MondegarAI
PETTYJOHN, WOOD & WHITE, INC

Q1 2025 · 13F-HR

PETTYJOHN, WOOD & WHITE, INCholdings as filed

Filed 2025-05-08 · accession 0001128213-25-000003

$521.7M
Reported value
188
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$27.1M5.20%122,171CommonSOLE
594918104MSFTMICROSOFT CORP$25.8M4.95%68,825CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$25.1M4.81%44,857CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.1M3.28%32,168CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$15.8M3.03%64,397CommonSOLE
742718109PGPROCTER AND GAMBLE CO$14.0M2.68%81,936CommonSOLE
02079K305GOOGLALPHABET INC$13.9M2.66%89,680CommonSOLE
931142103WMTWALMART INC$13.6M2.60%154,771CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$13.0M2.49%66,974CommonSOLE
437076102HDHOME DEPOT INC$13.0M2.49%35,438CommonSOLE
30231G102XOMEXXON MOBIL CORP$12.6M2.42%106,285CommonSOLE
46090E103QQQINVESCO QQQ TR$11.3M2.16%24,079CommonSOLE
00287Y109ABBVABBVIE INC$9.8M1.87%46,665CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.7M1.86%58,586CommonSOLE
060505104BACBANK AMERICA CORP$9.5M1.82%227,671CommonSOLE
023135106AMZNAMAZON COM INC$9.5M1.82%49,837CommonSOLE
713448108PEPPEPSICO INC$9.0M1.72%59,873CommonSOLE
75513E101RTXRTX CORPORATION$8.3M1.59%62,573CommonSOLE
166764100CVXCHEVRON CORP NEW$7.9M1.51%47,205CommonSOLE
002824100ABTABBOTT LABS$7.8M1.50%58,962CommonSOLE
17275R102CSCOCISCO SYS INC$7.8M1.49%125,791CommonSOLE
464287507IJHISHARES TR$7.7M1.48%131,990CommonSOLE
438516106HONHONEYWELL INTL INC$7.5M1.44%35,416CommonSOLE
922908363VOOVANGUARD INDEX FDS$6.5M1.24%12,618CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$6.3M1.20%26,471CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6.1M1.17%134,220CommonSOLE
31428X106FDXFEDEX CORP$5.8M1.12%23,917CommonSOLE
30303M102METAMETA PLATFORMS INC$5.3M1.01%9,152CommonSOLE
464287804IJRISHARES TR$4.9M0.94%47,060CommonSOLE
254687106DISDISNEY WALT CO$4.9M0.94%49,539CommonSOLE
78464A763SDYSPDR SER TR$4.8M0.92%35,272CommonSOLE
464287762IYHISHARES TR$4.6M0.88%75,710CommonSOLE
464287721IYWISHARES TR$4.6M0.88%32,625CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.5M0.85%25,737CommonSOLE
68389X105ORCLORACLE CORP$4.4M0.84%31,473CommonSOLE
126650100CVSCVS HEALTH CORP$4.3M0.83%64,128CommonSOLE
464287788IYFISHARES TR$3.9M0.76%34,955CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.9M0.75%42,039CommonSOLE
470299108BOTJBANK OF THE JAMES FINL GP IN$3.8M0.73%257,046CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.7M0.72%12,258CommonSOLE
00724F101ADBEADOBE INC$3.3M0.64%8,700CommonSOLE
855244109SBUXSTARBUCKS CORP$3.3M0.63%33,338CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.2M0.62%11,783CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.2M0.61%4CommonSOLE
464287465EFAISHARES TR$3.1M0.60%38,079CommonSOLE
11135F101AVGOBROADCOM INC$3.0M0.58%18,168CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.0M0.58%17,568CommonSOLE
842587107SOSOUTHERN CO$3.0M0.57%32,145CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.9M0.56%79,680CommonSOLE
464287200IVVISHARES TR$2.9M0.55%5,128CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.8M0.53%67,332CommonSOLE
58933Y105MRKMERCK & CO INC$2.6M0.50%29,155CommonSOLE
02079K107GOOGALPHABET INC$2.6M0.50%16,567CommonSOLE
780259305SHELSHELL PLC$2.6M0.49%34,802CommonSOLE
464287226AGGISHARES TR$2.5M0.49%25,682CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M0.47%11,819CommonSOLE
29250N105ENBENBRIDGE INC$2.4M0.47%54,797CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.4M0.45%16,525CommonSOLE
92826C839VVISA INC$2.3M0.45%6,646CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M0.44%21,345CommonSOLE
