82 assets, filed Aug 12, 2026 (FD Original).
AXA/Legg Mason Strat Alloc GB
Other
$250,000
ABBV
AbbVie Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
ABT
Abbott Laboratories Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
ACN
Accenture plc Class A Ordinary Shares · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
AXP
American Express Company Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
AAPL
Apple Inc. - Common Stock · Stock (public)
$100,000
AAPL
Apple Inc. - Common Stock · Stock (public) · Morgan Stanley INH IRA
$1,001 - $15,000
Blue Ridge Bank Accounts
Bank/brokerage account
$15,001 - $50,000
BRBS
Blue Ridge Bankshares, Inc. Common Stock · Stock (public)
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
C&F Bank Accounts
Bank/brokerage account · Joint
$1,001 - $15,000
CFFI
C&F Financial Corporation - Common Stock · Stock (public) · Spouse
$15,001 - $50,000
SCHW
Charles Schwab Corporation · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
CVX
Chevron Corporation Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
CMCSA
Comcast Corporation - Class A Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
COST
Costco Wholesale Corporation - Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
D
Dominion Energy, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
ELV
Elevance Health, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
XOM
ExxonMobil Holdings Corporation Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
FBT
First Trust Amex Biotech Index Fund · Exchange-traded fund · Morgan Stanley (JT)
$15,001 - $50,000
FPEIX
First Trust Preferred Securities and Income Fund Class I · Mutual fund · Morgan Stanley (JT)
$15,001 - $50,000
RDVY
First Trust Rising Dividend Achievers ETF · Exchange-traded fund · Morgan Stanley INH IRA
$1,001 - $15,000
ITT
ITT Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
JFNIX
Janus Henderson Global Life Sciences Fund - I Shares · Mutual fund · Morgan Stanley INH IRA
$15,001 - $50,000
LIN
Linde plc - Ordinary Shares · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
LLDYX
Lord Abbett Inv Tr. Short Duration Income Fd Cl I · Mutual fund · Morgan Stanley (JT)
$1,001 - $15,000
LLDYX
Lord Abbett Inv Tr. Short Duration Income Fd Cl I · Mutual fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
LOW
Lowe's Companies, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
MAR
Marriott International - Class A Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
MMC
Marsh & McLennan Companies, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
MA
Mastercard Incorporated Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock · Stock (public) · Morgan Stanley INH IRA SP
$1,001 - $15,000
MDLZ
Mondelez International, Inc. - Class A Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
MSI
Motorola Solutions, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
National Western Life Annuity
Other · Spouse
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
PRJZX
PGIM Jennison Global Opportunities Fund Class Z · Mutual fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
PULS
PGIM Ultra Short Bond ETF · Exchange-traded fund · Morgan Stanley INH IRA
$15,001 - $50,000
PONPX
PIMCO Income Fund Class I-2 · Mutual fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
PONPX
PIMCO Income Fund Class I-2 · Mutual fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
PKG
Packaging Corporation of America Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
PEP
Pepsico, Inc. · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
PDM
Piedmont Realty Trust, Inc. Class A Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
PCBIX
Principal Fds, Inc. MidCap Fd Institutional Cl · Mutual fund · Morgan Stanley INH IRA
$15,001 - $50,000
PG
Procter & Gamble Company · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
Rental House - Nags Head, NC
Real property · Joint
$1,000,001 - $5,000,000
Rental Property- Montross, VA
Real property · Joint
$100,001 - $250,000
RGLD
Royal Gold, Inc. - Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
SPGI
S&P Global Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
SCHD
Schwab US Dividend Equity ETF · Exchange-traded fund · Morgan Stanley (JT)
$15,001 - $50,000
NWKDX
Service Class · Mutual fund · Morgan Stanley (JT)
$15,001 - $50,000
XLC
State Street Communication Services Select Sector SPDR ETF · Exchange-traded fund · Morgan Stanley INH IRA
$1,001 - $15,000
XLP
State Street Consumer Staples Select Sector SPDR ETF · Exchange-traded fund · Morgan Stanley INH IRA
$15,001 - $50,000
XLF
State Street Financial Select Sector SPDR ETF · Exchange-traded fund · Morgan Stanley INH IRA
$15,001 - $50,000
XLV
State Street Health Care Select Sector SPDR ETF · Exchange-traded fund · Morgan Stanley INH IRA
$15,001 - $50,000
XLK
State Street Technology Select Sector SPDR ETF · Exchange-traded fund · Morgan Stanley INH IRA
$1,001 - $15,000
XLU
State Street Utilities Select Sector SPDR ETF · Exchange-traded fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
TRBCX
T. Rowe Price Blue Chip Growth Fund, Inc. · Mutual fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
TJX
TJX Companies, Inc. · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
TXN
Texas Instruments Incorporated - Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
HIG
The Hartford Insurance Group, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
TT
Trane Technologies plc · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
US Stock Fund
Other · 457 Virginia Deferred Compensation Plan
$1,001 - $15,000
US Stock Fund
Other
$250,000
UNP
Union Pacific Corporation Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
VB
Vanguard Small-Cap ETF · Exchange-traded fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
VZ
Verizon Communications Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
V
Visa Inc. · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
WEC
WEC Energy Group, Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$15,001 - $50,000
WMT
Walmart Inc. Common Stock · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund · Exchange-traded fund · Morgan Stanley IRA SP
$1,001 - $15,000
XYL
Xylem Inc. Common Stock New · Stock (public) · Morgan Stanley (JT)
$1,001 - $15,000
ZTS
Zoetis Inc. Class A Common Stock · Stock (public) · Morgan Stanley INH IRA SP
$1,001 - $15,000
IBB
iShares Biotechnology ETF · Exchange-traded fund · Morgan Stanley INH IRA
$1,001 - $15,000
IGM
iShares Expanded Tech Sector ETF · Exchange-traded fund · Morgan Stanley INH IRA SP
$1,001 - $15,000
USMV
iShares MSCI USA Min Vol Factor ETF · Exchange-traded fund · Morgan Stanley (JT)
$1,001 - $15,000