11% | 4,896 | $5.0M | Add +0.6% |
| DRI Darden Restaurants Inc. | 3.06% | 26,484 | $4.9M | Add +1.0% |
| TGT Target Corp. | 2.97% | 35,465 | $4.8M | New |
| MAA Mid-America Apartment Comm | 2.92% | 30,525 | $4.7M | Add +0.8% |
| SO The Southern Co. | 2.91% | 57,079 | $4.7M | Add +0.6% |
| QCOM Qualcomm Inc. | 2.82% | 29,665 | $4.6M | Add +0.7% |
| WMT Walmart Inc. | 2.81% | 50,149 | $4.5M | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 2.72% | 74,294 | $4.4M | Add +0.7% |
| AFL Aflac Inc. | 2.72% | 42,402 | $4.4M | Reduce -0.5% |
| DUK Duke Energy Corp. | 2.62% | 39,340 | $4.2M | Add +0.9% |
| PG The Procter & Gamble Co. | 2.51% | 24,211 | $4.1M | Add +0.1% |
| MCD McDonald's Corp. | 2.48% | 13,799 | $4.0M | Add +0.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.40% | 154,505 | $3.9M | Add +14.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.38% | 154,505 | $3.8M | Add +14.3% |
| EMR Emerson Electric Co. | 2.38% | 31,027 | $3.8M | Reduce -0.8% |
| IBDR iShares Ibonds Dec 2026 Term | 2.30% | 154,505 | $3.7M | Add +14.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.29% | 154,505 | $3.7M | Add +14.3% |
| IBDU iShares Ibonds Dec 2029 Term | 2.18% | 154,505 | $3.5M | New |
| PEP Pepsico Inc. | 2.16% | 22,936 | $3.5M | Add +1.3% |
| PSX Phillips 66 | 2.14% | 30,313 | $3.5M | Add +0.8% |
| CVX Chevron Corp. | 2.13% | 23,716 | $3.4M | Add +1.4% |
| HSY The Hershey Co. | 2.10% | 20,052 | $3.4M | Add +3.1% |
| AMGN Amgen Inc. | 1.85% | 11,464 | $3.0M | Add +0.7% |
| STAG Stag Industrial Inc. | 1.76% | 83,975 | $2.8M | Add +1.9% |
| O Realty Income Corp. | 1.68% | 50,690 | $2.7M | Add +2.1% |
| D Dominion Energy Inc. | 1.66% | 49,888 | $2.7M | Add +1.7% |
| UPS United Parcel Service Class B | 1.62% | 20,737 | $2.6M | Add +6.3% |
| VZ Verizon Communications Inc. | 1.59% | 64,058 | $2.6M | Add +2.1% |
| MDT Medtronic PLC | 1.49% | 30,073 | $2.4M | Add +1.2% |
| MKL Markel Group Inc. | 1.47% | 1,373 | $2.4M | Add +0.1% |
| HD Home Depot Inc. | 1.46% | 6,048 | $2.4M | Add +0.8% |
| BX Blackstone Inc. | 1.05% | 9,793 | $1.7M | Add +0.1% |
| ADI Analog Devices Inc. | 0.83% | 6,336 | $1.3M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 2,000 | $1.2M | No change |
| LOW Lowe's Cos Inc. | 0.60% | 3,917 | $967K | Add +0.9% |
| UNH Unitedhealth Group Inc. | 0.58% | 1,839 | $931K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.52% | 916 | $839K | No change |
| ABT Abbott Laboratories | 0.46% | 6,515 | $737K | No change |
| NSC Norfolk Southern Corp. | 0.35% | 2,404 | $564K | Add +1.5% |
| BDX Becton Dickinson and Co. | 0.27% | 1,950 | $442K | Add +5.1% |
| ED Consolidated Edison Inc. | 0.24% | 4,300 | $384K | No change |
| EFX Equifax Inc. | 0.24% | 1,500 | $382K | No change |
| AEP American Electric Power | 0.23% | 4,049 | $373K | Reduce -0.3% |
| CTAS Cintas Corp. | 0.23% | 2,000 | $365K | No change |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,800 | $341K | No change |
| KO The Coca-Cola Co. | 0.18% | 4,550 | $283K | No change |
| NKE Nike Inc. Class B | 0.16% | 3,400 | $257K | Reduce -8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 534 | $242K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 1,132 | $216K | New |
| NVDA Nvidia Corp. | 0.12% | 1,500 | $201K | New |
