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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.97 Million 0.53% of portfolio
11,714
Q2 2025 Reduced 0.89%
$423B
$2.92 Million 0.52% of portfolio
4
Q1 2025 New
$58.4B
$2.82 Million 0.51% of portfolio
65,545
Q2 2025 Reduced 2.65%
$0
$2.7 Million 0.48% of portfolio
27,172
Q2 2025 Added 5.8%
$258B
$2.42 Million 0.43% of portfolio
34,352
Q2 2025 Reduced 1.29%
$141B
$2.4 Million 0.43% of portfolio
67,289
Q2 2025 Reduced 15.55%
$551B
$2.36 Million 0.42% of portfolio
6,640
Q2 2025 Reduced 0.09%
$203B
$2.3 Million 0.41% of portfolio
29,024
Q2 2025 Reduced 0.45%
$179B
$2.26 Million 0.41% of portfolio
24,791
Q2 2025 Added 4.69%
$182B
$2.26 Million 0.41% of portfolio
24,215
Q2 2025 Added 14.55%
$95.8B
$2.21 Million 0.4% of portfolio
48,772
Q2 2025 Reduced 11.0%
$135B
$2.17 Million 0.39% of portfolio
9,439
Q2 2025 Added 2.33%
$0
$2.09 Million 0.38% of portfolio
25,224
Q2 2025 Added 12.14%
$0
$2.13 Million 0.38% of portfolio
9,817
Q2 2025 Added 1.95%
$0
$2 Million 0.36% of portfolio
81,736
Q2 2025 Reduced 0.26%
$45.1B
$1.97 Million 0.35% of portfolio
15,250
Q2 2025 Reduced 7.72%
$95.8B
$1.71 Million 0.31% of portfolio
14,487
Q2 2025 Added 2.84%
$261B
$1.72 Million 0.31% of portfolio
9,424
Q2 2025 Added 0.45%
$0
$1.72 Million 0.31% of portfolio
7,980
Q2 2025 Added 2.16%
$92.8B
$1.73 Million 0.31% of portfolio
5,026
Q2 2025 Added 7.62%
$70.7B
$1.67 Million 0.3% of portfolio
4,305
Q2 2025 Added 7.87%
$306B
$1.67 Million 0.3% of portfolio
23,663
Q2 2025 Reduced 0.17%
$222B
$1.59 Million 0.29% of portfolio
5,457
Q2 2025 Reduced 0.37%
$122B
$1.62 Million 0.29% of portfolio
18,638
Q2 2025 Reduced 6.91%
$608B
$1.55 Million 0.28% of portfolio
1,984
Q2 2025 Added 0.3%
$0
$1.54 Million 0.28% of portfolio
37,911
Q2 2025 Reduced 3.12%
$139B
$1.52 Million 0.27% of portfolio
7,235
Q2 2025 Reduced 4.83%
$8.11B
$1.46 Million 0.26% of portfolio
6,500
Q2 2025 Reduced 1.52%
$0
$1.46 Million 0.26% of portfolio
57,608
Q2 2025 Reduced 0.86%
$55B
$1.41 Million 0.25% of portfolio
19,212
Q2 2025 Added 28.53%
$0
$1.35 Million 0.24% of portfolio
43,925
Q2 2025 Reduced 0.85%
$95.3B
$1.33 Million 0.24% of portfolio
6,023
Q2 2025 Reduced 1.87%
$0
$1.2 Million 0.22% of portfolio
10,276
Q2 2025 Reduced 0.72%
$0
$1.2 Million 0.22% of portfolio
9,064
Q3 2024 Added 25.8%
$63.6B
$1.15 Million 0.21% of portfolio
1,525
Q2 2025 Added 11.48%
$51B
$1.13 Million 0.2% of portfolio
19,953
Q2 2025 Reduced 5.38%
$0
$1.13 Million 0.2% of portfolio
10,456
Q2 2025 Added 12.2%
$0
$1.04 Million 0.19% of portfolio
12,702
Q2 2025 Reduced 1.93%
$0
$1.01 Million 0.18% of portfolio
1,790
Q3 2024 Reduced 7.49%
$106B
$940,000 0.17% of portfolio
3,085
Q2 2025 Added 4.58%
$203B
$921,000 0.17% of portfolio
31,836
Q2 2025 Reduced 1.28%
$0
$878,000 0.16% of portfolio
5,955
Q2 2025 Added 1.85%
$152B
$879,000 0.16% of portfolio
3,966
Q1 2025 Added 0.51%
$0
$858,000 0.15% of portfolio
10,803
Q1 2025 Added 0.46%
$302B
$844,000 0.15% of portfolio
10,538
Q2 2025 Reduced 0.35%
$0
$842,000 0.15% of portfolio
6,074
Q2 2025 Reduced 4.86%
$439B
$841,000 0.15% of portfolio
850
Q4 2024 Reduced 1.28%
$25.9B
$835,000 0.15% of portfolio
5,035
Q2 2025 Added 14.17%
$83.2B
$816,000 0.15% of portfolio
3,836
Q2 2025 Added 5.53%

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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