Pettyjohn, Wood & White
LYNCHBURG, VAfiles as PETTYJOHN, WOOD & WHITE, INC
$687m in 222 US stocks at the end of 30 June 2026. The top 10 are 34.9% of the money. It changed about 7.1% of the portfolio this quarter.
Value
$687m
Stocks
222
Top 10 share
34.9%
Turnover
7.1%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON0.6% of the fund
- Honeywell AerospaceHONA0.6% of the fund
- FedEx Freight Holding CompanyFDXF0.2% of the fund
- Fidelity Covington TrustFQAL<0.1% of the fund
- Intuitive SurgicalISRG<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- Ishares TREFV<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Vanguard Admiral FDSVIOG<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Vanguard Scottsdale FDSVONG<0.1% of the fund
- NetAppNTAP<0.1% of the fund
- Darden RestaurantsDRI<0.1% of the fund
- Schwab Strategic TRSCHM<0.1% of the fund
- Select Sector Spdr TRXLP<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ3.0% of the fund+5%
- Meta PlatformsMETA0.9% of the fund+2%
- Abbott LaboratoriesABT0.8% of the fund+3%
- OracleORCL0.8% of the fund+2%
- Eli LillyLLY0.6% of the fund+30%
- Automatic Data ProcessingADP0.5% of the fund+3%
- Ishares TRAGG0.5% of the fund+6%
- VisaV0.4% of the fund+14%
- Vanguard Scottsdale FDSVCIT0.4% of the fund+9%
- Ishares TRIWM0.4% of the fund+7%
- Charles SchwabSCHW0.4% of the fund+3%
- Intercontinental ExchangeICE0.4% of the fund+3%
- Uber TechnologiesUBER0.4% of the fund+4%
- Sherwin-WilliamsSHW0.3% of the fund+4%
- NetflixNFLX0.2% of the fund+11%
- Select Sector Spdr TRXLC0.2% of the fund+3%
- Select Sector Spdr TRXLI0.2% of the fund+9%
- Invesco Exch Traded FD TR IIQQQM0.1% of the fund+23%
- Ishares TRGVI0.1% of the fund+20%
- Advanced Micro DevicesAMD<0.1% of the fund+3%
- Best BUYBBY<0.1% of the fund+3%
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund+7%
- Lam ResearchLRCX<0.1% of the fund+6%
- CumminsCMI<0.1% of the fund+3%
- Ishares TRIJK<0.1% of the fund+14%
Cut
Sold some of their stake.
- Bank of the James Financial GroupBOTJ0.8% of the fund-2%
- CVS HealthCVS0.7% of the fund-3%
- Walt DisneyDIS0.7% of the fund-3%
- AdobeADBE0.2% of the fund-3%
- Carrier GlobalCARR0.2% of the fund-6%
- BoeingBA0.2% of the fund-3%
- MedtronicMDT0.2% of the fund-5%
- Elevance HealthELV0.2% of the fund-15%
- Ishares TRPFF0.2% of the fund-3%
- Kimberly-ClarkKMB0.2% of the fund-5%
- ComcastCMCSA0.1% of the fund-10%
- Vanguard Index FDSVB0.1% of the fund-4%
- American TowerAMT0.1% of the fund-9%
- WelltowerWELL0.1% of the fund-6%
- Vanguard Index FDSVV<0.1% of the fund-3%
- InterDigitalIDCC<0.1% of the fund-8%
- AT&TT<0.1% of the fund-6%
- Thermo Fisher ScientificTMO<0.1% of the fund-5%
- Solstice Advanced MaterialsSOLS<0.1% of the fund-9%
- PfizerPFE<0.1% of the fund-3%
- VentasVTR<0.1% of the fund-14%
- Vaneck ETF TrustSMH<0.1% of the fund-2%
- Vanguard Intl Equity Index FVEU<0.1% of the fund-2%
