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

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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:125.8K

Value:$7.8M

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

464287507

IJH|464287507

Shares:132.0K

Value:$7.7M

% of Portfolio:1.5% ($7.7M/$521.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:35.4K

Value:$7.5M

% of Portfolio:1.4% ($7.5M/$521.7M)

922908363

VOO|922908363

Shares:12.6K

Value:$6.5M

% of Portfolio:1.2% ($6.5M/$521.7M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:26.5K

Value:$6.3M

% of Portfolio:1.2% ($6.3M/$521.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:134.2K

Value:$6.1M

% of Portfolio:1.2% ($6.1M/$521.7M)

FEDEX CORP

FDX|31428X106

Shares:23.9K

Value:$5.8M

% of Portfolio:1.1% ($5.8M/$521.7M)

Meta Platforms, Inc.

META|30303M102

Shares:9.2K

Value:$5.3M

% of Portfolio:1.0% ($5.3M/$521.7M)

464287804

IJR|464287804

Shares:47.1K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$521.7M)

Walt Disney Co

DIS|254687106

Shares:49.5K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$521.7M)

78464A763

SDY|78464A763

Shares:35.3K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$521.7M)

464287762

Shares:75.7K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$521.7M)

464287721

Shares:32.6K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$521.7M)

46137V357

RSP|46137V357

Shares:25.7K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$521.7M)

ORACLE CORP

ORCL|68389X105

Shares:31.5K

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$521.7M)

CVS HEALTH Corp

CVS|126650100

Shares:64.1K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$521.7M)

464287788

Shares:35.0K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$521.7M)

81369Y506

Shares:42.0K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$521.7M)

BANK OF THE JAMES FINANCIAL GROUP INC

BOTJ|470299108

Shares:257.0K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$521.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:12.3K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$521.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	125.8K	QoQ -5.21% (-6.9K) YoY -7.59% (-10.3K)	All Managers (Combined)	$7.8M	1.5% ($7.8M/$521.7M)	QoQ -1.19% (-$94.2K) YoY +14.24% (-$968.1K)
(IJHcusip464287507)	132.0K	QoQ +0.31% (-408) YoY +6.09% (+7.6K)	All Managers (Combined)	$7.7M	1.5% ($7.7M/$521.7M)	QoQ -6.06% (-$497.3K) YoY +1.92% (+$145.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	35.4K	QoQ -2.15% (-779) YoY -4.82% (-1.8K)	All Managers (Combined)	$7.5M	1.4% ($7.5M/$521.7M)	QoQ -8.27% (-$676.8K) YoY -1.80% (-$138.2K)
(VOOcusip922908363)	12.6K	QoQ +4.98% (+599) YoY +7.75% (+908)	All Managers (Combined)	$6.5M	1.2% ($6.5M/$521.7M)	QoQ +0.13% (+$8.6K) YoY +15.19% (+$855.5K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	26.5K	QoQ -1.64% (-442) YoY -2.66% (-726)	All Managers (Combined)	$6.3M	1.2% ($6.3M/$521.7M)	QoQ -0.74% (-$46.8K) YoY -9.55% (-$662.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	134.2K	QoQ -9.58% (-14.2K) YoY -15.05% (-23.8K)	All Managers (Combined)	$6.1M	1.2% ($6.1M/$521.7M)	QoQ +2.55% (-$151.7K) YoY -8.16% (-$541.5K)
FEDEX CORP(FDXcusip31428X106)	23.9K	QoQ +0.25% (-61) YoY +0.47% (-113)	All Managers (Combined)	$5.8M	1.1% ($5.8M/$521.7M)	QoQ -13.12% (-$880.9K) YoY -15.46% (-$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	9.2K	QoQ -6.07% (-592) YoY +8.57% (+723)	All Managers (Combined)	$5.3M	1.0% ($5.3M/$521.7M)	QoQ -7.54% (-$430.4K) YoY +28.87% (+$1.2M)
(IJRcusip464287804)	47.1K	QoQ +1.51% (-702) YoY +39.18% (+13.2K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$521.7M)	QoQ -7.86% (-$420.3K) YoY +31.68% (+$1.2M)
Walt Disney Co(DIScusip254687106)	49.5K	QoQ -2.07% (-1.1K) YoY -8.74% (-4.7K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$521.7M)	QoQ -13.20% (-$743.8K) YoY -26.38% (-$1.8M)
(SDYcusip78464A763)	35.3K	QoQ -0.01% (-5) YoY -3.87% (-1.4K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$521.7M)	QoQ +2.69% (-$125.6K) YoY -0.61% (-$29.8K)
(cusip464287762)✕	75.7K	QoQ -1.97% (-1.5K) YoY -7.66% (-6.3K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$521.7M)	QoQ +2.43% (-$109.5K) YoY -9.17% (-$465.5K)
(cusip464287721)✕	32.6K	QoQ -2.48% (-832) YoY -2.94% (-991)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$521.7M)	QoQ -14.15% (-$755.2K) YoY +0.91% (-$41.7K)
(RSPcusip46137V357)	25.7K	QoQ +3.71% (+922) YoY +42.46% (+7.7K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$521.7M)	QoQ +2.53% (+$110.1K) YoY +45.71% (+$1.4M)
ORACLE CORP(ORCLcusip68389X105)	31.5K	QoQ +3.08% (-941) YoY +5.41% (+1.6K)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$521.7M)	QoQ -13.51% (-$687.6K) YoY +17.32% (+$649.9K)
CVS HEALTH Corp(CVScusip126650100)	64.1K	QoQ -12.14% (-8.9K) YoY -37.37% (-38.3K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$521.7M)	QoQ +32.59% (-$1.1M) YoY -46.80% (-$3.8M)
(cusip464287788)✕	35.0K	QoQ -4.28% (-1.6K) YoY -6.57% (-2.5K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$521.7M)	QoQ -2.32% (-$93.7K) YoY +10.21% (-$365.7K)
(cusip81369Y506)✕	42.0K	QoQ -0.02% (-10) YoY +0.81% (-339)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$521.7M)	QoQ +9.06% (-$326.6K) YoY -0.21% (-$8.4K)
BANK OF THE JAMES FINANCIAL GROUP INC(BOTJcusip470299108)	257.0K	QoQ -1.86% (-4.9K) YoY +1.21% (+3.1K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$521.7M)	QoQ -5.26% (-$211.0K) YoY +44.39% (+$1.2M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	12.3K	QoQ +0.66% (+81) YoY +31.66% (+2.9K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$521.7M)	QoQ +5.06% (+$180.6K) YoY +61.07% (+$1.4M)