Pettyjohn, Wood & White, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Pettyjohn, Wood & White, Inc. reported 188 stock positions worth $521.7 million. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Microsoft (MSFT, 5.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.8%). Compared with Q4 2024, it opened 6 new positions, sold out of 13, added to 42 and reduced 101. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $521.7M (Q1 2025)
- SEC Filing
- 0001128213-25-000003 ↗ filed May 8, 2025
Holdings Value
Holdings 188 stocks · $521.7M
| AAPL Apple Inc. | 5.20% | 122,171 | $27.1M | Reduce -3.3% |
| MSFT Microsoft Corp. | 4.95% | 68,825 | $25.8M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.81% | 44,857 | $25.1M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.28% | 32,168 | $17.1M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 3.03% | 64,397 | $15.8M | Reduce -6.0% |
| PG The Procter & Gamble Co. | 2.68% | 81,936 | $14.0M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 2.66% | 89,680 | $13.9M | Reduce -0.4% |
| WMT Walmart Inc. | 2.60% | 154,771 | $13.6M | Reduce -4.9% |
| VIG Vanguard Dividend Apprec ETF | 2.49% | 66,974 | $13.0M | Reduce -0.5% |
| HD Home Depot Inc. | 2.49% | 35,438 | $13.0M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 2.42% | 106,285 | $12.6M | Reduce -15.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.16% | 24,079 | $11.3M | Add +1.0% |
| ABBV Abbvie Inc. | 1.87% | 46,665 | $9.8M | Reduce -5.9% |
| JNJ Johnson & Johnson | 1.86% | 58,586 | $9.7M | Reduce -9.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.82% | 227,671 | $9.5M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 1.82% | 49,837 | $9.5M | Reduce -0.6% |
| PEP Pepsico Inc. | 1.72% | 59,873 | $9.0M | Reduce -2.5% |
| RTX RTX Corp. | 1.59% | 62,573 | $8.3M | Reduce -4.4% |
| CVX Chevron Corp. | 1.51% | 47,205 | $7.9M | Reduce -6.0% |
| ABT Abbott Laboratories | 1.50% | 58,962 | $7.8M | Reduce -4.4% |
| CSCO Cisco Systems Inc. | 1.49% | 125,791 | $7.8M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 1.48% | 131,990 | $7.7M | Add +0.3% |
| HON Honeywell International Inc. | 1.44% | 35,416 | $7.5M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 1.24% | 12,618 | $6.5M | Add +5.0% |
| NSC Norfolk Southern Corp. | 1.20% | 26,471 | $6.3M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 1.17% | 134,220 | $6.1M | Reduce -9.6% |
| FDX FedEx Corp. | 1.12% | 23,917 | $5.8M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.01% | 9,152 | $5.3M | Reduce -6.1% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 47,060 | $4.9M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.94% | 49,539 | $4.9M | Reduce -2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.92% | 35,272 | $4.8M | Reduce -0.0% |
| IYH iShares U.S. Healthcare ETF | 0.88% | 75,710 | $4.6M | Reduce -2.0% |
| IYW iShares Ustechnology ETF | 0.88% | 32,625 | $4.6M | Reduce -2.5% |
| RSP Invesco S&P 500 Equal Weight | 0.85% | 25,737 | $4.5M | Add +3.7% |
| ORCL Oracle Corp. | 0.84% | 31,473 | $4.4M | Add +3.1% |
| CVS CVS Health Corp. | 0.83% | 64,128 | $4.3M | Reduce -12.1% |
| IYF iShares US Financials ETF | 0.76% | 34,955 | $3.9M | Reduce -4.3% |
| XLE SS Energy Select Sector | 0.75% | 42,039 | $3.9M | Reduce -0.0% |
| BOTJ Bank of the James Financial | 0.73% | 257,046 | $3.8M | Reduce -1.9% |
| ADP Automatic Data Processing | 0.72% | 12,258 | $3.7M | Add +0.7% |
| ADBE Adobe Inc. | 0.64% | 8,700 | $3.3M | Add +4.5% |
| SBUX Starbucks Corp. | 0.63% | 33,338 | $3.3M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 11,783 | $3.2M | Add +842.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 4 | $3.2M | New |
| EFA iShares MSCI Eafe ETF | 0.60% | 38,079 | $3.1M | No change |
| AVGO Broadcom Inc. | 0.58% | 18,168 | $3.0M | Add +7.3% |
| ICE Intercontinental Exchange Inc. | 0.58% | 17,568 | $3.0M | Add +0.6% |
| SO The Southern Co. | 0.57% | 32,145 | $3.0M | Reduce -2.6% |
| CMCSA Comcast Corp. Class A | 0.56% | 79,680 | $2.9M | Reduce -20.9% |
| IVV iShares Core S&P 500 ETF | 0.55% | 5,128 | $2.9M | Reduce -0.7% |
| TFC Truist Financial Corp. | 0.53% | 67,332 | $2.8M | Reduce -17.0% |
| MRK Merck & Co. Inc. | 0.50% | 29,155 | $2.6M | Reduce -16.6% |
| GOOG Alphabet Inc. Class C | 0.50% | 16,567 | $2.6M | Reduce -10.7% |
| SHEL Shell PLC-ADR | 0.49% | 34,802 | $2.6M | Reduce -5.8% |
| AGG iShares Core U.S. Aggregate | 0.49% | 25,682 | $2.5M | Add +1.8% |
