Pettyjohn, Wood & White, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Pettyjohn, Wood & White, Inc. reported 203 stock positions worth $605.7 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Apple (AAPL, 5.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%). Compared with Q2 2025, it opened 8 new positions, sold out of 2, added to 74 and reduced 62. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Bank of America (BAC, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LYNCHBURG, VA
- CIK
- 0001128213
- Portfolio Value
- $605.7M (Q3 2025)
- SEC Filing
- 0001128213-25-000010 ↗ filed Nov 13, 2025
Holdings Value
Holdings 203 stocks · $605.7M
| MSFT Microsoft Corp. | 5.88% | 68,770 | $35.6M | Reduce -0.2% |
| AAPL Apple Inc. | 5.36% | 127,393 | $32.4M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.01% | 45,527 | $30.3M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 3.64% | 90,808 | $22.1M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 3.35% | 64,274 | $20.3M | Reduce 0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.70% | 32,549 | $16.4M | Add +0.4% |
| WMT Walmart Inc. | 2.64% | 154,984 | $16.0M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.45% | 24,700 | $14.8M | Add +2.4% |
| VIG Vanguard Dividend Apprec ETF | 2.36% | 66,191 | $14.3M | Reduce -0.6% |
| HD Home Depot Inc. | 2.21% | 33,050 | $13.4M | Reduce -8.1% |
| PG The Procter & Gamble Co. | 2.10% | 82,702 | $12.7M | Add +0.7% |
| XOM Exxon Mobil Corp. | 1.99% | 106,646 | $12.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.89% | 52,198 | $11.5M | Add +1.8% |
| ABBV Abbvie Inc. | 1.81% | 47,435 | $11.0M | Add +0.1% |
| JNJ Johnson & Johnson | 1.81% | 59,013 | $10.9M | Add +1.0% |
| RTX RTX Corp. | 1.78% | 64,350 | $10.8M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.68% | 197,760 | $10.2M | Reduce -13.5% |
| ORCL Oracle Corp. | 1.53% | 32,876 | $9.2M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.46% | 62,862 | $8.8M | Add +3.5% |
| CSCO Cisco Systems Inc. | 1.43% | 126,760 | $8.7M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 1.37% | 127,331 | $8.3M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 1.35% | 13,315 | $8.2M | Add +7.4% |
| NSC Norfolk Southern Corp. | 1.33% | 26,810 | $8.1M | Add +1.0% |
| ABT Abbott Laboratories | 1.31% | 59,381 | $8.0M | Add +1.4% |
| CVX Chevron Corp. | 1.26% | 49,084 | $7.6M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.23% | 10,172 | $7.5M | Add +1.5% |
| HON Honeywell International Inc. | 1.22% | 35,102 | $7.4M | Reduce -0.4% |
| AVGO Broadcom Inc. | 1.05% | 19,338 | $6.4M | Add +3.3% |
| IYW iShares Ustechnology ETF | 1.03% | 31,789 | $6.2M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 51,532 | $5.9M | Add +2.7% |
| VZ Verizon Communications Inc. | 0.97% | 133,342 | $5.9M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 44,527 | $5.3M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.83% | 26,381 | $5.0M | Add +0.5% |
| NVDA Nvidia Corp. | 0.82% | 26,598 | $5.0M | Add +5.3% |
| SDY SS SPDR S&P Dividend ETF | 0.80% | 34,689 | $4.9M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.75% | 18,604 | $4.5M | Add +0.0% |
| IYH iShares U.S. Healthcare ETF | 0.72% | 74,600 | $4.4M | Reduce -0.6% |
| IYF iShares US Financials ETF | 0.72% | 34,510 | $4.4M | Reduce -0.6% |
| FDX FedEx Corp. | 0.70% | 18,101 | $4.3M | Reduce -13.4% |
| BOTJ Bank of the James Financial | 0.66% | 255,975 | $4.0M | Reduce -0.4% |
| CVS CVS Health Corp. | 0.66% | 52,670 | $4.0M | Reduce -6.8% |
| EFA iShares MSCI Eafe ETF | 0.64% | 41,549 | $3.9M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 11,783 | $3.9M | No change |
| ADP Automatic Data Processing | 0.62% | 12,830 | $3.8M | Add +1.2% |
| XLE SS Energy Select Sector | 0.62% | 41,773 | $3.7M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.61% | 5,505 | $3.7M | Add +7.3% |
| XLK SS Technology Select Sector | 0.57% | 12,264 | $3.5M | Add +4.7% |
| ADBE Adobe Inc. | 0.52% | 8,864 | $3.1M | Add +4.1% |
| ICE Intercontinental Exchange Inc. | 0.52% | 18,548 | $3.1M | Add +1.4% |
| SO The Southern Co. | 0.51% | 32,315 | $3.1M | Add +0.9% |
| SBUX Starbucks Corp. | 0.51% | 36,193 | $3.1M | Add +5.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.50% | 4 | $3.0M | No change |
| TFC Truist Financial Corp. | 0.49% | 65,030 | $3.0M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.46% | 27,852 | $2.8M | Add +2.5% |
