Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VIRGINIA WEALTH MANAGEMENT GROUP INC | 04-25-2024 | 03-31-2024 | 53 | 122,394,738 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 1 | $6,344,400 | 10 | 0.01 | 0.00 | -2 | -16.67 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $4,669,005 | 11,098 | 0.00 | 0.00 | -8,248 | -42.63 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 3 | $4,428,900 | 22,111 | 0.00 | 0.00 | -6,418 | -22.50 | 03-31-2024 |
| QUALCOMM INC | COM | 4 | $4,322,843 | 25,534 | 0.00 | 0.00 | -13,940 | -35.31 | 03-31-2024 |
