Virginia-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ABT",
  "GOOGL",
  "BLK",
  "LOW",
  "DUK",
  "D",
  "HD",
  "MCD",
  "QCOM",
  "EMR",
  "KMI",
  "MDT",
  "MSFT",
  "MAA",
  "BX",
  "HSY",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "PG",
  "VZ",
  "AMGN",
  "O",
  "TGT",
  "UPS",
  "STAG",
  "AFL",
  "DRI",
  "EFX",
  "WMT",
  "MKL",
  "SO",
  "PSX",
  "BRK-A",
  "BRK-B",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "COST",
  "ADI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 48
Total Value: 161850589
Accession Number: 0001085146-25-002108
Form Type: 13F-HR
CIK: virginia-wealth-management-group
Manager Name: Virginia-Wealth-Management-Group

Data Enrichment

90% identified

43 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $161.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:12

Value:$9.6M

% of Portfolio:5.9% ($9.6M/$161.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:23.8K

Value:$5.8M

% of Portfolio:3.6% ($5.8M/$161.9M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:195.9K

Value:$5.6M

% of Portfolio:3.5% ($5.6M/$161.9M)

Chubb Ltd

CB|H1467J104

Shares:17.9K

Value:$5.4M

% of Portfolio:3.3% ($5.4M/$161.9M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:25.4K

Value:$5.3M

% of Portfolio:3.3% ($5.3M/$161.9M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:30.7K

Value:$5.1M

% of Portfolio:3.2% ($5.1M/$161.9M)

SOUTHERN CO

SO|842587107

Shares:54.8K

Value:$5.0M

% of Portfolio:3.1% ($5.0M/$161.9M)

Duke Energy CORP

DUK|26441C204

Shares:39.1K

Value:$4.8M

% of Portfolio:2.9% ($4.8M/$161.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:76.0K

Value:$4.7M

% of Portfolio:2.9% ($4.7M/$161.9M)

BlackRock, Inc.

BLK|09290D101

Shares:4.9K

Value:$4.7M

% of Portfolio:2.9% ($4.7M/$161.9M)

Apple Inc.

AAPL|037833100

Shares:20.9K

Value:$4.6M

% of Portfolio:2.9% ($4.6M/$161.9M)

AFLAC INC

AFL|001055102

Shares:41.7K

Value:$4.6M

% of Portfolio:2.9% ($4.6M/$161.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:28.8K

Value:$4.4M

% of Portfolio:2.7% ($4.4M/$161.9M)

46435U515

Shares:174.7K

Value:$4.4M

% of Portfolio:2.7% ($4.4M/$161.9M)

46434VBD1

Shares:174.7K

Value:$4.4M

% of Portfolio:2.7% ($4.4M/$161.9M)

MICROSOFT CORP

MSFT|594918104

Shares:11.5K

Value:$4.3M

% of Portfolio:2.7% ($4.3M/$161.9M)

46435GAA0

Shares:174.7K

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$161.9M)

46435UAA9

Shares:174.7K

Value:$4.2M

% of Portfolio:2.6% ($4.2M/$161.9M)

CHEVRON CORP

CVX|166764100

Shares:24.5K

Value:$4.1M

% of Portfolio:2.5% ($4.1M/$161.9M)

