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Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2025)

About Pettyjohn, Wood & White, Inc

Investment Activity

  • Pettyjohn, Wood & White, Inc has $559.77 million in total holdings as of June 30, 2025.
  • Pettyjohn, Wood & White, Inc owns shares of 197 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
  • Approximately 1.99% of the portfolio was purchased this quarter.
  • About 0.87% of the portfolio was sold this quarter.
  • This quarter, Pettyjohn, Wood & White, Inc has purchased 188 new stocks and bought additional shares in 60 stocks.
  • Pettyjohn, Wood & White, Inc sold shares of 68 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft
$34,262,005
Apple
$26,129,631
Alphabet
$15,947,229

Largest New Holdings this Quarter

464288257 - iShares MSCI ACWI ETF
$695,083 Holding
464287499 - iShares Russell Mid-Cap ETF
$289,614 Holding
64110L106 - Netflix
$270,505 Holding
G51502105 - Johnson Controls International
$262,677 Holding
874039100 - Taiwan Semiconductor Manufacturing
$258,199 Holding

Largest Purchases this Quarter

Apple
5,185 shares (about $1.06M)
iShares MSCI ACWI ETF
5,405 shares (about $695.08K)
Meta Platforms
872 shares (about $643.62K)
NVIDIA
3,907 shares (about $617.27K)
Alphabet
2,036 shares (about $361.18K)

