VIRGINIA WEALTH MANAGEMENT GROUP, INC.

13F Filings History

Latest 13F report: Q4 2024 - Jan 27, 2025
Value $: $161M
Signature - Title: Scott R. Saal - President, Chief Compliance Officer
Location: Virginia Beach, VA
Summary: This page shows a list of all the recent 13F filings made by VIRGINIA WEALTH MANAGEMENT GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported 57 stock holdings with total value $161M as of Q4 2024. Top holdings included BRKA, JPM, KMI, MSFT, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	57	$161M	+$16.7M	-$11.9M	+$4.81M	BRKA, JPM, KMI, MSFT, AAPL	13F-HR	1/27/2025, 11:51 AM
Q3 2024	55	$160M	+$41.7M	-$12.6M	+$29.1M	BRKA, MSFT, CB, JPM, SO	13F-HR	10/9/2024, 05:02 PM
Q2 2024	55	$122M	+$15.4M	-$15.4M	-$66.9K	BRKA, QCOM, MSFT, JPM, CB	13F-HR	7/16/2024, 05:49 PM
Q1 2024	53	$122M	+$8.01M	-$4.58M	+$3.43M	BRKA, MSFT, JPM, QCOM, CB	13F-HR	4/25/2024, 12:21 PM
Q4 2023	54	$114M	+$3.8M	-$48.3M	-$44.5M	BRKA, MSFT, JPM, PSX, QCOM	13F-HR	2/8/2024, 06:44 PM
Q3 2023	69	$148M	+$8.12M	-$1.05M	+$7.06M	BRKA, MSFT, MCD, QCOM, CB	13F-HR	11/3/2023, 03:29 PM
Q2 2023	70	$146M	+$4.08M	-$6.99M	-$2.91M	MSFT, BRKA, MCD, QCOM, SO	13F-HR	8/8/2023, 03:05 PM
Q1 2023	73	$146M	+$6.8M	-$5.58M	+$1.22M	MSFT, BRKA, MCD, SJM, SO	13F-HR	5/5/2023, 04:29 PM
Q4 2022	77	$144M	+$9.42M	-$12.2M	-$2.78M	BRKA, MCD, MSFT, SO, SJM	13F-HR	2/7/2023, 10:04 AM
Q3 2022	75	$134M	+$42M	-$6.33M	+$35.7M	BRKA, MSFT, MCD, SO, CVS	13F-HR	10/19/2022, 03:52 PM
Q2 2022	60	$104M	+$8.38M	-$5.45M	+$2.93M	BRKA, CVS, MSFT, SO, PG	Restatement	1/4/2023, 07:13 PM
Q1 2022	59	$112M	+$7.5M	-$3.39M	+$4.12M	BRKA, MSFT, CVS, PG, SO	13F-HR	4/20/2022, 12:42 PM
Q4 2021	60	$111M	$0	$0		BRKA, MSFT, CVS, CSCO, PG	13F-HR	1/18/2022, 09:28 AM

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