Pettyjohn, Wood & White, Inc

CIK Number: 0001128213

559.77M
Market Value
188
# of Holdings
28 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
230.49
+0.51% 122.17K -3.25% 27.14M 40.2 5.20% Share
2 MSFT Microsoft Corpo...
506.74
+0.94% 68.83K -5.33% 25.84M 70.55 4.95% Share
3 SPY SPDR S&P 500 ET...
646.70
+0.24% 44.86K +0.65% 25.09M 255.28 4.81% Share
4 BRK-B Berkshire Hatha...
495.64
+0.70% 32.17K -5.79% 17.13M 158.41 3.28% Share
5 JPM JPMorgan Chase ...
299.35
+0.26% 64.4K -6.02% 15.8M 88.38 3.03% Share
6 PG The Procter & G...
156.95
+0.63% 81.94K -3.5% 13.96M 87.04 2.68% Share
7 GOOGL Alphabet Inc.
207.48
+0.16% 89.68K -0.39% 13.87M 50.94 2.66% Share
8 WMT Walmart Inc.
96.08
+0.03% 154.77K -4.87% 13.59M 40.17 2.60% Share
9 VIG Vanguard Divide...
211.25
+0.25% 66.97K -0.46% 12.99M 87.49 2.49% Share
10 HD The Home Depot,...
408.24
+0.17% 35.44K -3.44% 12.99M 146.91 2.49% Share
11 XOM Exxon Mobil Cor...
112.73
+1.11% 106.28K -15.42% 12.64M 86.65 2.42% Share
12 QQQ Invesco QQQ Tru...
573.49
+0.15% 24.08K +1.03% 11.29M 382.74 2.16% Share
13 ABBV AbbVie Inc.
208.10
-0.12% 46.66K -5.87% 9.78M 82.58 1.87% Share
14 JNJ Johnson & Johns...
176.62
+0.07% 58.59K -9.76% 9.72M 145.72 1.86% Share
15 BAC Bank of America...
50.38
+0.27% 227.67K -2.86% 9.5M 22.21 1.82% Share
16 AMZN Amazon.com, Inc...
229.12
+0.18% 49.84K -0.59% 9.48M 120.09 1.82% Share
17 PEP PepsiCo, Inc.
147.65
+0.44% 59.87K -2.51% 8.98M 91.89 1.72% Share
18 RTX RTX Corporation
159.86
+0.18% 62.57K -4.36% 8.29M 65.21 1.59% Share
19 CVX Chevron Corpora...
159.20
+1.17% 47.2K -5.98% 7.9M 111.68 1.51% Share
20 ABT Abbott Laborato...
131.40
-0.14% 58.96K -4.37% 7.82M 53.6 1.50% Share
21 CSCO Cisco Systems, ...
68.44
+0.07% 125.79K -5.22% 7.76M 34.14 1.49% Share
22 IJH iShares Core S&...
65.42
+0.68% 131.99K +0.31% 7.7M 32.26 1.48% Share
23 HON Honeywell Inter...
221.25
-0.59% 35.42K -2.15% 7.5M 100.55 1.44% Share
24 VOO Vanguard S&P 50...
594.62
+0.26% 12.62K +4.98% 6.48M 323.31 1.24% Share
25 NSC Norfolk Souther...
272.13
-1.64% 26.47K -1.64% 6.27M 108.67 1.20% Share
26 VZ Verizon Communi...
44.27
+0.69% 134.22K -9.59% 6.09M 51.99 1.17% Share
27 FDX FedEx Corporati...
232.21
+0.48% 23.92K +0.26% 5.83M 174.33 1.12% Share
28 META Meta Platforms,...
747.38
-0.89% 9.15K -6.08% 5.27M 230.91 1.01% Share
29 IJR iShares Core S&...
118.75
+0.82% 47.06K +1.51% 4.92M 86.41 0.94% Share
30 DIS The Walt Disney...
118.07
+0.36% 49.54K -2.08% 4.89M 139.39 0.94% Share
31 SDY SPDR S&P Divide...
141.95
+0.45% 35.27K -0.01% 4.79M 105.61 0.92% Share
32 IYH iShares U.S. He...
57.77
+0.05% 75.71K -1.97% 4.61M 25.9 0.88% Share
33 IYW iShares U.S. Te...
182.86
+0.54% 32.63K -2.49% 4.58M 22.1 0.88% Share
34 RSP Invesco S&P 500...
188.85
+0.36% 25.74K +3.72% 4.46M 159.41 0.85% Share
35 ORCL Oracle Corporat...
235.76
+0.66% 31.47K +3.08% 4.4M 64 0.84% Share
36 CVS CVS Health Corp...
71.91
+0.50% 64.13K -12.14% 4.34M 69.01 0.83% Share
37 IYF iShares U.S. Fi...
125.45