46436E205

Shares:174.7K

Value:$4.0M

% of Portfolio:2.5% ($4.0M/$161.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	12	QoQ +9.09% (+1) YoY +20.00% (+2)	All Managers (Combined)	$9.6M	5.9% ($9.6M/$161.9M)	QoQ +27.91% (+$2.1M) YoY +51.01% (+$3.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	23.8K	QoQ -8.22% (-2.1K) YoY +7.42% (+1.6K)	All Managers (Combined)	$5.8M	3.6% ($5.8M/$161.9M)	QoQ -6.08% (-$377.6K) YoY +31.56% (+$1.4M)
KINDER MORGAN, INC.(KMIcusip49456B101)	195.9K	QoQ -4.63% (-9.5K) YoY +17.46% (+29.1K)	All Managers (Combined)	$5.6M	3.5% ($5.6M/$161.9M)	QoQ -0.69% (-$39.3K) YoY +82.73% (+$2.5M)
Chubb Ltd(CBcusipH1467J104)	17.9K	QoQ -6.86% (-1.3K) YoY +10.85% (+1.8K)	All Managers (Combined)	$5.4M	3.3% ($5.4M/$161.9M)	QoQ +1.79% (-$95.3K) YoY +29.18% (+$1.2M)
DARDEN RESTAURANTS INC(DRIcusip237194105)	25.4K	QoQ -4.27% (-1.1K) YoY +20.48% (+4.3K)	All Managers (Combined)	$5.3M	3.3% ($5.3M/$161.9M)	QoQ +6.52% (-$322.6K) YoY +49.76% (+$1.8M)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	30.7K	QoQ +0.62% (+192) YoY +28.71% (+6.9K)	All Managers (Combined)	$5.1M	3.2% ($5.1M/$161.9M)	QoQ +9.09% (+$429.3K) YoY +63.92% (+$2.0M)
SOUTHERN CO(SOcusip842587107)	54.8K	QoQ -3.97% (-2.3K) YoY +19.84% (+9.1K)	All Managers (Combined)	$5.0M	3.1% ($5.0M/$161.9M)	QoQ +7.26% (-$341.2K) YoY +53.61% (+$1.8M)
Duke Energy CORP(DUKcusip26441C204)	39.1K	QoQ -0.60% (-239) YoY +26.24% (+8.1K)	All Managers (Combined)	$4.8M	2.9% ($4.8M/$161.9M)	QoQ +12.51% (-$530.6K) YoY +59.21% (+$1.8M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	76.0K	QoQ +2.27% (+1.7K) YoY +35.33% (+19.8K)	All Managers (Combined)	$4.7M	2.9% ($4.7M/$161.9M)	QoQ +6.61% (+$290.8K) YoY +67.33% (+$1.9M)
BlackRock, Inc.(BLKcusip09290D101)	4.9K	QoQ +0.98% (-48) YoY NEW(+4.9K)	All Managers (Combined)	$4.7M	2.9% ($4.7M/$161.9M)	QoQ -6.76% (-$339.8K) YoY NEW(+$4.7M)
Apple Inc.(AAPLcusip037833100)	20.9K	QoQ -3.35% (-725) YoY +28.81% (+4.7K)	All Managers (Combined)	$4.6M	2.9% ($4.6M/$161.9M)	QoQ -14.27% (-$772.7K) YoY +66.85% (+$1.9M)
AFLAC INC(AFLcusip001055102)	41.7K	QoQ -1.72% (-730) YoY +23.89% (+8.0K)	All Managers (Combined)	$4.6M	2.9% ($4.6M/$161.9M)	QoQ +5.64% (-$247.4K) YoY +60.43% (+$1.7M)
QUALCOMM INC/DE(QCOMcusip747525103)	28.8K	QoQ -2.84% (-845) YoY +12.86% (+3.3K)	All Managers (Combined)	$4.4M	2.7% ($4.4M/$161.9M)	QoQ -2.85% (-$130.1K) YoY +2.40% (+$104.2K)
(cusip46435U515)✕	174.7K	QoQ +13.07% (+20.2K) YoY +37.43% (+47.6K)	All Managers (Combined)	$4.4M	2.7% ($4.4M/$161.9M)	QoQ +14.70% (+$565.9K) YoY +39.39% (+$1.2M)
(cusip46434VBD1)✕	174.7K	QoQ +13.07% (+20.2K) YoY +37.43% (+47.6K)	All Managers (Combined)	$4.4M	2.7% ($4.4M/$161.9M)	QoQ +13.52% (+$523.5K) YoY +39.31% (+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	11.5K	QoQ -12.31% (-1.6K) YoY +3.27% (-363)	All Managers (Combined)	$4.3M	2.7% ($4.3M/$161.9M)	QoQ -21.91% (-$1.2M) YoY -7.85% (-$366.8K)
(cusip46435GAA0)✕	174.7K	QoQ +13.07% (+20.2K) YoY +37.43% (+47.6K)	All Managers (Combined)	$4.2M	2.6% ($4.2M/$161.9M)	QoQ +13.73% (+$510.7K) YoY +39.50% (+$1.2M)
(cusip46435UAA9)✕	174.7K	QoQ +13.07% (+20.2K) YoY +37.43% (+47.6K)	All Managers (Combined)	$4.2M	2.6% ($4.2M/$161.9M)	QoQ +14.11% (+$522.4K) YoY +39.62% (+$1.2M)
CHEVRON CORP(CVXcusip166764100)	24.5K	QoQ +3.47% (+823) YoY +35.97% (+6.5K)	All Managers (Combined)	$4.1M	2.5% ($4.1M/$161.9M)	QoQ +19.51% (+$670.2K) YoY +44.20% (+$1.3M)
(cusip46436E205)✕	174.7K	QoQ +13.07% (+20.2K) YoY NEW(+174.7K)	All Managers (Combined)	$4.0M	2.5% ($4.0M/$161.9M)	QoQ +14.71% (+$518.2K) YoY NEW(+$4.0M)