Pettyjohn, Wood & White, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Pettyjohn, Wood & White, Inc. reported 197 stock positions worth $559.8 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%) and Apple (AAPL, 4.7%). Compared with Q1 2025, it opened 11 new positions, sold out of 2, added to 60 and reduced 68. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Johnson & Johnson (JNJ, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $559.8M (Q2 2025)
- SEC Filing
- 0001128213-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 197 stocks · $559.8M
| MSFT Microsoft Corp. | 6.12% | 68,881 | $34.3M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.01% | 45,402 | $28.1M | Add +1.2% |
| AAPL Apple Inc. | 4.67% | 127,356 | $26.1M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 3.33% | 64,275 | $18.6M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 2.85% | 90,491 | $15.9M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.81% | 32,418 | $15.7M | Add +0.8% |
| WMT Walmart Inc. | 2.71% | 155,386 | $15.2M | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 2.43% | 66,579 | $13.6M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 2.38% | 24,131 | $13.3M | Add +0.2% |
| HD Home Depot Inc. | 2.36% | 35,974 | $13.2M | Add +1.5% |
| PG The Procter & Gamble Co. | 2.34% | 82,128 | $13.1M | Add +0.2% |
| XOM Exxon Mobil Corp. | 2.07% | 107,537 | $11.6M | Add +1.2% |
| AMZN Amazon.com Inc. | 2.01% | 51,257 | $11.2M | Add +2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.93% | 228,525 | $10.8M | Add +0.4% |
| RTX RTX Corp. | 1.65% | 63,343 | $9.2M | Add +1.2% |
| JNJ Johnson & Johnson | 1.59% | 58,405 | $8.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.57% | 47,363 | $8.8M | Add +1.5% |
| CSCO Cisco Systems Inc. | 1.55% | 124,801 | $8.7M | Reduce -0.8% |
| HON Honeywell International Inc. | 1.47% | 35,230 | $8.2M | Reduce -0.5% |
| PEP Pepsico Inc. | 1.43% | 60,727 | $8.0M | Add +1.4% |
| ABT Abbott Laboratories | 1.42% | 58,571 | $8.0M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 1.40% | 126,779 | $7.9M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 1.32% | 10,024 | $7.4M | Add +9.5% |
| ORCL Oracle Corp. | 1.29% | 33,094 | $7.2M | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 1.26% | 12,400 | $7.0M | Reduce -1.7% |
| CVX Chevron Corp. | 1.24% | 48,310 | $6.9M | Add +2.3% |
| NSC Norfolk Southern Corp. | 1.21% | 26,536 | $6.8M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.11% | 50,177 | $6.2M | Add +1.3% |
| VZ Verizon Communications Inc. | 1.02% | 132,291 | $5.7M | Reduce -1.4% |
| IYW iShares Ustechnology ETF | 0.99% | 32,000 | $5.5M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.92% | 18,718 | $5.2M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 45,433 | $5.0M | Reduce -3.5% |
| RSP Invesco S&P 500 Equal Weight | 0.85% | 26,260 | $4.8M | Add +2.0% |
| SDY SS SPDR S&P Dividend ETF | 0.85% | 35,089 | $4.8M | Reduce -0.5% |
| FDX FedEx Corp. | 0.85% | 20,914 | $4.8M | Reduce -12.6% |
| IYH iShares U.S. Healthcare ETF | 0.76% | 75,075 | $4.2M | Reduce -0.8% |
| IYF iShares US Financials ETF | 0.75% | 34,730 | $4.2M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.71% | 25,252 | $4.0M | Add +18.3% |
| ADP Automatic Data Processing | 0.70% | 12,678 | $3.9M | Add +3.4% |
| CVS CVS Health Corp. | 0.70% | 56,489 | $3.9M | Reduce -11.9% |
| EFA iShares MSCI Eafe ETF | 0.66% | 41,149 | $3.7M | Add +8.1% |
| BOTJ Bank of the James Financial | 0.65% | 257,061 | $3.6M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 11,783 | $3.6M | No change |
| XLE SS Energy Select Sector | 0.63% | 41,798 | $3.5M | Reduce -0.6% |
| ICE Intercontinental Exchange Inc. | 0.60% | 18,283 | $3.4M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.59% | 18,603 | $3.3M | Add +12.3% |
| ADBE Adobe Inc. | 0.59% | 8,513 | $3.3M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.57% | 5,128 | $3.2M | No change |
| SBUX Starbucks Corp. | 0.56% | 34,278 | $3.1M | Add +2.8% |
| XLK SS Technology Select Sector | 0.53% | 11,714 | $3.0M | Reduce -0.9% |
| SO The Southern Co. | 0.53% | 32,010 | $2.9M | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 4 | $2.9M | No change |
| TFC Truist Financial Corp. | 0.50% | 65,545 | $2.8M | Reduce -2.6% |
| AGG iShares Core U.S. Aggregate | 0.48% | 27,172 | $2.7M | Add +5.8% |
| SHEL Shell PLC-ADR | 0.43% | 34,352 | $2.4M | Reduce -1.3% |
| CMCSA Comcast Corp. Class A | 0.43% | 67,289 | $2.4M | Reduce -15.6% |
