Pettyjohn
Latest statistics and disclosures from Pettyjohn, Wood & White's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, SPY, BRK.B, JPM, and represent 21.28% of Pettyjohn, Wood & White's stock portfolio.
- Added to shares of these 10 stocks: BRK.A, VTI, URI, UBER, VOO, BK, FNDX, VEA, AVGO, GD.
- Started 6 new stock positions in URI, BK, GD, VEA, FNDX, BRK.A.
- Reduced shares in these 10 stocks: XOM, PM, MSFT, BRK.B, JNJ, JPM, AAPL, CMCSA, MO, WTW.
- Sold out of its positions in B, DE, INTC, IAT, KHC, MPC, PGR, SWKS, TSM, USB. VRTX, WMB, ACGL.
- Pettyjohn, Wood & White was a net seller of stock by $-19M.
- Pettyjohn, Wood & White has $522M in assets under management (AUM), dropping by -4.38%.
- Central Index Key (CIK): 0001128213
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Portfolio Holdings for Pettyjohn, Wood & White
Pettyjohn, Wood & White holds 188 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.2 | $27M | -3% | 122k | 222.13 |
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| Microsoft Corporation (MSFT) | 5.0 | $26M | -5% | 69k | 375.39 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $25M | 45k | 559.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $17M | -5% | 32k | 532.58 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $16M | -6% | 64k | 245.30 |
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| Procter & Gamble Company (PG) | 2.7 | $14M | -3% | 82k | 170.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $14M | 90k | 154.64 |
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| Wal-Mart Stores (WMT) | 2.6 | $14M | -4% | 155k | 87.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.5 | $13M | 67k | 193.99 |
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| Home Depot (HD) | 2.5 | $13M | -3% | 35k | 366.49 |
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| Exxon Mobil Corporation (XOM) | 2.4 | $13M | -15% | 106k | 118.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $11M | 24k | 468.92 |
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| Abbvie (ABBV) | 1.9 | $9.8M | -5% | 47k | 209.52 |
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| Johnson & Johnson (JNJ) | 1.9 | $9.7M | -9% | 59k | 165.84 |
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| Bank of America Corporation (BAC) | 1.8 | $9.5M | -2% | 228k | 41.73 |
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| Amazon (AMZN) | 1.8 | $9.5M | 50k | 190.26 |
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| Pepsi (PEP) | 1.7 | $9.0M | -2% | 60k | 149.94 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $8.3M | -4% | 63k | 132.46 |
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| Chevron Corporation (CVX) | 1.5 | $7.9M | -5% | 47k | 167.29 |
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| Abbott Laboratories (ABT) | 1.5 | $7.8M | -4% | 59k | 132.65 |
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| Cisco Systems (CSCO) | 1.5 | $7.8M | -5% | 126k | 61.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $7.7M | 132k | 58.35 |
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| Honeywell International (HON) | 1.4 | $7.5M | -2% | 35k | 211.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $6.5M | +4% | 13k | 513.91 |
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| Norfolk Southern (NSC) | 1.2 | $6.3M | 27k | 236.85 |
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| Verizon Communications (VZ) | 1.2 | $6.1M | -9% | 134k | 45.36 |
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| FedEx Corporation (FDX) | 1.1 | $5.8M | 24k | 243.78 |
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| Meta Platforms Cl A (META) | 1.0 | $5.3M | -6% | 9.2k | 576.36 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $4.9M | 47k | 104.57 |
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| Walt Disney Company (DIS) | 0.9 | $4.9M | -2% | 50k | 98.70 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $4.8M | 35k | 135.68 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.9 | $4.6M | 76k | 60.89 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $4.6M | -2% | 33k | 140.44 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $4.5M | +3% | 26k | 173.23 |
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| Oracle Corporation (ORCL) | 0.8 | $4.4M | +3% | 32k | 139.81 |
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| CVS Caremark Corporation (CVS) | 0.8 | $4.3M | -12% | 64k | 67.75 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.8 | $3.9M | -4% | 35k | 112.85 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $3.9M | 42k | 93.45 |
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| Bank Of James Fncl (BOTJ) | 0.7 | $3.8M | 257k | 14.78 |
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| Automatic Data Processing (ADP) | 0.7 | $3.7M | 12k | 305.53 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $3.3M | +4% | 8.7k | 383.53 |
