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Congressional stock trades · Member

Robert J. Wittman

Representative · VA-1 · Republican

206 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.

Current committees: House Committee on Armed Services; House Committee on Natural Resources; House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-07-102026-06-3010MemberCCICrown Castle Inc. Common StockSale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberABBVAbbVie Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberHIGHartford Financial Services Group, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberMSFTMicrosoft CorporationSale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberAMZNAmazon.com, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberWMTWalmart Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberGOOGAlphabet Inc. - Class C Capital StockSale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberJPMJP Morgan Chase & Co.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberAAPLApple Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberPLDProLogis, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberEOGEOG Resources, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberCATCaterpillar, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberKMIKinder Morgan, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-2821MemberUNHUnitedHealth Group Incorporated Common StockSale$1,001 - $15,000Clerk →
2023-10-192023-09-1534MemberIFFInternational Flavors & Fragrances, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-1534MemberFISFidelity National Information Services, Inc.Sale$1,001 - $15,000Clerk →
2023-10-192023-09-0742MemberAMTAmerican Tower CorporationPurchase$1,001 - $15,000Clerk →
2023-09-302023-08-1744MemberPSXPhillips 66Sale$1,001 - $15,000Clerk →
2023-09-302023-07-3161 ·>45MemberPGProcter & Gamble CompanyPurchase$1,001 - $15,000Clerk →
2023-09-302023-07-3161 ·>45MemberKMBKimberly-Clark CorporationSale$1,001 - $15,000Clerk →
2023-09-302023-07-2765 ·>45MemberUNPUnion Pacific CorporationSale (partial)$1,001 - $15,000Clerk →
2023-09-302023-07-2171 ·>45MemberDGDollar General CorporationSale$1,001 - $15,000Clerk →
2023-09-302023-07-2171 ·>45MemberZTSZoetis Inc. Class APurchase$1,001 - $15,000Clerk →
2023-09-302023-06-13109 ·>45MemberAVGOBroadcom Inc.Sale (partial)$1,001 - $15,000Clerk →
2023-09-302023-06-13109 ·>45MemberCBChubb LimitedSale$1,001 - $15,000Clerk →
2023-09-302023-06-13109 ·>45MemberSPGIS&P Global Inc.Purchase$1,001 - $15,000Clerk →
2023-09-302023-04-21162 ·>45MemberACNAccenture plc Class A Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2023-08-132022-12-07249 ·>45MemberMAMastercard IncorporatedPurchase$1,001 - $15,000Clerk →
2023-08-132022-10-08309 ·>45MemberACNAccenture plc Class A Ordinary SharesPurchase$1,001 - $15,000Clerk →
2023-08-132022-07-15394 ·>45MemberTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2023-08-132022-02-27532 ·>45MemberPDMPiedmont Office Realty Trust, Inc. Class ASale (partial)$1,001 - $15,000Clerk →
2023-06-092023-05-3010MemberJPMJP Morgan Chase & Co.Purchase$1,001 - $15,000Clerk →
2023-05-072023-04-2017MemberCSCOCisco Systems, Inc.Sale$1,001 - $15,000Clerk →
2023-05-072023-04-2017MemberXOMExxon Mobil CorporationPurchase$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberIshares MSCI Euro FinancialPurchase$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberMSFTMicrosoft CorporationSale (partial)$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberVaneck Morningstar Intl Moat ETFPurchase$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberGlobal X MSCI Norway ETFSale$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberIshares US Technology ETFSale (partial)$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberIshares US Pharmaceuticals ETFPurchase$1,001 - $15,000Clerk →
