Pettyjohn, Wood & White, Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $541 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.6M, Apple Inc. with a value of $30.1M, Spdr S&P 500 ETF Trust with a value of $25.8M, Berkshire Hathaway Inc Class B with a value of $15.6M, and Alphabet Inc. with a value of $15.1M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $514M to 541M.
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
$541 Million
ETFs: $142 Million
Technology: $87.7 Million
Financial Services: $58.2 Million
Consumer Defensive: $48.8 Million
Healthcare: $47.5 Million
Industrials: $44.4 Million
Communication Services: $42.1 Million
Consumer Cyclical: $30.8 Million
Other: $39.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more