Pettyjohn-Wood--White

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "AUB",
  null,
  "COF",
  "CMI",
  "DUK",
  "D",
  "GD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  "META",
  "IJH",
  "BOTJ",
  null,
  "KMI",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "GE",
  "PCAR",
  "HSY",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  "IWF",
  "PEP",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "FNDX",
  "ROK",
  "SCHX",
  null,
  "SHW",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TFC",
  "UBER",
  "UPS",
  "VO",
  "VV",
  "SNV",
  "SCHW",
  "VCIT",
  "VIG",
  "IWO",
  null,
  null,
  null,
  null,
  "VTR",
  "TT",
  "AFL",
  "SDY",
  "FI",
  "IWP",
  "AEP",
  "IDCC",
  "AMZN",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "MGK",
  null,
  "VOOV",
  null,
  "VXUS",
  "VBR",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WTW",
  null,
  "DVY",
  "SCHA",
  "NSC",
  null,
  "LH",
  "SO",
  "PSX",
  "DIA",
  null,
  null,
  "GEV",
  null,
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BBY",
  "BA",
  "BMY",
  "BWXT",
  "CNI",
  "CARR",
  "CVX",
  "CINF",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CVS",
  "CSX",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 188
Total Value: 521699293
Accession Number: 0001128213-25-000003
Form Type: 13F-HR
CIK: pettyjohn-wood--white
Manager Name: Pettyjohn-Wood--White

Data Enrichment

85% identified

160 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

188 positions • $521.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

Sort by:

Apple Inc.

AAPL|037833100

Shares:122.2K

Value:$27.1M

% of Portfolio:5.2% ($27.1M/$521.7M)

MICROSOFT CORP

MSFT|594918104

Shares:68.8K

Value:$25.8M

% of Portfolio:5.0% ($25.8M/$521.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:44.9K

Value:$25.1M

% of Portfolio:4.8% ($25.1M/$521.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:32.2K

Value:$17.1M

% of Portfolio:3.3% ($17.1M/$521.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:64.4K

Value:$15.8M

% of Portfolio:3.0% ($15.8M/$521.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:81.9K

Value:$14.0M

% of Portfolio:2.7% ($14.0M/$521.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:89.7K

Value:$13.9M

% of Portfolio:2.7% ($13.9M/$521.7M)

Walmart Inc.

WMT|931142103

Shares:154.8K

Value:$13.6M

% of Portfolio:2.6% ($13.6M/$521.7M)

921908844

VIG|921908844

Shares:67.0K

Value:$13.0M

% of Portfolio:2.5% ($13.0M/$521.7M)

HOME DEPOT, INC.

HD|437076102

Shares:35.4K

Value:$13.0M

% of Portfolio:2.5% ($13.0M/$521.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:106.3K

Value:$12.6M

% of Portfolio:2.4% ($12.6M/$521.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:24.1K

Value:$11.3M

% of Portfolio:2.2% ($11.3M/$521.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:46.7K

Value:$9.8M

% of Portfolio:1.9% ($9.8M/$521.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:58.6K

Value:$9.7M

% of Portfolio:1.9% ($9.7M/$521.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:227.7K

Value:$9.5M

% of Portfolio:1.8% ($9.5M/$521.7M)

AMAZON COM INC

AMZN|023135106

Shares:49.8K

Value:$9.5M

% of Portfolio:1.8% ($9.5M/$521.7M)

PEPSICO INC

PEP|713448108

Shares:59.9K

Value:$9.0M

% of Portfolio:1.7% ($9.0M/$521.7M)

RTX Corp

RTX|75513E101

Shares:62.6K

Value:$8.3M

% of Portfolio:1.6% ($8.3M/$521.7M)

CHEVRON CORP

CVX|166764100

Shares:47.2K

Value:$7.9M

% of Portfolio:1.5% ($7.9M/$521.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:59.0K

