Pettyjohn, Wood & White, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Pettyjohn, Wood & White, Inc. reported 195 stock positions worth $545.6 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Microsoft (MSFT, 5.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%). Compared with Q3 2024, it opened 5 new positions, sold out of 6, added to 72 and reduced 71. The biggest buy was JPMorgan Chase (JPM, shares +0%) and the biggest sale CVS Health (CVS, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $545.6M (Q4 2024)
- SEC Filing
- 0001128213-25-000001 ↗ filed Feb 5, 2025
Holdings Value
Holdings 195 stocks · $545.6M
| AAPL Apple Inc. | 5.80% | 126,272 | $31.6M | Reduce -2.2% |
| MSFT Microsoft Corp. | 5.62% | 72,698 | $30.6M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.79% | 44,566 | $26.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.12% | 90,029 | $17.0M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 3.01% | 68,520 | $16.4M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.84% | 34,146 | $15.5M | Add +0.6% |
| WMT Walmart Inc. | 2.69% | 162,693 | $14.7M | Reduce -1.6% |
| HD Home Depot Inc. | 2.62% | 36,701 | $14.3M | Add +2.4% |
| PG The Procter & Gamble Co. | 2.61% | 84,904 | $14.2M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 2.48% | 125,665 | $13.5M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 2.41% | 67,281 | $13.2M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.23% | 23,834 | $12.2M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.02% | 50,135 | $11.0M | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.89% | 234,373 | $10.3M | Reduce -0.9% |
| JNJ Johnson & Johnson | 1.72% | 64,924 | $9.4M | Add +0.9% |
| PEP Pepsico Inc. | 1.71% | 61,413 | $9.3M | Add +0.7% |
| ABBV Abbvie Inc. | 1.61% | 49,573 | $8.8M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 1.50% | 131,582 | $8.2M | Add +4.0% |
| HON Honeywell International Inc. | 1.50% | 36,195 | $8.2M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 1.44% | 132,716 | $7.9M | Add +1.3% |
| RTX RTX Corp. | 1.39% | 65,427 | $7.6M | Add +2.9% |
| CVX Chevron Corp. | 1.33% | 50,205 | $7.3M | Add +0.8% |
| ABT Abbott Laboratories | 1.28% | 61,657 | $7.0M | Add +0.9% |
| FDX FedEx Corp. | 1.23% | 23,856 | $6.7M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 1.19% | 12,019 | $6.5M | Add +1.1% |
| NSC Norfolk Southern Corp. | 1.16% | 26,913 | $6.3M | Add +0.1% |
| VZ Verizon Communications Inc. | 1.09% | 148,451 | $5.9M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 1.05% | 9,744 | $5.7M | Add +4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.03% | 50,591 | $5.6M | Reduce -5.0% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 46,358 | $5.3M | Reduce -0.1% |
| IYW iShares Ustechnology ETF | 0.98% | 33,457 | $5.3M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.93% | 30,532 | $5.1M | Reduce -0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.85% | 35,277 | $4.7M | Reduce -0.8% |
| IYH iShares U.S. Healthcare ETF | 0.82% | 77,235 | $4.5M | Reduce -2.1% |
| RSP Invesco S&P 500 Equal Weight | 0.80% | 24,815 | $4.3M | Add +18.9% |
| IYF iShares US Financials ETF | 0.74% | 36,520 | $4.0M | Reduce -0.1% |
| BOTJ Bank of the James Financial | 0.73% | 261,932 | $4.0M | Add +2.5% |
| AVGO Broadcom Inc. | 0.72% | 16,930 | $3.9M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.69% | 100,725 | $3.8M | Reduce -7.8% |
| ADBE Adobe Inc. | 0.68% | 8,325 | $3.7M | Add +0.5% |