2023-03-052023-02-0330MemberSPDR Bloomberg Short Term HISale$1,001 - $15,000Clerk →
2023-02-152023-01-2026MemberBAXBaxter International Inc.Sale$1,001 - $15,000Clerk →
2023-02-152023-01-2026MemberHarding Loevner Intl Eqty InstPurchase$1,001 - $15,000Clerk →
2023-02-152023-01-1729MemberVanguard Total Intl Bond ETFSale$15,001 - $50,000Clerk →
2023-02-152023-01-1729MemberMetropolitan West Tot Ret Bd IPurchase$15,001 - $50,000Clerk →
2023-02-152023-01-1729MemberAB Global Bond AdvPurchase$15,001 - $50,000Clerk →
2023-02-152023-01-1729MemberVanguard Total Bond MarketSale$15,001 - $50,000Clerk →
2023-02-152023-01-0442MemberHarding Loevner Intl Eqty InstPurchase$15,001 - $50,000Clerk →
2023-02-152023-01-0442MemberIshares Edge MSCI Min Vol USASale (partial)$1,001 - $15,000Clerk →
2023-02-152023-01-0442MemberVirtus Vontobel Foreign OppSale$15,001 - $50,000Clerk →
2023-02-152023-01-0343MemberELVElevance Health, Inc.Sale (partial)$1,001 - $15,000Clerk →
2023-01-052022-12-2115MemberMCDMcDonald's CorporationSale (partial)$1,001 - $15,000Clerk →
2023-01-052022-12-2115MemberVanguard Total Inl Bond ETFPurchase$1,001 - $15,000Clerk →
2023-01-052022-12-2115MemberVanguard Total Bond Market ETFPurchase$1,001 - $15,000Clerk →
2023-01-052022-12-2115MemberDGDollar General CorporationPurchase$1,001 - $15,000Clerk →
2023-01-052022-12-1422MemberMetropolitan West Tot Ret Bd ISale (partial)$1,001 - $15,000Clerk →
2023-01-052022-12-1422MemberAB Global Bond AdvSale (partial)$1,001 - $15,000Clerk →
2023-01-052022-12-1422MemberVanguard Total Bond Market ETFPurchase$1,001 - $15,000Clerk →
2023-01-052022-12-1422MemberVanguard Total Intl Bond ETFPurchase$1,001 - $15,000Clerk →
2023-01-052022-12-0729MemberCMCSAComcast Corporation - Class APurchase$1,001 - $15,000Clerk →
2022-12-082022-11-1820MemberMSIF Growth ISale$1,001 - $15,000Clerk →
2022-12-082022-11-1820MemberAMZNAmazon.com, Inc.Purchase$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberInvesco KBW Bank ETFPurchase$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberInvesco QQQ Trust Series 1Sale (partial)$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberiShares 10+ Year InvestmentPurchase$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberFranklin FTSE Japan ETFPurchase$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberiShares Core S&P Small Cap EPurchase$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberISHA Curr Hedged MSCI EAFESale$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberiShares MSCI EAFE Val ETFPurchase$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberIshares 20+yr Treasu Bond ETFSale$1,001 - $15,000Clerk →
2022-12-082022-11-1721MemberAAPLApple Inc.Purchase$1,001 - $15,000Clerk →
2022-12-082022-11-1127MemberIshares US Technology ETFSale (partial)$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberEnergy Sel Sect SPDR FDPurchase$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberFranklin FTSE UK ETFSale$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberIshares US Technology ETFSale (partial)$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberWestrock CompanySale$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberIshares 0-5 HY CorpPurchase$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberIshares Core MSCI EAFE ETFSale (partial)$1,001 - $15,000Clerk →
