Top 50 Virginia Wealth Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.61% | 12 | $8.6M | +0.00%(+0) | $469582.92(+54.92%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.86% | 34.8K | $7.2M | +35.64%(+9.15K) | $164.96(+12.75%) | 2026-03-31 | |
| KMI | KINDER MORGAN INC DEL | 3.83% | 213.1K | $7.1M | +7.23%(+14.37K) | $18.47(+77.59%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 3.67% | 37.7K | $6.9M | +22.59%(+6.94K) | $99.90(+72.00%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.61% | 22.9K | $6.8M | -2.21%(-518) | $152.08(+97.43%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 3.19% | 18.3K | $6.0M | +0.63%(+115) | $208.09(+51.86%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3.12% | 75.1K | $5.8M | +1.32%(+976) | $54.57(+86.69%) | 2026-03-31 | |
| PEP | PEPSICO INC | 3.03% | 36.5K | $5.7M | +6.58%(+2.25K) | $155.18(-3.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.89% | 21.3K | $5.4M | +1.02%(+214) | $178.03(+67.87%) | 2026-03-31 | |
| SO | SOUTHERN CO | 2.87% | 55.5K | $5.4M | +1.50%(+822) | $71.06(+31.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.95% | +29.33% |
| Top 20 Holdings Unweighted | +8.85% | +28.95% |
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