| XLE SS Energy Select Sector | 0.66% | 42,049 | $3.6M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.65% | 12,177 | $3.6M | Add +24.6% |
| GOOG Alphabet Inc. Class C | 0.65% | 18,547 | $3.5M | Reduce -0.6% |
| TFC Truist Financial Corp. | 0.64% | 81,082 | $3.5M | Add +5.4% |
| MRK Merck & Co. Inc. | 0.64% | 34,973 | $3.5M | Add +6.1% |
| CVS CVS Health Corp. | 0.60% | 72,992 | $3.3M | Reduce -20.5% |
| IVV iShares Core S&P 500 ETF | 0.56% | 5,163 | $3.0M | Reduce -1.4% |
| SBUX Starbucks Corp. | 0.56% | 33,209 | $3.0M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.53% | 38,079 | $2.9M | No change |
| SO The Southern Co. | 0.50% | 32,996 | $2.7M | Reduce -5.1% |
| NVDA Nvidia Corp. | 0.48% | 19,509 | $2.6M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.48% | 11,240 | $2.6M | Add +2.0% |
| ICE Intercontinental Exchange Inc. | 0.48% | 17,463 | $2.6M | Add +0.4% |
| ENB Enbridge Inc. | 0.48% | 61,303 | $2.6M | Reduce -5.7% |
| AGG iShares Core U.S. Aggregate | 0.45% | 25,217 | $2.4M | Add +1.6% |
| PM Philip Morris International | 0.44% | 19,745 | $2.4M | Add +45.8% |
| SHEL Shell PLC-ADR | 0.42% | 36,954 | $2.3M | Add +1.0% |
| KMB Kimberly-Clark Corp. | 0.42% | 17,340 | $2.3M | Reduce -1.7% |
| XLY SS Consumer Disc Select Sect | 0.39% | 9,494 | $2.1M | Add +0.3% |
| UNP Union Pacific Corp. | 0.39% | 9,254 | $2.1M | Reduce -1.2% |
| V Visa Inc. Class A | 0.37% | 6,398 | $2.0M | Reduce -1.3% |
| SCHX Schwab US Large-Cap ETF | 0.35% | 81,951 | $1.9M | No change |
| DUK Duke Energy Corp. | 0.32% | 16,301 | $1.8M | No change |
| IWM iShares Russell 2000 ETF | 0.32% | 7,901 | $1.7M | Add +12.0% |
| SCHW Schwab (charles) Corp. | 0.32% | 23,525 | $1.7M | Reduce -2.5% |
| VCIT Vanguard Int-Term Corporate | 0.32% | 21,651 | $1.7M | Add +4.0% |
| KO The Coca-Cola Co. | 0.30% | 26,578 | $1.7M | Add +3.1% |
| MCD McDonald's Corp. | 0.30% | 5,697 | $1.7M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 7,502 | $1.6M | Add +13.3% |
| MDT Medtronic PLC | 0.30% | 20,226 | $1.6M | Reduce -6.7% |
| D Dominion Energy Inc. | 0.29% | 28,932 | $1.6M | Reduce -19.3% |
| BA The Boeing Co. | 0.29% | 8,792 | $1.6M | Reduce -45.3% |
| LLY Eli Lilly & Co. | 0.28% | 1,978 | $1.5M | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 0.28% | 4,492 | $1.5M | Add +20.9% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 58,908 | $1.5M | Add +5.9% |
| ELV Elevance Health Inc. | 0.28% | 4,113 | $1.5M | Reduce -9.5% |
| PFF iShares Preferred & Income S | 0.26% | 45,525 | $1.4M | Reduce -4.0% |
| IDCC Interdigital Inc. | 0.26% | 7,250 | $1.4M | Reduce -3.3% |
| CGGR Cap Group Growth Equity | 0.26% | 37,751 | $1.4M | Add +15.1% |
| HDV iShares Core High Dividend E | 0.23% | 11,176 | $1.3M | Reduce -0.3% |
| MO Altria Group Inc. | 0.22% | 22,847 | $1.2M | Add +64.2% |
| DVY iShares Select Dividend ETF | 0.22% | 9,064 | $1.2M | No change |
| AMT American Tower Corp. | 0.21% | 6,217 | $1.1M | Reduce -1.7% |
| COF Capital One Financial Corp. | 0.20% | 6,012 | $1.1M | Add +54.8% |
| CARR Carrier Global Corp. | 0.19% | 15,178 | $1.0M | Add +25.1% |
| MDY State Street SPDR S&P Midcap | 0.19% | 1,790 | $1.0M | No change |
| LOW Lowe's Cos Inc. | 0.18% | 3,946 | $974K | Reduce -0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 12,702 | $961K | Add +2.5% |
| AXP American Express Co. | 0.17% | 3,203 | $951K | Add +45.4% |
| WTW Willis Towers Watson PLC | 0.17% | 2,880 | $902K | No change |
| T AT&T Inc. | 0.16% | 39,361 | $896K | Add +12.8% |