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| Starbucks Corporation (SBUX) | 0.6 | $3.3M | 33k | 98.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.2M | +842% | 12k | 274.84 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $3.2M | NEW | 4.00 | 798441.75 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $3.1M | 38k | 81.73 |
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| Broadcom (AVGO) | 0.6 | $3.0M | +7% | 18k | 167.43 |
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| Intercontinental Exchange (ICE) | 0.6 | $3.0M | 18k | 172.50 |
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| Southern Company (SO) | 0.6 | $3.0M | -2% | 32k | 91.95 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $2.9M | -20% | 80k | 36.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.9M | 5.1k | 561.90 |
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| Truist Financial Corp equities (TFC) | 0.5 | $2.8M | -16% | 67k | 41.15 |
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| Merck & Co (MRK) | 0.5 | $2.6M | -16% | 29k | 89.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.6M | -10% | 17k | 156.23 |
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| Shell Spon Ads (SHEL) | 0.5 | $2.6M | -5% | 35k | 73.28 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $2.5M | 26k | 98.92 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $2.4M | +5% | 12k | 206.48 |
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| Enbridge (ENB) | 0.5 | $2.4M | -10% | 55k | 44.31 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $2.4M | -4% | 17k | 142.22 |
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| Visa Com Cl A (V) | 0.4 | $2.3M | +3% | 6.6k | 350.46 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.3M | +9% | 21k | 108.38 |
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| Union Pacific Corporation (UNP) | 0.4 | $2.2M | 9.2k | 236.24 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $1.9M | 9.6k | 197.46 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $1.9M | 24k | 78.28 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $1.8M | +3% | 23k | 81.76 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.8M | 82k | 22.08 |
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| Medtronic SHS (MDT) | 0.3 | $1.8M | 20k | 89.86 |
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| Anthem (ELV) | 0.3 | $1.7M | -2% | 4.0k | 434.96 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.7M | -13% | 14k | 121.97 |
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| McDonald's Corporation (MCD) | 0.3 | $1.7M | -3% | 5.5k | 312.37 |
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| Coca-Cola Company (KO) | 0.3 | $1.7M | -10% | 24k | 71.62 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 2.0k | 825.91 |
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| Sherwin-Williams Company (SHW) | 0.3 | $1.6M | +3% | 4.7k | 349.19 |
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| International Business Machines (IBM) | 0.3 | $1.6M | -13% | 6.5k | 248.68 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.6M | 7.8k | 199.49 |
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| Uber Technologies (UBER) | 0.3 | $1.5M | +96% | 21k | 72.86 |
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| Philip Morris International (PM) | 0.3 | $1.5M | -52% | 9.4k | 158.73 |
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| InterDigital (IDCC) | 0.3 | $1.4M | -8% | 6.6k | 206.75 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.4M | 58k | 23.43 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.4M | -2% | 44k | 30.73 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $1.3M | +3% | 39k | 34.25 |
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| American Tower Reit (AMT) | 0.3 | $1.3M | 6.1k | 217.60 |
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| Boeing Company (BA) | 0.2 | $1.3M | -13% | 7.6k | 170.55 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.3M | -7% | 10k | 121.12 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 9.1k | 134.29 |
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| Dominion Resources (D) | 0.2 | $1.2M | -27% | 21k | 56.07 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.0M | 13k | 78.85 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $955k | 1.8k | 533.48 |
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| Carrier Global Corporation (CARR) | 0.2 | $948k | 15k | 63.40 |
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| Lowe's Companies (LOW) | 0.2 | $925k | 4.0k | 233.23 |
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| At&t (T) | 0.2 | $912k | -18% | 32k | 28.28 |
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $899k | +9% | 9.3k | 96.45 |
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| United Rentals (URI) | 0.2 | $857k | NEW | 1.4k | 626.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $853k | 11k | 78.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $850k | 3.0k | 288.14 |
