The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| WILLIAMS COS INC | COM | 969457100 | 206,089 | 3,808 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,783 | 0 | 2,025 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 207,000 | 2,525 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,525 | 0 | 0 | ||
| ISHARES TR | US INDUSTRIALS | 464287754 | 209,627 | 1,570 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,570 | 0 | 0 | ||
| US BANCORP DEL | COM NEW | 902973304 | 211,266 | 4,417 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,417 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | 211,810 | 5,208 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,174 | 0 | 34 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 214,801 | 4,290 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,290 | 0 | 0 | ||
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 220,435 | 1,302 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,302 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 224,989 | 684 | SH | SOLE | Pettyjohn Wood & White Inc. | 684 | 0 | 0 | ||
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 225,176 | 4,538 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,538 | 0 | 0 | ||
| ISHARES TR | US REGNL BKS ETF | 464288778 | 230,397 | 4,575 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,575 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 231,357 | 1,150 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,150 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 238,000 | 2,089 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,089 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 240,013 | 1,280 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,280 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 240,944 | 2,717 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,717 | 0 | 0 | ||
| BLACKROCK INC | COM | 09290D101 | 242,952 | 237 | SH | SOLE | Pettyjohn Wood & White Inc. | 237 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 243,628 | 575 | SH | SOLE | Pettyjohn Wood & White Inc. | 75 | 0 | 500 | ||
| FISERV INC | COM | 337738108 | 246,504 | 1,200 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,200 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 247,576 | 746 | SH | SOLE | Pettyjohn Wood & White Inc. | 746 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 254,478 | 730 | SH | SOLE | Pettyjohn Wood & White Inc. | 730 | 0 | 0 | ||
| BARNES GROUP INC | COM | 067806109 | 259,930 | 5,500 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,500 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 259,977 | 1,085 | SH | SOLE | Pettyjohn Wood & White Inc. | 335 | 0 | 750 | ||
| ANALOG DEVICES INC | COM | 032654105 | 260,052 | 1,224 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,224 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 264,090 | 2,663 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,663 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 264,168 | 8,602 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,314 | 0 | 4,288 | ||
| MARATHON PETE CORP | COM | 56585A102 | 266,166 | 1,908 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,408 | 0 | 500 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 278,916 | 1,100 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,100 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 279,153 | 2,750 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,750 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 279,803 | 4,874 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,874 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 280,646 | 982 | SH | SOLE | Pettyjohn Wood & White Inc. | 982 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 299,198 | 1,515 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,015 | 0 | 500 | ||
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | 306,485 | 5,950 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,950 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 306,615 | 4,052 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,052 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 308,841 | 4,308 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,308 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 309,732 | 660 | SH | SOLE | Pettyjohn Wood & White Inc. | 485 | 0 | 175 | ||
| ISHARES TR | S&P MC 400VL ETF | 464287705 | 312,400 | 2,500 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,500 | 0 | 0 | ||
| ISHARES TR | US AER DEF ETF | 464288760 | 313,230 | 2,155 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,155 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 326,642 | 3,537 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,037 | 0 | 1,500 | ||
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | 326,715 | 8,625 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,664 | 0 | 1,961 | ||
