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:

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QUALCOMM INC/DE

QCOM|747525103

Shares:1.4K

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$521.7M)

81369Y860

Shares:5.2K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$521.7M)

921943858

VEA|921943858

Shares:4.2K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$521.7M)

464287457

Shares:2.5K

Value:$208.9K

% of Portfolio:0.0% ($208.9K/$521.7M)

GE Vernova Inc.

GEV|36828A101

Shares:684

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$521.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:756

Value:$206.1K

% of Portfolio:0.0% ($206.1K/$521.7M)

464287754

Shares:1.6K

Value:$204.4K

% of Portfolio:0.0% ($204.4K/$521.7M)

Eaton Corp plc

ETN|G29183103

Shares:746

Value:$202.8K

% of Portfolio:0.0% ($202.8K/$521.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	1.4K	QoQ -40.33% (-974) YoY -39.95% (-959)	All Managers (Combined)	$221.4K	0.0% ($221.4K/$521.7M)	QoQ -40.33% (-$149.6K) YoY -45.52% (-$185.0K)
(cusip81369Y860)✕	5.2K	QoQ -0.96% (-50) YoY -11.34% (-660)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$521.7M)	QoQ +1.91% (-$4.1K) YoY -6.14% (-$14.1K)
(VEAcusip921943858)	4.2K	QoQ NEW(+4.2K) YoY -0.90% (-38)	All Managers (Combined)	$211.3K	0.0% ($211.3K/$521.7M)	QoQ NEW(+$211.3K) YoY +0.39% (-$836)
(cusip464287457)✕	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$208.9K	0.0% ($208.9K/$521.7M)	QoQ +0.91% (+$1.9K) YoY +1.16% (+$2.4K)
GE Vernova Inc.(GEVcusip36828A101)	684	QoQ 0.00% (-0) YoY NEW(+684)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$521.7M)	QoQ -7.19% (-$16.2K) YoY NEW(+$208.8K)
GENERAL DYNAMICS CORP(GDcusip369550108)	756	QoQ NEW(+756) YoY 0.00% (-0)	All Managers (Combined)	$206.1K	0.0% ($206.1K/$521.7M)	QoQ NEW(+$206.1K) YoY -3.50% (-$7.5K)
(cusip464287754)✕	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$204.4K	0.0% ($204.4K/$521.7M)	QoQ -2.50% (-$5.2K) YoY NEW(+$204.4K)
Eaton Corp plc(ETNcusipG29183103)	746	QoQ 0.00% (-0) YoY +13.71% (-90)	All Managers (Combined)	$202.8K	0.0% ($202.8K/$521.7M)	QoQ -18.09% (-$44.8K) YoY -1.13% (-$2.3K)