| PFE Pfizer Inc. | 0.16% | 33,766 | $896K | Reduce -24.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 10,753 | $839K | Add +0.8% |
| XLC SS Comm Select Sector SPDR | 0.15% | 8,519 | $825K | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 6,384 | $809K | No change |
| IWO iShares Russell 2000 Growth | 0.15% | 2,760 | $794K | No change |
| AFL Aflac Inc. | 0.14% | 7,582 | $784K | No change |
| WFC Wells Fargo & Co. | 0.14% | 11,151 | $783K | Add +0.0% |
| COST Costco Wholesale Corp. | 0.14% | 850 | $779K | Reduce -1.3% |
| XLI SS Industrial Select Sector | 0.14% | 5,772 | $761K | Reduce -0.4% |
Portfolio Sells Q3 2024 → Q4 2024
| CVS CVS Health Corp. | Reduce -20.5% | 0.60% | −0.46 |
| VZ Verizon Communications Inc. | Reduce -5.0% | 1.09% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.9% | 5.62% | −0.20 |
| BA The Boeing Co. | Reduce -45.3% | 0.29% | −0.16 |
| ELV Elevance Health Inc. | Reduce -9.5% | 0.28% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -7.8% | 0.69% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 2.61% | −0.12 |
| IYH iShares U.S. Healthcare ETF | Reduce -2.1% | 0.82% | −0.12 |
| D Dominion Energy Inc. | Reduce -19.3% | 0.29% | −0.10 |
| SO The Southern Co. | Reduce -5.1% | 0.50% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 0.85% | −0.08 |
| PFE Pfizer Inc. | Reduce -24.6% | 0.16% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 2.41% | −0.07 |
| MDT Medtronic PLC | Reduce -6.7% | 0.30% | −0.06 |
| AMT American Tower Corp. | Reduce -1.7% | 0.21% | −0.06 |
| POST Post Holdings Inc. | Sold out | 0.00% | −0.05 |
| SBUX Starbucks Corp. | Reduce -1.3% | 0.56% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -1.7% | 0.42% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 0.28% | −0.05 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.04 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.04 |
| UNP Union Pacific Corp. | Reduce -1.2% | 0.39% | −0.04 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.04 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -2.3% | 0.11% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -4.0% | 0.26% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.93% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -0.2% | 0.10% | −0.03 |
| XLE SS Energy Select Sector | Reduce -0.1% | 0.66% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 0.98% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -1.4% | 0.14% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.18% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 0.09% | −0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -4.5% | 0.04% | −0.02 |
| UPS United Parcel Service Class B | Reduce -2.8% | 0.12% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -0.3% | 0.23% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -0.4% | 0.11% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.3% | 0.06% | −0.01 |
| ENB Enbridge Inc. | Reduce -5.7% | 0.48% | −0.01 |
| CSX CSX Corp. | Reduce -0.5% | 0.11% | −0.01 |
| SWKS Skyworks Solutions Inc. | Reduce -7.2% | 0.04% | −0.01 |
| CNI Canadian Natl Railway Co. | Reduce -1.3% | 0.05% | −0.01 |
| WELL Welltower Inc. | Reduce -8.1% | 0.08% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -12.3% | 0.06% | −0.01 |
| VTR Ventas Inc. | Reduce -0.8% | 0.07% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -5.5% | 0.04% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -4.8% | 0.07% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -4.1% | 0.11% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.4% | 0.14% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| JPM JPMorgan Chase & Co. | Add +0.1% | 3.01% | +0.35 |