2022-10-052022-09-278MemberJPM Nasdaq Equity PremiumPurchase$1,001 - $15,000Clerk →
2022-10-052022-09-1520MemberIFFInternational Flavors & Fragrances, Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-10-052022-09-1520MemberSPDR S&P 500 ETF TrustPurchase$1,001 - $15,000Clerk →
2022-10-052022-09-1520MemberMAMastercard IncorporatedSale (partial)$1,001 - $15,000Clerk →
2022-10-052022-09-1520MemberCMCSAComcast Corporation - Class ASale$1,001 - $15,000Clerk →
2022-10-052021-09-27373 ·>45MemberGlobal X US INF DEV ETFSale$1,001 - $15,000Clerk →
2022-09-102022-08-3011MemberVirtus Vontobel Foreign OppPurchase$1,001 - $15,000Clerk →
2022-09-102022-08-1625MemberGoldman Activebeta US LC ETFSale (partial)$1,001 - $15,000Clerk →
2022-09-102022-08-1625MemberiShares US Technology ETFSale (partial)$1,001 - $15,000Clerk →
2022-09-102022-08-1031MemberiShares US Technology ETFPurchase$1,001 - $15,000Clerk →
2022-09-102022-08-1031MemberGOOGAlphabet Inc. - Class C Capital StockPurchase$1,001 - $15,000Clerk →
2022-09-102022-08-1031MemberAMZNAmazon.com, Inc.Purchase$1,001 - $15,000Clerk →
2022-09-102022-08-1031MemberMSFTMicrosoft CorporationPurchase$1,001 - $15,000Clerk →
2022-09-102022-08-1031MemberSPDR Blackstone Senior LoanSale$1,001 - $15,000Clerk →
2022-08-102022-07-1526MemberBAXBaxter International Inc.Purchase$1,001 - $15,000Clerk →
2022-08-102022-07-1526MemberABTAbbott LaboratoriesPurchase$1,001 - $15,000Clerk →
2022-08-102022-07-1526MemberWMTWalmart Inc.Purchase$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberABBVAbbVie Inc.Purchase$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberBAXBaxter International Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberiShares 10-20 Year Treasury Bond ETFPurchase$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberiShares 0-5 Year High Yield Corporate Bond ETFPurchase$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberiShares Core S&P 500 ETFSale$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberiShares Russell 1000 ETFPurchase$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberABTAbbott LaboratoriesSale (partial)$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberSPYSPDR S&P 500Sale (partial)$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberTJXTJX Companies, Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberGlobal X Funds Global X U.S. Infrastructure Development ETFSale (partial)$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberWMTWalmart Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberFirst Trust TCW Opportunistic Fixed Income ETFSale$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberGEGeneral Electric CompanySale$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberAMZNAmazon.com, Inc.Purchase$1,001 - $15,000Clerk →
2022-07-082022-06-1622MemberWMTWalmart Inc.Purchase$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberIshares Core MSCI EuropeSale$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberISHA Curr Hedged MSCI EAFEPurchase$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberIshares MSCI EAFE Grwth EFSale$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberJPMorgan Equity Premium IncoPurchase$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberIshares Core MSCI EAFE ETFSale (partial)$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberIshares 0-5 HY CorpPurchase$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberSBUXStarbucks CorporationSale$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberJPMorgan Betabuilders CanadaPurchase$1,001 - $15,000Clerk →
