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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$28.1 Million 5.04% of portfolio	45,402	Q2 2025 Added 1.21%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$13.3 Million 2.39% of portfolio	24,131	Q2 2025 Added 0.22%
VIG Vanguard Dividend Appreciation ETFs	$0	$12.1 Million 2.18% of portfolio	66,579	Q2 2025 Reduced 0.59%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$7.86 Million 1.41% of portfolio	126,779	Q2 2025 Reduced 3.95%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.04 Million 1.26% of portfolio	12,400	Q2 2025 Reduced 1.73%
IYW Ishares Dj Us Tech ETF ETFs	$0	$5.54 Million 1.0% of portfolio	32,000	Q2 2025 Reduced 1.92%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$4.97 Million 0.89% of portfolio	45,433	Q2 2025 Reduced 3.46%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$4.77 Million 0.86% of portfolio	26,260	Q2 2025 Added 2.03%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$4.76 Million 0.85% of portfolio	35,089	Q2 2025 Reduced 0.52%
IYH Ishares Tr ETFs	$0	$4.24 Million 0.76% of portfolio	75,075	Q2 2025 Reduced 0.84%
IYF Ishares Tr ETFs	$0	$4.2 Million 0.75% of portfolio	34,730	Q2 2025 Reduced 0.64%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$3.68 Million 0.66% of portfolio	41,149	Q2 2025 Added 8.06%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.58 Million 0.64% of portfolio	11,783	Q1 2025 Added 842.64%
XLE Energy Sector Spdr ETFs	$0	$3.54 Million 0.64% of portfolio	41,798	Q2 2025 Reduced 0.57%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.18 Million 0.57% of portfolio	5,128	Q1 2025 Reduced 0.68%
XLK Technology Sector Spdr ETFs	$0	$2.97 Million 0.53% of portfolio	11,714	Q2 2025 Reduced 0.89%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.7 Million 0.48% of portfolio	27,172	Q2 2025 Added 5.8%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.09 Million 0.38% of portfolio	25,224	Q2 2025 Added 12.14%
XLY Select Sector Spdr Consumer Di ETFs	$0	$2.13 Million 0.38% of portfolio	9,817	Q2 2025 Added 1.95%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$2 Million 0.36% of portfolio	81,736	Q2 2025 Reduced 0.26%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.72 Million 0.31% of portfolio	7,980	Q2 2025 Added 2.16%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$1.54 Million 0.28% of portfolio	37,911	Q2 2025 Reduced 3.12%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.46 Million 0.26% of portfolio	57,608	Q2 2025 Reduced 0.86%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$1.35 Million 0.24% of portfolio	43,925	Q2 2025 Reduced 0.85%
HDV Ishares Core High Dividend ETF ETFs	$0	$1.2 Million 0.22% of portfolio	10,276	Q2 2025 Reduced 0.72%
DVY Ishares Tr ETFs	$0	$1.2 Million 0.22% of portfolio	9,064	Q3 2024 Added 25.8%
XLC Select Sector Spdr Tr Communic ETFs	$0	$1.13 Million 0.2% of portfolio	10,456	Q2 2025 Added 12.2%
XLU Utilities Sector Spdr ETFs	$0	$1.04 Million 0.19% of portfolio	12,702	Q2 2025 Reduced 1.93%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$1.01 Million 0.18% of portfolio	1,790	Q3 2024 Reduced 7.49%
GLD Spdr Gold Trust ETFs	$106B	$940,000 0.17% of portfolio	3,085	Q2 2025 Added 4.58%
XLI Industrial Sector Spdr ETFs	$0	$878,000 0.16% of portfolio	5,955	Q2 2025 Added 1.85%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$858,000 0.15% of portfolio	10,803	Q1 2025 Added 0.46%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$842,000 0.15% of portfolio	6,074	Q2 2025 Reduced 4.86%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$788,000 0.14% of portfolio	2,760	Q3 2024 Reduced 12.13%
XLV Select Sector Spdr Fund Health ETFs	$0	$741,000 0.13% of portfolio	5,504	Q2 2025 Reduced 4.19%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$709,000 0.13% of portfolio	10,275	Q2 2025 Added 1.48%
VB Vanguard Small Cap ETF ETFs	$0	$697,000 0.13% of portfolio	2,945	Q2 2025 Reduced 2.0%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$667,000 0.12% of portfolio	1,573	Q2 2024 Reduced 0.25%
XLF Financial Sector Spdr ETFs	$0	$684,000 0.12% of portfolio	13,077	Q2 2025 Added 1.53%
ACWI Ishares Msci Acwi ETF ETFs	$0	$695,000 0.12% of portfolio	5,405	Q2 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$588,000 0.11% of portfolio	1,335	Q2 2024 New
VV Vanguard Large Cap ETF ETFs	$0	$593,000 0.11% of portfolio	2,082	Q1 2025 Reduced 4.93%
VUG Vanguard Growth ETF ETFs	$0	$613,000 0.11% of portfolio	1,400	Q4 2022 Reduced 1.75%
IYC Ishares U.S. Consumer Discreti ETFs	$0	$548,000 0.1% of portfolio	5,500	Q4 2021 Reduced 2.27%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$568,000 0.1% of portfolio	11,141	Q2 2025 Reduced 4.91%
ITA Ishares Tr ETFs	$0	$478,000 0.09% of portfolio	2,535	Q2 2025 Added 17.63%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$507,000 0.09% of portfolio	10,088	Q2 2025 Added 0.05%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$513,000 0.09% of portfolio	5,467	Q4 2024 Reduced 0.46%
VO Vanguard Mid Cap ETF ETFs	$0	$524,000 0.09% of portfolio	1,873	Q2 2025 Reduced 2.85%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$434,000 0.08% of portfolio	1,187	Q4 2021 Reduced 9.39%

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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Pettyjohn, Wood & White, Inc Portfolio Holdings