Pettyjohn, Wood & White, Inc Portfolio Holdings

Pettyjohn, Wood & White, Inc

  • $602 Million
  • Q3 2025

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.3 Million 5.04% of portfolio
45,527
Q3 2025 Added 0.28%
$0
$14.8 Million 2.46% of portfolio
24,700
Q3 2025 Added 2.36%
$0
$12.1 Million 2.0% of portfolio
66,191
Q3 2025 Reduced 0.58%
$0
$8.31 Million 1.38% of portfolio
127,331
Q3 2025 Added 0.44%
$0
$8.15 Million 1.35% of portfolio
13,315
Q3 2025 Added 7.38%
$0
$6.23 Million 1.03% of portfolio
31,789
Q3 2025 Reduced 0.66%
$0
$5.29 Million 0.88% of portfolio
44,527
Q3 2025 Reduced 1.99%
$0
$5 Million 0.83% of portfolio
26,381
Q3 2025 Added 0.46%
$0
$4.86 Million 0.81% of portfolio
34,689
Q3 2025 Reduced 1.14%
$0
$4.38 Million 0.73% of portfolio
74,600
Q3 2025 Reduced 0.63%
$0
$4.37 Million 0.73% of portfolio
34,510
Q3 2025 Reduced 0.63%
$0
$3.88 Million 0.64% of portfolio
41,549
Q3 2025 Added 0.97%
$0
$3.87 Million 0.64% of portfolio
11,783
Q1 2025 Added 842.64%
$0
$3.73 Million 0.62% of portfolio
41,773
Q3 2025 Reduced 0.06%
$0
$3.68 Million 0.61% of portfolio
5,505
Q3 2025 Added 7.35%
$0
$3.46 Million 0.57% of portfolio
12,264
Q3 2025 Added 4.7%
$0
$2.35 Million 0.39% of portfolio
9,817
Q2 2025 Added 1.95%
$0
$2.15 Million 0.36% of portfolio
81,736
Q2 2025 Reduced 0.26%
$0
$2.19 Million 0.36% of portfolio
26,054
Q3 2025 Added 3.29%
$0
$1.96 Million 0.32% of portfolio
8,083
Q3 2025 Added 1.29%
$0
$1.61 Million 0.27% of portfolio
36,686
Q3 2025 Reduced 3.23%
$0
$1.58 Million 0.26% of portfolio
56,708
Q3 2025 Reduced 1.56%
$0
$1.39 Million 0.23% of portfolio
44,050
Q3 2025 Added 0.28%
$0
$1.34 Million 0.22% of portfolio
11,331
Q3 2025 Added 8.37%
$0
$1.26 Million 0.21% of portfolio
10,261
Q3 2025 Reduced 0.15%
$0
$1.29 Million 0.21% of portfolio
9,064
Q3 2024 Added 25.8%
$0
$1.07 Million 0.18% of portfolio
1,790
Q3 2024 Reduced 7.49%
$130B
$1.1 Million 0.18% of portfolio
3,085
Q2 2025 Added 4.58%
$0
$1.1 Million 0.18% of portfolio
12,602
Q3 2025 Reduced 0.79%
$0
$883,000 0.15% of portfolio
2,760
Q3 2024 Reduced 12.13%
$0
$922,000 0.15% of portfolio
5,980
Q3 2025 Added 0.42%
$0
$864,000 0.14% of portfolio
6,074
Q2 2025 Reduced 4.86%
$0
$863,000 0.14% of portfolio
10,803
Q1 2025 Added 0.46%
$0
$779,000 0.13% of portfolio
5,604
Q3 2025 Added 1.82%
$0
$754,000 0.13% of portfolio
10,275
Q2 2025 Added 1.48%
$0
$704,000 0.12% of portfolio
13,077
Q2 2025 Added 1.53%
$0
$736,000 0.12% of portfolio
1,573
Q2 2024 Reduced 0.25%
$0
$748,000 0.12% of portfolio
2,944
Q3 2025 Reduced 0.03%
$0
$749,000 0.12% of portfolio
5,420
Q3 2025 Added 0.28%
$0
$641,000 0.11% of portfolio
2,083
Q3 2025 Added 0.05%
$0
$671,000 0.11% of portfolio
1,400
Q4 2022 Reduced 1.75%
$0
$576,000 0.1% of portfolio
5,500
Q4 2021 Reduced 2.27%
$0
$619,000 0.1% of portfolio
1,335
Q2 2024 New
$0
$515,000 0.09% of portfolio
5,417
Q3 2025 Reduced 0.91%
$0
$522,000 0.09% of portfolio
2,495
Q3 2025 Reduced 1.58%
$0
$538,000 0.09% of portfolio
10,541
Q3 2025 Reduced 5.39%
$0
$548,000 0.09% of portfolio
1,867
Q3 2025 Reduced 0.32%
$0
$452,000 0.08% of portfolio
7,535
Q2 2025 Reduced 0.33%
$0
$477,000 0.08% of portfolio
1,187
Q4 2021 Reduced 9.39%

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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