| XLK SS Technology Select Sector | 0.47% | 11,819 | $2.4M | Add +5.2% |
| ENB Enbridge Inc. | 0.47% | 54,797 | $2.4M | Reduce -10.6% |
| KMB Kimberly-Clark Corp. | 0.45% | 16,525 | $2.4M | Reduce -4.7% |
| V Visa Inc. Class A | 0.45% | 6,646 | $2.3M | Add +3.9% |
| NVDA Nvidia Corp. | 0.44% | 21,345 | $2.3M | Add +9.4% |
| UNP Union Pacific Corp. | 0.42% | 9,224 | $2.2M | Reduce -0.3% |
| XLY SS Consumer Disc Select Sect | 0.36% | 9,629 | $1.9M | Add +1.4% |
| SCHW Schwab (charles) Corp. | 0.36% | 23,680 | $1.9M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 0.35% | 22,493 | $1.8M | Add +3.9% |
| SCHX Schwab US Large-Cap ETF | 0.35% | 81,951 | $1.8M | No change |
| MDT Medtronic PLC | 0.34% | 20,021 | $1.8M | Reduce -1.0% |
| ELV Elevance Health Inc. | 0.33% | 3,991 | $1.7M | Reduce -3.0% |
| DUK Duke Energy Corp. | 0.33% | 14,087 | $1.7M | Reduce -13.6% |
| MCD McDonald's Corp. | 0.33% | 5,477 | $1.7M | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.33% | 23,703 | $1.7M | Reduce -10.8% |
| LLY Eli Lilly & Co. | 0.31% | 1,978 | $1.6M | No change |
| SHW The Sherwin-Williams Co. | 0.31% | 4,670 | $1.6M | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 6,517 | $1.6M | Reduce -13.1% |
| IWM iShares Russell 2000 ETF | 0.30% | 7,811 | $1.6M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 0.30% | 21,140 | $1.5M | Add +96.0% |
| PM Philip Morris International | 0.29% | 9,382 | $1.5M | Reduce -52.5% |
| IDCC Interdigital Inc. | 0.26% | 6,600 | $1.4M | Reduce -9.0% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 58,108 | $1.4M | Reduce -1.4% |
| PFF iShares Preferred & Income S | 0.26% | 44,300 | $1.4M | Reduce -2.7% |
| CGGR Cap Group Growth Equity | 0.26% | 39,131 | $1.3M | Add +3.7% |
| AMT American Tower Corp. | 0.26% | 6,138 | $1.3M | Reduce -1.3% |
| BA The Boeing Co. | 0.25% | 7,602 | $1.3M | Reduce -13.5% |
| HDV iShares Core High Dividend E | 0.24% | 10,351 | $1.3M | Reduce -7.4% |
| DVY iShares Select Dividend ETF | 0.23% | 9,064 | $1.2M | No change |
| D Dominion Energy Inc. | 0.23% | 21,087 | $1.2M | Reduce -27.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.20% | 12,952 | $1.0M | Add +2.0% |
| MDY State Street SPDR S&P Midcap | 0.18% | 1,790 | $955K | No change |
| CARR Carrier Global Corp. | 0.18% | 14,948 | $948K | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.18% | 3,966 | $925K | Add +0.5% |
| T AT&T Inc. | 0.17% | 32,249 | $912K | Reduce -18.1% |
| XLC SS Comm Select Sector SPDR | 0.17% | 9,319 | $899K | Add +9.4% |
| URI United Rentals Inc. | 0.16% | 1,368 | $857K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 10,803 | $853K | Add +0.5% |
| GLD SPDR Gold Shares | 0.16% | 2,950 | $850K | No change |
| AFL Aflac Inc. | 0.16% | 7,580 | $843K | Reduce -0.0% |
| XLV SS Health Care Select Sector | 0.16% | 5,745 | $839K | Add +5.5% |
| COST Costco Wholesale Corp. | 0.15% | 850 | $804K | No change |
| XLI SS Industrial Select Sector | 0.15% | 5,847 | $766K | Add +1.3% |
| WFC Wells Fargo & Co. | 0.15% | 10,575 | $759K | Reduce -5.2% |
| HSY The Hershey Co. | 0.14% | 4,410 | $754K | Add +13.1% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -5.3% | 4.95% | −0.66 |
| AAPL Apple Inc. | Reduce -3.3% | 5.20% | −0.59 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 2.66% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 1.82% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -10.7% | 0.50% | −0.15 |
| PM Philip Morris International | Reduce -52.5% | 0.29% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -16.6% | 0.50% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -20.9% | 0.56% | −0.13 |
| HD Home Depot Inc. | Reduce -3.4% | 2.49% | −0.13 |
| WTW Willis Towers Watson PLC | Reduce -76.4% | 0.04% | −0.12 |
| TFC Truist Financial Corp. | Reduce -17.0% | 0.53% | −0.11 |
| MO Altria Group Inc. | Reduce -56.5% | 0.11% | −0.10 |
| IYW iShares Ustechnology ETF | Reduce -2.5% | 0.88% | −0.10 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.94% | −0.10 |
| AXP American Express Co. | Reduce -50.0% | 0.08% | −0.09 |
| WMT Walmart Inc. | Reduce -4.9% | 2.60% | −0.09 |
| COF Capital One Financial Corp. | Reduce -39.5% | 0.12% | −0.07 |
| INTC Intel Corp. | Sold out | 0.00% | −0.07 |
| BAC Bank of America Corp. | Reduce -2.9% | 1.82% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.07 |
| HON Honeywell International Inc. | Reduce -2.1% | 1.44% | −0.06 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.06 |