| LABCORP HOLDINGS INC | COM SHS | 504922105 | 332,514 | 1,450 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,005 | 0 | 445 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 340,199 | 12,416 | SH | SOLE | Pettyjohn Wood & White Inc. | 12,416 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 346,595 | 3,332 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,332 | 0 | 0 | ||
| 3M CO | COM | 88579Y101 | 348,285 | 2,698 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,198 | 0 | 500 | ||
| THE CIGNA GROUP | COM | 125523100 | 353,460 | 1,280 | SH | SOLE | Pettyjohn Wood & White Inc. | 905 | 0 | 375 | ||
| ISHARES TR | INTRM GOV CR ETF | 464288612 | 354,070 | 3,397 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,397 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 358,001 | 889 | SH | SOLE | Pettyjohn Wood & White Inc. | 364 | 0 | 525 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 362,263 | 1,250 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,250 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 365,604 | 6,464 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,464 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 368,063 | 6,250 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,250 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 370,993 | 2,415 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,890 | 0 | 525 | ||
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | 383,781 | 2,080 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,080 | 0 | 0 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 384,507 | 1,093 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,093 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | 390,008 | 3,147 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,147 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 390,875 | 19,495 | SH | SOLE | Pettyjohn Wood & White Inc. | 13,495 | 0 | 6,000 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 391,202 | 3,512 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,512 | 0 | 0 | ||
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 397,423 | 7,990 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,990 | 0 | 0 | ||
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 407,628 | 1,187 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,187 | 0 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 411,456 | 1,114 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,114 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 414,104 | 796 | SH | SOLE | Pettyjohn Wood & White Inc. | 796 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 417,744 | 1,985 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,985 | 0 | 0 | ||
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 420,142 | 2,120 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,120 | 0 | 0 | ||
| WELLTOWER INC | COM | 95040Q104 | 434,048 | 3,444 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,444 | 0 | 0 | ||
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | 436,907 | 2,360 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,360 | 0 | 0 | ||
| ISHARES TR | U.S. MED DVC ETF | 464288810 | 448,420 | 7,685 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,685 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 473,991 | 937 | SH | SOLE | Pettyjohn Wood & White Inc. | 612 | 0 | 325 | ||
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 484,603 | 4,570 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,570 | 0 | 0 | ||
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | 485,398 | 5,467 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,467 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 492,688 | 7,726 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,726 | 0 | 0 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 498,888 | 2,199 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,199 | 0 | 0 | ||
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 500,218 | 10,331 | SH | SOLE | Pettyjohn Wood & White Inc. | 10,331 | 0 | 0 | ||
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 520,120 | 1,969 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,969 | 0 | 0 | ||
| ISHARES TR | US CONSUM DISCRE | 464287580 | 528,770 | 5,500 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,500 | 0 | 0 | ||
| SYNOVUS FINL CORP | COM NEW | 87161C501 | 532,383 | 10,392 | SH | SOLE | Pettyjohn Wood & White Inc. | 10,392 | 0 | 0 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 538,875 | 3,750 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,750 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 544,144 | 6,342 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,342 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 551,742 | 3,308 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,808 | 0 | 500 | ||
| APPLIED MATLS INC | COM | 038222105 | 560,261 | 3,445 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,445 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 567,720 | 1,565 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,065 | 0 | 500 | ||