| SHEL Shell PLC-ADR | 0.44% | 36,977 | $2.6M | Add +7.6% |
| UBER Uber Technologies Inc. | 0.43% | 26,345 | $2.6M | Add +8.8% |
| SCHW Schwab (charles) Corp. | 0.41% | 25,728 | $2.5M | Add +3.8% |
| ENB Enbridge Inc. | 0.40% | 48,227 | $2.4M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.40% | 28,652 | $2.4M | Reduce -1.3% |
| XLY SS Consumer Disc Select Sect | 0.39% | 9,817 | $2.4M | No change |
| V Visa Inc. Class A | 0.37% | 6,621 | $2.3M | Reduce -0.3% |
| UNP Union Pacific Corp. | 0.36% | 9,317 | $2.2M | Reduce -1.3% |
| VCIT Vanguard Int-Term Corporate | 0.36% | 26,054 | $2.2M | Add +3.3% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 81,736 | $2.2M | No change |
| IDCC Interdigital Inc. | 0.34% | 6,050 | $2.1M | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 0.32% | 8,083 | $2.0M | Add +1.3% |
| SHW The Sherwin-Williams Co. | 0.32% | 5,648 | $2.0M | Add +12.4% |
| URI United Rentals Inc. | 0.32% | 2,007 | $1.9M | Add +31.6% |
| CMCSA Comcast Corp. Class A | 0.31% | 60,431 | $1.9M | Reduce -10.2% |
| KMB Kimberly-Clark Corp. | 0.31% | 15,243 | $1.9M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 6,517 | $1.8M | No change |
| MDT Medtronic PLC | 0.30% | 18,771 | $1.8M | Add +0.7% |
| DUK Duke Energy Corp. | 0.29% | 14,337 | $1.8M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.28% | 5,633 | $1.7M | Add +3.2% |
| CGGR Cap Group Growth Equity | 0.27% | 36,686 | $1.6M | Reduce -3.2% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 56,708 | $1.6M | Reduce -1.6% |
| BA The Boeing Co. | 0.26% | 7,212 | $1.6M | Reduce -0.3% |
| PM Philip Morris International | 0.25% | 9,414 | $1.5M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.25% | 1,965 | $1.5M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.23% | 21,163 | $1.4M | Reduce -10.6% |
| ELV Elevance Health Inc. | 0.23% | 4,319 | $1.4M | Add +0.3% |
| PFF iShares Preferred & Income S | 0.23% | 44,050 | $1.4M | Add +0.3% |
| XLC SS Comm Select Sector SPDR | 0.22% | 11,331 | $1.3M | Add +8.4% |
| CARR Carrier Global Corp. | 0.22% | 22,277 | $1.3M | Add +15.9% |
| DVY iShares Select Dividend ETF | 0.21% | 9,064 | $1.3M | No change |
| HDV iShares Core High Dividend E | 0.21% | 10,261 | $1.3M | Reduce -0.1% |
| AMT American Tower Corp. | 0.19% | 5,998 | $1.2M | Reduce -0.4% |
| D Dominion Energy Inc. | 0.18% | 18,213 | $1.1M | Reduce -8.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 12,602 | $1.1M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.18% | 3,085 | $1.1M | No change |
| HSY The Hershey Co. | 0.18% | 5,785 | $1.1M | Add +14.9% |
| MDY State Street SPDR S&P Midcap | 0.18% | 1,790 | $1.1M | No change |
| LOW Lowe's Cos Inc. | 0.16% | 3,966 | $997K | No change |
| XLI SS Industrial Select Sector | 0.15% | 5,980 | $922K | Add +0.4% |
| T AT&T Inc. | 0.15% | 31,836 | $899K | No change |
| WFC Wells Fargo & Co. | 0.15% | 10,539 | $883K | Add +0.0% |
| IWO iShares Russell 2000 Growth | 0.15% | 2,760 | $883K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 6,074 | $865K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 10,803 | $863K | No change |
| COF Capital One Financial Corp. | 0.14% | 4,008 | $852K | Add +4.5% |
Portfolio Sells Q2 2025 → Q3 2025
| BAC Bank of America Corp. | Reduce -13.5% | 1.68% | −0.25 |
| HON Honeywell International Inc. | Reduce -0.4% | 1.22% | −0.25 |
| MSFT Microsoft Corp. | Reduce -0.2% | 5.88% | −0.24 |
| HD Home Depot Inc. | Reduce -8.1% | 2.21% | −0.15 |
| FDX FedEx Corp. | Reduce -13.4% | 0.70% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -10.2% | 0.31% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 1.99% | −0.09 |
| WMT Walmart Inc. | Reduce -0.3% | 2.64% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 2.36% | −0.08 |
| KO The Coca-Cola Co. | Reduce -10.6% | 0.23% | −0.07 |
| PM Philip Morris International | Reduce -0.1% | 0.25% | −0.05 |
| SNV Synovus Financial Corp. | Reduce -48.1% | 0.04% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 0.80% | −0.05 |
| V Visa Inc. Class A | Reduce -0.3% | 0.37% | −0.05 |
| AMT American Tower Corp. | Reduce -0.4% | 0.19% | −0.05 |
| CVS CVS Health Corp. | Reduce -6.8% | 0.66% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -0.1% | 0.31% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.04 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.6% | 0.72% | −0.03 |
