VIRGINIA WEALTH MANAGEMENT GROUP, INC.
55 holdingsFiling period: 2026-03-31Current AUM: $197.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 12 | $8.6M | $8.6M | 4.37% | -- | 2026-03-31 |
| 2 | CVX | CHEVRON CORPORATION | 34.8K | $7.2M | $6.9M | 3.48% | +9.2K | 2026-03-31 |
| 3 | KMI | KINDER MORGAN INC DEL | 213.1K | $7.1M | $6.9M | 3.48% | +14.4K | 2026-03-31 |
| 4 | PSX | PHILLIPS 66 | 37.7K | $6.9M | $8.0M | 4.04% | +6.9K | 2026-03-31 |
| 5 | JPM | JPMORGAN CHASE & CO | 22.9K | $6.8M | $8.1M | 4.09% | -518 | 2026-03-31 |
| 6 | — | CHUBB LTD SWITZ | 18.3K | $6.0M | $6.0M | 3.02% | +115 | 2026-03-31 |
| 7 | CSCO | CISCO SYS INC | 75.1K | $5.8M | $8.7M | 4.42% | +976 | 2026-03-31 |
| 8 | PEP | PEPSICO INC | 36.5K | $5.7M | $5.1M | 2.58% | +2.3K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 21.3K | $5.4M | $6.6M | 3.33% | +214 | 2026-03-31 |
| 10 | SO | SOUTHERN CO | 55.5K | $5.4M | $5.2M | 2.66% | +822 | 2026-03-31 |
| 11 | DRI | DARDEN RESTAURANTS INC | 26.9K | $5.3M | $5.5M | 2.77% | +263 | 2026-03-31 |
| 12 | DUK | DUKE ENERGY CORP NEW | 39.9K | $5.2M | $5.0M | 2.54% | +359 | 2026-03-31 |
| 13 | IBDT | ISHARES TR | 199.6K | $5.1M | $5.0M | 2.55% | -970 | 2026-03-31 |
| 14 | BLK | BLACKROCK INC | 5.1K | $4.9M | $5.6M | 2.82% | +84 | 2026-03-31 |
| 15 | TGT | TARGET CORP | 40.0K | $4.8M | $5.8M | 2.93% | +20.8K | 2026-03-31 |
| 16 | IBDR | ISHARES TR | 199.6K | $4.8M | $4.8M | 2.45% | -970 | 2026-03-31 |
| 17 | IBDS | ISHARES TR | 199.6K | $4.8M | $4.8M | 2.45% | -970 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 12.6K | $4.7M | $5.9M | 2.97% | +1.1K | 2026-03-31 |
| 19 | AFL | AFLAC INC | 42.2K | $4.6M | $5.4M | 2.73% | +665 | 2026-03-31 |
| 20 | IBDU | ISHARES TR | 199.1K | $4.6M | $4.6M | 2.33% | -1,470 | 2026-03-31 |
| 21 | HSY | HERSHEY CO | 22.3K | $4.6M | $3.9M | 1.98% | +236 | 2026-03-31 |
| 22 | BX | BLACKSTONE INC | 39.2K | $4.5M | $5.0M | 2.54% | +30.4K | 2026-03-31 |
| 23 | IBDV | ISHARES TR | 199.4K | $4.4M | $4.3M | 2.19% | -1,470 | 2026-03-31 |
| 24 | WMT | WALMART INC | 34.0K | $4.2M | $3.8M | 1.92% | -851 | 2026-03-31 |
| 25 | MCD | MCDONALDS CORP | 13.4K | $4.2M | $3.6M | 1.84% | +345 | 2026-03-31 |
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