Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2025) About Pettyjohn, Wood & White, IncInvestment ActivityPettyjohn, Wood & White, Inc has $545.62 million in total holdings as of December 31, 2024.Pettyjohn, Wood & White, Inc owns shares of 195 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 2.36% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Pettyjohn, Wood & White, Inc has purchased 196 new stocks and bought additional shares in 72 stocks.Pettyjohn, Wood & White, Inc sold shares of 71 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $31,621,035Microsoft $30,642,128SPDR S&P 500 ETF Trust $26,119,242Alphabet $17,042,490JPMorgan Chase & Co. $16,424,930 Largest New Holdings this Quarter Uber Technologies $650,552 HoldingTaiwan Semiconductor Manufacturing $299,198 HoldingDeere & Company $243,628 HoldingBLACKROCK INC $242,952 HoldingGE VERNOVA INC $224,989 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 54,634 shares (about $1.27M)Exxon Mobil 8,623 shares (about $927.58K)Schwab US Small-Cap ETF 31,104 shares (about $804.35K)Philip Morris International 6,200 shares (about $746.17K)Automatic Data Processing 2,401 shares (about $702.84K) Largest Sales this Quarter Boeing 7,275 shares (about $1.29M)CVS Health 18,799 shares (about $843.89K)Apple 2,894 shares (about $724.72K)Dominion Energy 6,900 shares (about $371.63K)Comcast 8,575 shares (about $321.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPettyjohn, Wood & White, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,621,035$724,715 ▼-2.2%126,2725.8%Computer and TechnologyMSFTMicrosoft$30,642,128$274,817 ▼-0.9%72,6985.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$26,119,242$196,337 ▼-0.7%44,5664.8%FinanceGOOGLAlphabet$17,042,490$175,670 ▼-1.0%90,0293.1%Computer and TechnologyJPMJPMorgan Chase & Co.$16,424,930$24,930 ▲0.2%68,5203.0%FinanceBRK.BBerkshire Hathaway$15,477,699$86,123 ▲0.6%34,1462.8%FinanceWMTWalmart$14,699,285$234,639 ▼-1.6%162,6932.7%Retail/WholesaleHDHome Depot$14,276,376$331,421 ▲2.4%36,7012.6%Retail/WholesalePGProcter & Gamble$14,234,156$127,246 ▼-0.9%84,9042.6%Consumer StaplesXOMExxon Mobil$13,517,831$927,579 ▲7.4%125,6652.5%Oils/EnergyVIGVanguard Dividend Appreciation ETF$13,175,555$179,183 ▼-1.3%67,2812.4%ETFQQQInvesco QQQ$12,184,656$135,476 ▼-1.1%23,8342.2%FinanceAMZNAmazon.com$10,999,118$145,894 ▲1.3%50,1352.0%Retail/WholesaleBACBank of America$10,300,702$90,493 ▼-0.9%234,3731.9%FinanceJNJJohnson & Johnson$9,389,238$88,218 ▲0.9%64,9241.7%MedicalPEPPepsiCo$9,338,461$66,146 ▲0.7%61,4131.7%Consumer StaplesABBVAbbVie$8,809,123$106,265 ▲1.2%49,5731.6%MedicalIJHiShares Core S&P Mid-Cap ETF$8,198,857$311,362 ▲3.9%131,5821.5%ETFHONHoneywell International$8,176,089$148,410 ▼-1.8%36,1951.5%Multi-Sector ConglomeratesCSCOCisco Systems$7,856,798$100,048 ▲1.3%132,7161.4%Computer and TechnologyRTXRTX$7,571,213$211,420 ▲2.9%65,4271.4%AerospaceCVXChevron$7,271,693$56,922 ▲0.8%50,2051.3%Oils/EnergyABTAbbott Laboratories$6,974,024$59,948 ▲0.9%61,6571.3%MedicalFDXFedEx$6,711,409$36,010 ▲0.5%23,8561.2%TransportationVOOVanguard S&P 500 ETF$6,475,976$71,662 ▲1.1%12,0191.2%ETFNSCNorfolk Southern$6,316,482$5,868 ▲0.1%26,9131.2%TransportationVZVerizon Communications$5,936,572$313,243 ▼-5.0%148,4511.1%Computer and TechnologyMETAMeta Platforms$5,705,216$232,448 ▲4.2%9,7441.0%Computer and TechnologyDISWalt Disney$5,633,308$296,080 ▼-5.0%50,5911.0%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$5,341,418$2,996 ▼-0.1%46,3581.0%ETFIYWiShares U.S. Technology ETF$5,337,061$19,940 ▼-0.4%33,4571.0%ManufacturingORCLOracle$5,087,853$6,666 ▼-0.1%30,5320.9%Computer and TechnologySDYSPDR S&P Dividend ETF$4,660,092$38,309 ▼-0.8%35,2770.9%ETFIYHiShares U.S. Healthcare ETF$4,500,484$95,854 ▼-2.1%77,2350.8%ETFRSPInvesco S&P 500 Equal Weight ETF$4,348,333$689,705 ▲18.9%24,8150.8%ETFIYFiShares U.S. Financials ETF$4,038,382$6,082 ▼-0.2%36,5200.7%ETFBOTJBank of the James Financial Group$4,010,174$97,417 ▲2.5%261,9320.7%FinanceAVGOBroadcom$3,925,052$48,686 ▲1.3%16,9300.7%Computer and TechnologyCMCSAComcast$3,780,215$321,820 ▼-7.8%100,7250.7%Consumer DiscretionaryADBEAdobe$3,701,961$17,787 ▲0.5%8,3250.7%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,601,918$4,283 ▼-0.1%42,0490.7%ETFADPAutomatic Data Processing$3,564,574$702,845 ▲24.6%12,1770.7%Business ServicesGOOGAlphabet$3,532,143$20,949 ▼-0.6%18,5470.6%Computer and TechnologyTFCTruist Financial$3,517,338$180,331 ▲5.4%81,0820.6%FinanceMRKMerck & Co., Inc.