+0.21% 34.95K -4.29% 3.94M 40.2 0.76% Share
38 XLE Energy Select S...
89.22
+1.12% 42.04K -0.02% 3.93M 42.95 0.75% Share
39 BOTJ Bank of the Jam...
15.43
+1.05% 257.05K -1.87% 3.8M 10.07 0.73% Share
40 ADP Automatic Data ...
303.09
-0.12% 12.26K +0.67% 3.75M 239.9 0.72% Share
41 ADBE Adobe Inc.
356.35
+0.41% 8.7K +4.50% 3.34M 225.29 0.64% Share
42 SBUX Starbucks Corpo...
87.64
+1.17% 33.34K +0.39% 3.27M 85.13 0.63% Share
43 VTI Vanguard Total ...
318.95
+0.27% 11.78K +842.64% 3.24M 259.94 0.62% Share
44 BRK-A Berkshire Hatha...
743661.00
+0.88% 4 +100.00% 3.19M 798441.5 0.61% Share
45 EFA iShares MSCI EA...
91.67
-0.25% 38.08K 0.00% 3.11M 63.58 0.60% Share
46 AVGO Broadcom Inc.
300.25
+0.75% 18.17K +7.31% 3.04M 93.1 0.58% Share
47 ICE Intercontinenta...
177.28
-0.82% 17.57K +0.60% 3.03M 102.81 0.58% Share
48 SO The Southern Co...
93.30
+0.23% 32.15K -2.58% 2.96M 45.05 0.57% Share
49 CMCSA Comcast Corpora...
33.81
+0.39% 79.68K -20.89% 2.94M 32.65 0.56% Share
50 IVV iShares Core S&...
649.90
+0.25% 5.13K -0.68% 2.88M 331.01 0.55% Share
51 TFC Truist Financia...
46.78
+0.91% 67.33K -16.96% 2.77M 53.17 0.53% Share
52 MRK Merck & Co., In...
84.08
-1.07% 29.16K -16.64% 2.62M 69.09 0.50% Share
53 GOOG Alphabet Inc.
208.21
+0.13% 16.57K -10.68% 2.59M 90.02 0.50% Share
54 SHEL Shell plc
73.73
+0.10% 34.8K -5.82% 2.55M 60.92 0.49% Share
55 AGG iShares Core U....
99.45
+0.08% 25.68K +1.84% 2.54M 104.47 0.49% Share
56 XLK Technology Sele...
264.35
+0.50% 11.82K +5.15% 2.44M 157.06 0.47% Share
57 ENB Enbridge Inc.
47.63
+0.40% 54.8K -10.61% 2.43M 37.78 0.47% Share
58 KMB Kimberly-Clark ...
130.21
+0.31% 16.52K -4.7% 2.35M 107.81 0.45% Share
59 V Visa Inc.
350.30
-0.25% 6.65K +3.88% 2.33M 110.83 0.45% Share
60 NVDA NVIDIA Corporat...
181.60
-0.09% 21.34K +9.41% 2.31M 78.4 0.44% Share
61 UNP Union Pacific C...
220.95
-0.8% 9.22K -0.32% 2.18M 101.18 0.42% Share
62 XLY Consumer Discre...
233.78
+0.03% 9.63K +1.42% 1.9M 169.73 0.36% Share
63 SCHW The Charles Sch...
96.84
-0.41% 23.68K +0.66% 1.85M 54.7 0.36% Share
64 VCIT Vanguard Interm...
83.46
+0.12% 22.49K +3.89% 1.84M 79.25 0.35% Share
65 SCHX Schwab U.S. Lar...
25.62
+0.16% 81.95K 0.00% 1.81M 12.38 0.35% Share
66 MDT Medtronic plc
91.98
-0.21% 20.02K -1.01% 1.8M 91.38 0.34% Share
67 ELV Elevance Health...
309.79
-0.08% 3.99K -2.97% 1.74M 296.93 0.33% Share
68 DUK Duke Energy Cor...
123.66
+0.30% 14.09K -13.58% 1.72M 77.51 0.33% Share
69 MCD McDonald's Corp...
311.43
-0.48% 5.48K -3.86% 1.71M 128.98 0.33% Share
70 KO The Coca-Cola C...
68.80
+0.10% 23.7K -10.82% 1.7M 52.74 0.33% Share
71 LLY Eli Lilly and C...
734.18
-0.25% 1.98K 0.00% 1.63M 197.51 0.31% Share
72 SHW The Sherwin-Wil...
367.40
+0.26% 4.67K +3.96% 1.63M 193.59 0.31% Share
73 IBM International B...
244.84
+0.91% 6.52K -13.13% 1.62M 175.61 0.31% Share
74 IWM iShares Russell...
235.95
+0.71% 7.81K -1.14% 1.56M 178.58 0.30% Share
75 UBER Uber Technologi...
95.37
-1.2% 21.14K +96.01% 1.54M 66.46 0.30% Share
