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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.1 Million 4.8% of portfolio
44,566
Q4 2024 Reduced 0.75%
$0
$12.3 Million 2.25% of portfolio
67,281
Q4 2024 Reduced 1.34%
$0
$12.2 Million 2.24% of portfolio
23,834
Q4 2024 Reduced 1.1%
$0
$8.2 Million 1.51% of portfolio
131,582
Q4 2024 Added 3.95%
$0
$6.48 Million 1.19% of portfolio
12,019
Q4 2024 Added 1.12%
$0
$5.34 Million 0.98% of portfolio
46,358
Q4 2024 Reduced 0.06%
$0
$5.34 Million 0.98% of portfolio
33,457
Q4 2024 Reduced 0.37%
$0
$4.66 Million 0.86% of portfolio
35,277
Q4 2024 Reduced 0.82%
$0
$4.5 Million 0.83% of portfolio
77,235
Q4 2024 Reduced 2.09%
$0
$4.35 Million 0.8% of portfolio
24,815
Q4 2024 Added 18.85%
$0
$4.04 Million 0.74% of portfolio
36,520
Q4 2024 Reduced 0.15%
$0
$3.6 Million 0.66% of portfolio
42,049
Q4 2024 Reduced 0.12%
$0
$3.04 Million 0.56% of portfolio
5,163
Q4 2024 Reduced 1.39%
$0
$2.88 Million 0.53% of portfolio
38,079
Q3 2024 Added 1.91%
$0
$2.61 Million 0.48% of portfolio
11,240
Q4 2024 Added 2.04%
$0
$2.44 Million 0.45% of portfolio
25,217
Q4 2024 Added 1.63%
$0
$1.9 Million 0.35% of portfolio
81,951
Q4 2024 Added 200.0%
$0
$1.75 Million 0.32% of portfolio
7,901
Q4 2024 Added 12.01%
$0
$1.74 Million 0.32% of portfolio
21,651
Q4 2024 Added 3.99%
$0
$1.52 Million 0.28% of portfolio
58,908
Q4 2024 Added 111.87%
$0
$1.43 Million 0.26% of portfolio
45,525
Q4 2024 Reduced 4.03%
$0
$1.4 Million 0.26% of portfolio
37,751
Q4 2024 Added 15.09%
$0
$1.25 Million 0.23% of portfolio
11,176
Q4 2024 Reduced 0.29%
$0
$1.19 Million 0.22% of portfolio
9,064
Q3 2024 Added 25.8%
$0
$1.02 Million 0.19% of portfolio
1,790
Q3 2024 Reduced 7.49%
$0
$961,000 0.18% of portfolio
12,702
Q4 2024 Added 2.53%
$0
$838,000 0.15% of portfolio
10,753
Q4 2024 Added 0.75%
$0
$824,000 0.15% of portfolio
8,519
Q4 2024 Reduced 0.58%
$0
$809,000 0.15% of portfolio
6,384
Q3 2024 Added 31.09%
$0
$794,000 0.15% of portfolio
2,760
Q3 2024 Reduced 12.13%
$0
$760,000 0.14% of portfolio
5,772
Q4 2024 Reduced 0.43%
$0
$749,000 0.14% of portfolio
5,445
Q4 2024 Reduced 1.36%
$0
$721,000 0.13% of portfolio
3,003
Q4 2024 Added 0.07%
$97B
$714,000 0.13% of portfolio
2,950
Q4 2023 New
$0
$631,000 0.12% of portfolio
1,573
Q2 2024 Reduced 0.25%
$0
$574,000 0.11% of portfolio
1,400
Q4 2022 Reduced 1.75%
$0
$590,000 0.11% of portfolio
2,190
Q4 2024 Added 0.18%
$0
$596,000 0.11% of portfolio
11,716
Q4 2024 Reduced 4.09%
$0
$599,000 0.11% of portfolio
12,405
Q4 2024 Reduced 0.8%
$0
$616,000 0.11% of portfolio
10,468
Q4 2024 Reduced 0.38%
$0
$520,000 0.1% of portfolio
1,969
Q4 2024 Added 0.05%
$0
$528,000 0.1% of portfolio
5,500
Q4 2021 Reduced 2.27%
$0
$568,000 0.1% of portfolio
1,335
Q2 2024 New
$0
$484,000 0.09% of portfolio
4,570
Q1 2024 Reduced 5.97%
$0
$485,000 0.09% of portfolio
5,467
Q4 2024 Reduced 0.46%
$0
$500,000 0.09% of portfolio
10,331
Q4 2024 Added 0.48%
$0
$417,000 0.08% of portfolio
1,985
Q4 2024 Added 11.2%
$0
$420,000 0.08% of portfolio
2,120
Q2 2022 New
$0
$436,000 0.08% of portfolio
2,360
Q1 2023 Added 12.38%

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
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