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

About Pettyjohn, Wood & White, Inc

Investment Activity

  • Pettyjohn, Wood & White, Inc has $627.92 million in total holdings as of March 31, 2026.
  • Pettyjohn, Wood & White, Inc owns shares of 214 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
  • Approximately 1.32% of the portfolio was purchased this quarter.
  • About 1.01% of the portfolio was sold this quarter.
  • This quarter, Pettyjohn, Wood & White, Inc has purchased 214 new stocks and bought additional shares in 62 stocks.
  • Pettyjohn, Wood & White, Inc sold shares of 73 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple
$33,550,521
Alphabet
$26,986,931
Microsoft
$26,234,249
WALMART INC
$19,703,686

Largest New Holdings this Quarter

25434V708 - Dimensional U.S. Core Equity 2 ETF
$430,453 Holding
25434V872 - Dimensional Core Fixed Income ETF
$300,100 Holding
25434V880 - Dimensional World ex U.S. Core Equity 2 ETF
$271,760 Holding
72348N109 - PINNACLE FINL PARTNERS INC
$243,174 Holding
219350105 - Corning
$239,308 Holding

Largest Purchases this Quarter

Invesco QQQ
1,425 shares (about $822.48K)
Netflix
7,273 shares (about $699.30K)
Invesco S&P 500 Equal Weight ETF
2,925 shares (about $561.37K)
Automatic Data Processing
2,494 shares (about $506.73K)
Dimensional U.S. Core Equity 2 ETF
11,077 shares (about $430.45K)

Largest Sales this Quarter

Bank of the James Financial Group
27,123 shares (about $558.73K)
InterDigital
1,425 shares (about $430.35K)
Alphabet
1,017 shares (about $292.45K)
Verizon Communications
4,849 shares (about $243.42K)
CVS Health
3,034 shares (about $217.90K)

