Pettyjohn, Wood & White, Inc Portfolio Holdings

Pettyjohn, Wood & White, Inc

  • $544 Million
  • Q4 2024

Pettyjohn, Wood & White, Inc has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $544 Million distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.6M, Microsoft Corp with a value of $30.6M, Spdr S&P 500 ETF Trust with a value of $26.1M, Alphabet Inc. with a value of $17M, and Jpmorgan Chase & CO with a value of $16.4M.

Examining the 13F form we can see an increase of $2.53M in the current position value, from $541M to 544M.

Pettyjohn, Wood & White, Inc is based out at Lynchburg, VA

Below you can find more details about Pettyjohn, Wood & White, Inc portfolio as well as his latest detailed transactions.

Portfolio value $544 Million
ETFs: $143 Million
Technology: $90.7 Million
Financial Services: $62.9 Million
Consumer Defensive: $48.8 Million
Industrials: $44.4 Million
Communication Services: $44 Million
Healthcare: $40.5 Million
Consumer Cyclical: $31.8 Million
Other: $37.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6T
$31.6 Million 5.82% of portfolio
126,272
Q4 2024 Reduced 2.24%
$2.91T
$30.6 Million 5.64% of portfolio
72,698
Q4 2024 Reduced 0.89%
$0
$26.1 Million 4.8% of portfolio
44,566
Q4 2024 Reduced 0.75%
$969B
$17 Million 3.13% of portfolio
90,029
Q4 2024 Reduced 1.02%
$728B
$16.4 Million 3.02% of portfolio
68,520
Q4 2024 Added 0.15%
$694B
$15.5 Million 2.85% of portfolio
34,146
Q4 2024 Added 0.56%
$232B
$14.7 Million 2.7% of portfolio
162,693
Q4 2024 Reduced 1.57%
$371B
$14.3 Million 2.63% of portfolio
36,701
Q4 2024 Added 2.38%
$400B
$14.2 Million 2.62% of portfolio
84,904
Q4 2024 Reduced 0.89%
$491B
$13.5 Million 2.49% of portfolio
125,665
Q4 2024 Added 7.37%
$0
$12.3 Million 2.25% of portfolio
67,281
Q4 2024 Reduced 1.34%
$0
$12.2 Million 2.24% of portfolio
23,834
Q4 2024 Reduced 1.1%
$2.05T
$11 Million 2.02% of portfolio
50,135
Q4 2024 Added 1.34%
$342B
$10.3 Million 1.89% of portfolio
234,373
Q4 2024 Reduced 0.87%
$427B
$9.39 Million 1.73% of portfolio
64,924
Q4 2024 Added 0.95%
$206B
$9.34 Million 1.72% of portfolio
61,413
Q4 2024 Added 0.71%
$0
$8.2 Million 1.51% of portfolio
131,582
Q4 2024 Added 3.95%
$144B
$8.18 Million 1.5% of portfolio
36,195
Q4 2024 Reduced 1.78%
$252B
$7.86 Million 1.44% of portfolio
132,716
Q4 2024 Added 1.29%
$196B
$7.57 Million 1.39% of portfolio
65,427
Q4 2024 Added 2.87%
$326B
$7.27 Million 1.34% of portfolio
50,205
Q4 2024 Added 0.79%
$230B
$6.97 Million 1.28% of portfolio
61,657
Q4 2024 Added 0.87%
$63.5B
$6.71 Million 1.23% of portfolio
23,856
Q4 2024 Added 0.54%
$0
$6.48 Million 1.19% of portfolio
12,019
Q4 2024 Added 1.12%
$54.5B
$6.32 Million 1.16% of portfolio
26,913
Q4 2024 Added 0.09%
$189B
$5.94 Million 1.09% of portfolio
148,451
Q4 2024 Reduced 5.01%
$1.36T
$5.75 Million 1.06% of portfolio
9,744
Q4 2024 Added 4.25%
$183B
$5.63 Million 1.04% of portfolio
50,591
Q4 2024 Reduced 4.99%
$0
$5.34 Million 0.98% of portfolio
46,358
Q4 2024 Reduced 0.06%
$0
$5.34 Million 0.98% of portfolio
33,457
Q4 2024 Reduced 0.37%
$393B
$5.09 Million 0.94% of portfolio
30,532
Q4 2024 Reduced 0.13%
$0
$4.66 Million 0.86% of portfolio
35,277
Q4 2024 Reduced 0.82%
$0
$4.5 Million 0.83% of portfolio
77,235
Q4 2024 Reduced 2.09%
$0
$4.35 Million 0.8% of portfolio
24,815
Q4 2024 Added 18.85%
$67.8M
$4.15 Million 0.76% of portfolio
261,932
Q4 2024 Added 2.49%
$0
$4.04 Million 0.74% of portfolio
36,520
Q4 2024 Reduced 0.15%
$69.7B
$3.93 Million 0.72% of portfolio
16,930
Q4 2024 Added 1.26%
$165B
$3.78 Million 0.7% of portfolio
100,725
Q4 2024 Reduced 7.85%
$184B
$3.7 Million 0.68% of portfolio
8,325
Q4 2024 Added 0.48%
$0
$3.6 Million 0.66% of portfolio
42,049
Q4 2024 Reduced 0.12%
$127B
$3.56 Million 0.66% of portfolio
12,177
Q4 2024 Added 24.56%
$999B
$3.53 Million 0.65% of portfolio
18,547
Q4 2024 Reduced 0.59%
$54.9B
$3.52 Million 0.65% of portfolio
81,082
Q4 2024 Added 5.4%
$222B
$3.48 Million 0.64% of portfolio
34,973
Q4 2024 Added 6.09%
$88.7B
$3.28 Million 0.6% of portfolio
72,992
Q4 2024 Reduced 20.48%
$0
$3.04 Million 0.56% of portfolio
5,163
Q4 2024 Reduced 1.39%
$113B
$3.03 Million 0.56% of portfolio
33,209
Q4 2024 Reduced 1.26%
$0
$2.88 Million 0.53% of portfolio
38,079
Q3 2024 Added 1.91%
$98B
$2.72 Million 0.5% of portfolio
32,996
Q4 2024 Reduced 5.13%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $544 Million
  • Prior Value $541 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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