| D Dominion Energy Inc. | Reduce -27.1% | 0.23% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -15.4% | 2.42% | −0.05 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.05 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.05 |
| BARNES GROUP INC | Sold out | 0.00% | −0.05 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.05 |
| DE Deere & Co. | Sold out | 0.00% | −0.04 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.04 |
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -48.4% | 0.07% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -28.3% | 0.09% | −0.04 |
| USB US Bancorp | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -48.1% | 0.05% | −0.04 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -13.5% | 0.25% | −0.04 |
| CAT Caterpillar Inc. | Reduce -31.9% | 0.07% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 1.01% | −0.03 |
| UPS United Parcel Service Class B | Reduce -21.8% | 0.09% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -40.3% | 0.04% | −0.03 |
| PFE Pfizer Inc. | Reduce -15.1% | 0.14% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 0.30% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -35.0% | 0.04% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.4% | 0.26% | −0.02 |
| LH Labcorp Holdings Inc. | Reduce -30.7% | 0.04% | −0.02 |
| BBY Best Buy Co. Inc. | Reduce -2.8% | 0.09% | −0.01 |
| AUB Atlantic Union Bankshares Co. | Reduce -7.0% | 0.05% | −0.01 |
| ENB Enbridge Inc. | Reduce -10.6% | 0.47% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.61% | +0.61 |
| VTI VG Morningstar TS MKT ETF-US | Add +842.6% | 0.62% | +0.55 |
| UBER Uber Technologies Inc. | Add +96.0% | 0.30% | +0.18 |
| URI United Rentals Inc. | New | 0.16% | +0.16 |
| ICE Intercontinental Exchange Inc. | Add +0.6% | 0.58% | +0.10 |
| V Visa Inc. Class A | Add +3.9% | 0.45% | +0.08 |
| SBUX Starbucks Corp. | Add +0.4% | 0.63% | +0.07 |
| ADP Automatic Data Processing | Add +0.7% | 0.72% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +3.7% | 0.85% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +5.0% | 1.24% | +0.06 |
| BNY Bank of New York Mellon Corp. | New | 0.04% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | New | 0.04% | +0.04 |
| GD General Dynamics Corp. | New | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +1.8% | 0.49% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 0.36% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +3.9% | 0.35% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +4.0% | 0.31% | +0.03 |
| HSY The Hershey Co. | Add +13.1% | 0.14% | +0.02 |
| XLV SS Health Care Select Sector | Add +5.5% | 0.16% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 4.81% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +9.4% | 0.17% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.0% | 0.20% | +0.02 |
| XLF SS Financial Select Sector | Add +3.8% | 0.12% | +0.01 |
| GVI iShares Intermediate Governm | Add +10.1% | 0.08% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.5% | 0.16% | +0.01 |
| XLI SS Industrial Select Sector | Add +1.3% | 0.15% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +7.9% | 0.08% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.06% | +0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +1.3% | 0.08% | +0.01 |
| BWXT BWX Technologies Inc. | Add +14.2% | 0.08% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.4% | 0.04% | +0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.5% | 0.07% | +0.00 |
| CGGR Cap Group Growth Equity | Add +3.7% | 0.26% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.3% | 0.08% | −0.00 |
| PCAR Paccar Inc. | Add +0.6% | 0.06% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.5% | 0.18% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.13% | −0.00 |
| XLK SS Technology Select Sector | Add +5.2% | 0.47% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 0.36% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 1.48% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Add +1.5% | 0.94% | −0.04 |
| NVDA Nvidia Corp. | Add +9.4% | 0.44% | −0.04 |
| ADBE Adobe Inc. | Add +4.5% | 0.64% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.0% | 2.16% | −0.07 |
| ORCL Oracle Corp. | Add +3.1% | 0.84% | −0.09 |
| FDX FedEx Corp. | Add +0.3% | 1.12% | −0.11 |
| AVGO Broadcom Inc. | Add +7.3% | 0.58% | −0.14 |
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 |