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
$84.3B
$2.6 Million 0.48% of portfolio
61,303
Q4 2024 Reduced 5.73%
$95.6B
$2.6 Million 0.48% of portfolio
17,463
Q4 2024 Added 0.43%
$0
$2.61 Million 0.48% of portfolio
11,240
Q4 2024 Added 2.04%
$316B
$2.62 Million 0.48% of portfolio
19,509
Q4 2024 Reduced 0.41%
$0
$2.44 Million 0.45% of portfolio
25,217
Q4 2024 Added 1.63%
$244B
$2.38 Million 0.44% of portfolio
19,745
Q4 2024 Added 45.77%
$238B
$2.32 Million 0.43% of portfolio
36,954
Q4 2024 Added 1.03%
$47.7B
$2.27 Million 0.42% of portfolio
17,340
Q4 2024 Reduced 1.66%
$0
$2.13 Million 0.39% of portfolio
9,494
Q4 2024 Added 0.26%
$151B
$2.11 Million 0.39% of portfolio
9,254
Q4 2024 Reduced 1.23%
$576B
$2.02 Million 0.37% of portfolio
6,398
Q4 2024 Reduced 1.31%
$0
$1.9 Million 0.35% of portfolio
81,951
Q4 2024 Added 200.0%
$90.3B
$1.76 Million 0.32% of portfolio
16,301
Q3 2024 Reduced 2.11%
$0
$1.75 Million 0.32% of portfolio
7,901
Q4 2024 Added 12.01%
$144B
$1.74 Million 0.32% of portfolio
23,525
Q4 2024 Reduced 2.46%
$0
$1.74 Million 0.32% of portfolio
21,651
Q4 2024 Added 3.99%
$231B
$1.65 Million 0.3% of portfolio
7,502
Q4 2024 Added 13.29%
$229B
$1.65 Million 0.3% of portfolio
5,697
Q4 2024 Added 0.9%
$309B
$1.65 Million 0.3% of portfolio
26,578
Q4 2024 Added 3.1%
$47.8B
$1.56 Million 0.29% of portfolio
28,932
Q4 2024 Reduced 19.26%
$106B
$1.56 Million 0.29% of portfolio
8,792
Q4 2024 Reduced 45.28%
$96.5B
$1.52 Million 0.28% of portfolio
4,113
Q4 2024 Reduced 9.54%
$0
$1.52 Million 0.28% of portfolio
58,908
Q4 2024 Added 111.87%
$91.5B
$1.53 Million 0.28% of portfolio
4,492
Q4 2024 Added 20.85%
$857B
$1.53 Million 0.28% of portfolio
1,978
Q4 2024 Reduced 0.8%
$0
$1.43 Million 0.26% of portfolio
45,525
Q4 2024 Reduced 4.03%
$6.21B
$1.4 Million 0.26% of portfolio
7,250
Q4 2024 Reduced 3.33%
$0
$1.4 Million 0.26% of portfolio
37,751
Q4 2024 Added 15.09%
$0
$1.25 Million 0.23% of portfolio
11,176
Q4 2024 Reduced 0.29%
$100B
$1.19 Million 0.22% of portfolio
22,847
Q4 2024 Added 64.17%
$0
$1.19 Million 0.22% of portfolio
9,064
Q3 2024 Added 25.8%
$94.9B
$1.14 Million 0.21% of portfolio
6,217
Q4 2024 Reduced 1.68%
$74.4B
$1.07 Million 0.2% of portfolio
6,012
Q4 2024 Added 54.75%
$56.2B
$1.04 Million 0.19% of portfolio
15,178
Q4 2024 Added 25.05%
$0
$1.02 Million 0.19% of portfolio
1,790
Q3 2024 Reduced 7.49%
$150B
$973,000 0.18% of portfolio
3,946
Q4 2024 Reduced 0.33%
$0
$961,000 0.18% of portfolio
12,702
Q4 2024 Added 2.53%
$219B
$950,000 0.17% of portfolio
3,203
Q4 2024 Added 45.39%
$150B
$895,000 0.16% of portfolio
33,766
Q4 2024 Reduced 24.65%
$190B
$896,000 0.16% of portfolio
39,361
Q4 2024 Added 12.75%
$36B
$897,000 0.16% of portfolio
2,880
Q2 2022 New
$0
$838,000 0.15% of portfolio
10,753
Q4 2024 Added 0.75%
$0
$824,000 0.15% of portfolio
8,519
Q4 2024 Reduced 0.58%
$0
$809,000 0.15% of portfolio
6,384
Q3 2024 Added 31.09%
$0
$794,000 0.15% of portfolio
2,760
Q3 2024 Reduced 12.13%
$67.4B
$784,000 0.14% of portfolio
7,582
Q3 2024 Added 20.46%
$288B
$783,000 0.14% of portfolio
11,151
Q4 2024 Added 0.01%
$467B
$778,000 0.14% of portfolio
850
Q4 2024 Reduced 1.28%
$0
$760,000 0.14% of portfolio
5,772
Q4 2024 Reduced 0.43%

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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