VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Q4 2024 13F Holdings
- Locationvirginia beach, VA
- Num holdings
57
- Value ($000)
$161,471
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001898282
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $7.49M | 5 % | 11 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $6.20M | 4 % | 25,882 | ||
KMI KINDER MORGAN INC DEL | COM | 49456B101 | $5.63M | 4 % | 205,461 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.51M | 3 % | 13,071 | ||
AAPL APPLE INC | COM | 037833100 | $5.41M | 3 % | 21,618 | ||
CB CHUBB LIMITED | COM | H1467J104 | $5.31M | 3 % | 19,211 | ||
BLACKROCK INC | COM | 09290D101 | $5.02M | 3 % | 4,896 | ||
DRI DARDEN RESTAURANTS INC | COM | 237194105 | $4.94M | 3 % | 26,484 | ||
DYH TARGET CORP | COM | 87612E106 | $4.79M | 3 % | 35,465 | ||
MAA MID-AMER APT CMNTYS INC | COM | 59522J103 | $4.72M | 3 % | 30,525 |
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