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Virginia Estate & Retirement Planning Advisors Inc. Historic Quarter Change: USA Stocks, New

Virginia Estate & Retirement Planning Advisors Inc. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Virginia Estate & Retirement Planning Advisors Inc. opened 21 positions, added to 13, reduced 1 and sold out of 4.

  • Q2 2026: Stock D; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MO; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock DKS; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2115327), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026D
DOMINION ENERGY INC
United StatesCOM02,665+2,665$0$181,993+$181,9932026-07-28
Q2 2026MO
ALTRIA GROUP INC
United StatesCOM02,256+2,256$0$162,322+$162,3222026-07-28
Q2 2026DKS
DICKS SPORTING GOODS INC
United StatesCOM0714+714$0$161,942+$161,9422026-07-28
Q2 2026XOMXXXX
EXXON MOBIL CORP
COM0919+919$0$125,646+$125,6462026-07-28
Q2 2026UDR
UDR INC
United StatesCOM0837+837$0$33,413+$33,4132026-07-28
Q2 2026DIS
DISNEY WALT CO
United StatesCOM0264+264$0$25,410+$25,4102026-07-28
Q2 2026ADI
ANALOG DEVICES INC
United StatesCOM060+60$0$23,830+$23,8302026-07-28
Q2 2026DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW0185+185$0$23,417+$23,4172026-07-28
Q2 2026PANW
PALO ALTO NETWORKS INC
United StatesCOM056+56$0$19,097+$19,0972026-07-28
Q2 2026IR
INGERSOLL RAND INC
United StatesCOM0221+221$0$18,120+$18,1202026-07-28
Q2 2026WSO
WATSCO INC
United StatesCOM036+36$0$15,002+$15,0022026-07-28
Q2 2026FDX
FEDEX CORP
United StatesCOM039+39$0$12,212+$12,2122026-07-28
Q2 2026VICI
VICI PPTYS INC
United StatesCOM0378+378$0$10,036+$10,0362026-07-28
Q2 2026HP
HELMERICH & PAYNE INC
United StatesCOM025+25$0$9,701+$9,7012026-07-28
Q2 2026FNF
FIDELITY NATL FINL INC
United StatesCOM SHS0203+203$0$9,573+$9,5732026-07-28
Q2 2026HONZZZZ
HONEYWELL INTL INC
COM DELETED023+23$0$5,150+$5,1502026-07-28
Q2 2026ACNT
ASCENT INDUSTRIES CO
United StatesCOM034+34$0$2,842+$2,8422026-07-28
Q2 2026UBSI
UNITED BANKSHARES INC WEST V
United StatesCOM056+56$0$2,566+$2,5662026-07-28
Q2 2026KSS
KOHLS CORP
United StatesCOM04+4$0$333+$3332026-07-28
Q2 2026BHF
BRIGHTHOUSE FINL INC
United StatesCOM04+4$0$253+$2532026-07-28
Q2 2026CC
CHEMOURS CO
United StatesCOM010+10$0$205+$2052026-07-28

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