Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2025) About Pettyjohn, Wood & White, IncInvestment ActivityPettyjohn, Wood & White, Inc has $521.70 million in total holdings as of March 31, 2025.Pettyjohn, Wood & White, Inc owns shares of 188 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 2.12% of the portfolio was purchased this quarter.About 5.69% of the portfolio was sold this quarter.This quarter, Pettyjohn, Wood & White, Inc has purchased 195 new stocks and bought additional shares in 42 stocks.Pettyjohn, Wood & White, Inc sold shares of 101 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $27,137,845Microsoft $25,836,147SPDR S&P 500 ETF Trust $25,092,558Berkshire Hathaway $17,132,034JPMorgan Chase & Co. $15,796,585 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,193,767 Holding911363109 - United Rentals $857,326 Holding064058100 - Bank of New York Mellon $222,843 Holding808524771 - Schwab Fundamental U.S. Large Company Index ETF $221,934 Holding921943858 - Vanguard FTSE Developed Markets ETF $211,260 Holding Largest Purchases this Quarter Berkshire Hathaway 4 shares (about $3.19M)Vanguard Total Stock Market ETF 10,533 shares (about $2.89M)United Rentals 1,368 shares (about $857.33K)Uber Technologies 10,355 shares (about $754.47K)Vanguard S&P 500 ETF 599 shares (about $307.83K) Largest Sales this Quarter Exxon Mobil 19,380 shares (about $2.30M)Philip Morris International 10,363 shares (about $1.64M)Microsoft 3,873 shares (about $1.45M)Berkshire Hathaway 1,978 shares (about $1.05M)Johnson & Johnson 6,338 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPettyjohn, Wood & White, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$27,137,845$910,955 ▼-3.2%122,1715.2%Computer and TechnologyMSFTMicrosoft$25,836,147$1,453,882 ▼-5.3%68,8255.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$25,092,558$162,782 ▲0.7%44,8574.8%FinanceBRK.BBerkshire Hathaway$17,132,034$1,053,443 ▼-5.8%32,1683.3%FinanceJPMJPMorgan Chase & Co.$15,796,585$1,011,372 ▼-6.0%64,3973.0%FinancePGProcter & Gamble$13,963,534$505,807 ▼-3.5%81,9362.7%Consumer StaplesGOOGLAlphabet$13,868,116$53,969 ▼-0.4%89,6802.7%Computer and TechnologyWMTWalmart$13,587,319$695,471 ▼-4.9%154,7712.6%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$12,992,204$59,555 ▼-0.5%66,9742.5%ETFHDHome Depot$12,987,587$462,874 ▼-3.4%35,4382.5%Retail/WholesaleXOMExxon Mobil$12,640,460$2,304,861 ▼-15.4%106,2852.4%EnergyQQQInvesco QQQ$11,291,125$114,885 ▲1.0%24,0792.2%FinanceABBVAbbVie$9,777,251$609,284 ▼-5.9%46,6651.9%MedicalJNJJohnson & Johnson$9,715,834$1,051,087 ▼-9.8%58,5861.9%MedicalBACBank of America$9,500,703$279,674 ▼-2.9%227,6711.8%FinanceAMZNAmazon.com$9,481,988$56,697 ▼-0.6%49,8371.8%Retail/WholesalePEPPepsiCo$8,977,358$230,908 ▼-2.5%59,8731.7%Consumer StaplesRTXRTX$8,288,420$378,041 ▼-4.4%62,5731.6%AerospaceCVXChevron$7,896,925$501,870 ▼-6.0%47,2051.5%EnergyABTAbbott Laboratories$7,821,310$357,492 ▼-4.4%58,9621.5%MedicalCSCOCisco Systems$7,762,574$427,342 ▼-5.2%125,7911.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$7,701,597$23,807 ▲0.3%131,9901.5%ETFHONHoneywell International$7,499,338$164,953 ▼-2.2%35,4161.4%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$6,484,534$307,833 ▲5.0%12,6181.2%ETFNSCNorfolk Southern$6,269,657$104,688 ▼-1.6%26,4711.2%TransportationVZVerizon Communications$6,088,238$645,520 ▼-9.6%134,2201.2%Computer and TechnologyFDXFedEx$5,830,487$14,871 ▲0.3%23,9171.1%TransportationMETAMeta Platforms$5,274,853$341,206 ▼-6.1%9,1521.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,921,109$73,409 ▲1.5%47,0600.9%ETFDISWalt Disney$4,889,500$103,832 ▼-2.1%49,5390.9%Consumer DiscretionarySDYSPDR S&P Dividend ETF$4,785,705$678 ▼0.0%35,2720.9%ETFIYHiShares U.S. Healthcare ETF$4,609,982$92,857 ▼-2.0%75,7100.9%ETFIYWiShares U.S. Technology ETF$4,581,855$116,846 ▼-2.5%32,6250.9%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$4,458,421$159,718 ▲3.7%25,7370.9%ETFORCLOracle$4,400,241$131,561 ▲3.1%31,4730.8%Computer and TechnologyCVSCVS Health$4,344,672$600,536 ▼-12.1%64,1280.8%MedicalIYFiShares U.S. Financials ETF$3,944,672$176,610 ▼-4.3%34,9550.8%ETFXLEEnergy Select Sector SPDR Fund$3,928,545$935 ▼0.0%42,0390.8%ETFBOTJBank of the James Financial Group$3,799,137$72,215 ▼-1.9%257,0460.7%FinanceADPAutomatic Data Processing$3,745,187$24,748 ▲0.7%12,2580.7%Business ServicesADBEAdobe$3,336,711$143,824 ▲4.5%8,7000.6%Computer and TechnologySBUXStarbucks$3,270,125$12,654 ▲0.4%33,3380.