Largest Sales this Quarter

FedEx
3,003 shares (about $682.61K)
CVS Health
7,639 shares (about $526.94K)
Comcast
12,391 shares (about $442.24K)
iShares Core S&P Mid-Cap ETF
5,211 shares (about $323.19K)
Enbridge
6,025 shares (about $273.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPettyjohn, Wood & White, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$34,262,005$27,855 0.1%68,8816.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$28,051,626$336,728 1.2%45,4025.0%Finance
Apple Inc. stock logo
AAPL
Apple
$26,129,631$1,063,806 4.2%127,3564.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,633,966$35,369 -0.2%64,2753.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,947,229$142,923 0.9%90,4912.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$15,747,692$121,443 0.8%32,4182.8%Finance
Walmart Inc. stock logo
WMT
Walmart
$15,193,613$60,135 0.4%155,3862.7%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,626,637$80,844 -0.6%66,5792.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,311,625$28,685 0.2%24,1312.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$13,189,664$196,521 1.5%35,9742.4%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$13,084,633$30,589 0.2%82,1282.3%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$11,592,530$134,966 1.2%107,5372.1%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,245,274$311,534 2.8%51,2572.0%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$10,813,820$40,411 0.4%228,5251.9%Finance
RTX Corporation stock logo
RTX
RTX
$9,249,345$112,435 1.2%63,3431.7%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,921,336$27,648 -0.3%58,4051.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$8,791,521$129,563 1.5%47,3631.6%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,658,706$68,686 -0.8%124,8011.5%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$8,204,363$43,316 -0.5%35,2301.5%Multi-Sector Conglomerates
PepsiCo, Inc. stock logo
PEP
PepsiCo
$8,018,394$112,762 1.4%60,7271.4%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,966,242$53,180 -0.7%58,5711.4%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,862,857$323,187 -3.9%126,7791.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,398,622$643,615 9.5%10,0241.3%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$7,235,342$354,399 5.2%33,0941.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,043,592$123,831 -1.7%12,4001.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$6,917,509$158,225 2.3%48,3101.2%Energy
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$6,792,420$16,638 0.2%26,5361.2%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$6,222,450$79,118 1.3%50,1771.1%Consumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,724,249$83,468 -1.4%132,2911.0%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$5,544,640$108,294 -1.9%32,0001.0%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$5,159,617$151,608 3.0%18,7180.9%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,965,420$177,817 -3.5%45,4330.9%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,772,493$95,050 2.0%26,2600.9%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,762,630$24,839 -0.5%35,0890.9%ETF
FedEx Corporation stock logo
FDX
FedEx
$4,753,962$682,612 -12.6%20,9140.8%Transportation
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$4,240,236$35,865 -0.8%75,0750.8%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$4,201,983$27,223 -0.6%34,7300.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,989,564$617,267 18.3%25,2520.7%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$3,909,896$129,528 3.4%12,6780.7%Computer and Technology
CVS Health Corporation stock logo
CVS
CVS Health
$3,896,612$526,938 -11.9%56,4890.7%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,678,310$274,427 8.1%41,1490.7%Finance
Bank of the James Financial Group, Inc. stock logo
BOTJ
Bank of the James Financial Group
$3,616,847$211 0.0%257,0610.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,581,2080.0%11,7830.6%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,544,889$20,439 -0.6%41,7980.6%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$3,354,383$131,181 4.1%18,2830.6%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$3,300,069$361,175 12.3%18,6030.6%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$3,293,510$72,347 -2.1%8,5130.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,183,9760.0%5,1280.6%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$3,140,894$86,132 2.8%34,2780.6%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,966,337$26,589 -0.9%11,7140.5%ETF
Southern Company (The) stock logo
SO
Southern
$2,939,479$12,397 -0.4%32,0100.5%Utilities
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,915,2000.0%40.5%Finance
Truist Financial Corporation stock logo
TFC
Truist Financial
$2,817,780$76,823 -2.7%65,5450.5%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,695,463$147,808 5.8%27,1720.5%Finance
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$2,418,725$31,685 -1.3%34,3520.4%Energy
Comcast Corporation stock logo
CMCSA
Comcast
$2,401,550$442,236 -15.6%67,2890.4%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$2,357,532$2,130 -0.1%6,6400.4%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,297,529$10,370 -0.4%29,0240.4%Medical
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,261,956$101,369 4.7%24,7910.4%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,259,260$286,898 14.5%24,2150.4%Computer and Technology
Enbridge Inc stock logo
ENB
Enbridge
$2,210,348$273,053 -11.0%48,7720.4%Energy
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,171,726$49,467 2.3%9,4390.4%Transportation
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,133,529$40,858 2.0%9,8170.4%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,091,575$226,455 12.1%25,2240.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,997,628$5,255 -0.3%81,7360.4%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$1,966,030$164,373 -7.7%15,2500.4%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,921,2220.0%6,5170.3%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,725,728$122,236 7.6%5,0260.3%Basic Materials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,722,005$36,469 2.2%7,9800.3%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,716,394$7,649 0.4%9,4240.3%Consumer Staples
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,709,466$47,200 2.8%14,4870.3%Utilities
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,674,473$122,133 7.9%4,3050.3%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$1,674,158$2,830 -0.2%23,6630.3%Consumer Staples
Medtronic PLC stock logo
MDT
Medtronic
$1,624,675$120,556 -6.9%18,6380.3%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$1,594,372$5,843 -0.4%5,4570.3%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,546,588$4,677 0.3%1,9840.3%Medical
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,541,083$49,593 -3.1%37,9110.3%ETF
The Boeing Company stock logo
BA
Boeing
$1,515,950$76,898 -4.8%7,2350.3%Aerospace
InterDigital, Inc. stock logo
IDCC
InterDigital
$1,457,495$22,423 -1.5%6,5000.3%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,457,483$12,650 -0.9%57,6080.3%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$1,406,127$312,082 28.5%19,2120.3%Construction
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,347,619$11,505 -0.8%43,9250.2%ETF
American Tower Corporation stock logo
AMT
American Tower
$1,331,204$25,417 -1.9%6,0230.2%Finance
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,204,039$8,788 -0.7%10,2760.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,203,7900.0%9,0640.2%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$1,148,935$118,284 11.5%1,5250.2%Construction
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,134,790$123,399 12.2%10,4560.2%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,127,744$64,094 -5.4%19,9530.2%Utilities
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,037,228$20,415 -1.9%12,7020.2%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,014,0000.0%1,7900.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$940,401$41,152 4.6%3,0850.2%Finance
AT&T Inc. stock logo
T
AT&T
$921,334$11,952 -1.3%31,8360.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$879,9370.0%3,9660.2%Retail/Wholesale
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$878,482$15,932 1.8%5,9550.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$858,8390.0%10,8030.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$844,273$2,964 -0.3%10,5380.2%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$842,343$42,991 -4.9%6,0740.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$841,1520.0%8500.2%Retail/Wholesale
Hershey Company (The) stock logo
HSY
Hershey
$835,559$103,719 14.2%5,0350.1%Consumer Staples
Capital One Financial Corporation stock logo
COF
Capital One Financial
$816,148$42,765 5.5%3,8360.1%Finance

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