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| AFLAC Incorporated (AFL) | 0.2 | $843k | 7.6k | 111.19 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $839k | +5% | 5.7k | 146.01 |
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| Costco Wholesale Corporation (COST) | 0.2 | $804k | 850.00 | 945.45 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $766k | 5.8k | 131.07 |
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| Wells Fargo & Company (WFC) | 0.1 | $759k | -5% | 11k | 71.79 |
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| Hershey Company (HSY) | 0.1 | $754k | +13% | 4.4k | 171.03 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $750k | 6.4k | 117.49 |
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| Pfizer (PFE) | 0.1 | $726k | -15% | 29k | 25.34 |
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| Amgen (AMGN) | 0.1 | $721k | 2.3k | 311.61 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $705k | 2.8k | 255.53 |
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| American Electric Power Company (AEP) | 0.1 | $667k | -16% | 6.1k | 109.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $666k | 3.0k | 221.72 |
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| Capital One Financial (COF) | 0.1 | $652k | -39% | 3.6k | 179.30 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $642k | +3% | 13k | 49.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $629k | -3% | 10k | 62.10 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $598k | 12k | 51.05 |
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| Altria (MO) | 0.1 | $597k | -56% | 9.9k | 60.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $568k | 1.6k | 361.09 |
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| CSX Corporation (CSX) | 0.1 | $567k | 19k | 29.43 |
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| Ge Aerospace Com New (GE) | 0.1 | $562k | -15% | 2.8k | 200.15 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $561k | 1.3k | 419.88 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $554k | 3.8k | 147.72 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $535k | -4% | 2.1k | 256.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $519k | 1.4k | 370.82 |
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| Welltower Inc Com reit (WELL) | 0.1 | $517k | -2% | 3.4k | 153.21 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $512k | 5.5k | 93.66 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $503k | -2% | 10k | 49.90 |
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| Becton, Dickinson and (BDX) | 0.1 | $501k | 2.2k | 229.06 |
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| Applied Materials (AMAT) | 0.1 | $500k | 3.4k | 145.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $499k | -2% | 1.9k | 258.56 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $486k | 5.5k | 88.33 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $486k | 10k | 46.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $478k | -28% | 1.1k | 446.71 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $455k | 7.6k | 60.19 |
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| General Mills (GIS) | 0.1 | $455k | 7.6k | 59.79 |
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| Best Buy (BBY) | 0.1 | $454k | -2% | 6.2k | 73.61 |
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| United Parcel Service CL B (UPS) | 0.1 | $446k | -21% | 4.1k | 109.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $444k | 2.4k | 188.16 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $441k | 4.6k | 96.51 |
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| American Express Company (AXP) | 0.1 | $431k | -49% | 1.6k | 269.05 |
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| Ventas (VTR) | 0.1 | $430k | 6.3k | 68.76 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $427k | +7% | 859.00 | 497.60 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $407k | 8.1k | 50.28 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $397k | +10% | 3.7k | 106.02 |
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| Bwx Technologies (BWXT) | 0.1 | $396k | +14% | 4.0k | 98.65 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $396k | +3% | 2.1k | 193.02 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $395k | 2.1k | 186.29 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $385k | 2.1k | 184.19 |
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| Trane Technologies SHS (TT) | 0.1 | $375k | 1.1k | 336.92 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $367k | 1.2k | 308.88 |
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| Caterpillar (CAT) | 0.1 | $351k | -31% | 1.1k | 329.80 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $349k | -48% | 5.1k | 67.85 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $340k | 1.1k | 312.04 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $330k | 2.2k | 153.10 |
