Pettyjohn, Wood & White, Inc has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $602 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $35.6M, Apple Inc. with a value of $32.4M, Spdr S&P 500 ETF Trust with a value of $30.3M, Alphabet Inc. with a value of $22.1M, and Jpmorgan Chase & CO with a value of $20.3M.

Examining the 13F form we can see an increase of $44.9M in the current position value, from $557M to 602M.

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 $602 Million
ETFs: $167 Million
Technology: $107 Million
Financial Services: $69.9 Million
Communication Services: $51.4 Million
Industrials: $49.1 Million
Consumer Defensive: $45.7 Million
Healthcare: $43.6 Million
Consumer Cyclical: $31.7 Million
Other: $36.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $602 Million
  • Prior Value $557 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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