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CIK: 0001898282
Total reported value
$200.8M
$200.8M
57 檔
15.1%
At the close of Q4 2024, Virginia Wealth Management Group, Inc. disclosed equity holdings valued at approximately $200.8M, spread across 57 reported holdings.
In Q4 2024, Virginia Wealth Management Group, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.64% | -0.14% | — | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.84% | +0.13% | -0.65% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.49% | -0.44% | -1.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.12% | +0.44% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.17% | +0.47% | |
| 6 | CB | Chubb Limited | Stock-Financials | 3.29% | -0.07% | +0.60% | |
| 7 | BLK | Blackrock Inc | Stock-Financials | 3.11% | -0.15% | — | |
| 8 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 3.06% | -0.04% | +1.01% | |
| 9 | TGT | Target CORP | Stock-Consumer Disc | 2.97% | +0.03% | — | |
| 10 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 2.92% | +0.16% | +0.81% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 2.91% | -0.21% | +0.56% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.82% | +0.71% | +0.72% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.81% | -0.34% | -3.56% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.72% | +0.91% | +0.70% | |
| 15 | AFL | Aflac Inc | Stock-Financials | 2.72% | -0.02% | -0.45% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 2.62% | -0.26% | +0.87% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.51% | — | +0.05% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.48% | -0.40% | +0.63% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.40% | — | +14.35% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.38% | +0.43% | +14.35% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 2.38% | +0.06% | -0.82% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.30% | +0.43% | +14.35% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.29% | +0.42% | +14.35% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.18% | +0.40% | — | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.16% | -0.55% | +1.28% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 2.14% | -0.50% | +0.82% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 2.13% | -0.97% | +1.44% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.10% | -0.49% | +3.06% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.85% | -0.08% | +0.69% | |
| 30 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.76% | -0.01% | +1.85% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 1.68% | -0.08% | +2.13% | |
| 32 | D | Dominion Energy Inc | Stock-Utilities | 1.66% | +0.08% | +1.68% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.62% | — | +6.33% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.59% | -0.39% | +2.08% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 1.49% | -0.23% | +1.19% | |
| 36 | MKL | Markel Group Inc | Stock-Financials | 1.47% | +0.38% | +0.07% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | +0.03% | +0.75% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.07% | +0.05% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.83% | +0.14% | -3.50% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.06% | — | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.06% | +0.90% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | — | +0.05% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.04% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.06% | — | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.35% | — | +1.48% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.27% | — | +5.12% | |
| 47 | ED | Consolidated Edison Inc | Stock-Utilities | 0.24% | — | — | |
| 48 | EFX | Equifax Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.23% | — | -0.34% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.23% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +3.1% | NEW | New buy |
| 2 | TGT | Target CORP | +3% | NEW | New buy |
| 3 | IBDU | Ishares Ibonds Dec 2029 Term | +2.2% | NEW | New buy |
| 4 | KMI | Kinder Morgan, Inc. | +0.6% | -1.35% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | -0.65% | Trim |
| 6 | DRI | Darden Restaurants Inc | +0.4% | +1.01% | Add |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | +14.35% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +0.70% | Add |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +14.35% | Add |
| 10 | EMR | Emerson Electric Co | +0.2% | -0.82% | Trim |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +14.35% | Add |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +14.35% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +0.47% | Add |
| 14 | WMT | Walmart Inc | +0.2% | -3.56% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 16 | MKL | Markel Group Inc | +0.1% | +0.07% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 18 | BX | Blackstone Inc | +0.1% | +0.05% | Add |
| 19 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 20 | CTAS | Cintas CORP | 0% | — | Unchanged |
| 21 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 22 | EFX | Equifax Inc | 0% | — | Unchanged |
| 23 | NKE | Nike Inc -cl B | -0.1% | -8.53% | Trim |
| 24 | UPS | United Parcel Service-cl B | -0.1% | +6.33% | Add |
| 25 | LOW | Lowe's Cos Inc | -0.1% | +0.90% | Add |
| 26 | HD | Home Depot Inc | -0.1% | +0.75% | Add |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | +0.05% | Add |
| 28 | MAA | Mid-america Apartment Comm | -0.1% | +0.81% | Add |
| 29 | MSFT | Microsoft CORP | -0.1% | +0.44% | Add |
| 30 | ADI | Analog Devices Inc | -0.1% | -3.50% | Trim |
| 31 | D | Dominion Energy Inc | -0.1% | +1.68% | Add |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +0.05% | Add |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 34 | MCD | Mcdonald's CORP | -0.1% | +0.63% | Add |
| 35 | CB | Chubb Limited | -0.2% | +0.60% | Add |
| 36 | VZ | Verizon Communications Inc | -0.2% | +2.08% | Add |
| 37 | MDT | Medtronic plc | -0.2% | +1.19% | Add |
| 38 | DUK | Duke Energy CORP | -0.2% | +0.87% | Add |
| 39 | HSY | Hershey Co/the | -0.2% | +3.06% | Add |
| 40 | PEP | Pepsico Inc | -0.3% | +1.28% | Add |
| 41 | STAG | Stag Industrial Inc | -0.3% | +1.85% | Add |
| 42 | AFL | Aflac Inc | -0.3% | -0.45% | Trim |
| 43 | O | Realty Income CORP | -0.3% | +2.13% | Add |
| 44 | SO | Southern Co/the | -0.3% | +0.56% | Add |
| 45 | QCOM | Qualcomm Inc | -0.3% | +0.72% | Add |
| 46 | PSX | Phillips 66 | -0.3% | +0.82% | Add |
| 47 | AMGN | Amgen Inc | -0.5% | +0.69% | Add |
| 48 | CVS | Cvs Health CORP | -2.1% | EXIT | Sold out |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | -2.1% | EXIT | Sold out |
| 50 | BLKCHF | Blackrock Inc | -2.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Virginia Wealth Management Group, Inc. reported a total U.S. public equity portfolio value of $200.8M across 57 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, JPM, KMI) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $5.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.6M
During Q4 2024, Virginia Wealth Management Group, Inc.'s top holdings by market value included BRK-A (4.6%)、JPM (3.8%)、KMI (3.5%). The largest single position, BRK-A, represented 4.6% of total portfolio value.
In Q4 2024, Virginia Wealth Management Group, Inc. made 45 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 7 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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