PETTYJOHN, WOOD & WHITE, INC
CIK: 0001128213SEC EDGAR →
Portfolio Value
$544K
Holdings
214
As of
Q4 2025
New Positions
8
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 133,053 | $36K | 6.64% |
| 2 | MICROSOFT CORP | 70,819 | $34K | 6.29% |
| 3 | ALPHABET INC | 94,865 | $30K | 5.45% |
| 4 | JPMORGAN CHASE & CO. | 63,983 | $21K | 3.79% |
| 5 | WALMART INC | 160,182 | $18K | 3.28% |
| 6 | VANGUARD SPECIALIZED FUNDS | 65,361 | $14K | 2.64% |
| 7 | EXXON MOBIL CORP | 108,103 | $13K | 2.39% |
| 8 | AMAZON COM INC | 54,763 | $13K | 2.32% |
| 9 | JOHNSON & JOHNSON | 58,825 | $12K | 2.24% |
| 10 | PROCTER AND GAMBLE CO | 84,373 | $12K | 2.22% |
Quarterly Changes
Top Buys
New Positions (16)
$511 · 1K shares
$365 · 416 shares
$363 · 6K shares
$353 · 4K shares
$296 · 6K shares
$285 · 235 shares
$285 · 3K shares
$263 · 798 shares
$230 · 1K shares
$227 · 398 shares
$215 · 1K shares
$214 · 1K shares
$211 · 496 shares
$206 · 5K shares
$205 · 4K shares
$202 · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $172K | 31.6% |
| Technology | 20 | $113K | 20.8% |
| Industrials | 26 | $47K | 8.7% |
| Communication Services | 7 | $46K | 8.4% |
| Consumer Defensive | 11 | $45K | 8.3% |
| Healthcare | 17 | $44K | 8.1% |
| Consumer Cyclical | 9 | $32K | 5.8% |
| Energy | 9 | $27K | 4.9% |
| Utilities | 6 | $7K | 1.3% |
| Unknown | 11 | $7K | 1.3% |
| Basic Materials | 4 | $3K | 0.5% |
| Real Estate | 2 | $2K | 0.3% |