907818108UNPUNION PAC CORP$2.2M0.42%9,224CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.9M0.36%9,629CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.9M0.36%23,680CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.8M0.35%22,493CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.35%81,951CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.8M0.34%20,021CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.7M0.33%3,991CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.7M0.33%14,087CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.33%5,477CommonSOLE
191216100KOCOCA COLA CO$1.7M0.33%23,703CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.31%1,978CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.6M0.31%4,670CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.31%6,517CommonSOLE
464287655IWMISHARES TR$1.6M0.30%7,811CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.5M0.30%21,140CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.5M0.29%9,382CommonSOLE
45867G101IDCCINTERDIGITAL INC$1.4M0.26%6,600CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$1.4M0.26%58,108CommonSOLE
464288687PFFISHARES TR$1.4M0.26%44,300CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.3M0.26%39,131CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.3M0.26%6,138CommonSOLE
097023105BABOEING CO$1.3M0.25%7,602CommonSOLE
46429B663HDVISHARES TR$1.3M0.24%10,351CommonSOLE
464287168DVYISHARES TR$1.2M0.23%9,064CommonSOLE
25746U109DDOMINION ENERGY INC$1.2M0.23%21,087CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.0M0.20%12,952CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$954,9300.18%1,790CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$947,7040.18%14,948CommonSOLE
548661107LOWLOWES COS INC$924,9910.18%3,966CommonSOLE
00206R102TAT&T INC$912,0020.17%32,249CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$898,8180.17%9,319CommonSOLE
911363109URIUNITED RENTALS INC$857,3260.16%1,368CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$852,7890.16%10,803CommonSOLE
78463V107GLDSPDR GOLD TR$850,0130.16%2,950CommonSOLE
001055102AFLAFLAC INC$842,8210.16%7,580CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$838,8280.16%5,745CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$803,6290.15%850CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$766,3670.15%5,847CommonSOLE
949746101WMT2WELLS FARGO CO NEW$759,1440.15%10,575CommonSOLE
427866108HSYHERSHEY CO$754,2430.14%4,410CommonSOLE
464287481IWPISHARES TR$750,0570.14%6,384CommonSOLE
717081103PFEPFIZER INC$726,4030.14%28,666CommonSOLE
031162100AMGNAMGEN INC$721,3680.14%2,315CommonSOLE
464287648IWOISHARES TR$705,2630.14%2,760CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$666,6780.13%6,101CommonSOLE
922908751VBVANGUARD INDEX FDS$666,2590.13%3,005CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$651,7560.12%3,635CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$641,5530.12%12,880CommonSOLE
921909768VXUSVANGUARD STAR FDS$628,7630.12%10,125CommonSOLE
46429B655FLOTISHARES TR$598,1020.11%11,716CommonSOLE
02209S103MOALTRIA GROUP INC$596,7190.11%9,942CommonSOLE
464287614IWFISHARES TR$567,9950.11%1,573CommonSOLE
126408103CSXCSX CORP$567,2640.11%19,275CommonSOLE
369604301GEGE AEROSPACE$562,0220.11%2,808CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$560,5400.11%1,335CommonSOLE
172062101CINFCINCINNATI FINL CORP$553,9500.11%3,750CommonSOLE
922908637VVVANGUARD INDEX FDS$535,0180.10%2,082CommonSOLE
922908736VUGVANGUARD INDEX FDS$519,1480.10%1,400CommonSOLE
95040Q104WELLWELLTOWER INC$516,9310.10%3,374CommonSOLE
46429B697USMVISHARES TR$512,0210.10%5,467CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$503,1320.10%10,083CommonSOLE
075887109BDXBECTON DICKINSON & CO$501,1840.10%2,188CommonSOLE
038222105AMATAPPLIED MATLS INC$499,9390.10%3,445CommonSOLE
922908629VOVANGUARD INDEX FDS$498,5000.10%1,928CommonSOLE
464287580IYCISHARES TR$485,7880.09%5,500CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$485,7230.09%10,392CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$477,5330.09%1,069CommonSOLE