2022-06-042022-05-1025JointDuke Realty CorporationSale (partial)$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberSPDR Blackstone Senior LoanPurchase$1,001 - $15,000Clerk →
2022-06-042022-05-1025MemberVanguard Total Bond MarketSale$1,001 - $15,000Clerk →
2022-05-132022-04-2617MemberPutnam Ultra Sht Dur Inc ASale$1,001 - $15,000Clerk →
2022-05-132022-04-1924MemberABTAbbott LaboratoriesPurchase$1,001 - $15,000Clerk →
2022-05-132022-04-1924MemberIshares Russell 1000 ETFSale$1,001 - $15,000Clerk →
2022-05-132022-04-1924MemberSPDR S&P 500 ETF TrustPurchase$1,001 - $15,000Clerk →
2022-05-132022-04-1924MemberTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-092022-03-2911MemberGEGeneral Electric CompanyPurchase$1,001 - $15,000Clerk →
2022-04-092022-03-2911MemberRIORio Tinto PlcPurchase$1,001 - $15,000Clerk →
2022-04-092022-03-2911MemberCATCaterpillar, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-092022-03-2911MemberHIGHartford Financial Services Group, Inc.Purchase$1,001 - $15,000Clerk →
2022-04-092022-03-2911MemberiShares 20+ Year Treasury Bond ETFPurchase$1,001 - $15,000Clerk →
2022-04-092022-03-1525MemberABTAbbott LaboratoriesSale (partial)$1,001 - $15,000Clerk →
2022-04-092022-03-1525MemberSPYSPDR S&P 500Sale (partial)$1,001 - $15,000Clerk →
2022-04-092022-03-1525MemberiShares Russell 1000 ETFPurchase$1,001 - $15,000Clerk →
2022-04-092022-03-1525MemberTJXTJX Companies, Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-04-092022-03-0832MemberVanguard Total Bond Index FundSale (partial)$1,001 - $15,000Clerk →
2022-04-092022-03-0832MemberiShares 0-5 Year High Yield Corporate Bond ETFPurchase$1,001 - $15,000Clerk →
2022-04-092022-03-0832MemberVanguard Intermediate Term CorSale$1,001 - $15,000Clerk →
2022-04-092022-03-0832MemberKinder Morgan, Inc. Warrants Expiring 2017Purchase$1,001 - $15,000Clerk →
2022-03-092022-02-289MemberMAMastercard IncorporatedPurchase$1,001 - $15,000Clerk →
2022-03-092022-02-289MemberMRKMerck & Company, Inc. Common StockSale$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberInvesco S&P 500 High beta ETFSale$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberAAPLApple Inc.Purchase$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberIShares MSCI EAFE growth ETFSale$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberSPDR Select Sector Fund - Energy Select SectorPurchase$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberIShares Core MSCI Europe ETFPurchase$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberMETAMeta Platforms, Inc. - Class APurchase$1,001 - $15,000Clerk →
2022-02-132022-01-2816MemberFranklin FTSE united Kingdom ETFPurchase$1,001 - $15,000Clerk →
2022-02-132022-01-1430MemberLMTLockheed Martin CorporationSale$1,001 - $15,000Clerk →
2022-02-132022-01-1430MemberSPYSPDR S&P 500Purchase$1,001 - $15,000Clerk →
2022-02-132022-01-1430MemberHONHoneywell International Inc.Sale$1,001 - $15,000Clerk →
2022-02-132022-01-0539MemberSPYSPDR S&P 500Sale (partial)$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberNOCNorthrop grumman CorporationSale$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberWestrock Company Common Stock Ex-distribution When IssuedPurchase$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberSBUXStarbucks CorporationPurchase$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberEOGEOG Resources, Inc.Purchase$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberTGTTarget CorporationSale$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberBSXBoston Scientific CorporationSale$1,001 - $15,000Clerk →
