Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2026)

About Pettyjohn, Wood & White, Inc

Investment Activity

Pettyjohn, Wood & White, Inc has $687.33 million in total holdings as of June 30, 2026.
Pettyjohn, Wood & White, Inc owns shares of 222 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 3.25% of the portfolio was purchased this quarter.
About 1.93% of the portfolio was sold this quarter.
This quarter, Pettyjohn, Wood & White, Inc has purchased 214 new stocks and bought additional shares in 70 stocks.
Pettyjohn, Wood & White, Inc sold shares of 80 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $38,165,719
SPDR S&P 500 ETF Trust: $35,979,581
Alphabet: $33,426,246
Microsoft: $26,467,937
Invesco QQQ: $20,851,903

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $3,985,197 Holding
43849R105 - HONEYWELL AEROSPACE INC: $3,920,854 Holding
314352105 - FEDEX FGHT HLDG CO INC: $1,249,827 Holding
316092790 - Fidelity Quality Factor ETF: $512,085 Holding
46120E602 - Intuitive Surgical: $322,121 Holding

Largest Purchases this Quarter

HONEYWELL INTL INC: 17,799 shares (about $3.99M)
HONEYWELL AEROSPACE INC: 17,735 shares (about $3.92M)
FEDEX FGHT HLDG CO INC: 8,277 shares (about $1.25M)
iShares Core High Dividend ETF: 38,439 shares (about $1.05M)
Invesco QQQ: 1,372 shares (about $1.01M)