- Mondelez InternationalMDLZ<0.1% of the fund-3%
- United Parcel ServiceUPS<0.1% of the fund-7%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Dimensional ETF TrustDFAC-100%
- Dimensional ETF TrustDFAX-100%
- AccentureACN-100%
- Willis Towers WatsonWTW-100%
- Ishares TRSHY-100%
- NikeNKE-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 5.2%
- Value
- $36m
- Shares
- 48,180
Held
- Invesco QQQ TRQQQ
- Share
- 3.0%
- Value
- $21m
- Shares
- 28,316
+5%
- Vanguard Specialized FundsVIG
- Share
- 2.2%
- Value
- $15m
- Shares
- 64,042
Held
- Ishares TRIJH
- Share
- 1.5%
- Value
- $11m
- Shares
- 136,292
Held
- Vanguard Index FDSVOO
- Share
- 1.4%
- Value
- $9m
- Shares
- 13,748
Held
- Ishares TRIYW
- Share
- 1.1%
- Value
- $8m
- Shares
- 30,220
Held
- Invesco Exchange Traded FD TRSP
- Share
- 1.0%
- Value
- $7m
- Shares
- 33,416
Held
- Select Sector Spdr TRXLK
- Share
- 1.0%
- Value
- $7m
- Shares
- 35,053
Held
- Ishares TRIJR
- Share
- 0.9%
- Value
- $6m
- Shares
- 41,738
Held
- Ishares TRIVV
- Share
- 0.8%
- Value
- $5m
- Shares
- 7,326
Held
- Spdr Series TrustSDY
- Share
- 0.7%
- Value
- $5m
- Shares
- 33,577
Held
- Ishares TRIYH
- Share
- 0.7%
- Value
- $5m
- Shares
- 71,435
Held
- Ishares TREFA
- Share
- 0.7%
- Value
- $5m
- Shares
- 44,484
Held
- Select Sector Spdr TRXLE
- Share
- 0.6%
- Value
- $4m
- Shares
- 83,116
Held
- Ishares TRIYF
- Share
- 0.6%
- Value
- $4m
- Shares
- 33,115
Held
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $4m
- Shares
- 11,100
Held
- Honeywell AerospaceHONA
- Share
- 0.6%
- Value
- $4m
- Shares
- 17,735
New
- Ishares TRAGG
- Share
- 0.5%
- Value
- $3m
- Shares
- 32,116
+6%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $3m
- Shares
- 4
Held
- ShellSHEL
- Share
- 0.4%
- Value
- $3m
- Shares
- 37,272
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.4%
- Value
- $3m
- Shares
- 33,885
+9%
- Ishares TRIWM
- Share
- 0.4%
- Value
- $3m
- Shares
- 8,945
+7%
- Schwab Strategic TRSCHX
- Share
- 0.4%
- Value
- $2m
- Shares
- 81,836
Held
- Select Sector Spdr TRXLY
- Share
- 0.3%
- Value
- $2m
- Shares
- 19,389
Held
- Schwab Strategic TRSCHA
- Share
- 0.3%
- Value
- $2m
- Shares
- 55,458
Held
- Capital Group Growth ETFCGGR
- Share
- 0.2%
- Value
- $2m
- Shares
- 35,914
Held
- Ishares TRDVY
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,064
Held
- Ishares TRHDV
- Share
- 0.2%
- Value
- $1m
- Shares
- 48,100
Held
- Select Sector Spdr TRXLC
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,891
+3%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.2%
- Value
- $1m
- Shares
- 1,775
Held
- Select Sector Spdr TRXLI
- Share
- 0.2%
- Value
- $1m
- Shares
- 6,465
+9%
- Ishares TRPFF
- Share
- 0.2%
- Value
- $1m
- Shares
- 37,469
-3%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,085
Held
- Select Sector Spdr TRXLU
- Share
- 0.2%
- Value
- $1m
- Shares
- 24,733
