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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 $171,110,945
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 12 $9,057,600 5.29%
2.
Jpmorgan Chase & Co
 JPM 23,468 $7,561,730 4.42%
3.
Apple Inc.
 AAPL 21,066 $5,726,952 3.35%
4.
Cisco Systems Inc.
 CSCO 74,103 $5,708,160 3.34%
5.
Chubb Ltd
 CB 18,171 $5,671,441 3.31%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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