| ONL Orion Properties Inc. filed as ORION OFFICE REIT INC | 0.02% | 10,000 | $37K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CVS CVS Health Corp. | Sold out | 0.00% | −2.14 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −2.14 |
| AFL Aflac Inc. | Reduce -0.5% | 2.72% | −0.27 |
| ADI Analog Devices Inc. | Reduce -3.5% | 0.83% | −0.11 |
| NKE Nike Inc. Class B | Reduce -8.5% | 0.16% | −0.05 |
| AEP American Electric Power | Reduce -0.3% | 0.23% | −0.03 |
| WMT Walmart Inc. | Reduce -3.6% | 2.81% | +0.17 |
| EMR Emerson Electric Co. | Reduce -0.8% | 2.38% | +0.24 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 3.84% | +0.40 |
| KMI Kinder Morgan Inc. | Reduce -1.4% | 3.49% | +0.60 |
Portfolio Buys Q3 2024 → Q4 2024
| TGT Target Corp. | New | 2.97% | +2.97 |
| IBDU iShares Ibonds Dec 2029 Term | New | 2.18% | +2.18 |
| DRI Darden Restaurants Inc. | Add +1.0% | 3.06% | +0.36 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +14.3% | 2.40% | +0.27 |
| CSCO Cisco Systems Inc. | Add +0.7% | 2.72% | +0.26 |
| IBDR iShares Ibonds Dec 2026 Term | Add +14.3% | 2.30% | +0.24 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +14.3% | 2.29% | +0.23 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +14.3% | 2.38% | +0.22 |
| BLK BlackRock Inc. | Add +0.6% | 3.11% | +0.21 |
| AAPL Apple Inc. | Add +0.5% | 3.35% | +0.21 |
| GOOG Alphabet Inc. Class C | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | New | 0.12% | +0.12 |
| MKL Markel Group Inc. | Add +0.1% | 1.47% | +0.12 |
| BX Blackstone Inc. | Add +0.1% | 1.05% | +0.11 |
| BDX Becton Dickinson and Co. | Add +5.1% | 0.27% | −0.01 |
| NSC Norfolk Southern Corp. | Add +1.5% | 0.35% | −0.02 |
| CVX Chevron Corp. | Add +1.4% | 2.13% | −0.03 |
| UPS United Parcel Service Class B | Add +6.3% | 1.62% | −0.05 |
| LOW Lowe's Cos Inc. | Add +0.9% | 0.60% | −0.06 |
| HD Home Depot Inc. | Add +0.8% | 1.46% | −0.07 |
| MAA Mid-America Apartment Comm | Add +0.8% | 2.92% | −0.09 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.58% | −0.10 |
| MSFT Microsoft Corp. | Add +0.4% | 3.41% | −0.10 |
| D Dominion Energy Inc. | Add +1.7% | 1.66% | −0.11 |
| PG The Procter & Gamble Co. | Add +0.1% | 2.51% | −0.11 |
| MCD McDonald's Corp. | Add +0.6% | 2.48% | −0.14 |
| CB Chubb Ltd. | Add +0.6% | 3.29% | −0.17 |
| VZ Verizon Communications Inc. | Add +2.1% | 1.59% | −0.18 |
| MDT Medtronic PLC | Add +1.2% | 1.49% | −0.19 |
| DUK Duke Energy Corp. | Add +0.9% | 2.62% | −0.19 |
| HSY The Hershey Co. | Add +3.1% | 2.10% | −0.24 |
| PEP Pepsico Inc. | Add +1.3% | 2.16% | −0.25 |
| STAG Stag Industrial Inc. | Add +1.9% | 1.76% | −0.26 |
| O Realty Income Corp. | Add +2.1% | 1.68% | −0.30 |
| SO The Southern Co. | Add +0.6% | 2.91% | −0.30 |
| QCOM Qualcomm Inc. | Add +0.7% | 2.82% | −0.32 |
| PSX Phillips 66 | Add +0.8% | 2.14% | −0.34 |
| AMGN Amgen Inc. | Add +0.7% | 1.85% | −0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $188.7M | BRK.A, CSCO, JPM, KMI, PSX |
| Q1 2026 | 55 | $186.8M | BRK.A, CVX, KMI, PSX, JPM |
| Q4 2025 | 56 | $171.1M | BRK.A, JPM, AAPL, CSCO, CB |
| Q3 2025 | 55 | $173.6M | BRK.A, JPM, MSFT, BLK, KMI |
| Q2 2025 | 49 | $164.5M | BRK.A, JPM, KMI, MSFT, DRI |
| Q1 2025 | 48 | $161.9M | BRK.A, JPM, KMI, CB, DRI |
| Q4 2024 | 57 | $161.5M | BRK.A, JPM, KMI, MSFT, AAPL |
| Q3 2024 | 55 | $159.5M | BRK.A, MSFT, CB, JPM, SO |
| Q2 2024 | 51 | $109.5M | BRK.A, QCOM, MSFT, JPM, CB |
| Q1 2024 | 53 | $122.4M | BRK.A, MSFT, JPM, QCOM, CB |