Pettyjohn, Wood & White, Inc Portfolio Holdings

Pettyjohn, Wood & White, Inc

  • $544 Million
  • Q4 2024

Pettyjohn, Wood & White, Inc has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $544 Million distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.6M, Microsoft Corp with a value of $30.6M, Spdr S&P 500 ETF Trust with a value of $26.1M, Alphabet Inc. with a value of $17M, and Jpmorgan Chase & CO with a value of $16.4M.

Examining the 13F form we can see an increase of $2.53M in the current position value, from $541M to 544M.

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 $544 Million
ETFs: $143 Million
Technology: $90.7 Million
Financial Services: $62.9 Million
Consumer Defensive: $48.8 Million
Industrials: $44.4 Million
Communication Services: $44 Million
Healthcare: $40.5 Million
Consumer Cyclical: $31.8 Million
Other: $37.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.8B
$1.56 Million 0.29% of portfolio
28,932
Q4 2024 Reduced 19.26%
$103B
$1.56 Million 0.29% of portfolio
8,792
Q4 2024 Reduced 45.28%
$104B
$1.52 Million 0.28% of portfolio
4,113
Q4 2024 Reduced 9.54%
$87.1B
$1.53 Million 0.28% of portfolio
4,492
Q4 2024 Added 20.85%
$801B
$1.53 Million 0.28% of portfolio
1,978
Q4 2024 Reduced 0.8%
$6.5B
$1.4 Million 0.26% of portfolio
7,250
Q4 2024 Reduced 3.33%
$104B
$1.19 Million 0.22% of portfolio
22,847
Q4 2024 Added 64.17%
$99.8B
$1.14 Million 0.21% of portfolio
6,217
Q4 2024 Reduced 1.68%
$67B
$1.07 Million 0.2% of portfolio
6,012
Q4 2024 Added 54.75%
$55.6B
$1.04 Million 0.19% of portfolio
15,178
Q4 2024 Added 25.05%
$140B
$973,000 0.18% of portfolio
3,946
Q4 2024 Reduced 0.33%
$202B
$950,000 0.17% of portfolio
3,203
Q4 2024 Added 45.39%
$147B
$895,000 0.16% of portfolio
33,766
Q4 2024 Reduced 24.65%
$191B
$896,000 0.16% of portfolio
39,361
Q4 2024 Added 12.75%
$36.2B
$897,000 0.16% of portfolio
2,880
Q2 2022 New
$68.7B
$784,000 0.14% of portfolio
7,582
Q3 2024 Added 20.46%
$396B
$778,000 0.14% of portfolio
850
Q4 2024 Reduced 1.28%
$122B
$724,000 0.13% of portfolio
1,491
Q2 2024 Added 2.19%
$147B
$650,000 0.12% of portfolio
10,785
Q4 2024 New
$85.3B
$654,000 0.12% of portfolio
5,192
Q4 2024 Reduced 2.81%
$24.2B
$660,000 0.12% of portfolio
3,900
Q4 2024 Added 9.7%
$54.6B
$673,000 0.12% of portfolio
7,298
Q4 2024 Added 0.05%
$87.6B
$594,000 0.11% of portfolio
9,960
Q4 2024 Added 45.49%
$169B
$604,000 0.11% of portfolio
2,320
Q4 2024 Reduced 2.32%
$63B
$625,000 0.11% of portfolio
19,375
Q4 2024 Reduced 0.51%
$6.88B
$532,000 0.1% of portfolio
10,392
Q1 2018 Reduced 9.3%
$23.3B
$538,000 0.1% of portfolio
3,750
Q2 2022 Added 2.74%
$16.5B
$544,000 0.1% of portfolio
6,342
Q4 2024 Added 5.4%
$223B
$551,000 0.1% of portfolio
3,308
Q4 2024 Added 8.49%
$133B
$560,000 0.1% of portfolio
3,445
Q4 2024 Reduced 0.2%
$178B
$567,000 0.1% of portfolio
1,565
Q4 2024 Added 46.95%
$478B
$473,000 0.09% of portfolio
937
Q4 2024 Reduced 1.47%
$34.6B
$492,000 0.09% of portfolio
7,726
Q3 2024 Added 19.78%
$66.1B
$498,000 0.09% of portfolio
2,199
Q2 2024 Reduced 1.04%
$80.9B
$411,000 0.08% of portfolio
1,114
Q4 2024 Reduced 0.36%
$203B
$414,000 0.08% of portfolio
796
Q2 2024 Reduced 5.91%
$68.5B
$434,000 0.08% of portfolio
3,444
Q4 2024 Reduced 8.14%
$131B
$358,000 0.07% of portfolio
889
Q2 2024 Added 5.96%
$128B
$365,000 0.07% of portfolio
6,464
Q4 2024 Reduced 4.83%
$27.1B
$368,000 0.07% of portfolio
6,250
Q4 2024 Reduced 0.79%
$177B
$370,000 0.07% of portfolio
2,415
Q4 2024 Added 2.85%
$190B
$384,000 0.07% of portfolio
1,093
Q4 2024 Added 0.83%
$66.1B
$390,000 0.07% of portfolio
3,147
Q4 2024 Reduced 1.04%
$98.4B
$390,000 0.07% of portfolio
19,495
Q4 2024 Added 23.04%
$9.16B
$391,000 0.07% of portfolio
3,512
Q4 2023 Added 7.43%
$75.3B
$309,000 0.06% of portfolio
660
Q1 2024 Added 2.33%
$140B
$308,000 0.06% of portfolio
4,308
Q4 2024 Added 1.2%
$90.5B
$306,000 0.06% of portfolio
4,052
Q4 2024 Reduced 0.32%
$2.41B
$326,000 0.06% of portfolio
8,625
Q4 2024 Added 5.18%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $544 Million
  • Prior Value $541 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Pettyjohn, Wood & White, Inc Portfolio

Follow Pettyjohn, Wood & White, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pettyjohn, Wood & White, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pettyjohn, Wood & White, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email