13F-HR filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-15, with 48 holding rows worth $161,850,589.
- Accession
- 0001085146-25-002108
- Filer
- CIK 1898282
- Filed
- 2025-04-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 48 entries on the cover page, a total value of $161,850,589 stated on the cover page (in dollars after the unit check, H1), rows summing to $161,850,589 with VALUE read as dollars as filed, 13F file number 028-21452. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 12 | $9,581,299 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 23,753 | $5,826,669 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 195,944 | $5,590,292 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 17,893 | $5,403,379 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 25,351 | $5,266,903 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 30,717 | $5,147,554 | dollars as filed | |
| Southern Company | 842587107 | COM | 54,812 | $5,039,935 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 39,101 | $4,769,103 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 75,985 | $4,689,006 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 4,944 | $4,679,414 | dollars as filed | |
| Apple Inc | 037833100 | COM | 20,893 | $4,640,938 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 41,672 | $4,633,528 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 28,820 | $4,427,012 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 174,705 | $4,413,048 | dollars as filed | |
| ISHARES TR | 46434VBD1 | IBONDS DEC25 ETF | 174,705 | $4,393,831 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 11,461 | $4,302,166 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 174,705 | $4,229,608 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 174,705 | $4,224,367 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 24,539 | $4,105,140 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 174,705 | $4,040,927 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 12,869 | $4,019,883 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 44,600 | $3,915,410 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 22,884 | $3,899,830 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 29,137 | $3,597,777 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 20,964 | $3,585,476 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 11,385 | $3,546,913 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 33,933 | $3,541,289 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 23,018 | $3,451,292 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 30,163 | $3,307,120 | dollars as filed | |
| STAG INDUSTRIAL INC | 85254J102 | COM | 87,688 | $3,167,297 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 52,827 | $3,064,518 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 67,008 | $3,039,471 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 1,579 | $2,952,114 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 52,082 | $2,920,225 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 31,488 | $2,829,526 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 21,985 | $2,418,181 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 5,723 | $2,097,444 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,000 | $1,118,780 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 7,643 | $1,068,271 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 5,000 | $1,008,350 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 6,015 | $797,923 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 3,242 | $756,180 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 630 | $595,841 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 2,000 | $411,060 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 1,500 | $365,340 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 691 | $361,817 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,100 | $324,744 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 534 | $284,398 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-002108 | this filing | 2025-04-15 | acceptance time not in the bulk data set |