VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VW VIRGINIA WEALTH MANAGEMENT GROUP, INC. | Institutional Filer | ▲ 9.18% | $186.8M | 55 |
Current Portfolio Holdings
Showing all 55 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 12 | $8.6M | 4.61% |
| 2 | CVX | Chevron Corporation | Energy | 35K | $7.2M | 3.86% |
| 3 | KMI | Kinder Morgan, Inc. | Energy | 213K | $7.1M | 3.83% |
| 4 | PSX | Phillips 66 | Energy | 38K | $6.9M | 3.67% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 23K | $6.8M | 3.61% |
| 6 | CB | Chubb Limited | Financial Services | 18K | $6.0M | 3.19% |
| 7 | CSCO | Cisco Systems, Inc. | Technology | 75K | $5.8M | 3.12% |
| 8 | PEP | PepsiCo, Inc. | Consumer Defensive | 36K | $5.7M | 3.03% |
| 9 | AAPL | Apple Inc. | Technology | 21K | $5.4M | 2.89% |
| 10 | SO | The Southern Company | Utilities | 55K | $5.4M | 2.87% |
| 11 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | 27K | $5.3M | 2.82% |
| 12 | DUK | Duke Energy Corporation | Utilities | 40K | $5.2M | 2.80% |
| 13 | IBDT | ISHARES TR | — | 200K | $5.1M | 2.71% |
| 14 | BLK | BlackRock, Inc. | Financial Services | 5K | $4.9M | 2.62% |
| 15 | TGT | Target Corporation | Consumer Defensive | 40K | $4.8M | 2.60% |
Showing 1 to 15 of 55 holdings