Pettyjohn

Pettyjohn, Wood & White as of March 31, 2025

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