Pettyjohn, Wood & White, Inc has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $502 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.9M, Spdr S&P 500 ETF Trust with a value of $23M, Apple Inc. with a value of $22.5M, Berkshire Hathaway Inc Class B with a value of $14.9M, and Procter & Gamble CO with a value of $14.2M.
Examining the 13F form we can see an increase of $40.7M in the current position value, from $461M to 502M.
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
$502 Million
ETFs: $124 Million
Technology: $76.1 Million
Financial Services: $55 Million
Healthcare: $50 Million
Consumer Defensive: $44.3 Million
Industrials: $44 Million
Communication Services: $40.6 Million
Consumer Cyclical: $29.3 Million
Other: $38.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions