0001085146-24-004734.txt : 20241009 0001085146-24-004734.hdr.sgml : 20241009 20241009170220 ACCESSION NUMBER: 0001085146-24-004734 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241009 DATE AS OF CHANGE: 20241009 EFFECTIVENESS DATE: 20241009 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: 241363241 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 09-30-2024 09-30-2024 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 President, Chief Compliance Officer 757-963-1823 /s/Scott R. Saal Virginia Beach VA 10-09-2024 0 55 159517387 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 742804 6515 SH SOLE 6515 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 4762106 42595 SH SOLE 42595 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 298530 1800 SH SOLE 1800 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 416864 4063 SH SOLE 4063 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 3668623 11386 SH SOLE 11386 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 1511296 6566 SH SOLE 6566 0 0 APPLE INC COM 037833100 BBG001S5N8V8 5013121 21516 SH SOLE 21516 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 447241 1855 SH SOLE 1855 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 7602980 11 SH SOLE 11 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 245779 534 SH SOLE 534 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 4622747 4869 SH SOLE 4869 0 0 BLACKSTONE INC COM 09260D107 BBG001S7H949 1498862 9788 SH SOLE 9788 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3442996 23379 SH SOLE 23379 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 5507450 19097 SH SOLE 19097 0 0 CINTAS CORP COM 172908105 BBG001S7CRG1 411760 2000 SH SOLE 2000 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 3926556 73780 SH SOLE 73780 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 326963 4550 SH SOLE 4550 0 0 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 447759 4300 SH SOLE 4300 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 811743 916 SH SOLE 916 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 3417606 54351 SH SOLE 54351 0 0 DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 4303355 26219 SH SOLE 26219 0 0 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 2835386 49064 SH SOLE 49064 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 4496816 39001 SH SOLE 39001 0 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 3421356 31282 SH SOLE 31282 0 0 EQUIFAX INC COM 294429105 BBG001S5QSK3 440790 1500 SH SOLE 1500 0 0 HERSHEY CO COM 427866108 BBG001S5S148 3731278 19456 SH SOLE 19456 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 2432588 6003 SH SOLE 6003 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 BBG00M0P3SC7 3449614 135120 SH SOLE 135120 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 BBG00HPLJP02 3292874 135120 SH SOLE 135120 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 BBG00DST7FD2 3283416 135120 SH SOLE 135120 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 BBG0088JX0B3 3406375 135120 SH SOLE 135120 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 BBG0088JX9H8 3391512 135120 SH SOLE 135120 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 5493062 26051 SH SOLE 26051 0 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 4600674 208270 SH SOLE 208270 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 1051496 3882 SH SOLE 3882 0 0 MARKEL GROUP INC COM 570535104 BBG001S9ZK95 2152092 1372 SH SOLE 1372 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 4175760 13713 SH SOLE 13713 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 2675570 29719 SH SOLE 29719 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 5599938 13014 SH SOLE 13014 0 0 MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 4811431 30280 SH SOLE 30280 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 328571 3717 SH SOLE 3717 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 588807 2369 SH SOLE 2369 0 0 ORION OFFICE REIT INC COM 68629Y103 BBG0118JXCF7 40000 10000 SH SOLE 10000 0 0 PEPSICO INC COM 713448108 BBG001S695T1 3850954 22646 SH SOLE 22646 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 3952288 30067 SH SOLE 30067 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4191057 24198 SH SOLE 24198 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 5008725 29454 SH SOLE 29454 0 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 3147869 49635 SH SOLE 49635 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 5118500 56759 SH SOLE 56759 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1147520 2000 SH SOLE 2000 0 0 STAG INDL INC COM 85254J102 BBG001T9F312 3223079 82453 SH SOLE 82453 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2658941 19502 SH SOLE 19502 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1074668 1838 SH SOLE 1838 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 2818105 62750 SH SOLE 62750 0 0 WALMART INC COM 931142103 BBG001S5XH92 4199134 52002 SH SOLE 52002 0 0