PW

PETTYJOHN, WOOD & WHITE, INC

13F
PETTYJOHN, WOOD & WHITE, INC
Last update 2024-08-14 192 Stocks (8 new)
Value $515.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(6.39%)AAPL(5.29%)SPY(4.81%)GOOGL(3.23%)PG(2.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
PETTYJOHN, WOOD & WHITE, INC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
73,617
32903.030
-2.77%
6.390
-0.18%
0.000
-3.44%
+15.91%
3222296.469
Software
AAPL 		Apple Inc
129,238
27220.110
-1.40%
5.290
-0.06%
0.000
+9.27%
+18.07%
3443280.906
Hardware
SPY 		S&P 500 ETF TRUST ETF
45,554
24791.400
+3.68%
4.810
+0.17%
-
+4.62%
+19.85%
567779.901
 
GOOGL 		Alphabet Inc
91,296
16629.570
+0.24%
3.230
+0.01%
0.000
-9.78%
+16.15%
1999187.200
Interactive Media
PG 		Procter & Gamble Co
86,701
14298.730
-1.26%
2.780
-0.04%
0.000
+3.90%
+20.82%
408308.714
Consumer Packaged Goods
BRK.B 		Berkshire Hathaway Inc
34,776
14146.880
-1.61%
2.750
-0.05%
0.000
+11.07%
+27.57%
982078.357
Insurance
JPM 		JPMorgan Chase & Co
69,551
14067.390
-0.89%
2.730
-0.02%
0.000
+8.31%
+26.50%
601581.630
Banks
XOM 		Exxon Mobil Corp
116,959
13464.330
-1.30%
2.610
-0.04%
0.000
+6.81%
+20.40%
521410.127
Oil & Gas
VIG 		Vanguard Dividend Appreciation FTF
68,900
12577.620
-0.64%
2.440
-0.02%
-
+7.30%
+16.34%
82370.066
 
HD 		The Home Depot Inc
35,888
12354.150
-0.56%
2.400
-0.02%
0.000
+10.83%
+15.27%
389331.272
Retail - Cyclical

PETTYJOHN, WOOD & WHITE, INC's Historical Top Holdings Breakdowns

PETTYJOHN, WOOD & WHITE, INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ 		INVESCO QQQ Trust2024-06-30Add
+0.42%
●
414.65 ($449.75) 485.21
$483.04
7.40%
Add 23.05%
24,256
4,544
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Add
+0.22%
●
102.13 ($106.99) 110.88
$116.94
9.30%
Add 31.01%
44,297
10,485
MDY 		S&P MidCap 400 ETF2024-06-30New Buy
+0.20%
●
516.55 ($537.72) 556.17
$569.45
5.90%
New holding
1,935
1,935
MSFT 		Microsoft Corp2024-06-30Reduce
-0.18%
●
389.33 ($422.32) 452.85
$433.51
2.65%
Reduce -2.77%
73,617
-2,097
SPY 		S&P 500 ETF TRUST ETF2024-06-30Add
+0.17%
●
495.16 ($523.39) 548.49
$569.67
8.84%
Add 3.68%
45,554
1,617
IWO 		iShares Russell 2000 Growth ETF2024-06-30New Buy
+0.16%
●
245.29 ($259.59) 268.7
$282.78
8.93%
New holding
3,141
3,141
DVY 		iShares Select Dividend ETF2024-06-30Add
+0.13%
●
115.73 ($121.39) 125.75
$135.74
11.82%
Add 330.15%
7,205
5,530
AVGO 		Broadcom Inc2024-06-30Add
+0.13%
●
120.47 ($140.14) 182.89
$172.94
23.41%
Add 33.47%
15,990
401
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.12%
●
497.53 ($525.83) 549.64
$574.58
9.27%
Add 25.79%
5,365
1,100
DIA 		SPDR Dow Jones Industrial Average ETF2024-06-30New Buy
+0.10%
●
377.31 ($388.19) 399.95
$421.12
8.48%
New holding
1,335
1,335

PETTYJOHN, WOOD & WHITE, INC Total Holding History ($B)

To

PETTYJOHN, WOOD & WHITE, INC's Asset Allocation

To

PETTYJOHN, WOOD & WHITE, INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PETTYJOHN, WOOD & WHITE, INC's Hypothetical Growth since 2024-06-30

PETTYJOHN, WOOD & WHITE, INC's Yearly Returns

Year Portfolio % % Excess Gain %

PETTYJOHN, WOOD & WHITE, INC's Holdings Heat Map

Size field:

PETTYJOHN, WOOD & WHITE, INC's Holdings Bubble Chart

PETTYJOHN, WOOD & WHITE, INC News

  • 1

Discussions on PETTYJOHN, WOOD & WHITE, INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.