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
$260B
$1.62 Million 0.31% of portfolio
6,517
Q1 2025 Reduced 13.13%
$748B
$1.63 Million 0.31% of portfolio
1,978
Q4 2024 Reduced 0.8%
$91.1B
$1.63 Million 0.31% of portfolio
4,670
Q1 2025 Added 3.96%
$191B
$1.54 Million 0.3% of portfolio
21,140
Q1 2025 Added 96.01%
$276B
$1.49 Million 0.29% of portfolio
9,382
Q1 2025 Reduced 52.48%
$103B
$1.34 Million 0.26% of portfolio
6,138
Q1 2025 Reduced 1.27%
$6.72B
$1.36 Million 0.26% of portfolio
6,600
Q1 2025 Reduced 8.97%
$135B
$1.3 Million 0.25% of portfolio
7,602
Q1 2025 Reduced 13.54%
$47.6B
$1.18 Million 0.23% of portfolio
21,087
Q1 2025 Reduced 27.12%
$200B
$912,000 0.18% of portfolio
32,249
Q1 2025 Reduced 18.07%
$140B
$924,000 0.18% of portfolio
3,966
Q1 2025 Added 0.51%
$63.5B
$947,000 0.18% of portfolio
14,948
Q1 2025 Reduced 1.52%
$55.7B
$857,000 0.16% of portfolio
1,368
Q1 2025 New
$64.4B
$842,000 0.16% of portfolio
7,580
Q1 2025 Reduced 0.03%
$435B
$803,000 0.15% of portfolio
850
Q4 2024 Reduced 1.28%
$310B
$759,000 0.15% of portfolio
10,575
Q1 2025 Reduced 5.17%
$159B
$721,000 0.14% of portfolio
2,315
Q1 2025 Reduced 0.22%
$143B
$726,000 0.14% of portfolio
28,666
Q1 2025 Reduced 15.1%
$53.8B
$666,000 0.13% of portfolio
6,101
Q1 2025 Reduced 16.4%
$83.7B
$651,000 0.13% of portfolio
3,635
Q1 2025 Reduced 39.54%
$23.4B
$553,000 0.11% of portfolio
3,750
Q2 2022 Added 2.74%
$274B
$562,000 0.11% of portfolio
2,808
Q1 2025 Reduced 15.11%
$70.1B
$567,000 0.11% of portfolio
19,275
Q1 2025 Reduced 0.52%
$103B
$596,000 0.11% of portfolio
9,942
Q1 2025 Reduced 56.48%
$168B
$499,000 0.1% of portfolio
3,445
Q4 2024 Reduced 0.2%
$50.1B
$501,000 0.1% of portfolio
2,188
Q1 2025 Reduced 0.5%
$70.5B
$516,000 0.1% of portfolio
3,374
Q1 2025 Reduced 2.03%
$74.5B
$446,000 0.09% of portfolio
4,058
Q1 2025 Reduced 21.84%
$16.3B
$453,000 0.09% of portfolio
6,167
Q1 2025 Reduced 2.76%
$30.4B
$454,000 0.09% of portfolio
7,601
Q1 2025 Reduced 1.62%
$121B
$477,000 0.09% of portfolio
1,069
Q1 2025 Reduced 28.3%
$7.95B
$485,000 0.09% of portfolio
10,392
Q1 2018 Reduced 9.3%
$12.5B
$395,000 0.08% of portfolio
4,012
Q1 2025 Added 14.24%
$165B
$427,000 0.08% of portfolio
859
Q1 2025 Added 7.91%
$25.1B
$429,000 0.08% of portfolio
6,250
Q4 2024 Reduced 0.79%
$237B
$431,000 0.08% of portfolio
1,603
Q1 2025 Reduced 49.95%
$187B
$339,000 0.07% of portfolio
1,088
Q1 2025 Reduced 0.46%
$91.6B
$349,000 0.07% of portfolio
5,144
Q1 2025 Reduced 48.35%
$212B
$351,000 0.07% of portfolio
1,065
Q1 2025 Reduced 31.95%
$100B
$375,000 0.07% of portfolio
1,114
Q4 2024 Reduced 0.36%
$94.5B
$297,000 0.06% of portfolio
905
Q1 2025 Reduced 29.3%
$101B
$306,000 0.06% of portfolio
5,029
Q1 2025 Reduced 22.2%
$86.2B
$322,000 0.06% of portfolio
2,198
Q1 2025 Reduced 18.53%
$34.3B
$326,000 0.06% of portfolio
3,352
Q1 2025 Added 0.6%
$82.7B
$328,000 0.06% of portfolio
2,993
Q1 2025 Reduced 4.89%
$145B
$305,000 0.06% of portfolio
4,308
Q4 2024 Added 1.2%
$39.3B
$253,000 0.05% of portfolio
982
Q3 2022 New
$283B
$254,000 0.05% of portfolio
486
Q1 2025 Reduced 48.13%
$2.48B
$249,000 0.05% of portfolio
8,025
Q1 2025 Reduced 6.96%

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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