Held
- Ishares TRIWO
- Share
- 0.2%
- Value
- $1m
- Shares
- 2,760
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $1m
- Shares
- 12,456
Held
- Ishares TRACWI
- Share
- 0.1%
- Value
- $1m
- Shares
- 6,505
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 5.6% | $38m | 131,897 | Held |
| State STR Spdr S&P 500 ETF TSPY | 5.2% | $36m | 48,180 | Held |
| AlphabetGOOGL | 4.9% | $33m | 93,534 | Held |
| MicrosoftMSFT | 3.9% | $26m | 70,956 | Held |
| Invesco QQQ TRQQQ | 3.0% | $21m | 28,316 | +5% |
| JPMorgan ChaseJPM | 3.0% | $21m | 63,499 | Held |
| WalmartWMT | 2.6% | $18m | 157,510 | Held |
| Berkshire HathawayBRK-B | 2.4% | $16m | 32,289 | Held |
| Vanguard Specialized FundsVIG | 2.2% | $15m | 64,042 | Held |
| Johnson & JohnsonJNJ | 2.1% | $15m | 57,950 | Held |
| ExxonMobil HoldingsXOM | 2.1% | $15m | 106,374 | Held |
| Cisco SystemsCSCO | 2.1% | $14m | 121,704 | Held |
| Amazon.comAMZN | 1.9% | $13m | 55,860 | Held |
| Procter & GamblePG | 1.8% | $12m | 84,302 | Held |
| RTXRTX | 1.8% | $12m | 64,002 | Held |
| AbbVieABBV | 1.7% | $12m | 47,788 | Held |
| Home DepotHD | 1.7% | $12m | 33,732 | Held |
| Bank of AmericaBAC | 1.6% | $11m | 193,894 | Held |
| Ishares TRIJH | 1.5% | $11m | 136,292 | Held |
| Vanguard Index FDSVOO | 1.4% | $9m | 13,748 | Held |
| NvidiaNVDA | 1.3% | $9m | 45,688 | Held |
| PepsiCoPEP | 1.3% | $9m | 64,284 | Held |
| BroadcomAVGO | 1.2% | $8m | 22,332 | Held |
| Norfolk SouthernNSC | 1.2% | $8m | 26,701 | Held |
| ChevronCVX | 1.2% | $8m | 48,982 | Held |
| Ishares TRIYW | 1.1% | $8m | 30,220 | Held |
| AlphabetGOOG | 1.1% | $7m | 20,749 | Held |
| Invesco Exchange Traded FD TRSP | 1.0% | $7m | 33,416 | Held |
| Select Sector Spdr TRXLK | 1.0% | $7m | 35,053 | Held |
| Meta PlatformsMETA | 0.9% | $6m | 11,435 | +2% |
| Ishares TRIJR | 0.9% | $6m | 41,738 | Held |
| Abbott LaboratoriesABT | 0.8% | $6m | 62,699 | +3% |
| Bank of the James Financial GroupBOTJ | 0.8% | $6m | 218,859 | -2% |
| Ishares TRIVV | 0.8% | $5m | 7,326 | Held |
| FedExFDX | 0.8% | $5m | 16,955 | Held |
| Verizon CommunicationsVZ | 0.8% | $5m | 124,330 | Held |
| OracleORCL | 0.8% | $5m | 35,211 | +2% |
| Spdr Series TrustSDY | 0.7% | $5m | 33,577 | Held |
| CVS HealthCVS | 0.7% | $5m | 46,538 | -3% |
| Ishares TRIYH | 0.7% | $5m | 71,435 | Held |
| Walt DisneyDIS | 0.7% | $5m | 49,387 | -3% |
| Ishares TREFA | 0.7% | $5m | 44,484 | Held |
| Select Sector Spdr TRXLE | 0.6% | $4m | 83,116 | Held |
| Ishares TRIYF | 0.6% | $4m | 33,115 | Held |
| Vanguard Index FDSVTI | 0.6% | $4m | 11,100 | Held |
| Honeywell InternationalHON | 0.6% | $4m | 17,799 | New |
| StarbucksSBUX | 0.6% | $4m | 38,393 | Held |
| Honeywell AerospaceHONA | 0.6% | $4m | 17,735 | New |
| Eli LillyLLY | 0.6% | $4m | 3,185 | +30% |
| Automatic Data ProcessingADP | 0.5% | $4m | 16,223 | +3% |
| MerckMRK | 0.5% | $3m | 27,200 | Held |
