0001085146-24-002042.txt : 20240425 0001085146-24-002042.hdr.sgml : 20240425 20240425122136 ACCESSION NUMBER: 0001085146-24-002042 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIRGINIA WEALTH MANAGEMENT GROUP, INC. CENTRAL INDEX KEY: 0001898282 ORGANIZATION NAME: IRS NUMBER: 203948546 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21452 FILM NUMBER: 24874333 BUSINESS ADDRESS: STREET 1: 4460 CORPORATION LANE STREET 2: SUITE 180 CITY: VIRGINIA BEACH STATE: VA ZIP: 23462 BUSINESS PHONE: 757-963-1823 MAIL ADDRESS: STREET 1: 4460 CORPORATION LANE STREET 2: SUITE 180 CITY: VIRGINIA BEACH STATE: VA ZIP: 23462 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001898282 XXXXXXXX 03-31-2024 03-31-2024 false VIRGINIA WEALTH MANAGEMENT GROUP, INC.

4460 CORPORATION LANE SUITE 180 VIRGINIA BEACH VA 23462

13F HOLDINGS REPORT 028-21452 000311248 801-119854 N Scott R. Saal 757-963-1823 /s/Scott R. Saal Virginia Beach VA 04-25-2024 0 53 122394738 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 736912 6483 SH SOLE 6483 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 2888027 33636 SH SOLE 33636 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 302125 3509 SH SOLE 3509 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 2398453 8436 SH SOLE 8436 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 1298689 6566 SH SOLE 6566 0 0 APPLE INC COM 037833100 BBG001S5N8V8 2781340 16220 SH SOLE 16220 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 459020 1855 SH SOLE 1855 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 6344400 10 SH SOLE 10 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 224558 534 SH SOLE 534 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 3211718 3852 SH SOLE 3852 0 0 BLACKSTONE INC COM 09260D107 BBG001S7H949 1284071 9774 SH SOLE 9774 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2846747 18047 SH SOLE 18047 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 4182548 16141 SH SOLE 16141 0 0 CINTAS CORP COM 172908105 BBG001S7CRG1 343515 500 SH SOLE 500 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 2802142 56144 SH SOLE 56144 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 278369 4550 SH SOLE 4550 0 0 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 390483 4300 SH SOLE 4300 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 670713 915 SH SOLE 915 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 3375181 42317 SH SOLE 42317 0 0 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 3516869 21040 SH SOLE 21040 0 0 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 1752600 35629 SH SOLE 35629 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 2995310 30972 SH SOLE 30972 0 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 2813249 24804 SH SOLE 24804 0 0 EQUIFAX INC COM 294429105 BBG001S5QSK3 401280 1500 SH SOLE 1500 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1790331 4667 SH SOLE 4667 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 BBG00M0P3SC7 3165924 127120 SH SOLE 127120 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 3025456 127120 SH SOLE 127120 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 BBG00DST7FD2 3031812 127120 SH SOLE 127120 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 BBG0088JX0B3 3184356 127120 SH SOLE 127120 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 BBG0088JX9H8 3153847 127120 SH SOLE 127120 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4428900 22111 SH SOLE 22111 0 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 3059305 166811 SH SOLE 166811 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 995019 3906 SH SOLE 3906 0 0 MARKEL GROUP INC COM 570535104 BBG001S9ZK95 1783175 1172 SH SOLE 1172 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 2992346 10613 SH SOLE 10613 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1934039 22192 SH SOLE 22192 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 4669005 11098 SH SOLE 11098 0 0 MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 3140136 23865 SH SOLE 23865 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 349050 3714 SH SOLE 3714 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 603665 2369 SH SOLE 2369 0 0 PEPSICO INC COM 713448108 BBG001S695T1 3183147 18188 SH SOLE 18188 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 4015071 24581 SH SOLE 24581 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 3113992 19193 SH SOLE 19193 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 4322843 25534 SH SOLE 25534 0 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 1874708 34653 SH SOLE 34653 0 0 SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 2577518 20478 SH SOLE 20478 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 3280923 45734 SH SOLE 45734 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1046140 2000 SH SOLE 2000 0 0 STAG INDL INC COM 85254J102 BBG001T9F312 2308744 60061 SH SOLE 60061 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2064439 13890 SH SOLE 13890 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 908003 1835 SH SOLE 1835 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1764031 42041 SH SOLE 42041 0 0 WALMART INC COM 931142103 BBG001S5XH92 2330494 38732 SH SOLE 38732 0 0