2022-01-092021-12-1624MemberTAT&T Inc.Purchase$1,001 - $15,000Clerk →
2022-01-092021-12-1426MemberWMTWalmart Inc.Purchase$1,001 - $15,000Clerk →
2022-01-092021-12-1426MemberNEENextEra Energy, Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-01-092021-12-1426MemberCMECME group Inc. - Class ASale$1,001 - $15,000Clerk →
2022-01-092021-12-0931MemberTAT&T Inc.Sale$1,001 - $15,000Clerk →
2021-10-182021-09-3018MemberCyrusOne IncPurchase$1,001 - $15,000Clerk →
2021-10-182021-09-1335MemberTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2021-10-182021-09-1335MemberJNJJohnson & JohnsonSale$1,001 - $15,000Clerk →
2021-10-182021-09-1038MemberJNJJohnson & JohnsonSale (partial)$1,001 - $15,000Clerk →
2021-10-182021-09-0147 ·>45SpouseRGLDRoyal gold, Inc.Sale$1,001 - $15,000Clerk →
2021-09-232021-08-2628MemberCSCOCisco Systems, Inc.Sale (partial)$1,001 - $15,000Clerk →
2021-06-082021-05-1425MemberDGDollar general CorporationSale$1,001 - $15,000Clerk →
2021-06-082021-05-1425MemberUPSUnited Parcel Service, Inc.Sale$1,001 - $15,000Clerk →
2021-05-122021-04-2220MemberAVGOBroadcom Inc.Purchase$1,001 - $15,000Clerk →
2021-04-122021-03-3112MemberLOWLowe's Companies, Inc.Sale$1,001 - $15,000Clerk →
2021-04-122021-03-3112MemberGEGeneral Electric CompanyPurchase$1,001 - $15,000Clerk →
2021-03-172021-02-1827MemberPGRProgressive CorporationSale$1,001 - $15,000Clerk →
2021-02-222021-01-1340MemberVVisa Inc.Sale$1,001 - $15,000Clerk →
2021-02-222021-01-1340MemberCATCaterpillar, Inc.Purchase$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberVVisa Inc.Purchase$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberRGLDRoyal gold, Inc.Purchase$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberKMBKimberly-Clark CorporationPurchase$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberDUKDuke Energy CorporationSale$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberCCICrown Castle International Corp.Purchase$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberHDHome depot, Inc.Purchase$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberCVSCVS Health CorporationSale$1,001 - $15,000Clerk →
2021-01-262020-07-02208 ·>45MemberCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2021-01-192020-12-3119MemberCVSCVS Health CorporationSale$1,001 - $15,000Clerk →
2021-01-192020-12-3119MemberPeople's United Financial, Inc.Sale$15,001 - $50,000Clerk →
2020-12-152020-11-2025MemberDISWalt Disney CompanySale$1,001 - $15,000Clerk →
2020-11-192020-10-1634MemberSCHWCharles Schwab CorporationPurchase$1,001 - $15,000Clerk →
2020-11-192020-10-1634MemberAXPAmerican Express CompanyPurchase$1,001 - $15,000Clerk →
2020-11-192020-10-1634MemberIFFInternationa Flavors & Fragrances, Inc.Purchase$1,001 - $15,000Clerk →
2020-11-192020-10-1634MemberELVAnthem, Inc.Purchase$1,001 - $15,000Clerk →
2020-11-192020-10-0248 ·>45MemberMSFTMicrosoft CorporationPurchase$1,001 - $15,000Clerk →
2020-11-192020-10-0248 ·>45MemberBSXBoston Scientific CorporationPurchase$1,001 - $15,000Clerk →
2020-11-192020-10-0248 ·>45MemberPGRProgressive CorporationPurchase$1,001 - $15,000Clerk →
2020-07-072020-06-2215MemberPNCPNC Financial Services group, Inc.Sale$1,001 - $15,000Clerk →
2020-07-072020-06-2215MemberMSIMotorola Solutions, Inc.Purchase$1,001 - $15,000Clerk →
2020-06-082020-05-2217MemberBDXBecton, Dickinson and CompanySale$1,001 - $15,000Clerk →
2020-06-082020-05-2118MemberXOMExxon Mobil CorporationPurchase$1,001 - $15,000Clerk →
2020-06-082020-05-2118MemberLOWLowe's Companies, Inc.Purchase$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2024 report.

