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PETTYJOHN, WOOD & WHITE, INC13F | |
| PETTYJOHN, WOOD & WHITE, INC | |
| Last update 2025-05-08 | 188 Stocks (6 new) |
| Value $522.00 Mil | Turnover 2 % |
PETTYJOHN, WOOD & WHITE, INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 122,171 | 27,137.8 | -3.25% | 5.200 | -0.19% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 68,825 | 25,836.2 | -5.33% | 4.950 | -0.30% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
SPY | SPDR S&P 500 ETF Trust | 44,857 | 25,092.6 | +0.65% | 4.810 | +0.03% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
BRK.B | Berkshire Hathaway Inc | 32,168 | 17,132.0 | -5.79% | 3.280 | -0.16% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
JPM | JPMorgan Chase & Co | 64,397 | 15,796.6 | -6.02% | 3.030 | -0.18% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
PG | Procter & Gamble Co | 81,936 | 13,963.5 | -3.50% | 2.680 | -0.09% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
GOOGL | Alphabet Inc | 89,680 | 13,868.1 | -0.39% | 2.660 | -0.01% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
WMT | Walmart Inc | 154,771 | 13,587.3 | -4.87% | 2.600 | -0.13% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
VIG | Vanguard Dividend Appreciation FTF | 66,974 | 12,992.2 | -0.46% | 2.490 | -0.01% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
HD | The Home Depot Inc | 35,438 | 12,987.6 | -3.44% | 2.490 | -0.09% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical |
PETTYJOHN, WOOD & WHITE, INC's Historical Top Holdings Breakdowns
PETTYJOHN, WOOD & WHITE, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.61% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 4 | 4 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.55% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 842.64% | 11,783 | 10,533 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.38% | 105.44 ($110.59) 118.93 | $107.77 | -2.55% | Reduce -15.42% | 106,285 | -19,380 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.30% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -5.33% | 68,825 | -3,873 | |
PM | Philip Morris International Inc | 2025-03-31 | Reduce Reduce | -0.23% | 117.15 ($141.65) 158.79 | $178.73 | 26.18% | Reduce -52.48% | 9,382 | -10,363 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.19% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -3.25% | 122,171 | -4,101 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.18% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -6.02% | 64,397 | -4,123 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.17% | 142.06 ($156.47) 167.7 | $163.70 | 4.62% | Reduce -9.76% | 58,586 | -6,338 | |
URI | United Rentals Inc | 2025-03-31 | New Buy New Buy | +0.16% | 594.17 ($687.44) 789.56 | $808.05 | 17.54% | New holding | 1,368 | 1,368 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.16% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Reduce -5.79% | 32,168 | -1,978 |
PETTYJOHN, WOOD & WHITE, INC Total Holding History ($B)
PETTYJOHN, WOOD & WHITE, INC's Asset Allocation
PETTYJOHN, WOOD & WHITE, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PETTYJOHN, WOOD & WHITE, INC's Hypothetical Growth since 2025-03-31
PETTYJOHN, WOOD & WHITE, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PETTYJOHN, WOOD & WHITE, INC's Holdings Heat Map
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PETTYJOHN, WOOD & WHITE, INC's Holdings Bubble Chart
PETTYJOHN, WOOD & WHITE, INC News
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