Largest Sales this Quarter

Elevance Health: 620 shares (about $239.77K)
Cisco Systems: 1,997 shares (about $234.57K)
Bank of America: 3,713 shares (about $211.57K)
CVS Health: 1,498 shares (about $154.97K)
Vanguard Dividend Appreciation ETF: 631 shares (about $149.31K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$38,165,719	$87,097 â–¼	-0.2%	131,897	5.6%	Technology
SPY SPDR S&P 500 ETF Trust	$35,979,581	$415,206 â–²	1.2%	48,180	5.2%	ETF
GOOGL Alphabet	$33,426,246	$112,214 â–¼	-0.3%	93,534	4.9%	Communication Services
MSFT Microsoft	$26,467,937	$31,707 â–²	0.1%	70,956	3.9%	Technology
QQQ Invesco QQQ	$20,851,903	$1,010,341 â–²	5.1%	28,316	3.0%	ETF
JPM JPMorgan Chase & Co.	$20,785,128	$107,692 â–¼	-0.5%	63,499	3.0%	Finance
WALMART INC	$17,839,548	$116,997 â–¼	-0.7%	157,510	2.6%	COM
BRK.B Berkshire Hathaway	$16,157,093	$97,076 â–¼	-0.6%	32,289	2.4%	Finance
VIG Vanguard Dividend Appreciation ETF	$15,153,517	$149,306 â–¼	-1.0%	64,042	2.2%	ETF
JNJ Johnson & Johnson	$14,717,441	$29,206 â–¼	-0.2%	57,950	2.1%	Healthcare
XOM ExxonMobil	$14,543,398	$86,817 â–¼	-0.6%	106,374	2.1%	Energy
CSCO Cisco Systems	$14,295,374	$234,568 â–¼	-1.6%	121,704	2.1%	Technology
AMZN Amazon.com	$13,313,673	$30,269 â–²	0.2%	55,860	1.9%	Consumer Discretionary
PG Procter & Gamble	$12,362,046	$13,051 â–¼	-0.1%	84,302	1.8%	Consumer Staples
RTX RTX	$12,143,100	$71,149 â–²	0.6%	64,002	1.8%	Industrials
ABBV AbbVie	$12,025,373	$42,527 â–²	0.4%	47,788	1.7%	Healthcare
HD Home Depot	$11,896,467	$125,905 â–²	1.1%	33,732	1.7%	Consumer Discretionary
BAC Bank of America	$11,048,108	$211,567 â–¼	-1.9%	193,894	1.6%	Finance
IJH iShares Core S&P Mid-Cap ETF	$10,509,442	$1,080 â–¼	0.0%	136,292	1.5%	ETF
VOO Vanguard S&P 500 ETF	$9,442,287	$63,873 â–¼	-0.7%	13,748	1.4%	ETF
NVDA NVIDIA	$9,141,712	$17,008 â–¼	-0.2%	45,688	1.3%	Technology
PEP PepsiCo	$8,704,054	$406 â–¼	0.0%	64,284	1.3%	Consumer Staples
AVGO Broadcom	$8,435,913	$126,169 â–²	1.5%	22,332	1.2%	Technology
NSC Norfolk Southern	$8,399,868	$26,111 â–²	0.3%	26,701	1.2%	Industrials
CVX Chevron	$8,119,257	$829 â–²	0.0%	48,982	1.2%	Energy
IYW iShares U.S. Technology ETF	$7,622,391		0.0%	30,220	1.1%	ETF
GOOG Alphabet	$7,331,135	$42,046 â–²	0.6%	20,749	1.1%	Communication Services
RSP Invesco S&P 500 Equal Weight ETF	$7,109,923	$36,384 â–²	0.5%	33,416	1.0%	ETF
XLK Technology Select Sector SPDR Fund	$6,678,298	$82,876 â–²	1.3%	35,053	1.0%	ETF
META Meta Platforms	$6,441,227	$129,557 â–²	2.1%	11,435	0.9%	Communication Services
IJR iShares Core S&P Small-Cap ETF	$6,190,227	$48,350 â–¼	-0.8%	41,738	0.9%	ETF
ABT Abbott Laboratories	$5,689,308	$152,443 â–²	2.8%	62,699	0.8%	Healthcare
BOTJ Bank of the James Financial Group	$5,585,275	$137,808 â–¼	-2.4%	218,859	0.8%	Finance
IVV iShares Core S&P 500 ETF	$5,486,369	$43,436 â–¼	-0.8%	7,326	0.8%	ETF
FDX FedEx	$5,309,120	$24,424 â–¼	-0.5%	16,955	0.8%	Industrials
VZ Verizon Communications	$5,264,121	$83,240 â–¼	-1.6%	124,330	0.8%	Communication Services
ORCL Oracle	$5,160,173	$102,145 â–²	2.0%	35,211	0.8%	Technology
SDY SPDR S&P Dividend ETF	$5,109,748	$83,699 â–¼	-1.6%	33,577	0.7%	ETF
CVS CVS Health	$4,814,357	$154,968 â–¼	-3.1%	46,538	0.7%	Healthcare
IYH iShares U.S. Healthcare ETF	$4,786,860	$42,886 â–¼	-0.9%	71,435	0.7%	ETF
DIS Walt Disney	$4,753,499	$139,370 â–¼	-2.8%	49,387	0.7%	Communication Services
EFA iShares MSCI EAFE ETF	$4,620,998	$65,964 â–²	1.4%	44,484	0.7%	ETF
XLE Energy Select Sector SPDR Fund	$4,414,291	$25,865 â–²	0.6%	83,116	0.6%	ETF
IYF iShares U.S. Financials ETF	$4,222,494	$8,288 â–¼	-0.2%	33,115	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$4,107,444	$55,506 â–¼	-1.3%	11,100	0.6%	ETF
HONEYWELL INTL INC	$3,985,197	$3,985,197 â–²	New Holding	17,799	0.6%	COM
SBUX Starbucks	$3,923,381	$24,832 â–²	0.6%	38,393	0.6%	Consumer Discretionary
HONEYWELL AEROSPACE INC	$3,920,854	$3,920,854 â–²	New Holding	17,735	0.6%	COM
LLY Eli Lilly and Company	$3,820,185	$873,185 â–²	29.6%	3,185	0.6%	Healthcare
ADP Automatic Data Processing	$3,633,141	$91,372 â–²	2.6%	16,223	0.5%	Industrials