109 assets with a value on the report filed 2025-08-13, 52 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
ABTAbbott LaboratoriesStockMember$1,001 - $15,000
ABBVAbbVie Inc.StockMember$1,001 - $15,000
ACNAccenture plc Class A Ordinary SharesStockMember$1,001 - $15,000
AMZNAmazon.com, Inc.StockMember$15,001 - $50,000
AXPAmerican Express CompanyStockMember$1,001 - $15,000
AMTAmerican Tower CorporationStockMember$1,001 - $15,000
AAPLApple Inc.StockMember$50,001 - $100,000
Blue Ridge Bank Money Market AccountOtherMember$15,001 - $50,000
BRBSBlue Ridge Bankshares, Inc. Common StockStockMember$1,001 - $15,000
Brighthouse Whole LifeOtherMemberNone
Brighthouse Whole LifeOtherSpouseNone
AVGOBroadcom Inc.StockMember$1,001 - $15,000
C&F Bank AccountsOtherJoint$1,001 - $15,000
CFFIC&F Financial Corporation - Common StockStockSpouse$15,001 - $50,000
SCHWCharles Schwab CorporationStockMember$1,001 - $15,000
CVXChevron CorporationStockMember$1,001 - $15,000
CMCSAComcast Corporation - Class AStockMember$1,001 - $15,000
COSTCostco Wholesale CorporationStockMember$15,001 - $50,000
CCICrown Castle Inc.StockMember$1,001 - $15,000
DDominion Energy, Inc.StockMember$1,001 - $15,000
ELVElevance Health, Inc.StockMember$15,001 - $50,000
XOMExxon Mobil Corporation Common StockStockMember$1,001 - $15,000
First Eagle Global Fund Class IFundMember$15,001 - $50,000
First Eagle Global Income Builder Fd Cl IFundMemberNone
First Trust Amex Biotech Index FundFundMember$1,001 - $15,000
First Trust Preferred Securities and Income Fund Class IFundMember$15,001 - $50,000
Harding Loevner Fund, Inc. International Eq PtFundMember$15,001 - $50,000
HIGHartford Financial Services Group, Inc.StockMember$1,001 - $15,000
HDHome Depot, Inc.StockMember$1,001 - $15,000
iShares MSCI USA Min Vol Factor ETFFundMember$15,001 - $50,000
ITTITT Inc.StockMember$1,001 - $15,000
JPMJP Morgan Chase & Co.StockMember$1,001 - $15,000
LINLinde plc Ordinary ShareStockMember$1,001 - $15,000
Lord Abbett Inv Tr. Short Duration Income Fd Cl IFundMember$15,001 - $50,000
LOWLowe's Companies, Inc.StockMember$1,001 - $15,000
MainStay MacKay High Yield Municipal Bond Fund, Class IFundMember$15,001 - $50,000
MARMarriott International - Class AStockMember$1,001 - $15,000
MRSHMarsh & McLennan Companies, Inc.StockMember$1,001 - $15,000
MAMastercard IncorporatedStockMember$1,001 - $15,000
MCDMcDonald's CorporationStockMember$1,001 - $15,000
MSFTMicrosoft CorporationStockMember$15,001 - $50,000
MDLZMondelez International, Inc. - Class AStockMember$1,001 - $15,000
Morgan Stanley Cash AccountOtherMember$1,001 - $15,000
MSIMotorola Solutions, Inc.StockMember$1,001 - $15,000
National Western Life AnnuityOtherSpouse$1,001 - $15,000
Nationwide Geneva Small Cap Growth FundFundMember$15,001 - $50,000
Neuberger Berman Intrinsic Value FundFundMember$15,001 - $50,000
NEENextEra Energy, Inc.StockMember$1,001 - $15,000
PKGPackaging Corporation of AmericaStockMember$1,001 - $15,000
PEPPepsico, Inc.StockMember$1,001 - $15,000
PDMPiedmont Office Realty Trust, Inc. Class AStockMember$1,001 - $15,000
Principal MidCap FundFundMember$15,001 - $50,000
PGProcter & Gamble CompanyStockMember$1,001 - $15,000
PLDProLogis, Inc.StockMember$1,001 - $15,000
Rental House - Nags Head, NCOtherJoint$1,000,001 - $5,000,000
