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
$0
$299,000 0.06% of portfolio
2,500
Q4 2024 Reduced 12.28%
$101B
$306,000 0.06% of portfolio
5,029
Q1 2025 Reduced 22.2%
$86.2B
$322,000 0.06% of portfolio
2,198
Q1 2025 Reduced 18.53%
$34.3B
$326,000 0.06% of portfolio
3,352
Q1 2025 Added 0.6%
$82.7B
$328,000 0.06% of portfolio
2,993
Q1 2025 Reduced 4.89%
$0
$329,000 0.06% of portfolio
2,155
Q4 2024 Reduced 1.15%
$145B
$305,000 0.06% of portfolio
4,308
Q4 2024 Added 1.2%
$39.3B
$253,000 0.05% of portfolio
982
Q3 2022 New
$283B
$254,000 0.05% of portfolio
486
Q1 2025 Reduced 48.13%
$2.48B
$249,000 0.05% of portfolio
8,025
Q1 2025 Reduced 6.96%
$125B
$246,000 0.05% of portfolio
1,224
Q2 2024 Added 20.24%
$177B
$249,000 0.05% of portfolio
1,280
Q3 2024 Reduced 0.62%
$92.7B
$257,000 0.05% of portfolio
4,052
Q4 2024 Reduced 0.32%
$136B
$257,000 0.05% of portfolio
4,190
Q1 2025 Reduced 2.33%
$71B
$267,000 0.05% of portfolio
2,740
Q1 2025 Reduced 0.36%
$76B
$272,000 0.05% of portfolio
1,125
Q1 2025 Reduced 2.17%
$78.2B
$284,000 0.05% of portfolio
555
Q1 2025 Reduced 15.91%
$75.2B
$222,000 0.04% of portfolio
2,657
Q1 2025 New
$0
$221,000 0.04% of portfolio
9,400
Q1 2025 New
$179B
$221,000 0.04% of portfolio
1,441
Q1 2025 Reduced 40.33%
$0
$215,000 0.04% of portfolio
5,158
Q1 2025 Reduced 0.96%
$0
$211,000 0.04% of portfolio
4,156
Q1 2025 New
$0
$208,000 0.04% of portfolio
2,525
Q3 2023 New
$82.4B
$206,000 0.04% of portfolio
756
Q1 2025 New
$0
$204,000 0.04% of portfolio
1,570
Q3 2024 New
$143B
$202,000 0.04% of portfolio
746
Q2 2024 Added 13.72%
$62.5B
$230,000 0.04% of portfolio
8,077
Q1 2025 Reduced 34.95%
$47.2B
$228,000 0.04% of portfolio
730
Q1 2024 New
$33.2B
$229,000 0.04% of portfolio
680
Q1 2025 Reduced 76.39%
$62.8B
$230,000 0.04% of portfolio
1,863
Q1 2025 Reduced 10.82%
$0
$230,000 0.04% of portfolio
1,333
Q1 2025 Added 2.38%
$120B
$232,000 0.04% of portfolio
2,214
Q1 2025 Reduced 16.86%
$79.5B
$150,000 0.03% of portfolio
1,200
Q3 2024 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 30.69%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.42%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 22.27%

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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