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| Emerson Electric (EMR) | 0.1 | $328k | -4% | 3.0k | 109.64 |
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| Paccar (PCAR) | 0.1 | $326k | 3.4k | 97.37 |
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| 3M Company (MMM) | 0.1 | $323k | -18% | 2.2k | 146.86 |
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| Bristol Myers Squibb (BMY) | 0.1 | $307k | -22% | 5.0k | 60.99 |
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| Nextera Energy (NEE) | 0.1 | $305k | 4.3k | 70.89 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $299k | 2.5k | 119.73 |
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| Cigna Corp (CI) | 0.1 | $298k | -29% | 905.00 | 329.00 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $297k | -5% | 5.7k | 52.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $296k | 4.9k | 60.66 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $284k | -15% | 555.00 | 512.01 |
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| Illinois Tool Works (ITW) | 0.1 | $273k | 1.1k | 248.01 |
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| Republic Services (RSG) | 0.1 | $272k | -2% | 1.1k | 242.16 |
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| Canadian Natl Ry (CNI) | 0.1 | $267k | 2.7k | 97.46 |
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| Fiserv (FI) | 0.1 | $265k | 1.2k | 220.83 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $258k | -2% | 4.2k | 61.56 |
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| Nike CL B (NKE) | 0.0 | $257k | 4.1k | 63.48 |
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| UnitedHealth (UNH) | 0.0 | $255k | -48% | 486.00 | 523.75 |
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| Rockwell Automation (ROK) | 0.0 | $254k | 982.00 | 258.38 |
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| Atlantic Union B (AUB) | 0.0 | $250k | -6% | 8.0k | 31.14 |
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| Analog Devices (ADI) | 0.0 | $247k | 1.2k | 201.67 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $234k | -30% | 1.0k | 232.74 |
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| ConocoPhillips (COP) | 0.0 | $233k | -16% | 2.2k | 105.02 |
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| Kinder Morgan (KMI) | 0.0 | $230k | -34% | 8.1k | 28.53 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $230k | +2% | 1.3k | 172.77 |
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| Phillips 66 (PSX) | 0.0 | $230k | -10% | 1.9k | 123.48 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $230k | 1.3k | 179.70 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $230k | -76% | 680.00 | 337.95 |
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| Cummins (CMI) | 0.0 | $229k | 730.00 | 313.44 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $226k | 4.5k | 49.85 |
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| Blackrock (BLK) | 0.0 | $223k | 236.00 | 946.48 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $223k | NEW | 2.7k | 83.87 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $222k | NEW | 9.4k | 23.61 |
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| Qualcomm (QCOM) | 0.0 | $221k | -40% | 1.4k | 153.61 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $216k | 5.2k | 41.85 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $211k | NEW | 4.2k | 50.83 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $209k | 2.5k | 82.73 |
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| Ge Vernova (GEV) | 0.0 | $209k | 684.00 | 305.28 |
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| General Dynamics Corporation (GD) | 0.0 | $206k | NEW | 756.00 | 272.58 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $204k | 1.6k | 130.18 |
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| Eaton Corp SHS (ETN) | 0.0 | $203k | 746.00 | 271.83 |
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Past Filings by Pettyjohn, Wood & White
SEC 13F filings are viewable for Pettyjohn, Wood & White going back to 2011
- Pettyjohn, Wood & White 2025 Q1 filed May 8, 2025
- Pettyjohn, Wood & White 2024 Q4 filed Feb. 5, 2025
- Pettyjohn, Wood & White 2024 Q3 filed Nov. 12, 2024
- Pettyjohn, Wood & White 2024 Q2 filed Aug. 14, 2024
- Pettyjohn, Wood & White 2024 Q1 filed May 8, 2024
- Pettyjohn, Wood & White 2023 Q3 filed Nov. 14, 2023
- Pettyjohn, Wood & White 2023 Q2 filed Aug. 10, 2023
- Pettyjohn, Wood & White 2023 Q1 filed April 25, 2023
- Pettyjohn, Wood & White 2022 Q4 filed Feb. 2, 2023
- Pettyjohn, Wood & White 2022 Q3 filed Oct. 28, 2022
- Pettyjohn, Wood & White 2022 Q2 filed Aug. 8, 2022
- Pettyjohn, Wood & White 2022 Q2 restated filed Aug. 8, 2022
- Pettyjohn, Wood & White 2022 Q1 filed April 22, 2022
- Pettyjohn, Wood & White 2021 Q4 filed Feb. 4, 2022
- Pettyjohn, Wood & White 2021 Q3 filed Nov. 8, 2021
- Pettyjohn, Wood & White 2021 Q2 filed Aug. 3, 2021