Pettyjohn, Wood & White, Inc Portfolio Holdings

Pettyjohn, Wood & White, Inc

  • $520 Million
  • Q1 2025

Pettyjohn, Wood & White, Inc has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $520 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.1M, Microsoft Corp with a value of $25.8M, Spdr S&P 500 ETF Trust with a value of $25.1M, Berkshire Hathaway Inc Class B with a value of $17.1M, and Jpmorgan Chase & CO with a value of $15.8M.

Examining the 13F form we can see an decrease of $23.9M in the current position value, from $544M to 520M.

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 $520 Million
ETFs: $142 Million
Technology: $78.7 Million
Financial Services: $63.8 Million
Consumer Defensive: $45.3 Million
Industrials: $43 Million
Healthcare: $42.7 Million
Communication Services: $37.9 Million
Consumer Cyclical: $29.1 Million
Other: $36.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.9B
$2.77 Million 0.53% of portfolio
67,332
Q1 2025 Reduced 16.96%
$212B
$2.62 Million 0.5% of portfolio
29,155
Q1 2025 Reduced 16.64%
$1.08T
$2.59 Million 0.5% of portfolio
16,567
Q1 2025 Reduced 10.68%
$0
$2.54 Million 0.49% of portfolio
25,682
Q1 2025 Added 1.84%
$256B
$2.55 Million 0.49% of portfolio
34,802
Q1 2025 Reduced 5.82%
$0
$2.44 Million 0.47% of portfolio
11,819
Q1 2025 Added 5.15%
$88.7B
$2.43 Million 0.47% of portfolio
54,797
Q1 2025 Reduced 10.61%
$44.4B
$2.35 Million 0.45% of portfolio
16,525
Q1 2025 Reduced 4.7%
$585B
$2.33 Million 0.45% of portfolio
6,646
Q1 2025 Added 3.88%
$406B
$2.31 Million 0.44% of portfolio
21,345
Q1 2025 Added 9.41%
$145B
$2.18 Million 0.42% of portfolio
9,224
Q1 2025 Reduced 0.32%
$0
$1.9 Million 0.37% of portfolio
9,629
Q1 2025 Added 1.42%
$168B
$1.85 Million 0.36% of portfolio
23,680
Q1 2025 Added 0.66%
$118B
$1.8 Million 0.35% of portfolio
20,021
Q1 2025 Reduced 1.01%
$0
$1.81 Million 0.35% of portfolio
81,951
Q4 2024 Added 200.0%
$0
$1.84 Million 0.35% of portfolio
22,493
Q1 2025 Added 3.89%
$90.2B
$1.72 Million 0.33% of portfolio
14,087
Q1 2025 Reduced 13.58%
$216B
$1.71 Million 0.33% of portfolio
5,477
Q1 2025 Reduced 3.86%
$300B
$1.7 Million 0.33% of portfolio
23,703
Q1 2025 Reduced 10.82%
$260B
$1.62 Million 0.31% of portfolio
6,517
Q1 2025 Reduced 13.13%
$748B
$1.63 Million 0.31% of portfolio
1,978
Q4 2024 Reduced 0.8%
$91.1B
$1.63 Million 0.31% of portfolio
4,670
Q1 2025 Added 3.96%
$0
$1.56 Million 0.3% of portfolio
7,811
Q1 2025 Reduced 1.14%
$191B
$1.54 Million 0.3% of portfolio
21,140
Q1 2025 Added 96.01%
$276B
$1.49 Million 0.29% of portfolio
9,382
Q1 2025 Reduced 52.48%
$103B
$1.34 Million 0.26% of portfolio
6,138
Q1 2025 Reduced 1.27%
$0
$1.34 Million 0.26% of portfolio
39,131
Q1 2025 Added 3.66%
$0
$1.36 Million 0.26% of portfolio
44,300
Q1 2025 Reduced 2.69%
$0
$1.36 Million 0.26% of portfolio
58,108
Q1 2025 Reduced 1.36%
$6.72B
$1.36 Million 0.26% of portfolio
6,600
Q1 2025 Reduced 8.97%
$135B
$1.3 Million 0.25% of portfolio
7,602
Q1 2025 Reduced 13.54%
$0
$1.25 Million 0.24% of portfolio
10,351
Q1 2025 Reduced 7.38%
$47.6B
$1.18 Million 0.23% of portfolio
21,087
Q1 2025 Reduced 27.12%
$0
$1.22 Million 0.23% of portfolio
9,064
Q3 2024 Added 25.8%
$0
$1.02 Million 0.2% of portfolio
12,952
Q1 2025 Added 1.97%
$200B
$912,000 0.18% of portfolio
32,249
Q1 2025 Reduced 18.07%
$140B
$924,000 0.18% of portfolio
3,966
Q1 2025 Added 0.51%
$63.5B
$947,000 0.18% of portfolio
14,948
Q1 2025 Reduced 1.52%
$0
$954,000 0.18% of portfolio
1,790
Q3 2024 Reduced 7.49%
$0
$898,000 0.17% of portfolio
9,319
Q1 2025 Added 9.39%
$55.7B
$857,000 0.16% of portfolio
1,368
Q1 2025 New
$0
$852,000 0.16% of portfolio
10,803
Q1 2025 Added 0.46%
$105B
$850,000 0.16% of portfolio
2,950
Q4 2023 New
$64.4B
$842,000 0.16% of portfolio
7,580
Q1 2025 Reduced 0.03%
$0
$838,000 0.16% of portfolio
5,745
Q1 2025 Added 5.51%
$435B
$803,000 0.15% of portfolio
850
Q4 2024 Reduced 1.28%
$0
$766,000 0.15% of portfolio
5,847
Q1 2025 Added 1.3%
$310B
$759,000 0.15% of portfolio
10,575
Q1 2025 Reduced 5.17%
$23.8B
$754,000 0.15% of portfolio
4,410
Q1 2025 Added 13.08%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $520 Million
  • Prior Value $544 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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