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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 $114,419,932
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 10 $5,426,250 4.74%
2.
Microsoft Corp
 MSFT 11,756 $4,420,783 3.86%
3.
Jpmorgan Chase & Co
 JPM 22,916 $3,897,941 3.4%
4.
Phillips 66
 PSX 28,728 $3,824,823 3.34%
5.
Qualcomm Inc
 QCOM 26,248 $3,796,292 3.31%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)