| IYF iShares US Financials ETF | Reduce -0.6% | 0.72% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.25% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.36% | −0.02 |
| PFE Pfizer Inc. | Reduce -16.9% | 0.10% | −0.02 |
| GE General Electric | Reduce -23.8% | 0.11% | −0.02 |
| ACN Accenture PLC Class A | Reduce -15.1% | 0.04% | −0.02 |
| GIS General Mills Inc. | Reduce -23.2% | 0.05% | −0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -22.3% | 0.06% | −0.02 |
| D Dominion Energy Inc. | Reduce -8.7% | 0.18% | −0.02 |
| XLE SS Energy Select Sector | Reduce -0.1% | 0.62% | −0.02 |
| AMGN Amgen Inc. | Reduce -7.2% | 0.10% | −0.01 |
| BA The Boeing Co. | Reduce -0.3% | 0.26% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.0% | 0.87% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.40% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -5.4% | 0.09% | −0.01 |
| DUK Duke Energy Corp. | Reduce -1.0% | 0.29% | −0.01 |
| TFC Truist Financial Corp. | Reduce -0.8% | 0.49% | −0.01 |
| CGGR Cap Group Growth Equity | Reduce -3.2% | 0.27% | −0.01 |
| GEV GE Vernova Inc. | Reduce -19.4% | 0.06% | −0.01 |
| RSG Republic Services Inc. | Reduce -4.8% | 0.04% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -0.1% | 0.21% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.9% | 0.09% | −0.01 |
| MMM 3M Co. | Reduce -4.0% | 0.05% | −0.01 |
| AUB Atlantic Union Bankshares Co. | Reduce -15.9% | 0.04% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.8% | 0.18% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -2.4% | 0.07% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.09% | −0.00 |
| VTR Ventas Inc. | Reduce -5.2% | 0.07% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.8% | 0.05% | −0.00 |
| JQUA JPMorgan US Quality Factor | Reduce -1.9% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.3% | 3.64% | +0.80 |
| AAPL Apple Inc. | Add +0.0% | 5.36% | +0.69 |
| ABBV Abbvie Inc. | Add +0.1% | 1.81% | +0.24 |
| JNJ Johnson & Johnson | Add +1.0% | 1.81% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.75% | +0.16 |
| AVGO Broadcom Inc. | Add +3.3% | 1.05% | +0.13 |
| RTX RTX Corp. | Add +1.6% | 1.78% | +0.13 |
| NSC Norfolk Southern Corp. | Add +1.0% | 1.33% | +0.12 |
| URI United Rentals Inc. | Add +31.6% | 0.32% | +0.11 |
| NVDA Nvidia Corp. | Add +5.3% | 0.82% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +7.4% | 1.35% | +0.09 |
| NFLX Netflix Inc. | Add +199.5% | 0.12% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 2.45% | +0.07 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| XLK SS Technology Select Sector | Add +4.7% | 0.57% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +102.3% | 0.08% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +7.3% | 0.61% | +0.04 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| COP Conocophillips | New | 0.03% | +0.03 |
| MCK McKesson Corp. | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| ADSK Autodesk Inc. | New | 0.03% | +0.03 |
| HSY The Hershey Co. | Add +14.9% | 0.18% | +0.03 |
| BBY Best Buy Co. Inc. | Add +33.5% | 0.09% | +0.03 |
| PEP Pepsico Inc. | Add +3.5% | 1.46% | +0.03 |
| CVX Chevron Corp. | Add +1.6% | 1.26% | +0.02 |
| UBER Uber Technologies Inc. | Add +8.8% | 0.43% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +8.4% | 0.22% | +0.02 |
| CAT Caterpillar Inc. | Add +8.3% | 0.09% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +1.3% | 0.32% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +12.4% | 0.32% | +0.01 |
| BLK BlackRock Inc. | Add +23.9% | 0.06% | +0.01 |
| NOC Northrop Grumman Corp. | Add +9.0% | 0.06% | +0.01 |
| CMI Cummins Inc. | Add +5.5% | 0.05% | +0.01 |
| MDT Medtronic PLC | Add +0.7% | 0.30% | +0.00 |
| LH Labcorp Holdings Inc. | Add +8.8% | 0.05% | +0.00 |
| SHEL Shell PLC-ADR | Add +7.6% | 0.44% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +10.6% | 0.06% | +0.00 |
| NEE Nextera Energy Inc. | Add +5.9% | 0.05% | +0.00 |
| LMT Lockheed Martin Corp. | Add +3.9% | 0.09% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.8% | 0.08% | +0.00 |
| EMR Emerson Electric Co. | Add +12.5% | 0.07% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +3.8% | 0.41% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.11% | −0.00 |
| ACWI iShares MSCI Acwi ETF | Add +0.3% | 0.12% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Add +1.0% | 0.04% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.3% | 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 |