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Latest VIRGINIA WEALTH MANAGEMENT GROUP, INC. Stock Portfolio

VIRGINIA WEALTH MANAGEMENT GROUP, INC. Performance:
2025 Q3: 2.71%YTD: 5.69%2024: 8.64%
Performance for 2025 Q3 is 2.71%, and YTD is 5.69%, and 2024 is 8.64%.

About VIRGINIA WEALTH MANAGEMENT GROUP, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported an equity portfolio of $173.6 Millions as of 30 Sep, 2025.

The top stock holdings of VIRGINIA WEALTH MANAGEMENT GROUP, INC. are , JPM, MSFT. The fund has invested 5.2% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 4.3% of portfolio in JPMORGAN CHASE & CO.

They significantly reduced their stock positions in WALMART INC (WMT), JPMORGAN CHASE & CO. (JPM) and EMERSON ELEC CO (EMR). VIRGINIA WEALTH MANAGEMENT GROUP, INC. opened new stock positions in SPDR GOLD TR (GLD), INVESCO EXCHANGE TRADED FD T (CSD) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (BGRN) and TARGET CORP (TGT).

VIRGINIA WEALTH MANAGEMENT GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that VIRGINIA WEALTH MANAGEMENT GROUP, INC. made a return of 2.71% in the last quarter. In trailing 12 months, it's portfolio return was 3.82%.

New Buys

Ticker$ Bought
spdr gold tr289,708
invesco exchange traded fd t225,712
abbvie inc213,017
vanguard specialized funds201,764
trx gold corporation62,390
fury gold mines limited45,717
New stocks bought by VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Additions

Ticker% Inc.
ishares tr8.46
ishares tr8.46
ishares tr8.46
ishares tr8.46
ishares tr8.34
target corp6.84
lowes cos inc6.17
abbott labs4.16
Additions to existing portfolio by VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Reductions

Ticker% Reduced
walmart inc-1.67
jpmorgan chase & co.-1.5
emerson elec co-0.61
southern co-0.54
blackstone inc-0.5
kinder morgan inc del-0.49
microsoft corp-0.37
pepsico inc-0.34
VIRGINIA WEALTH MANAGEMENT GROUP, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by VIRGINIA WEALTH MANAGEMENT GROUP, INC.

Sector Distribution

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has about 17% of it's holdings in Others sector.

Sector%
Others17
Technology14.4
Financial Services13.6
Consumer Defensive13.4
Energy8.6
Utilities8.4
Consumer Cyclical7.7
Real Estate6.9
Healthcare4.7
Industrials2.9
Communication Services2.5

Market Cap. Distribution

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has about 81% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP55.6
MEGA-CAP25.4
UNALLOCATED17
MID-CAP2

Stocks belong to which Index?

About 79.1% of the stocks held by VIRGINIA WEALTH MANAGEMENT GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50079.1
Others20.9
Top 5 Winners (%)%
GOOG
alphabet inc
37.9 %
GOOG
alphabet inc
37.3 %
AAPL
apple inc
24.0 %
NVDA
nvidia corporation
18.1 %
BX
blackstone inc
14.2 %
Top 5 Winners ($)$
AAPL
apple inc
1.0 M
JPM
jpmorgan chase & co.
0.6 M
PSX
phillips 66
0.5 M
HSY
hershey co
0.4 M
PEP
pepsico inc
0.3 M
Top 5 Losers (%)%
DRI
darden restaurants inc
-12.3 %
TGT
target corp
-8.5 %
CTAS
cintas corp
-7.9 %
COST
costco whsl corp new
-6.5 %
MAA
mid-amer apt cmntys inc
-5.5 %
Top 5 Losers ($)$
DRI
darden restaurants inc
-0.7 M
TGT
target corp
-0.3 M
MAA
mid-amer apt cmntys inc
-0.3 M
KMI
kinder morgan inc del
-0.2 M
MKL
markel group inc
-0.1 M

VIRGINIA WEALTH MANAGEMENT GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VIRGINIA WEALTH MANAGEMENT GROUP, INC.

VIRGINIA WEALTH MANAGEMENT GROUP, INC. has 52 stocks in it's portfolio. About 34.5% of the portfolio is in top 10 stocks. DRI proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for VIRGINIA WEALTH MANAGEMENT GROUP, INC. last quarter.

Last Reported on: 16 Oct, 2025
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