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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.7M
$3.61 Million 0.65% of portfolio
257,061
Q2 2025 Added 0.01%

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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