464288810IHIISHARES TR$455,0370.09%7,560CommonSOLE
370334104GISGENERAL MLS INC$454,4640.09%7,601CommonSOLE
086516101BBYBEST BUY INC$453,9530.09%6,167CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$446,3400.09%4,058CommonSOLE
464287598IWDISHARES TR$444,0580.09%2,360CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$441,0510.08%4,570CommonSOLE
025816109AXPAMERICAN EXPRESS CO$431,2880.08%1,603CommonSOLE
92276F100VTRVENTAS INC$429,7500.08%6,250CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$427,4390.08%859CommonSOLE
46434V100SLQDISHARES TR$406,7660.08%8,090CommonSOLE
464288612GVIISHARES TR$396,6210.08%3,741CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$395,7840.08%4,012CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$395,6910.08%2,050CommonSOLE
922908611VBRVANGUARD INDEX FDS$394,9350.08%2,120CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$384,9580.07%2,090CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$375,3290.07%1,114CommonSOLE
921910816MGKVANGUARD WORLD FD$366,6410.07%1,187CommonSOLE
149123101CATCATERPILLAR INC$351,2370.07%1,065CommonSOLE
609207105MDLZMONDELEZ INTL INC$349,0210.07%5,144CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$339,5000.07%1,088CommonSOLE
464288760ITAISHARES TR$329,9310.06%2,155CommonSOLE
291011104EMREMERSON ELEC CO$328,1530.06%2,993CommonSOLE
693718108PCARPACCAR INC$326,3850.06%3,352CommonSOLE
88579Y101MMM3M CO$322,7990.06%2,198CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$306,7190.06%5,029CommonSOLE
65339F101NEENEXTERA ENERGY INC$305,3950.06%4,308CommonSOLE
464287705IJJISHARES TR$299,3250.06%2,500CommonSOLE
125523100CITHE CIGNA GROUP$297,7450.06%905CommonSOLE
464288638IGIBISHARES TR$296,7380.06%5,650CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$296,0760.06%4,881CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$284,1660.05%555CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$272,8110.05%1,100CommonSOLE
760759100RSGREPUBLIC SVCS INC$272,4300.05%1,125CommonSOLE
136375102CNICANADIAN NATL RY CO$267,0410.05%2,740CommonSOLE
337738108FISVFISERV INC$264,9960.05%1,200CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$257,9370.05%4,190CommonSOLE
654106103NKENIKE INC$257,2210.05%4,052CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$254,5430.05%486CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$253,7300.05%982CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$249,8990.05%8,025CommonSOLE
032654105ADIANALOG DEVICES INC$246,8450.05%1,224CommonSOLE
504922105LHLABCORP HOLDINGS INC$233,9040.04%1,005CommonSOLE
20825C104COPCONOCOPHILLIPS$232,5150.04%2,214CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$230,4370.04%8,077CommonSOLE
922908744VTVVANGUARD INDEX FDS$230,3090.04%1,333CommonSOLE
718546104PSXPHILLIPS 66$230,0440.04%1,863CommonSOLE
882508104TXNTEXAS INSTRS INC$230,0160.04%1,280CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$229,8060.04%680CommonSOLE
231021106CMICUMMINS INC$228,8120.04%730CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$226,2420.04%4,538CommonSOLE
09290D101BLKBLACKROCK INC$223,3700.04%236CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$222,8430.04%2,657CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$221,9340.04%9,400CommonSOLE
747525103QCOMQUALCOMM INC$221,3530.04%1,441CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$215,8630.04%5,158CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$211,2600.04%4,156CommonSOLE
464287457SHYISHARES TR$208,8940.04%2,525CommonSOLE
36828A101GEVGE VERNOVA INC$208,8120.04%684CommonSOLE
369550108GDGENERAL DYNAMICS CORP$206,0710.04%756CommonSOLE
464287754IYJISHARES TR$204,3830.04%1,570CommonSOLE
G29183103ETNEATON CORP PLC$202,7860.04%746CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.