Pettyjohn, Wood & White, Inc Portfolio Holdings

Pettyjohn, Wood & White, Inc

  • $557 Million
  • Q2 2025

Pettyjohn, Wood & White, Inc has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $557 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.3M, Spdr S&P 500 ETF Trust with a value of $28.1M, Apple Inc. with a value of $26.1M, Jpmorgan Chase & CO with a value of $18.6M, and Alphabet Inc. with a value of $15.9M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $520M to 557M.

Pettyjohn, Wood & White, Inc is based out at Lynchburg, VA

Below you can find more details about Pettyjohn, Wood & White, Inc portfolio as well as his latest detailed transactions.

Portfolio value $557 Million
ETFs: $155 Million
Technology: $95 Million
Financial Services: $67.5 Million
Industrials: $46.5 Million
Consumer Defensive: $44.9 Million
Communication Services: $43.6 Million
Healthcare: $39.3 Million
Consumer Cyclical: $30.9 Million
Other: $34.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$34.3 Million 6.15% of portfolio
68,881
Q2 2025 Added 0.08%
$3.69T
$26.1 Million 4.69% of portfolio
127,356
Q2 2025 Added 4.24%
$859B
$18.6 Million 3.35% of portfolio
64,275
Q2 2025 Reduced 0.19%
$1.21T
$15.9 Million 2.86% of portfolio
90,491
Q2 2025 Added 0.9%
$621B
$15.7 Million 2.83% of portfolio
32,418
Q2 2025 Added 0.78%
$281B
$15.2 Million 2.73% of portfolio
155,386
Q2 2025 Added 0.4%
$405B
$13.2 Million 2.37% of portfolio
35,974
Q2 2025 Added 1.51%
$368B
$13.1 Million 2.35% of portfolio
82,128
Q2 2025 Added 0.23%
$442B
$11.6 Million 2.08% of portfolio
107,537
Q2 2025 Added 1.18%
$2.26T
$11.2 Million 2.02% of portfolio
51,257
Q2 2025 Added 2.85%
$381B
$10.8 Million 1.94% of portfolio
228,525
Q2 2025 Added 0.38%
$229B
$9.25 Million 1.66% of portfolio
63,343
Q2 2025 Added 1.23%
$452B
$8.92 Million 1.6% of portfolio
58,405
Q2 2025 Reduced 0.31%
$351B
$8.79 Million 1.58% of portfolio
47,363
Q2 2025 Added 1.5%
$293B
$8.66 Million 1.55% of portfolio
124,801
Q2 2025 Reduced 0.79%
$146B
$8.2 Million 1.47% of portfolio
35,230
Q2 2025 Reduced 0.53%
$229B
$7.97 Million 1.43% of portfolio
58,571
Q2 2025 Reduced 0.66%
$1.78T
$7.4 Million 1.33% of portfolio
10,024
Q2 2025 Added 9.53%
$684B
$7.24 Million 1.3% of portfolio
33,094
Q2 2025 Added 5.15%
$302B
$6.92 Million 1.24% of portfolio
48,310
Q2 2025 Added 2.34%
$64.4B
$6.79 Million 1.22% of portfolio
26,536
Q2 2025 Added 0.25%
$207B
$6.22 Million 1.12% of portfolio
50,177
Q2 2025 Added 1.29%
$182B
$5.72 Million 1.03% of portfolio
132,291
Q2 2025 Reduced 1.44%
$127B
$5.16 Million 0.93% of portfolio
18,718
Q2 2025 Added 3.03%
$60B
$4.75 Million 0.85% of portfolio
20,914
Q2 2025 Reduced 12.56%
$456B
$3.99 Million 0.72% of portfolio
25,252
Q2 2025 Added 18.3%
$86B
$3.9 Million 0.7% of portfolio
56,489
Q2 2025 Reduced 11.91%
$124B
$3.91 Million 0.7% of portfolio
12,678
Q2 2025 Added 3.43%
$64.7M
$3.61 Million 0.65% of portfolio
257,061
Q2 2025 Added 0.01%
$102B
$3.35 Million 0.6% of portfolio
18,283
Q2 2025 Added 4.07%
$1.24T
$3.3 Million 0.59% of portfolio
18,603
Q2 2025 Added 12.29%
$157B
$3.29 Million 0.59% of portfolio
8,513
Q2 2025 Reduced 2.15%
$108B
$3.14 Million 0.56% of portfolio
34,278
Q2 2025 Added 2.82%
$102B
$2.94 Million 0.53% of portfolio
32,010
Q2 2025 Reduced 0.42%
$423B
$2.92 Million 0.52% of portfolio
4
Q1 2025 New
$58.4B
$2.82 Million 0.51% of portfolio
65,545
Q2 2025 Reduced 2.65%
$258B
$2.42 Million 0.43% of portfolio
34,352
Q2 2025 Reduced 1.29%
$141B
$2.4 Million 0.43% of portfolio
67,289
Q2 2025 Reduced 15.55%
$551B
$2.36 Million 0.42% of portfolio
6,640
Q2 2025 Reduced 0.09%
$203B
$2.3 Million 0.41% of portfolio
29,024
Q2 2025 Reduced 0.45%
$179B
$2.26 Million 0.41% of portfolio
24,791
Q2 2025 Added 4.69%
$182B
$2.26 Million 0.41% of portfolio
24,215
Q2 2025 Added 14.55%
$95.8B
$2.21 Million 0.4% of portfolio
48,772
Q2 2025 Reduced 11.0%
$135B
$2.17 Million 0.39% of portfolio
9,439
Q2 2025 Added 2.33%
$45.1B
$1.97 Million 0.35% of portfolio
15,250
Q2 2025 Reduced 7.72%
$210B
$1.92 Million 0.34% of portfolio
6,517
Q1 2025 Reduced 13.13%
$95.8B
$1.71 Million 0.31% of portfolio
14,487
Q2 2025 Added 2.84%
$261B
$1.72 Million 0.31% of portfolio
9,424
Q2 2025 Added 0.45%
$92.8B
$1.73 Million 0.31% of portfolio
5,026
Q2 2025 Added 7.62%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $557 Million
  • Prior Value $520 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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