| Truist FinancialTFC | 0.5% | $3m | 66,365 | Held |
| Ishares TRAGG | 0.5% | $3m | 32,116 | +6% |
| Southern CompanySO | 0.5% | $3m | 33,106 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $3m | 4 | Held |
| ShellSHEL | 0.4% | $3m | 37,272 | Held |
| VisaV | 0.4% | $3m | 8,381 | +14% |
| Vanguard Scottsdale FDSVCIT | 0.4% | $3m | 33,885 | +9% |
| United RentalsURI | 0.4% | $3m | 2,461 | Held |
| Applied MaterialsAMAT | 0.4% | $3m | 3,839 | Held |
| Ishares TRIWM | 0.4% | $3m | 8,945 | +7% |
| Charles SchwabSCHW | 0.4% | $3m | 28,863 | +3% |
| Intercontinental ExchangeICE | 0.4% | $3m | 21,171 | +3% |
| Union PacificUNP | 0.4% | $3m | 9,236 | Held |
| Uber TechnologiesUBER | 0.4% | $2m | 33,635 | +4% |
| Schwab Strategic TRSCHX | 0.4% | $2m | 81,836 | Held |
| EnbridgeENB | 0.3% | $2m | 44,083 | Held |
| Select Sector Spdr TRXLY | 0.3% | $2m | 19,389 | Held |
| Sherwin-WilliamsSHW | 0.3% | $2m | 6,153 | +4% |
| Schwab Strategic TRSCHA | 0.3% | $2m | 55,458 | Held |
| Duke EnergyDUK | 0.3% | $2m | 14,537 | Held |
| CaterpillarCAT | 0.3% | $2m | 1,727 | Held |
| International Business MachinesIBM | 0.3% | $2m | 6,531 | Held |
| Philip Morris InternationalPM | 0.3% | $2m | 9,936 | Held |
| Coca-ColaKO | 0.3% | $2m | 21,542 | Held |
| AdobeADBE | 0.2% | $2m | 8,323 | -3% |
| Capital Group Growth ETFCGGR | 0.2% | $2m | 35,914 | Held |
| McDonald'sMCD | 0.2% | $2m | 6,055 | Held |
| NetflixNFLX | 0.2% | $2m | 22,101 | +11% |
| Carrier GlobalCARR | 0.2% | $2m | 21,307 | -6% |
| BoeingBA | 0.2% | $2m | 6,934 | -3% |
| Ishares TRDVY | 0.2% | $1m | 9,064 | Held |
| MedtronicMDT | 0.2% | $1m | 18,031 | -5% |
| Elevance HealthELV | 0.2% | $1m | 3,458 | -15% |
| Ishares TRHDV | 0.2% | $1m | 48,100 | Held |
| Select Sector Spdr TRXLC | 0.2% | $1m | 11,891 | +3% |
| FedEx Freight Holding CompanyFDXF | 0.2% | $1m | 8,277 | New |
| State STR Spdr S&P Midcap 40MDY | 0.2% | $1m | 1,775 | Held |
| Select Sector Spdr TRXLI | 0.2% | $1m | 6,465 | +9% |
| Ishares TRPFF | 0.2% | $1m | 37,469 | -3% |
| Spdr Gold TRGLD | 0.2% | $1m | 3,085 | Held |
| Kimberly-ClarkKMB | 0.2% | $1m | 10,342 | -5% |
| Select Sector Spdr TRXLU | 0.2% | $1m | 24,733 | Held |
| HersheyHSY | 0.2% | $1m | 6,275 | Held |
| Ishares TRIWO | 0.2% | $1m | 2,760 | Held |
| Vanguard Index FDSVUG | 0.2% | $1m | 12,456 | Held |
| General ElectricGE | 0.1% | $1m | 2,740 | Held |
| Ishares TRACWI | 0.1% | $1m | 6,505 | Held |
| Dominion EnergyD | 0.1% | $993,688 | 14,551 | Held |
| ComcastCMCSA | 0.1% | $970,097 | 39,515 | -10% |
Showing the largest 100 of 222.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 22.8% since 30 June 2025.
Where the money is
Technology16.6%
Financial services10.4%
Media & telecom8.8%
Industrials8.8%
Health care7.4%
Everyday goods6.8%
Retail & consumer4.9%
Energy3.8%
Utilities1.1%
Materials0.4%
Real estate0.3%
Other30.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.