Rental Property - Montross VAOtherJoint$100,001 - $250,000
RGLDRoyal Gold, Inc.StockMember$1,001 - $15,000
SPGIS&P Global Inc. Common StockStockMember$1,001 - $15,000
Schwab US Dividend Equity ETFFundMember$15,001 - $50,000
SPDR S&P 500 ETF TrustFundMember$15,001 - $50,000
TXNTexas Instruments IncorporatedStockMember$1,001 - $15,000
TJXTJX Companies, Inc.StockMember$1,001 - $15,000
TTTrane Technologies plcStockMember$1,001 - $15,000
UNPUnion Pacific CorporationStockMember$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common StockStockMember$1,001 - $15,000
VZVerizon Communications Inc.StockMember$1,001 - $15,000
Virginia Retirement SystemOtherMember$100,001 - $250,000
Virginia Retirement SystemOtherSpouse$100,001 - $250,000
VVisa Inc.StockMember$1,001 - $15,000
WMTWalmart Inc.StockMember$1,001 - $15,000
WECWEC Energy Group, Inc.StockMember$1,001 - $15,000
XYLXylem Inc. Common Stock NewStockMember$15,001 - $50,000
ZTSZoetis Inc. Class A Common StockStockMember$1,001 - $15,000
Target Date 2025 PortfolioFundMember$1,001 - $15,000
US Stock FundFundMember$15,001 - $50,000
Target Date 2025 PortfolioFundMember$1,001 - $15,000
US Stock FundFundMember$100,001 - $250,000
AXA/Legg Mason Strat Alloc GBFundSpouse$100,001 - $250,000
AAPLApple Inc.StockSpouse$1,001 - $15,000
First Trust Rising Dividend Achievers ETFFundSpouse$1,001 - $15,000
First Trust Value Line Dividend Index FundFundSpouseNone
Harding Loevner International Equity PortfolioFundSpouseNone
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 1000 Dynamic Multifactor ETFFundSpouseNone
Invesco S&P 500 Equal Weight Technology ETFFundSpouse$1,001 - $15,000
iShares Expanded Tech-Software Sector ETFFundMember$1,001 - $15,000
iShares U.S. Broker-Dealers & Securities Exchanges ETFFundMember$1,001 - $15,000
Lord Abbett Inv Tr. Short Duration Income Fd Cl IFundMember$15,001 - $50,000
MSFTMicrosoft Corporation - Common StockStockSpouse$1,001 - $15,000
Morgan Stanley Cash AccountsOtherMember$1,001 - $15,000
Nationwide Geneva Small Cap Growth FundFundSpouse$1,001 - $15,000
Neuberger Berman Intrinsic Value FundFundSpouseNone
PGIM Jennison Global Opportunities FundFundSpouse$1,001 - $15,000
PGIM Ultra Short Bond ETFFundSpouse$1,001 - $15,000
PIMCO Income FundFundSpouse$1,001 - $15,000
PIMCO Income Fund Class I-2FundMember$15,001 - $50,000
Principal MidCap FundFundSpouse$1,001 - $15,000
Real Estate Select Sector SPDR FundFundMemberNone
SPDR Select Sector Fund - Consumer DiscretionaryFundMember$15,001 - $50,000
SPDR Select Sector Fund - Consumer StaplesFundMember$1,001 - $15,000
SPDR Select Sector Fund - FinancialFundMember$15,001 - $50,000
SPDR Select Sector Fund - Health CareFundMember$15,001 - $50,000
SPDR Select Sector Fund - TechnologyFundMember$15,001 - $50,000
SPDR Select Sector Fund - UtilitiesFundMemberNone
T. Rowe Price Blue Chip Growth FundFundSpouse$1,001 - $15,000
The Communication Services Select Sector SPDR FundFundMember$15,001 - $50,000
Vanguard S&P 500 ETFFundSpouse$1,001 - $15,000
WisdomTree International Hedged Quality Dividend Growth FundFundSpouse$1,001 - $15,000
WisdomTree International Quality Dividend Growth FundFundSpouse$1,001 - $15,000
Equitable Financial Retirement Cornerstone 17 SeriFundSpouse$100,001 - $250,000

How reports are read: holdings methodology.