Filed: 5/8/2025ACC: 0001128213-25-000003
📋 What this filing means
PETTYJOHN, WOOD & WHITE, INC filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $521.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
188
Positions
$521.70M
Total AUM (reported)
4.19M
Total Shares
Allocation by class
COM$321.14M61.6%
TR UNIT$25.09M4.8%
CL B NEW$17.13M3.3%
CAP STK CL A$13.87M2.7%
DIV APP ETF$12.99M2.5%
CL A$11.76M2.3%
UNIT SER 1$11.29M2.2%
Portfolio Concentration
Top 3$78.07M15.0%
4–10$100.33M19.2%
11–25$131.11M25.1%
Rest$212.20M40.7%
Top 3 weight
15.0%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 4.19M
Sole
Full voting authority
4.18M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.39K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole188
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings188
Rows:
APPLE INC
SOLEShares122.17K
TypeSH
Market value$27.14M
5.20%
Sole
122.17K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares68.83K
TypeSH
Market value$25.84M
4.95%
Sole
68.65K
Shared
0.00
None
175.00
SPDR S&P 500 ETF TR
SOLEShares44.86K
TypeSH
Market value$25.09M
4.81%
Sole
44.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.17K
TypeSH
Market value$17.13M
3.28%
Sole
32.17K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares64.40K
TypeSH
Market value$15.80M
3.03%
Sole
64.40K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares81.94K
TypeSH
Market value$13.96M
2.68%
Sole
81.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares89.68K
TypeSH
Market value$13.87M
2.66%
Sole
89.68K
Shared
0.00
None
0.00
WALMART INC
SOLEShares154.77K
TypeSH
Market value$13.59M
2.60%
Sole
154.77K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares66.97K
TypeSH
Market value$12.99M
2.49%
Sole
66.97K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares35.44K
TypeSH
Market value$12.99M
2.49%
Sole
35.44K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares106.28K
TypeSH
Market value$12.64M
2.42%
Sole
104.88K
Shared
0.00
None
1.41K
INVESCO QQQ TR
SOLEShares24.08K
TypeSH
Market value$11.29M
2.16%
Sole
24.08K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares46.66K
TypeSH
Market value$9.78M
1.87%
Sole
46.66K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares58.59K
TypeSH
Market value$9.72M
1.86%
Sole
58.59K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares227.67K
TypeSH
Market value$9.50M
1.82%
Sole
225.78K
Shared
0.00
None
1.90K
AMAZON COM INC
SOLEShares49.84K
TypeSH
Market value$9.48M
1.82%
Sole
49.84K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares59.87K
TypeSH
Market value$8.98M
1.72%
Sole
59.87K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares62.57K
TypeSH
Market value$8.29M
1.59%
Sole
62.57K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares47.20K
TypeSH
Market value$7.90M
1.51%
Sole
47.20K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares58.96K
TypeSH
Market value$7.82M
1.50%
Sole
58.96K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares125.79K
TypeSH
Market value$7.76M
1.49%
Sole
125.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares131.99K
TypeSH
Market value$7.70M
1.48%
Sole
131.99K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares35.42K
TypeSH
Market value$7.50M
1.44%
Sole
35.42K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.62K
TypeSH
Market value$6.48M
1.24%
Sole
12.62K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares26.47K
TypeSH
Market value$6.27M
1.20%
Sole
26.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 122.17K | SH | $27.14M 5.20% | 122.17K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 68.83K | SH | $25.84M 4.95% | 68.65K | 0.00 | 175.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 44.86K | SH | $25.09M 4.81% | 44.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.17K | SH | $17.13M 3.28% | 32.17K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 64.40K | SH | $15.80M 3.03% | 64.40K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 81.94K | SH | $13.96M 2.68% | 81.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 89.68K | SH | $13.87M 2.66% | 89.68K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 154.77K | SH | $13.59M 2.60% | 154.77K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 66.97K | SH | $12.99M 2.49% | 66.97K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 35.44K | SH | $12.99M 2.49% | 35.44K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 106.28K | SH | $12.64M 2.42% | 104.88K | 0.00 | 1.41K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 24.08K | SH | $11.29M 2.16% | 24.08K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 46.66K | SH | $9.78M 1.87% | 46.66K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 58.59K | SH | $9.72M 1.86% | 58.59K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 227.67K | SH | $9.50M 1.82% | 225.78K | 0.00 | 1.90K |
AMAZON COM INCSOLE | COM | 49.84K | SH | $9.48M 1.82% | 49.84K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 59.87K | SH | $8.98M 1.72% | 59.87K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 62.57K | SH | $8.29M 1.59% | 62.57K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 47.20K | SH | $7.90M 1.51% | 47.20K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 58.96K | SH | $7.82M 1.50% | 58.96K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 125.79K | SH | $7.76M 1.49% | 125.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 131.99K | SH | $7.70M 1.48% | 131.99K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 35.42K | SH | $7.50M 1.44% | 35.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.62K | SH | $6.48M 1.24% | 12.62K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 26.47K | SH | $6.27M 1.20% | 26.47K | 0.00 | 0.00 |
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