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  Name: VIRGINIA WEALTH MANAGEMENT GROUP INC.
  City: VIRGINIA BEACH
  State: VA
  Zip: 23462
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,393,000
  Total Value Change : $7,970,000
  Securities Held Change : -1
   
All Securities Held : 53
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 23
  Unchanged Positions : 9
  Decreased Positions : 20

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Holdings Found : 20     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 8 - $61.78 $3,375,000 42,317 2.76% 113,000 1,008 0.003    Drug Stores
   (SO)1 Year Chart         SO Southern Co 9 - $77.94 $3,281,000 45,734 2.68% 351,000 3,954 0.004    Electric Utilities
   (PEP)1 Year Chart         PEP Pepsico Inc 12 - $171.04 $3,183,000 18,188 2.6% 245,000 890 0.001    Beverage Soft Drinks...
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 15 - $136.66 $3,140,000 23,865 2.57% 2,114,000 16,234 0.021    REIT - Diversified
   (DUK)1 Year Chart         DUK Duke Energy Corp 20 - $102.62 $2,995,000 30,972 2.45% 767,000 8,015 0.004    Electric Utilities
   (MCD)1 Year Chart         MCD McDonalds Corp 21 - $256.21 $2,992,000 10,613 2.44% -149,000 20 0.001    Restaurants
   (AFL)1 Year Chart         AFL AFLAC Inc 22 - $88.79 $2,888,000 33,636 2.36% 114,000 11 0.005    Life & Health Insurance
   (CVX)1 Year Chart         CVX Chevron Corp 23 - $156.08 $2,847,000 18,047 2.33% 156,000 9 0.001    Integrated Oil & Gas
   (AAPL)1 Year Chart         AAPL Apple Inc 26 - $196.89 $2,781,000 16,220 2.27% 969,000 6,809 0    Personal Computers
   (SJM)1 Year Chart         SJM JM Smucker Company 27 - $114.98 $2,578,000 20,478 2.11% 72,000 653 0.018    Processed & Packaged ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 29 - $60.24 $2,330,000 38,732 1.9% 235,000 25,444 0.001    Discount, Variety Stores
   (STAG)1 Year Chart         STAG Stag Industrial, Inc. 30 - $35.15 $2,309,000 60,061 1.89% -18,000 793 0.034    REIT - Industrial
   (UPS)1 Year Chart         UPS United Parcel Service Inc 31 - $137.64 $2,064,000 13,890 1.69% 1,000 770 0.002    AirDelivery & Freight...
   (MDT)1 Year Chart         MDT Medtronic Plc 32 - $84.07 $1,934,000 22,192 1.58% 254,000 1,799 0.002    Medical Appliances & ...
   (O)1 Year Chart         O Realty Income Corp 33 - $53.32 $1,875,000 34,653 1.53% 180,000 5,126 0.005    REIT - Retail
   (HD)1 Year Chart         HD Home Depot Inc 34 - $327.03 $1,790,000 4,667 1.46% 178,000 15 0    Home Improvement Stores
   (MKL)1 Year Chart         MKL Markel Corp 35 - $1,601.43 $1,783,000 1,172 1.46% 488,000 260 0.009    Property & Casualty I...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 36 - $40.94 $1,764,000 42,041 1.44% 196,000 444 0.001    Telecom Services - Do...
   (D)1 Year Chart         D Dominion Energy Inc 37 - $51.44 $1,753,000 35,629 1.43% 614,000 11,397 0.004    Electric Utilities
   (COST)1 Year Chart         COST Costco Wholesale Corp 44 - $845.58 $671,000 915 0.55% 68,000 2 0    Discount, Variety Stores

      20 Records Found
  1    
Page 1 of 1
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