0001085146-24-003065.txt : 20240717 0001085146-24-003065.hdr.sgml : 20240717 20240716174937 ACCESSION NUMBER: 0001085146-24-003065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240717 DATE AS OF CHANGE: 20240716 EFFECTIVENESS DATE: 20240717 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: 241120566 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 06-30-2024 06-30-2024 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 07-16-2024 0 55 121894556 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 673882 6485 SH SOLE 6485 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 2989363 33472 SH SOLE 33472 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 207631 1132 SH SOLE 1132 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 307880 3509 SH SOLE 3509 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 2617292 8377 SH SOLE 8377 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 1498755 6566 SH SOLE 6566 0 0 APPLE INC COM 037833100 BBG001S5N8V8 3401051 16148 SH SOLE 16148 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 433532 1855 SH SOLE 1855 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 6122410 10 SH SOLE 10 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 217231 534 SH SOLE 534 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 3023143 3840 SH SOLE 3840 0 0 BLACKSTONE INC COM 09260D107 BBG001S7H949 1197958 9677 SH SOLE 9677 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2810971 17971 SH SOLE 17971 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 4096010 16058 SH SOLE 16058 0 0 CINTAS CORP COM 172908105 BBG001S7CRG1 350130 500 SH SOLE 500 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 2654773 55878 SH SOLE 55878 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 289608 4550 SH SOLE 4550 0 0 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 384506 4300 SH SOLE 4300 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 778294 916 SH SOLE 916 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2488860 42141 SH SOLE 42141 0 0 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 3173449 20972 SH SOLE 20972 0 0 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 1725060 35205 SH SOLE 35205 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 3086649 30796 SH SOLE 30796 0 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 2703654 24543 SH SOLE 24543 0 0 EQUIFAX INC COM 294429105 BBG001S5QSK3 363690 1500 SH SOLE 1500 0 0 HERSHEY CO COM 427866108 BBG001S5S148 2733355 14869 SH SOLE 14869 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1600202 4649 SH SOLE 4649 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 BBG00M0P3SC7 3141951 126845 SH SOLE 126845 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 3010032 126845 PRN SOLE 126845 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 BBG00DST7FD2 3021448 126845 PRN SOLE 126845 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 BBG0088JX0B3 3187615 126845 PRN SOLE 126845 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 BBG0088JX9H8 3153367 126845 PRN SOLE 126845 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 4450059 22002 SH SOLE 22002 0 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 3310474 166607 SH SOLE 166607 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 861383 3907 SH SOLE 3907 0 0 MARKEL GROUP INC COM 570535104 BBG001S9ZK95 1846674 1172 SH SOLE 1172 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 2691111 10560 SH SOLE 10560 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1741022 22119 SH SOLE 22119 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 4943287 11060 SH SOLE 11060 0 0 MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 3395305 23808 SH SOLE 23808 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 280024 3715 SH SOLE 3715 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 508696 2369 SH SOLE 2369 0 0 ORION OFFICE REIT INC COM 68629Y103 BBG0118JXCF7 35900 10000 SH SOLE 10000 0 0 PEPSICO INC COM 713448108 BBG001S695T1 2988000 18117 SH SOLE 18117 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 3453465 24463 SH SOLE 24463 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 3149511 19097 SH SOLE 19097 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 5052416 25366 SH SOLE 25366 0 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 1815247 34367 SH SOLE 34367 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 3523296 45421 SH SOLE 45421 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1088440 2000 SH SOLE 2000 0 0 STAG INDL INC COM 85254J102 BBG001T9F312 2162173 59960 SH SOLE 59960 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1897804 13868 SH SOLE 13868 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 935433 1837 SH SOLE 1837 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1719774 41702 SH SOLE 41702 0 0 WALMART INC COM 931142103 BBG001S5XH92 2601310 38418 SH SOLE 38418 0 0