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 568,043 | 1,335 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,335 | 0 | 0 | ||
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 574,616 | 1,400 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,400 | 0 | 0 | ||
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 590,705 | 2,190 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,190 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 594,911 | 9,960 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,846 | 0 | 3,114 | ||
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | 596,111 | 11,716 | SH | SOLE | Pettyjohn Wood & White Inc. | 11,716 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 599,534 | 12,405 | SH | SOLE | Pettyjohn Wood & White Inc. | 12,155 | 0 | 250 | ||
| AMGEN INC | COM | 031162100 | 604,793 | 2,320 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,320 | 0 | 0 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 616,880 | 10,468 | SH | SOLE | Pettyjohn Wood & White Inc. | 10,468 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 625,232 | 19,375 | SH | SOLE | Pettyjohn Wood & White Inc. | 19,375 | 0 | 0 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 631,686 | 1,573 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,573 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 650,552 | 10,785 | SH | SOLE | Pettyjohn Wood & White Inc. | 10,785 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 654,712 | 5,192 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,192 | 0 | 0 | ||
| HERSHEY CO | COM | 427866108 | 660,465 | 3,900 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,900 | 0 | 0 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 673,086 | 7,298 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,298 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 714,284 | 2,950 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,950 | 0 | 0 | ||
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 721,624 | 3,003 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,003 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 724,537 | 1,491 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,101 | 0 | 390 | ||
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 749,069 | 5,445 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,445 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | 760,519 | 5,772 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,772 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 778,554 | 850 | SH | SOLE | Pettyjohn Wood & White Inc. | 850 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 783,281 | 11,151 | SH | SOLE | Pettyjohn Wood & White Inc. | 11,107 | 0 | 44 | ||
| AFLAC INC | COM | 001055102 | 784,283 | 7,582 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,582 | 0 | 0 | ||
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | 794,384 | 2,760 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,760 | 0 | 0 | ||
| ISHARES TR | RUS MD CP GR ETF | 464287481 | 809,172 | 6,384 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,384 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 824,725 | 8,519 | SH | SOLE | Pettyjohn Wood & White Inc. | 8,519 | 0 | 0 | ||
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 838,842 | 10,753 | SH | SOLE | Pettyjohn Wood & White Inc. | 10,753 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 895,819 | 33,766 | SH | SOLE | Pettyjohn Wood & White Inc. | 33,766 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 896,250 | 39,361 | SH | SOLE | Pettyjohn Wood & White Inc. | 34,361 | 0 | 5,000 | ||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 902,132 | 2,880 | SH | SOLE | Pettyjohn Wood & White Inc. | 2,455 | 0 | 425 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 950,619 | 3,203 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,603 | 0 | 1,600 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 961,398 | 12,702 | SH | SOLE | Pettyjohn Wood & White Inc. | 12,702 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 973,873 | 3,946 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,946 | 0 | 0 | ||
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 1,019,549 | 1,790 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,790 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 1,036,051 | 15,178 | SH | SOLE | Pettyjohn Wood & White Inc. | 13,178 | 0 | 2,000 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 1,072,060 | 6,012 | SH | SOLE | Pettyjohn Wood & White Inc. | 3,235 | 0 | 2,777 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 1,140,260 | 6,217 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,217 | 0 | 0 | ||
| ISHARES TR | SELECT DIVID ETF | 464287168 | 1,190,013 | 9,064 | SH | SOLE | Pettyjohn Wood & White Inc. | 9,064 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 1,194,670 | 22,847 | SH | SOLE | Pettyjohn Wood & White Inc. | 13,847 | 0 | 9,000 | ||
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | 1,254,618 | 11,176 | SH | SOLE | Pettyjohn Wood & White Inc. | 11,176 | 0 | 0 | ||