| V Visa Inc. Class A | 0.42% | 6,640 | $2.4M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.41% | 29,024 | $2.3M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 0.40% | 24,791 | $2.3M | Add +4.7% |
| UBER Uber Technologies Inc. | 0.40% | 24,215 | $2.3M | Add +14.6% |
| ENB Enbridge Inc. | 0.39% | 48,772 | $2.2M | Reduce -11.0% |
| UNP Union Pacific Corp. | 0.39% | 9,439 | $2.2M | Add +2.3% |
| XLY SS Consumer Disc Select Sect | 0.38% | 9,817 | $2.1M | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 0.37% | 25,224 | $2.1M | Add +12.1% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 81,736 | $2.0M | Reduce -0.3% |
| KMB Kimberly-Clark Corp. | 0.35% | 15,250 | $2.0M | Reduce -7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 6,517 | $1.9M | No change |
| SHW The Sherwin-Williams Co. | 0.31% | 5,026 | $1.7M | Add +7.6% |
| IWM iShares Russell 2000 ETF | 0.31% | 7,980 | $1.7M | Add +2.2% |
| PM Philip Morris International | 0.31% | 9,424 | $1.7M | Add +0.5% |
| DUK Duke Energy Corp. | 0.31% | 14,487 | $1.7M | Add +2.8% |
| ELV Elevance Health Inc. | 0.30% | 4,305 | $1.7M | Add +7.9% |
| KO The Coca-Cola Co. | 0.30% | 23,663 | $1.7M | Reduce -0.2% |
| MDT Medtronic PLC | 0.29% | 18,638 | $1.6M | Reduce -6.9% |
| MCD McDonald's Corp. | 0.28% | 5,457 | $1.6M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.28% | 1,984 | $1.5M | Add +0.3% |
| CGGR Cap Group Growth Equity | 0.28% | 37,911 | $1.5M | Reduce -3.1% |
| BA The Boeing Co. | 0.27% | 7,235 | $1.5M | Reduce -4.8% |
| IDCC Interdigital Inc. | 0.26% | 6,500 | $1.5M | Reduce -1.5% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 57,608 | $1.5M | Reduce -0.9% |
| CARR Carrier Global Corp. | 0.25% | 19,212 | $1.4M | Add +28.5% |
| PFF iShares Preferred & Income S | 0.24% | 43,925 | $1.3M | Reduce -0.8% |
| AMT American Tower Corp. | 0.24% | 6,023 | $1.3M | Reduce -1.9% |
| HDV iShares Core High Dividend E | 0.22% | 10,276 | $1.2M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 0.21% | 9,064 | $1.2M | No change |
| URI United Rentals Inc. | 0.21% | 1,525 | $1.1M | Add +11.5% |
| XLC SS Comm Select Sector SPDR | 0.20% | 10,456 | $1.1M | Add +12.2% |
| D Dominion Energy Inc. | 0.20% | 19,953 | $1.1M | Reduce -5.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 12,702 | $1.0M | Reduce -1.9% |
| MDY State Street SPDR S&P Midcap | 0.18% | 1,790 | $1.0M | No change |
| GLD SPDR Gold Shares | 0.17% | 3,085 | $940K | Add +4.6% |
| T AT&T Inc. | 0.16% | 31,836 | $921K | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 0.16% | 3,966 | $880K | No change |
| XLI SS Industrial Select Sector | 0.16% | 5,955 | $878K | Add +1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 10,803 | $859K | No change |
| WFC Wells Fargo & Co. | 0.15% | 10,538 | $844K | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 6,074 | $842K | Reduce -4.9% |
| COST Costco Wholesale Corp. | 0.15% | 850 | $841K | No change |
| HSY The Hershey Co. | 0.15% | 5,035 | $836K | Add +14.2% |
| COF Capital One Financial Corp. | 0.15% | 3,836 | $816K | Add +5.5% |
Portfolio Sells Q1 2025 → Q2 2025
| JNJ Johnson & Johnson | Reduce -0.3% | 1.59% | −0.27 |
| FDX FedEx Corp. | Reduce -12.6% | 0.85% | −0.27 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 1.02% | −0.14 |
| CVS CVS Health Corp. | Reduce -11.9% | 0.70% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -15.6% | 0.43% | −0.13 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.8% | 0.76% | −0.13 |
| XLE SS Energy Select Sector | Reduce -0.6% | 0.63% | −0.12 |
| KMB Kimberly-Clark Corp. | Reduce -7.7% | 0.35% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.41% | −0.09 |
| ABT Abbott Laboratories | Reduce -0.7% | 1.42% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.0% | 1.40% | −0.07 |
| ENB Enbridge Inc. | Reduce -11.0% | 0.39% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.5% | 0.85% | −0.07 |
| SHEL Shell PLC-ADR | Reduce -1.3% | 0.43% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.5% | 0.89% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 2.43% | −0.06 |
| MDT Medtronic PLC | Reduce -6.9% | 0.29% | −0.05 |
| ADBE Adobe Inc. | Reduce -2.1% | 0.59% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.28% | −0.04 |
| SO The Southern Co. | Reduce -0.4% | 0.53% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -4.2% | 0.13% | −0.03 |
| TFC Truist Financial Corp. | Reduce -2.6% | 0.50% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.30% | −0.03 |