76 PM Philip Morris I...
164.17
-1.51% 9.38K -52.48% 1.49M 98.57 0.29% Share
77 IDCC InterDigital, I...
269.68
+1.06% 6.6K -8.97% 1.36M 91.6 0.26% Share
78 SCHA Schwab U.S. Sma...
27.38
+0.68% 58.11K -1.36% 1.36M 21.94 0.26% Share
79 PFF iShares Preferr...
31.63
+0.06% 44.3K -2.69% 1.36M 37.32 0.26% Share
80 CGGR Capital Group G...
42.41
+0.08% 39.13K +3.66% 1.34M 24.1 0.26% Share
81 AMT American Tower ...
203.30
-2% 6.14K -1.27% 1.34M 127.68 0.26% Share
82 BA The Boeing Comp...
235.57
+0.32% 7.6K -13.54% 1.3M 164.42 0.25% Share
83 HDV iShares Core Hi...
122.87
+0.29% 10.35K -7.38% 1.25M 71.79 0.24% Share
84 DVY iShares Select ...
141.94
+0.55% 9.06K 0.00% 1.22M 123.71 0.23% Share
85 D Dominion Energy...
60.31
+0.82% 21.09K -27.12% 1.18M 65.87 0.23% Share
86 XLU Utilities Selec...
85.29
+0.04% 12.95K +1.97% 1.02M 55.38 0.20% Share
87 MDY SPDR S&P MIDCAP...
597.32
+0.65% 1.79K 0.00% 954.93K 529.65 0.18% Share
88 CARR Carrier Global ...
67.58
+1.65% 14.95K -1.52% 947.7K 55.76 0.18% Share
89 LOW Lowe's Companie...
258.52
+0.07% 3.97K +0.51% 924.99K 133.51 0.18% Share
90 T AT&T Inc.
29.07
+1.79% 32.25K -18.07% 912K 24.97 0.17% Share
91 XLC Communication S...
111.18
+0.16% 9.32K +9.39% 898.82K 57.67 0.17% Share
92 URI United Rentals,...
949.92
+0.66% 1.37K +100.00% 857.33K 626.7 0.16% Share
93 VCSH Vanguard Short-...
79.86
+0.09% 10.8K +0.47% 852.79K 82.72 0.16% Share
94 GLD SPDR Gold Share...
312.69
+0.20% 2.95K 0.00% 850.01K 191.17 0.16% Share
95 AFL Aflac Incorpora...
107.43
-0.67% 7.58K -0.03% 842.82K 51.07 0.16% Share
96 XLV Health Care Sel...
136.97
-0.06% 5.75K +5.51% 838.83K 131.58 0.16% Share
97 COST Costco Wholesal...
949.52
+0.87% 850 0.00% 803.63K 371.44 0.15% Share
98 XLI Industrial Sele...
153.14
-0.02% 5.85K +1.30% 766.37K 103.17 0.15% Share
99 WFC Wells Fargo & C...
82.51
+1.23% 10.57K -5.17% 759.14K 49.21 0.15% Share
100 HSY The Hershey Com...
181.65
-0.95% 4.41K +13.08% 754.24K 182.39 0.14% Share
101 IWP iShares Russell...
142.46
+0.58% 6.38K 0.00% 750.06K 111.54 0.14% Share
102 PFE Pfizer Inc.
25.07
+0.58% 28.67K -15.1% 726.4K 33.71 0.14% Share
103 AMGN Amgen Inc.
287.97
-0.56% 2.31K -0.22% 721.37K 182.89 0.14% Share
104 IWO iShares Russell...
308.73
+0.67% 2.76K 0.00% 705.26K 260.65 0.14% Share
105 AEP American Electr...
112.89
+0.23% 6.1K -16.4% 666.68K 66.64 0.13% Share
106 VB Vanguard Small ...
253.00
+0.62% 3K +0.07% 666.26K 162.72 0.13% Share
107 COF Capital One Fin...
224.75
-0.07% 3.63K -39.54% 651.76K 145.08 0.12% Share
108 XLF Financial Selec...
53.77
+0.18% 12.88K +3.83% 641.55K 35.74 0.12% Share
109 VXUS Vanguard Total ...
71.40
-0.29% 10.13K -3.28% 628.76K 48.88 0.12% Share
110 FLOT iShares Floatin...
51.05
+0.03% 11.72K 0.00% 598.1K 50.78 0.11% Share
111 MO Altria Group, I...
66.39
-0.08% 9.94K -56.48% 596.72K 50.21 0.11% Share
112 IWF iShares Russell...
448.10
+0.21% 1.57K 0.00% 568K 128.46 0.11% Share
113 CSX CSX Corporation
32.54
+0.40% 19.27K -0.52% 567.26K 14.38 0.11% Share