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | 1,403,205 | 37,751 | SH | SOLE | Pettyjohn Wood & White Inc. | 37,751 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 1,404,470 | 7,250 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,250 | 0 | 0 | ||
| ISHARES TR | PFD AND INCM SEC | 464288687 | 1,431,306 | 45,525 | SH | SOLE | Pettyjohn Wood & White Inc. | 45,525 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 1,517,286 | 4,113 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,113 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 1,523,361 | 58,908 | SH | SOLE | Pettyjohn Wood & White Inc. | 58,908 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,526,966 | 4,492 | SH | SOLE | Pettyjohn Wood & White Inc. | 4,492 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 1,527,016 | 1,978 | SH | SOLE | Pettyjohn Wood & White Inc. | 1,978 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 1,556,184 | 8,792 | SH | SOLE | Pettyjohn Wood & White Inc. | 8,792 | 0 | 0 | ||
| DOMINION ENERGY INC | COM | 25746U109 | 1,558,278 | 28,932 | SH | SOLE | Pettyjohn Wood & White Inc. | 28,932 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 1,615,653 | 20,226 | SH | SOLE | Pettyjohn Wood & White Inc. | 20,226 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1,649,270 | 7,502 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,202 | 0 | 1,300 | ||
| MCDONALDS CORP | COM | 580135101 | 1,651,504 | 5,697 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,697 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 1,654,747 | 26,578 | SH | SOLE | Pettyjohn Wood & White Inc. | 23,703 | 0 | 2,875 | ||
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 1,737,926 | 21,651 | SH | SOLE | Pettyjohn Wood & White Inc. | 21,651 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,741,106 | 23,525 | SH | SOLE | Pettyjohn Wood & White Inc. | 22,325 | 0 | 1,200 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,745,805 | 7,901 | SH | SOLE | Pettyjohn Wood & White Inc. | 7,901 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,756,270 | 16,301 | SH | SOLE | Pettyjohn Wood & White Inc. | 16,301 | 0 | 0 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,899,625 | 81,951 | SH | SOLE | Pettyjohn Wood & White Inc. | 81,951 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 2,022,024 | 6,398 | SH | SOLE | Pettyjohn Wood & White Inc. | 6,398 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 2,110,283 | 9,254 | SH | SOLE | Pettyjohn Wood & White Inc. | 9,254 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 2,129,979 | 9,494 | SH | SOLE | Pettyjohn Wood & White Inc. | 9,494 | 0 | 0 | ||
| KIMBERLY-CLARK CORP | COM | 494368103 | 2,272,234 | 17,340 | SH | SOLE | Pettyjohn Wood & White Inc. | 17,340 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 2,315,169 | 36,954 | SH | SOLE | Pettyjohn Wood & White Inc. | 34,954 | 0 | 2,000 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 2,376,311 | 19,745 | SH | SOLE | Pettyjohn Wood & White Inc. | 12,295 | 0 | 7,450 | ||
| ISHARES TR | CORE US AGGBD ET | 464287226 | 2,443,528 | 25,217 | SH | SOLE | Pettyjohn Wood & White Inc. | 25,217 | 0 | 0 | ||
| ENBRIDGE INC | COM | 29250N105 | 2,601,087 | 61,303 | SH | SOLE | Pettyjohn Wood & White Inc. | 61,303 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 2,602,162 | 17,463 | SH | SOLE | Pettyjohn Wood & White Inc. | 17,463 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 2,613,525 | 11,240 | SH | SOLE | Pettyjohn Wood & White Inc. | 11,240 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,619,864 | 19,509 | SH | SOLE | Pettyjohn Wood & White Inc. | 19,509 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 2,716,231 | 32,996 | SH | SOLE | Pettyjohn Wood & White Inc. | 32,946 | 0 | 50 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 2,879,154 | 38,079 | SH | SOLE | Pettyjohn Wood & White Inc. | 38,079 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 3,030,322 | 33,209 | SH | SOLE | Pettyjohn Wood & White Inc. | 33,209 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 3,039,355 | 5,163 | SH | SOLE | Pettyjohn Wood & White Inc. | 5,163 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,276,611 | 72,992 | SH | SOLE | Pettyjohn Wood & White Inc. | 72,367 | 0 | 625 | ||
| MERCK & CO INC | COM | 58933Y105 | 3,479,101 | 34,973 | SH | SOLE | Pettyjohn Wood & White Inc. | 30,598 | 0 | 4,375 | ||
| TRUIST FINL CORP | COM | 89832Q109 | 3,517,338 | 81,082 | SH | SOLE | Pettyjohn Wood & White Inc. | 73,339 | 0 | 7,743 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,532,143 | 18,547 | SH | SOLE | Pettyjohn Wood & White Inc. | 16,047 | 0 | 2,500 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 3,564,574 | 12,177 | SH | SOLE | Pettyjohn Wood & White Inc. | 11,377 | 0 | 800 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 3,601,918 | 42,049 | SH | SOLE | Pettyjohn Wood & White Inc. | 41,974 | 0 | 75 | ||
