Pettyjohn, Wood & White, Inc Portfolio Holdings

Pettyjohn, Wood & White, Inc

  • $520 Million
  • Q1 2025

Pettyjohn, Wood & White, Inc has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $520 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.1M, Microsoft Corp with a value of $25.8M, Spdr S&P 500 ETF Trust with a value of $25.1M, Berkshire Hathaway Inc Class B with a value of $17.1M, and Jpmorgan Chase & CO with a value of $15.8M.

Examining the 13F form we can see an decrease of $23.9M in the current position value, from $544M to 520M.

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 $520 Million
ETFs: $142 Million
Technology: $78.7 Million
Financial Services: $63.8 Million
Consumer Defensive: $45.3 Million
Industrials: $43 Million
Healthcare: $42.7 Million
Communication Services: $37.9 Million
Consumer Cyclical: $29.1 Million
Other: $36.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$27.1 Million 5.22% of portfolio
122,171
Q1 2025 Reduced 3.25%
$3.75T
$25.8 Million 4.97% of portfolio
68,825
Q1 2025 Reduced 5.33%
$631B
$17.1 Million 3.3% of portfolio
32,168
Q1 2025 Reduced 5.79%
$831B
$15.8 Million 3.04% of portfolio
64,397
Q1 2025 Reduced 6.02%
$373B
$14 Million 2.69% of portfolio
81,936
Q1 2025 Reduced 3.5%
$1.07T
$13.9 Million 2.67% of portfolio
89,680
Q1 2025 Reduced 0.39%
$263B
$13.6 Million 2.61% of portfolio
154,771
Q1 2025 Reduced 4.87%
$380B
$13 Million 2.5% of portfolio
35,438
Q1 2025 Reduced 3.44%
$474B
$12.6 Million 2.43% of portfolio
106,285
Q1 2025 Reduced 15.42%
$337B
$9.78 Million 1.88% of portfolio
46,665
Q1 2025 Reduced 5.87%
$409B
$9.72 Million 1.87% of portfolio
58,586
Q1 2025 Reduced 9.76%
$376B
$9.5 Million 1.83% of portfolio
227,671
Q1 2025 Reduced 2.86%
$2.27T
$9.48 Million 1.82% of portfolio
49,837
Q1 2025 Reduced 0.59%
$185B
$8.98 Million 1.73% of portfolio
59,873
Q1 2025 Reduced 2.51%
$215B
$8.29 Million 1.59% of portfolio
62,573
Q1 2025 Reduced 4.36%
$300B
$7.9 Million 1.52% of portfolio
47,205
Q1 2025 Reduced 5.98%
$284B
$7.76 Million 1.49% of portfolio
125,791
Q1 2025 Reduced 5.22%
$160B
$7.5 Million 1.44% of portfolio
35,416
Q1 2025 Reduced 2.15%
$60.2B
$6.27 Million 1.21% of portfolio
26,471
Q1 2025 Reduced 1.64%
$179B
$6.09 Million 1.17% of portfolio
134,220
Q1 2025 Reduced 9.59%
$61.5B
$5.83 Million 1.12% of portfolio
23,917
Q1 2025 Added 0.26%
$1.62T
$5.27 Million 1.01% of portfolio
9,152
Q1 2025 Reduced 6.08%
$220B
$4.89 Million 0.94% of portfolio
49,539
Q1 2025 Reduced 2.08%
$636B
$4.4 Million 0.85% of portfolio
31,473
Q1 2025 Added 3.08%
$87.5B
$4.34 Million 0.84% of portfolio
64,128
Q1 2025 Reduced 12.14%
$65.7M
$3.8 Million 0.73% of portfolio
257,046
Q1 2025 Reduced 1.87%
$128B
$3.75 Million 0.72% of portfolio
12,258
Q1 2025 Added 0.67%
$174B
$3.34 Million 0.64% of portfolio
8,700
Q1 2025 Added 4.5%
$108B
$3.27 Million 0.63% of portfolio
33,338
Q1 2025 Added 0.39%
$432B
$3.19 Million 0.61% of portfolio
4
Q1 2025 New
$113B
$3.04 Million 0.59% of portfolio
18,168
Q1 2025 Added 7.31%
$102B
$3.03 Million 0.58% of portfolio
17,568
Q1 2025 Added 0.6%
$157B
$2.94 Million 0.57% of portfolio
79,680
Q1 2025 Reduced 20.89%
$100B
$2.96 Million 0.57% of portfolio
32,145
Q1 2025 Reduced 2.58%
$59.9B
$2.77 Million 0.53% of portfolio
67,332
Q1 2025 Reduced 16.96%
$212B
$2.62 Million 0.5% of portfolio
29,155
Q1 2025 Reduced 16.64%
$1.08T
$2.59 Million 0.5% of portfolio
16,567
Q1 2025 Reduced 10.68%
$256B
$2.55 Million 0.49% of portfolio
34,802
Q1 2025 Reduced 5.82%
$88.7B
$2.43 Million 0.47% of portfolio
54,797
Q1 2025 Reduced 10.61%
$44.4B
$2.35 Million 0.45% of portfolio
16,525
Q1 2025 Reduced 4.7%
$585B
$2.33 Million 0.45% of portfolio
6,646
Q1 2025 Added 3.88%
$406B
$2.31 Million 0.44% of portfolio
21,345
Q1 2025 Added 9.41%
$145B
$2.18 Million 0.42% of portfolio
9,224
Q1 2025 Reduced 0.32%
$168B
$1.85 Million 0.36% of portfolio
23,680
Q1 2025 Added 0.66%
$118B
$1.8 Million 0.35% of portfolio
20,021
Q1 2025 Reduced 1.01%
$83.5B
$1.74 Million 0.33% of portfolio
3,991
Q1 2025 Reduced 2.97%
$90.2B
$1.72 Million 0.33% of portfolio
14,087
Q1 2025 Reduced 13.58%
$216B
$1.71 Million 0.33% of portfolio
5,477
Q1 2025 Reduced 3.86%
$300B
$1.7 Million 0.33% of portfolio
23,703
Q1 2025 Reduced 10.82%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $520 Million
  • Prior Value $544 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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