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$3,238,440$2,894,890 ▲842.6%11,7830.6%ETFBRK.ABerkshire Hathaway$3,193,767$3,193,767 ▲New Holding40.6%FinanceEFAiShares MSCI EAFE ETF$3,112,1970.0%38,0790.6%FinanceAVGOBroadcom$3,041,869$207,278 ▲7.3%18,1680.6%Computer and TechnologyICEIntercontinental Exchange$3,030,480$18,113 ▲0.6%17,5680.6%FinanceSOSouthern$2,955,733$78,249 ▼-2.6%32,1450.6%UtilitiesCMCSAComcast$2,940,198$776,562 ▼-20.9%79,6800.6%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,881,424$19,667 ▼-0.7%5,1280.6%ETFTFCTruist Financial$2,770,712$565,813 ▼-17.0%67,3320.5%FinanceMRKMerck & Co., Inc.$2,616,941$522,221 ▼-16.6%29,1550.5%MedicalGOOGAlphabet$2,588,321$309,342 ▼-10.7%16,5670.5%Computer and TechnologySHELShell$2,550,291$157,699 ▼-5.8%34,8020.5%EnergyAGGiShares Core U.S. Aggregate Bond ETF$2,540,464$45,998 ▲1.8%25,6820.5%FinanceXLKTechnology Select Sector SPDR Fund$2,440,388$119,552 ▲5.2%11,8190.5%ETFENBEnbridge$2,428,056$288,281 ▼-10.6%54,7970.5%EnergyKMBKimberly-Clark$2,350,186$115,909 ▼-4.7%16,5250.5%Consumer StaplesVVisa$2,329,158$86,914 ▲3.9%6,6460.4%Business ServicesNVDANVIDIA$2,313,372$198,986 ▲9.4%21,3450.4%Computer and TechnologyUNPUnion Pacific$2,179,078$7,087 ▼-0.3%9,2240.4%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$1,901,343$26,657 ▲1.4%9,6290.4%FinanceSCHWCharles Schwab$1,853,692$12,134 ▲0.7%23,6800.4%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,839,028$68,842 ▲3.9%22,4930.4%ETFSCHXSchwab US Large-Cap ETF$1,809,4790.0%81,9510.3%ETFMDTMedtronic$1,799,088$18,421 ▼-1.0%20,0210.3%MedicalELVElevance Health$1,735,926$53,065 ▼-3.0%3,9910.3%MedicalDUKDuke Energy$1,718,192$270,042 ▼-13.6%14,0870.3%UtilitiesMCDMcDonald's$1,710,851$68,721 ▼-3.9%5,4770.3%Retail/WholesaleKOCoca-Cola$1,697,609$205,908 ▼-10.8%23,7030.3%Consumer StaplesLLYEli Lilly and Company$1,633,6500.0%1,9780.3%MedicalSHWSherwin-Williams$1,630,718$62,156 ▲4.0%4,6700.3%Basic MaterialsIBMInternational Business Machines$1,620,636$244,948 ▼-13.1%6,5170.3%Computer and TechnologyIWMiShares Russell 2000 ETF$1,558,217$17,954 ▼-1.1%7,8110.3%FinanceUBERUber Technologies$1,540,261$754,466 ▲96.0%21,1400.3%Computer and TechnologyPMPhilip Morris International$1,489,205$1,644,919 ▼-52.5%9,3820.3%Consumer StaplesIDCCInterDigital$1,364,550$134,388 ▼-9.0%6,6000.3%Computer and TechnologySCHASchwab US Small-Cap ETF$1,361,471$18,744 ▼-1.4%58,1080.3%ETFPFFiShares Preferred and Income Securities ETF$1,361,339$37,644 ▼-2.7%44,3000.3%ETFCGGRCapital Group Growth ETF$1,340,237$47,265 ▲3.7%39,1310.3%ETFAMTAmerican Tower$1,335,629$17,190 ▼-1.3%6,1380.3%FinanceBABoeing$1,296,522$202,955 ▼-13.5%7,6020.2%AerospaceHDViShares Core High Dividend ETF$1,253,714$99,924 ▼-7.4%10,3510.2%ETFDVYiShares Select Dividend ETF$1,217,2050.0%9,0640.2%ETFDDominion Energy$1,182,349$439,869 ▼-27.1%21,0870.2%UtilitiesXLUUtilities Select Sector SPDR Fund$1,021,248$19,712 ▲2.0%12,9520.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$954,9300.0%1,7900.2%ETFCARRCarrier Global$947,704$14,582 ▼-1.5%14,9480.2%Computer and TechnologyLOWLowe's Companies$924,991$4,665 ▲0.5%3,9660.2%Retail/WholesaleTAT&T$912,002$201,127 ▼-18.1%32,2490.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$898,818$77,160 ▲9.4%9,3190.2%ETFURIUnited Rentals$857,326$857,326 ▲New Holding1,3680.2%ConstructionVCSHVanguard Short-Term Corporate Bond ETF$852,789$3,947 ▲0.5%10,8030.2%ETFGLDSPDR Gold Shares$850,0130.0%2,9500.2%FinanceAFLAflac$842,821$222 ▼0.0%7,5800.2%FinanceXLVHealth Care Select Sector SPDR Fund$838,828$43,803 ▲5.5%5,7450.2%ETFCOSTCostco Wholesale$803,6290.0%8500.2%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$766,367$9,830 ▲1.3%5,8470.1%ETFWFCWells Fargo & Company$759,144$41,349 ▼-5.2%10,5750.1%FinanceHSYHershey$754,243$87,225 ▲13.1%4,4100.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