| AMGN Amgen Inc. | Reduce -3.0% | 0.11% | −0.03 |
| V Visa Inc. Class A | Reduce -0.1% | 0.42% | −0.03 |
| D Dominion Energy Inc. | Reduce -5.4% | 0.20% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -0.7% | 0.22% | −0.03 |
| GIS General Mills Inc. | Reduce -6.6% | 0.07% | −0.02 |
| UPS United Parcel Service Class B | Reduce -10.9% | 0.07% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -0.8% | 0.24% | −0.02 |
| BBY Best Buy Co. Inc. | Reduce -9.1% | 0.07% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.0% | 0.04% | −0.02 |
| PFE Pfizer Inc. | Reduce -3.0% | 0.12% | −0.02 |
| AMT American Tower Corp. | Reduce -1.9% | 0.24% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -4.9% | 0.10% | −0.01 |
| MO Altria Group Inc. | Reduce -2.2% | 0.10% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.9% | 0.19% | −0.01 |
| T AT&T Inc. | Reduce -1.3% | 0.16% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -6.6% | 0.05% | −0.01 |
| WELL Welltower Inc. | Reduce -1.2% | 0.09% | −0.01 |
| PCAR Paccar Inc. | Reduce -2.1% | 0.06% | −0.01 |
| RSG Republic Services Inc. | Reduce -7.7% | 0.05% | −0.01 |
| IYF iShares US Financials ETF | Reduce -0.6% | 0.75% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -2.4% | 0.04% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.0% | 0.12% | −0.00 |
| IHI iShares U.S. Medical Devices | Reduce -0.3% | 0.08% | −0.00 |
| MMM 3M Co. | Reduce -0.1% | 0.06% | −0.00 |
| CNI Canadian Natl Railway Co. | Reduce -3.6% | 0.05% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.1% | 6.12% | +1.17 |
| ORCL Oracle Corp. | Add +5.2% | 1.29% | +0.45 |
| AVGO Broadcom Inc. | Add +3.0% | 0.92% | +0.34 |
| META Meta Platforms Inc. Class A | Add +9.5% | 1.32% | +0.31 |
| NVDA Nvidia Corp. | Add +18.3% | 0.71% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 2.38% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.2% | 5.01% | +0.20 |
| AMZN Amazon.com Inc. | Add +2.9% | 2.01% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 2.85% | +0.19 |
| DIS The Walt Disney Co. | Add +1.3% | 1.11% | +0.17 |
| ACWI iShares MSCI Acwi ETF | New | 0.12% | +0.12 |
| BAC Bank of America Corp. | Add +0.4% | 1.93% | +0.11 |
| WMT Walmart Inc. | Add +0.4% | 2.71% | +0.11 |
| UBER Uber Technologies Inc. | Add +14.6% | 0.40% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +12.3% | 0.59% | +0.09 |
| CARR Carrier Global Corp. | Add +28.5% | 0.25% | +0.07 |
| RTX RTX Corp. | Add +1.2% | 1.65% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +8.1% | 0.66% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | New | 0.05% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +4.7% | 0.40% | +0.05 |
| NFLX Netflix Inc. | New | 0.05% | +0.05 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | Add +68.9% | 0.08% | +0.04 |
| URI United Rentals Inc. | Add +11.5% | 0.21% | +0.04 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| MKL Markel Group Inc. | New | 0.04% | +0.04 |
| IAT iShares US Regional Banks Et | New | 0.04% | +0.04 |
| JQUA JPMorgan US Quality Factor | New | 0.04% | +0.04 |
| DRI Darden Restaurants Inc. | New | 0.04% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +12.2% | 0.20% | +0.03 |
| GE General Electric | Add +0.9% | 0.13% | +0.02 |
| ITA iShares U.S. Aerospace & Def | Add +17.6% | 0.09% | +0.02 |
| PM Philip Morris International | Add +0.5% | 0.31% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +12.1% | 0.37% | +0.02 |
| COF Capital One Financial Corp. | Add +5.5% | 0.15% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +4.1% | 0.60% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +1.9% | 0.38% | +0.02 |
| LXP LXP Industrial Trust | New | 0.01% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.3% | 1.21% | +0.01 |
| XLI SS Industrial Select Sector | Add +1.9% | 0.16% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +2.2% | 0.31% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.5% | 0.13% | +0.01 |
| GLD SPDR Gold Shares | Add +4.6% | 0.17% | +0.01 |
| HSY The Hershey Co. | Add +14.2% | 0.15% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +10.9% | 0.05% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.3% | 0.06% | +0.00 |
| XLF SS Financial Select Sector | Add +1.5% | 0.12% | −0.00 |
| GVI iShares Intermediate Governm | Add +4.4% | 0.07% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2.6% | 0.06% | −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 |