Value:$7.8M

% of Portfolio:1.5% ($7.8M/$521.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	122.2K	QoQ -3.24% (-4.1K) YoY -6.78% (-8.9K)	All Managers (Combined)	$27.1M	5.2% ($27.1M/$521.7M)	QoQ -14.17% (-$4.5M) YoY +20.74% (-$4.7M)
MICROSOFT CORP(MSFTcusip594918104)	68.8K	QoQ -5.32% (-3.9K) YoY -9.09% (-6.9K)	All Managers (Combined)	$25.8M	5.0% ($25.8M/$521.7M)	QoQ -15.68% (-$4.8M) YoY -18.89% (-$6.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	44.9K	QoQ +0.65% (-291) YoY +2.09% (+920)	All Managers (Combined)	$25.1M	4.8% ($25.1M/$521.7M)	QoQ -3.93% (-$1.0M) YoY +9.18% (+$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	32.2K	QoQ -5.79% (-2.0K) YoY -8.98% (-3.2K)	All Managers (Combined)	$17.1M	3.3% ($17.1M/$521.7M)	QoQ +10.68% (-$1.7M) YoY +15.26% (-$2.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	64.4K	QoQ -6.01% (-4.1K) YoY -8.23% (-5.8K)	All Managers (Combined)	$15.8M	3.0% ($15.8M/$521.7M)	QoQ -3.82% (-$628.3K) YoY +12.38% (-$1.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	81.9K	QoQ -3.49% (-3.0K) YoY -6.68% (-5.9K)	All Managers (Combined)	$14.0M	2.7% ($14.0M/$521.7M)	QoQ -1.90% (-$270.6K) YoY -1.98% (-$283.3K)
Alphabet Inc.(GOOGLcusip02079K305)	89.7K	QoQ -0.38% (-349) YoY -1.53% (-1.4K)	All Managers (Combined)	$13.9M	2.7% ($13.9M/$521.7M)	QoQ -18.62% (-$3.2M) YoY +0.88% (-$122.2K)
Walmart Inc.(WMTcusip931142103)	154.8K	QoQ -4.86% (-7.9K) YoY -8.66% (-14.7K)	All Managers (Combined)	$13.6M	2.6% ($13.6M/$521.7M)	QoQ -7.56% (-$1.1M) YoY +33.26% (-$3.4M)
(VIGcusip921908844)	67.0K	QoQ -0.45% (-307) YoY -3.41% (-2.4K)	All Managers (Combined)	$13.0M	2.5% ($13.0M/$521.7M)	QoQ -1.39% (-$183.4K) YoY +2.60% (-$329.4K)
HOME DEPOT, INC.(HDcusip437076102)	35.4K	QoQ -3.44% (-1.3K) YoY -1.80% (-651)	All Managers (Combined)	$13.0M	2.5% ($13.0M/$521.7M)	QoQ -9.02% (-$1.3M) YoY -6.18% (-$856.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	106.3K	QoQ -15.42% (-19.4K) YoY -10.30% (-12.2K)	All Managers (Combined)	$12.6M	2.4% ($12.6M/$521.7M)	QoQ -6.49% (-$877.4K) YoY -8.23% (-$1.1M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	24.1K	QoQ +1.02% (-245) YoY +22.15% (+4.4K)	All Managers (Combined)	$11.3M	2.2% ($11.3M/$521.7M)	QoQ -7.33% (-$893.5K) YoY +29.00% (+$2.5M)
AbbVie Inc.(ABBVcusip00287Y109)	46.7K	QoQ -5.86% (-2.9K) YoY -6.22% (-3.1K)	All Managers (Combined)	$9.8M	1.9% ($9.8M/$521.7M)	QoQ +10.99% (-$968.1K) YoY +7.89% (-$715.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	58.6K	QoQ -9.76% (-6.3K) YoY -10.23% (-6.7K)	All Managers (Combined)	$9.7M	1.9% ($9.7M/$521.7M)	QoQ +3.47% (-$326.6K) YoY -5.89% (-$608.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	227.7K	QoQ -2.85% (-6.7K) YoY -8.75% (-21.8K)	All Managers (Combined)	$9.5M	1.8% ($9.5M/$521.7M)	QoQ -7.76% (-$800.0K) YoY +0.41% (-$39.4K)
AMAZON COM INC(AMZNcusip023135106)	49.8K	QoQ -0.59% (-298) YoY +2.73% (+1.3K)	All Managers (Combined)	$9.5M	1.8% ($9.5M/$521.7M)	QoQ -13.79% (-$1.5M) YoY +8.36% (+$731.8K)
PEPSICO INC(PEPcusip713448108)	59.9K	QoQ -2.50% (-1.5K) YoY -4.57% (-2.9K)	All Managers (Combined)	$9.0M	1.7% ($9.0M/$521.7M)	QoQ -3.86% (-$361.1K) YoY -18.24% (-$2.0M)
RTX Corp(RTXcusip75513E101)	62.6K	QoQ -4.36% (-2.9K) YoY -3.24% (-2.1K)	All Managers (Combined)	$8.3M	1.6% ($8.3M/$521.7M)	QoQ +9.47% (-$717.2K) YoY +31.41% (-$2.0M)
CHEVRON CORP(CVXcusip166764100)	47.2K	QoQ -5.97% (-3.0K) YoY -4.51% (-2.2K)	All Managers (Combined)	$7.9M	1.5% ($7.9M/$521.7M)	QoQ +8.59% (-$625.2K) YoY +1.27% (-$99.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	59.0K	QoQ -4.37% (-2.7K) YoY -3.91% (-2.4K)	All Managers (Combined)	$7.8M	1.5% ($7.8M/$521.7M)	QoQ +12.14% (-$847.3K) YoY +12.13% (-$846.7K)