| ADOBE INC | COM | 00724F101 | 3,701,961 | 8,325 | SH | SOLE | Pettyjohn Wood & White Inc. | 8,325 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 3,780,215 | 100,725 | SH | SOLE | Pettyjohn Wood & White Inc. | 97,725 | 0 | 3,000 | ||
| BROADCOM INC | COM | 11135F101 | 3,925,052 | 16,930 | SH | SOLE | Pettyjohn Wood & White Inc. | 16,930 | 0 | 0 | ||
| BANK OF THE JAMES FINL GP IN | COM | 470299108 | 4,010,174 | 261,932 | SH | SOLE | Pettyjohn Wood & White Inc. | 255,932 | 0 | 6,000 | ||
| ISHARES TR | U.S. FINLS ETF | 464287788 | 4,038,382 | 36,520 | SH | SOLE | Pettyjohn Wood & White Inc. | 36,520 | 0 | 0 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 4,348,333 | 24,815 | SH | SOLE | Pettyjohn Wood & White Inc. | 24,815 | 0 | 0 | ||
| ISHARES TR | US HLTHCARE ETF | 464287762 | 4,500,484 | 77,235 | SH | SOLE | Pettyjohn Wood & White Inc. | 77,235 | 0 | 0 | ||
| SPDR SER TR | S&P DIVID ETF | 78464A763 | 4,660,092 | 35,277 | SH | SOLE | Pettyjohn Wood & White Inc. | 35,277 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 5,087,853 | 30,532 | SH | SOLE | Pettyjohn Wood & White Inc. | 30,532 | 0 | 0 | ||
| ISHARES TR | U.S. TECH ETF | 464287721 | 5,337,061 | 33,457 | SH | SOLE | Pettyjohn Wood & White Inc. | 33,457 | 0 | 0 | ||
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,341,418 | 46,358 | SH | SOLE | Pettyjohn Wood & White Inc. | 46,358 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 5,633,308 | 50,591 | SH | SOLE | Pettyjohn Wood & White Inc. | 50,134 | 0 | 457 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,705,216 | 9,744 | SH | SOLE | Pettyjohn Wood & White Inc. | 9,145 | 0 | 599 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 5,936,572 | 148,451 | SH | SOLE | Pettyjohn Wood & White Inc. | 146,201 | 0 | 2,250 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 6,316,482 | 26,913 | SH | SOLE | Pettyjohn Wood & White Inc. | 26,913 | 0 | 0 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 6,475,976 | 12,019 | SH | SOLE | Pettyjohn Wood & White Inc. | 12,019 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 6,711,409 | 23,856 | SH | SOLE | Pettyjohn Wood & White Inc. | 23,856 | 0 | 0 | ||
| ABBOTT LABS | COM | 002824100 | 6,974,024 | 61,657 | SH | SOLE | Pettyjohn Wood & White Inc. | 60,657 | 0 | 1,000 | ||
| CHEVRON CORP NEW | COM | 166764100 | 7,271,693 | 50,205 | SH | SOLE | Pettyjohn Wood & White Inc. | 50,205 | 0 | 0 | ||
| RTX CORPORATION | COM | 75513E101 | 7,571,213 | 65,427 | SH | SOLE | Pettyjohn Wood & White Inc. | 63,627 | 0 | 1,800 | ||
| CISCO SYS INC | COM | 17275R102 | 7,856,798 | 132,716 | SH | SOLE | Pettyjohn Wood & White Inc. | 127,216 | 0 | 5,500 | ||
| HONEYWELL INTL INC | COM | 438516106 | 8,176,089 | 36,195 | SH | SOLE | Pettyjohn Wood & White Inc. | 36,195 | 0 | 0 | ||
| ISHARES TR | CORE S&P MCP ETF | 464287507 | 8,198,857 | 131,582 | SH | SOLE | Pettyjohn Wood & White Inc. | 131,582 | 0 | 0 | ||
| ABBVIE INC | COM | 00287Y109 | 8,809,123 | 49,573 | SH | SOLE | Pettyjohn Wood & White Inc. | 48,573 | 0 | 1,000 | ||
| PEPSICO INC | COM | 713448108 | 9,338,461 | 61,413 | SH | SOLE | Pettyjohn Wood & White Inc. | 60,413 | 0 | 1,000 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 9,389,238 | 64,924 | SH | SOLE | Pettyjohn Wood & White Inc. | 63,574 | 0 | 1,350 | ||
| BANK AMERICA CORP | COM | 060505104 | 10,300,702 | 234,373 | SH | SOLE | Pettyjohn Wood & White Inc. | 227,577 | 0 | 6,796 | ||
| AMAZON COM INC | COM | 023135106 | 10,999,118 | 50,135 | SH | SOLE | Pettyjohn Wood & White Inc. | 49,035 | 0 | 1,100 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 12,184,656 | 23,834 | SH | SOLE | Pettyjohn Wood & White Inc. | 23,834 | 0 | 0 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 13,175,555 | 67,281 | SH | SOLE | Pettyjohn Wood & White Inc. | 67,281 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 13,517,831 | 125,665 | SH | SOLE | Pettyjohn Wood & White Inc. | 114,657 | 0 | 11,008 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 14,234,156 | 84,904 | SH | SOLE | Pettyjohn Wood & White Inc. | 83,929 | 0 | 975 | ||
| HOME DEPOT INC | COM | 437076102 | 14,276,376 | 36,701 | SH | SOLE | Pettyjohn Wood & White Inc. | 35,701 | 0 | 1,000 | ||
| WALMART INC | COM | 931142103 | 14,699,285 | 162,693 | SH | SOLE | Pettyjohn Wood & White Inc. | 156,693 | 0 | 6,000 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 15,477,699 | 34,146 | SH | SOLE | Pettyjohn Wood & White Inc. | 32,766 | 0 | 1,380 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 16,424,930 | 68,520 | SH | SOLE | Pettyjohn Wood & White Inc. | 67,520 | 0 | 1,000 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 17,042,490 | 90,029 | SH | SOLE | Pettyjohn Wood & White Inc. | 90,029 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,119,242 | 44,566 | SH | SOLE | Pettyjohn Wood & White Inc. | 44,566 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 30,642,128 | 72,698 | SH | SOLE | Pettyjohn Wood & White Inc. | 71,698 | 0 | 1,000 | ||
| APPLE INC | COM | 037833100 | 31,621,035 | 126,272 | SH | SOLE | Pettyjohn Wood & White Inc. | 123,413 | 0 | 2,859 | ||