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Home > Institutional Investor > Virginia Wealth Management Group, Inc. > Profile

Instuitional Investor - Virginia Wealth Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Virginia Wealth Management Group, Inc.
Portfolio Value $161,470,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 11 $7,490,120 4.63%
2.
Jpmorgan Chase & Co
 JPM 25,882 $6,204,275 3.84%
3.
Kinder Morgan Inc.
 KMI 205,461 $5,629,636 3.48%
4.
Microsoft Corp
 MSFT 13,071 $5,509,472 3.41%
5.
Apple Inc.
 AAPL 21,618 $5,413,648 3.35%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)