| AMZN Amazon.com Inc. | Add +1.3% | 2.02% | +0.32 |
| AVGO Broadcom Inc. | Add +1.3% | 0.72% | +0.19 |
| CSCO Cisco Systems Inc. | Add +1.3% | 1.44% | +0.16 |
| ADP Automatic Data Processing | Add +24.6% | 0.65% | +0.16 |
| PM Philip Morris International | Add +45.8% | 0.44% | +0.13 |
| UBER Uber Technologies Inc. | New | 0.12% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +18.9% | 0.80% | +0.11 |
| COF Capital One Financial Corp. | Add +54.8% | 0.20% | +0.09 |
| BOTJ Bank of the James Financial | Add +2.5% | 0.73% | +0.09 |
| MO Altria Group Inc. | Add +64.2% | 0.22% | +0.09 |
| AXP American Express Co. | Add +45.4% | 0.17% | +0.06 |
| META Meta Platforms Inc. Class A | Add +4.3% | 1.05% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +4.0% | 1.50% | +0.05 |
| CGGR Cap Group Growth Equity | Add +15.1% | 0.26% | +0.05 |
| DE Deere & Co. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +0.3% | 0.39% | +0.04 |
| TFC Truist Financial Corp. | Add +5.4% | 0.64% | +0.04 |
| WMB Williams Cos Inc. | New | 0.04% | +0.04 |
| FDX FedEx Corp. | Add +0.5% | 1.23% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +12.0% | 0.32% | +0.03 |
| IBM Intl Business Machines Corp. | Add +13.3% | 0.30% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 1.19% | +0.03 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.14% | +0.03 |
| CAT Caterpillar Inc. | Add +47.0% | 0.10% | +0.03 |
| T AT&T Inc. | Add +12.8% | 0.16% | +0.02 |
| XLK SS Technology Select Sector | Add +2.0% | 0.48% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +20.9% | 0.28% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +45.5% | 0.11% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +5.9% | 0.28% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +11.2% | 0.08% | +0.01 |
| CARR Carrier Global Corp. | Add +25.1% | 0.19% | +0.01 |
| MMM 3M Co. | Add +22.8% | 0.06% | +0.01 |
| PCAR Paccar Inc. | Add +2.1% | 0.06% | +0.00 |
| KHC The Kraft Heinz Co. | Add +24.0% | 0.05% | +0.00 |
| BLK BlackRock Inc. | Add +0.4% | 0.04% | +0.00 |
| COP Conocophillips | Add +14.2% | 0.05% | +0.00 |
| INTC Intel Corp. | Add +23.0% | 0.07% | +0.00 |
| AUB Atlantic Union Bankshares Co. | Add +5.2% | 0.06% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.2% | 0.11% | +0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +3.6% | 0.07% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.13% | +0.00 |
| RSG Republic Services Inc. | Add +0.8% | 0.04% | +0.00 |
| ACN Accenture PLC Class A | Add +0.8% | 0.07% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.10% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.04% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.7% | 0.06% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +0.5% | 0.09% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 222 | $687.3M | AAPL, SPY, GOOGL, MSFT, QQQ |
| Q1 2026 | 214 | $627.9M | AAPL, SPY, GOOGL, MSFT, WMT |
| Q4 2025 | 214 | $638.1M | AAPL, MSFT, SPY, GOOGL, JPM |
| Q3 2025 | 203 | $605.7M | MSFT, AAPL, SPY, GOOGL, JPM |
| Q2 2025 | 197 | $559.8M | MSFT, SPY, AAPL, JPM, GOOGL |
| Q1 2025 | 188 | $521.7M | AAPL, MSFT, SPY, BRK.B, JPM |
| Q4 2024 | 195 | $545.6M | AAPL, MSFT, SPY, GOOGL, JPM |
| Q3 2024 | 196 | $543.0M | MSFT, AAPL, SPY, BRK.B, GOOGL |
| Q2 2024 | 192 | $515.0M | MSFT, AAPL, SPY, GOOGL, PG |
| Q1 2024 | 186 | $502.5M | MSFT, SPY, AAPL, BRK.B, PG |