• 13F History

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$162M
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 48 stock holdings with total value $162M as of Q1 2025. Top holdings included JPM, KMI, CB, DRI, and MAA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 48 $162M +$4.96M -$8.61M -$3.65M JPM, KMI, CB, DRI, MAA 13F-HR 4/15/2025, 02:44 PM
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 72 $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 -$2.45M +$1.63M MSFT, BRKA, MCD, QCOM, SO 13F-HR 8/8/2023, 03:05 PM
Q1 2023 73 $146M +$6.8M -$199K +$6.6M MSFT, BRKA, MCD, SJM, SO 13F-HR 5/5/2023, 04:29 PM
Q4 2022 77 $144M +$9.42M -$9.4M +$17K BRKA, MCD, MSFT, SO, SJM 13F-HR 2/7/2023, 09:04 AM
Q3 2022 75 $134M +$42M -$4.06M +$38M BRKA, MSFT, MCD, SO, CVS 13F-HR 10/19/2022, 03:52 PM
Q2 2022 60 $104M +$8.38M -$3.97M +$4.41M BRKA, CVS, MSFT, SO, PG Restatement 1/4/2023, 06:13 PM
Q1 2022 59 $112M +$7.5M -$619K +$6.88M BRKA, MSFT, CVS, PG, SO 13F-HR 4/20/2022, 12:42 PM
Q4 2021 60 $111M BRKA, MSFT, CVS, CSCO, PG 13F-HR 1/18/2022, 08:28 AM