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 Market Cap. of $10 Billions to $200 Billions