114 GE GE Aerospace
273.44
-0.18% 2.81K -15.11% 562.02K 64.16 0.11% Share
115 DIA SPDR Dow Jones ...
456.03
+0.34% 1.33K 0.00% 560.54K 391.46 0.11% Share
116 CINF Cincinnati Fina...
154.01
+0.27% 3.75K 0.00% 553.95K 50.53 0.11% Share
117 VV Vanguard Large ...
298.50
+0.22% 2.08K -4.93% 535.02K 97.96 0.10% Share
118 VUG Vanguard Growth...
461.15
+0.22% 1.4K 0.00% 519.15K 127.04 0.10% Share
119 WELL Welltower Inc.
167.78
+1.17% 3.37K -2.03% 516.93K 68.64 0.10% Share
120 USMV iShares MSCI US...
94.04
+0.40% 5.47K 0.00% 512.02K 44.38 0.10% Share
121 VTIP Vanguard Short-...
50.66
+0.18% 10.08K -2.4% 503.13K 49.89 0.10% Share
122 BDX Becton, Dickins...
195.41
+0.69% 2.19K -0.5% 501.18K 185.66 0.10% Share
123 AMAT Applied Materia...
164.39
-0.07% 3.44K 0.00% 499.94K 126.74 0.10% Share
124 VO Vanguard Mid Ca...
290.39
+0.51% 1.93K -2.08% 498.5K 181.87 0.10% Share
125 IYC iShares US Cons...
104.02
+0.16% 5.5K 0.00% 485.79K 36.45 0.09% Share
126 SNV Synovus Financi...
50.04
-3.15% 10.39K 0.00% 485.72K 30.01 0.09% Share
127 LMT Lockheed Martin...
454.31
-0.25% 1.07K -28.3% 477.53K 388.7 0.09% Share
128 IHI iShares U.S. Me...
62.10
-0.18% 7.56K -1.63% 455.04K 30.52 0.09% Share
129 GIS General Mills, ...
49.24
-0.02% 7.6K -1.62% 454.46K 54.77 0.09% Share
130 BBY Best Buy Co., I...
75.46
+2.43% 6.17K -2.76% 453.95K 80.72 0.09% Share
131 UPS United Parcel S...
87.83
+0.42% 4.06K -21.84% 446.34K 116.87 0.09% Share
132 IWD iShares Russell...
201.46
+0.34% 2.36K 0.00% 444.06K 119.95 0.09% Share
133 VIOO Vanguard S&P Sm...
110.03
+0.85% 4.57K 0.00% 441.05K 50.92 0.08% Share
134 AXP American Expres...
322.56
+0.61% 1.6K -49.95% 431.29K 189.23 0.08% Share
135 VTR Ventas, Inc.
67.87
+0.40% 6.25K 0.00% 429.75K 59.73 0.08% Share
136 TMO Thermo Fisher S...
488.13
-0.07% 859 +7.91% 427.44K 362.71 0.08% Share
137 SLQD iShares 0-5 Yea...
50.75
+0.06% 8.09K +1.25% 406.77K 51.96 0.08% Share
138 GVI iShares Interme...
107.24
+0.10% 3.74K +10.13% 396.62K 109.45 0.08% Share
139 BWXT BWX Technologie...
165.66
-0.52% 4.01K +14.24% 395.78K 75.48 0.08% Share
140 QQQM Invesco NASDAQ ...
236.10
+0.14% 2.05K +3.27% 395.69K 189.4 0.08% Share
141 VBR Vanguard Small ...
209.69
+0.59% 2.12K 0.00% 394.94K 149.82 0.08% Share
142 VOOV Vanguard S&P 50...
196.74
+0.33% 2.09K +0.48% 384.96K 146.47 0.07% Share
143 TT Trane Technolog...
424.22
-0.46% 1.11K 0.00% 375.33K 215.13 0.07% Share
144 MGK Vanguard Mega C...
386.47
+0.18% 1.19K 0.00% 366.64K 163.51 0.07% Share
145 CAT Caterpillar Inc...
432.77
+0.35% 1.06K -31.95% 351.24K 279.79 0.07% Share
146 MDLZ Mondelez Intern...
61.75
-0.48% 5.14K -48.35% 349.02K 49.33 0.07% Share
147 ACN Accenture plc
257.21
+0.70% 1.09K -0.46% 339.5K 279.31 0.07% Share
148 ITA iShares U.S. Ae...
199.16
-0.41% 2.15K 0.00% 329.93K 102.46 0.06% Share
149 EMR Emerson Electri...
133.45
+0.07% 2.99K -4.89% 328.15K 69.13 0.06% Share
150 PCAR PACCAR Inc
101.44
+1.19% 3.35K +0.60% 326.38K 66.96 0.06% Share