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
Apple Inc. stock logo
AAPL
Apple
$33,550,521$216,990 â–¼-0.6%132,1985.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$30,971,886$84,544 â–²0.3%47,6244.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$26,986,931$292,449 â–¼-1.1%93,8484.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$26,234,249$19,249 â–²0.1%70,8714.2%Computer and Technology
WALMART INC
$19,703,686$203,695 â–¼-1.0%158,5433.1%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,775,645$45,595 â–¼-0.2%63,8283.0%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$18,155,222$185,609 â–¼-1.0%107,0092.9%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$15,565,854$20,606 â–²0.1%32,4832.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$15,551,538$822,482 â–²5.6%26,9442.5%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,193,327$185,773 â–¼-1.3%58,0652.3%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,908,484$147,960 â–¼-1.1%64,6732.2%ETF
RTX Corporation stock logo
RTX
RTX
$12,273,649$122,492 â–¼-1.0%63,6272.0%Aerospace
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$12,189,437$2,600 â–²0.0%84,3911.9%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,607,512$202,022 â–²1.8%55,7331.8%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$10,976,673$90,116 â–²0.8%33,3751.7%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$10,356,657$71,337 â–²0.7%47,6191.6%Medical
Chevron Corporation stock logo
CVX
Chevron
$10,133,342$74,691 â–¼-0.7%48,9771.6%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$9,983,129$61,495 â–¼-0.6%64,2871.6%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$9,633,341$19,061 â–²0.2%197,6071.5%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$9,597,975$24,674 â–¼-0.3%123,7011.5%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,204,727$40,450 â–¼-0.4%136,3061.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,270,710$116,523 â–²1.4%13,8411.3%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$8,002,367$10,397 â–¼-0.1%35,4041.3%Multi-Sector Conglomerates
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,982,812$194,456 â–²2.5%45,7731.3%Computer and Technology
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$7,639,366$23,247 â–¼-0.3%26,6181.2%Transportation
Broadcom Inc. stock logo
AVGO
Broadcom
$6,808,601$261,845 â–²4.0%21,9981.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,410,723$142,461 â–²2.3%11,2051.0%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,380,381$561,366 â–²9.6%33,2451.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$6,340,060$243,420 â–¼-3.7%126,2961.0%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6,264,821$93,430 â–²1.5%61,0191.0%Medical
FedEx Corporation stock logo
FDX
FedEx
$6,066,814$108,991 â–¼-1.8%17,0331.0%Transportation
Alphabet Inc. stock logo
GOOG
Alphabet
$5,917,820$99,826 â–¼-1.7%20,6300.9%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$5,482,513$111,392 â–¼-2.0%30,2200.9%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5,229,029$56,189 â–¼-1.1%42,0640.8%ETF
Oracle Corporation stock logo
ORCL
Oracle
$5,077,355$221,401 â–²4.6%34,5140.8%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,061,853$1,899 â–¼0.0%82,6290.8%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,980,495$32,837 â–¼-0.7%34,1270.8%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$4,899,478$67,755 â–¼-1.4%50,8350.8%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,823,303$1,960 â–¼0.0%7,3840.8%ETF
Bank of the James Financial Group, Inc. stock logo
BOTJ
Bank of the James Financial Group
$4,619,739$558,734 â–¼-10.8%224,2590.7%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,600,733$51,167 â–²1.1%34,6180.7%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$4,442,703$41,607 â–¼-0.9%72,0750.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,259,054$126,269 â–²3.1%43,8490.7%Finance
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$3,903,959$111,777 â–¼-2.8%33,1800.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,609,113$170,992 â–¼-4.5%11,2500.6%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$3,449,946$217,902 â–¼-5.9%48,0360.5%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$3,417,859$47,572 â–²1.4%38,1500.5%Retail/Wholesale
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$3,405,846$7,905 â–²0.2%36,6220.5%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,319,386$12,871 â–¼-0.4%27,5950.5%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$3,223,140$185,433 â–²6.1%20,4930.5%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$3,213,292$506,731 â–²18.7%15,8150.5%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$3,183,230$4,440 â–¼-0.1%32,9800.5%Utilities
Truist Financial Corporation stock logo
TFC
Truist Financial
$3,061,832$127,383 â–²4.3%66,6050.5%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,012,051$168,958 â–²5.9%30,3420.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,872,5600.0%40.5%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,641,428$155,538 â–²6.3%28,1060.4%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,573,443$221,356 â–²9.4%31,0990.4%ETF
Enbridge Inc stock logo
ENB
Enbridge
$2,406,632$4,710 â–²0.2%44,4520.4%Energy
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,316,290$310,738 â–²15.5%32,2020.4%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,269,2250.0%9,3530.4%Transportation
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,259,875$165,559 â–²7.9%2,4570.4%Medical
Visa Inc. stock logo
V
Visa
$2,216,931$90,370 â–²4.2%7,3350.4%Business Services
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,095,7120.0%81,7360.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$2,089,759$51,776 â–¼-2.4%8,5970.3%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,089,5830.0%19,1740.3%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,068,397$31,001 â–²1.5%8,3400.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,905,982$699,299 â–²58.0%19,8230.3%Consumer Discretionary
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,905,029$9,937 â–²0.5%5,9430.3%Basic Materials
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,904,785$21,736 â–¼-1.1%14,5470.3%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$1,883,3880.0%6,0600.3%Retail/Wholesale
United Rentals, Inc. stock logo
URI
United Rentals
$1,789,344$120,941 â–²7.2%2,4560.3%Construction
Medtronic PLC stock logo
MDT
Medtronic
$1,650,423$20,796 â–²1.3%19,0470.3%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,642,8190.0%9,9360.3%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$1,641,692$32,321 â–¼-1.9%21,5870.3%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,619,989$14,540 â–¼-0.9%55,7080.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,613,4640.0%6,6560.3%Computer and Technology
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,471,999$24,918 â–²1.7%36,6260.2%ETF
The Boeing Company stock logo
BA
Boeing
$1,415,502$30,054 â–¼-2.1%7,1120.2%Aerospace
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,372,3810.0%9,0640.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,327,4450.0%3,0850.2%Finance
Hershey Company (The) stock logo
HSY
Hershey
$1,314,905$31,184 â–²2.4%6,3250.2%Consumer Staples
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,311,191$50,895 â–¼-3.7%9,6610.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,300,5110.0%3,8050.2%Computer and Technology
XLC
Communication Services Select Sector SPDR Fund
$1,285,533$49,887 â–²4.0%11,5960.2%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$1,278,632$44,541 â–²3.6%22,7070.2%Construction
Comcast Corporation stock logo
CMCSA
Comcast
$1,256,813$155,034 â–¼-11.0%43,7760.2%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,201,549$35,423 â–¼-2.9%1,6960.2%Industrials
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,193,835$105,390 â–¼-8.1%4,0780.2%Medical
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,165,926$34,868 â–¼-2.9%38,4540.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,134,988$16,061 â–¼-1.4%24,7330.2%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,104,0010.0%1,7900.2%ETF
KIMBERLY-CLARK CORP
$1,048,629$151,169 â–¼-12.6%10,8700.2%COM
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,007,0260.0%4,2620.2%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$999,1200.0%1,0030.2%Retail/Wholesale
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$962,294$39,624 â–²4.3%5,9500.2%ETF
American Tower Corporation stock logo
AMT
American Tower
$932,795$47,460 â–¼-4.8%5,4050.1%Finance
Dominion Energy Inc. stock logo
D
Dominion Energy
$908,013$19,102 â–¼-2.1%14,6880.1%Utilities
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$906,7770.0%2,0760.1%ETF
AT&T Inc. stock logo
T
AT&T
$904,836$13,046 â–¼-1.4%31,2120.1%Computer and Technology
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$884,185$103,778 â–²13.3%6,3900.1%Manufacturing

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