Alpha Omega Wealth Management LLC

CIK
1665633
City
RICHMOND
State / Country
VA

Top Portfolio Positions

147 positions · $416,842,998 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
51,752 $19,157,037 4.60%
AAPL
Apple Inc.
Technology
66,323 $16,832,114 4.04%
CVX
Chevron Corp
Energy
74,013 $15,313,289 3.67%
JNJ
Johnson & Johnson
Healthcare
47,377 $11,580,833 2.78%
VZ
Verizon Communications Inc
Communication Services
214,038 $10,744,707 2.58%
CVS
CVS HEALTH Corp
Healthcare
148,915 $10,695,075 2.57%
ABBV
AbbVie Inc.
Healthcare
49,089 $10,676,366 2.56%
CSCO
Cisco Systems, Inc.
Technology
132,457 $10,277,338 2.47%
MPC
Marathon Petroleum Corp
Energy
41,226 $10,066,564 2.41%
JPM
Jpmorgan Chase & Co
Financial Services
31,209 $9,180,439 2.20%

Holdings in AEP

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Report Date Value (USD) Shares
2026-03-31 $4,339,010 33,102