$3,479,101$199,656 ▲6.1%34,9730.6%MedicalCVSCVS Health$3,276,611$843,887 ▼-20.5%72,9920.6%MedicalIVViShares Core S&P 500 ETF$3,039,355$42,974 ▼-1.4%5,1630.6%ETFSBUXStarbucks$3,030,322$38,781 ▼-1.3%33,2090.6%Retail/WholesaleEFAiShares MSCI EAFE ETF$2,879,1540.0%38,0790.5%FinanceSOSouthern$2,716,231$146,859 ▼-5.1%32,9960.5%UtilitiesNVDANVIDIA$2,619,864$10,877 ▼-0.4%19,5090.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,613,525$52,317 ▲2.0%11,2400.5%ETFICEIntercontinental Exchange$2,602,162$11,176 ▲0.4%17,4630.5%FinanceENBEnbridge$2,601,087$158,052 ▼-5.7%61,3030.5%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$2,443,528$39,245 ▲1.6%25,2170.4%FinancePMPhilip Morris International$2,376,311$746,170 ▲45.8%19,7450.4%Consumer StaplesSHELShell$2,315,169$23,494 ▲1.0%36,9540.4%Oils/EnergyKMBKimberly-Clark$2,272,234$38,264 ▼-1.7%17,3400.4%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$2,129,979$5,609 ▲0.3%9,4940.4%FinanceUNPUnion Pacific$2,110,283$26,225 ▼-1.2%9,2540.4%TransportationVVisa$2,022,024$26,863 ▼-1.3%6,3980.4%Business ServicesSCHXSchwab US Large-Cap ETF$1,899,625$1,266,417 ▲200.0%81,9510.3%ETFDUKDuke Energy$1,756,2700.0%16,3010.3%UtilitiesIWMiShares Russell 2000 ETF$1,745,805$187,153 ▲12.0%7,9010.3%FinanceSCHWCharles Schwab$1,741,106$43,888 ▼-2.5%23,5250.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,737,926$66,624 ▲4.0%21,6510.3%ETFKOCoca-Cola$1,654,747$49,808 ▲3.1%26,5780.3%Consumer StaplesMCDMcDonald's$1,651,504$14,784 ▲0.9%5,6970.3%Retail/WholesaleIBMInternational Business Machines$1,649,270$193,463 ▲13.3%7,5020.3%Computer and TechnologyMDTMedtronic$1,615,653$115,826 ▼-6.7%20,2260.3%MedicalDDominion Energy$1,558,278$371,634 ▼-19.3%28,9320.3%UtilitiesBABoeing$1,556,184$1,287,675 ▼-45.3%8,7920.3%AerospaceLLYEli Lilly and Company$1,527,016$12,352 ▼-0.8%1,9780.3%MedicalSHWSherwin-Williams$1,526,966$263,446 ▲20.9%4,4920.3%Basic MaterialsSCHASchwab US Small-Cap ETF$1,523,361$804,350 ▲111.9%58,9080.3%ETFELVElevance Health$1,517,286$160,103 ▼-9.5%4,1130.3%MedicalPFFiShares Preferred and Income Securities ETF$1,431,306$60,050 ▼-4.0%45,5250.3%ETFIDCCInterDigital$1,404,470$48,430 ▼-3.3%7,2500.3%Computer and TechnologyCGGRCapital Group Growth ETF$1,403,205$183,992 ▲15.1%37,7510.3%ETFHDViShares Core High Dividend ETF$1,254,618$3,705 ▼-0.3%11,1760.2%ETFMOAltria Group$1,194,670$466,950 ▲64.2%22,8470.2%Consumer StaplesDVYiShares Select Dividend ETF$1,190,0130.0%9,0640.2%ETFAMTAmerican Tower$1,140,260$19,441 ▼-1.7%6,2170.2%FinanceCOFCapital One Financial$1,072,060$379,287 ▲54.7%6,0120.2%FinanceCARRCarrier Global$1,036,051$207,511 ▲25.0%15,1780.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,019,5490.0%1,7900.2%ETFLOWLowe's Companies$973,873$3,208 ▼-0.3%3,9460.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$961,398$23,691 ▲2.5%12,7020.2%ETFAXPAmerican Express$950,619$296,790 ▲45.4%3,2030.2%FinanceWTWWillis Towers Watson Public$902,1320.0%2,8800.2%FinanceTAT&T$896,250$101,327 ▲12.7%39,3610.2%Computer and TechnologyPFEPfizer$895,819$293,132 ▼-24.7%33,7660.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$838,842$6,241 ▲0.7%10,7530.2%ETFXLCCommunication Services Select Sector SPDR Fund$824,725$4,841 ▼-0.6%8,5190.2%ETFIWPiShares Russell Mid-Cap Growth ETF$809,1720.0%6,3840.1%ETFIWOiShares Russell 2000 Growth ETF$794,3840.0%2,7600.1%ETFAFLAflac$784,2830.0%7,5820.1%FinanceWFCWells Fargo & Company$783,281$70 ▲0.0%11,1510.1%FinanceCOSTCostco Wholesale$778,554$10,075 ▼-1.3%8500.1%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$760,519$3,294 ▼-0.4%5,7720.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