MRK Merck & Co., Inc.	$3,495,183	$50,757 â–¼	-1.4%	27,200	0.5%	Healthcare
TFC Truist Financial	$3,306,305	$11,957 â–¼	-0.4%	66,365	0.5%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$3,178,842	$175,591 â–²	5.8%	32,116	0.5%	ETF
SO Southern	$3,168,576	$12,059 â–²	0.4%	33,106	0.5%	Utilities
BRK.A Berkshire Hathaway	$2,995,400		0.0%	4	0.4%	Finance
SHEL Shell	$2,890,071	$50,401 â–²	1.8%	37,272	0.4%	Energy
V Visa	$2,875,438	$358,872 â–²	14.3%	8,381	0.4%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,800,596	$230,263 â–²	9.0%	33,885	0.4%	ETF
URI United Rentals	$2,788,043	$5,664 â–²	0.2%	2,461	0.4%	Industrials
AMAT Applied Materials	$2,775,597	$24,582 â–²	0.9%	3,839	0.4%	Technology
IWM iShares Russell 2000 ETF	$2,687,662	$181,781 â–²	7.3%	8,945	0.4%	ETF
SCHW Charles Schwab	$2,663,215	$69,849 â–²	2.7%	28,863	0.4%	Finance
ICE Intercontinental Exchange	$2,606,362	$83,469 â–²	3.3%	21,171	0.4%	Finance
UNP Union Pacific	$2,512,192	$31,824 â–¼	-1.3%	9,236	0.4%	Industrials
UBER Uber Technologies	$2,427,102	$103,405 â–²	4.5%	33,635	0.4%	Industrials
SCHX Schwab US Large-Cap ETF	$2,408,434	$2,943 â–²	0.1%	81,836	0.4%	ETF
ENB Enbridge	$2,389,740	$20,003 â–¼	-0.8%	44,083	0.3%	Energy
XLY Consumer Discretionary Select Sector SPDR Fund	$2,273,942	$25,215 â–²	1.1%	19,389	0.3%	ETF
SHW Sherwin-Williams	$2,118,601	$72,307 â–²	3.5%	6,153	0.3%	Materials
SCHA Schwab US Small-Cap ETF	$2,003,698	$9,033 â–¼	-0.4%	55,458	0.3%	ETF
DUK Duke Energy	$1,840,094	$1,266 â–¼	-0.1%	14,537	0.3%	Utilities
CAT Caterpillar	$1,839,083	$33,012 â–²	1.8%	1,727	0.3%	Industrials
IBM International Business Machines	$1,836,717	$35,154 â–¼	-1.9%	6,531	0.3%	Technology
PM Philip Morris International	$1,797,522		0.0%	9,936	0.3%	Consumer Staples
KO CocaCola	$1,750,719	$3,657 â–¼	-0.2%	21,542	0.3%	Consumer Staples
ADBE Adobe	$1,706,382	$56,175 â–¼	-3.2%	8,323	0.2%	Technology
CGGR Capital Group Growth ETF	$1,695,141	$33,606 â–¼	-1.9%	35,914	0.2%	ETF
MCD McDonald's	$1,636,728	$1,352 â–¼	-0.1%	6,055	0.2%	Consumer Discretionary
NFLX Netflix	$1,578,012	$162,649 â–²	11.5%	22,101	0.2%	Communication Services
CARR Carrier Global	$1,562,869	$102,690 â–¼	-6.2%	21,307	0.2%	Industrials
BA Boeing	$1,501,003	$38,532 â–¼	-2.5%	6,934	0.2%	Industrials
DVY iShares Select Dividend ETF	$1,416,704		0.0%	9,064	0.2%	ETF
MDT Medtronic	$1,410,566	$79,482 â–¼	-5.3%	18,031	0.2%	Healthcare
ELV Elevance Health	$1,337,313	$239,773 â–¼	-15.2%	3,458	0.2%	Healthcare
HDV iShares Core High Dividend ETF	$1,318,421	$1,053,613 â–²	397.9%	48,100	0.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,273,883	$31,603 â–²	2.5%	11,891	0.2%	ETF
FEDEX FGHT HLDG CO INC	$1,249,827	$1,249,827 â–²	New Holding	8,277	0.2%	COMMON STOCK
MDY SPDR S&P MidCap 400 ETF Trust	$1,248,429	$10,550 â–¼	-0.8%	1,775	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$1,197,512	$95,393 â–²	8.7%	6,465	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$1,142,430	$30,033 â–¼	-2.6%	37,469	0.2%	ETF
GLD SPDR Gold Shares	$1,136,453		0.0%	3,085	0.2%	ETF
KIMBERLY-CLARK CORP	$1,135,242	$57,959 â–¼	-4.9%	10,342	0.2%	COM
XLU Utilities Select Sector SPDR Fund	$1,121,385		0.0%	24,733	0.2%	ETF
HSY Hershey	$1,100,949	$8,773 â–¼	-0.8%	6,275	0.2%	Consumer Staples
IWO iShares Russell 2000 Growth ETF	$1,087,330		0.0%	2,760	0.2%	ETF
VUG Vanguard Growth ETF	$1,072,960	$894,133 â–²	500.0%	12,456	0.2%	ETF
GE GE Aerospace	$1,024,021		0.0%	2,740	0.1%	Industrials
ACWI iShares MSCI ACWI ETF	$1,021,090	$18,052 â–²	1.8%	6,505	0.1%	ETF
D Dominion Energy	$993,688	$9,356 â–¼	-0.9%	14,551	0.1%	Utilities
CMCSA Comcast	$970,097	$104,608 â–¼	-9.7%	39,515	0.1%	Communication Services

Showing largest 100 holdings. View all holdings.

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Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2026)

About Pettyjohn, Wood & White, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2026)

About Pettyjohn, Wood & White, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools