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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ADOBE INC.

ADBE|00724F101

Shares:8.7K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$521.7M)

STARBUCKS CORP

SBUX|855244109

Shares:33.3K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$521.7M)

922908769

VTI|922908769

Shares:11.8K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$521.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$521.7M)

464287465

EFA|464287465

Shares:38.1K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$521.7M)

Broadcom Inc.

AVGO|11135F101

Shares:18.2K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$521.7M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:17.6K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$521.7M)

SOUTHERN CO

SO|842587107

Shares:32.1K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$521.7M)

COMCAST CORP

CMCSA|20030N101

Shares:79.7K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$521.7M)

464287200

IVV|464287200

Shares:5.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$521.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:67.3K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$521.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:29.2K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$521.7M)

Alphabet Inc.

GOOG|02079K107

Shares:16.6K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$521.7M)

Shell plc

SHEL|780259305

Shares:34.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$521.7M)

464287226

Shares:25.7K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$521.7M)

81369Y803

XLK|81369Y803

Shares:11.8K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$521.7M)

ENBRIDGE INC

ENB|29250N105

Shares:54.8K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$521.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:16.5K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$521.7M)

VISA INC.

V|92826C839

Shares:6.6K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$521.7M)

NVIDIA CORP

NVDA|67066G104

Shares:21.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$521.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADOBE INC.(ADBEcusip00724F101)	8.7K	QoQ +4.50% (-375) YoY +13.71% (-1.0K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$521.7M)	QoQ -9.86% (-$365.3K) YoY -13.57% (-$524.0K)
STARBUCKS CORP(SBUXcusip855244109)	33.3K	QoQ +0.38% (+129) YoY -4.50% (-1.6K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$521.7M)	QoQ +7.91% (+$239.8K) YoY +2.49% (-$79.7K)
(VTIcusip922908769)	11.8K	QoQ +842.64% (+10.5K) YoY +806.38% (+10.5K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$521.7M)	QoQ +793.94% (+$2.9M) YoY +858.48% (+$2.9M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$521.7M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(EFAcusip464287465)	38.1K	QoQ 0.00% (+0) YoY +4.98% (+1.8K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$521.7M)	QoQ +8.09% (+$233.0K) YoY +7.44% (+$215.6K)
Broadcom Inc.(AVGOcusip11135F101)	18.2K	QoQ +7.31% (-1.2K) YoY +1416.52% (+17.0K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$521.7M)	QoQ -22.50% (-$883.2K) YoY +91.57% (+$1.5M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	17.6K	QoQ +0.60% (+105) YoY +5.62% (+935)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$521.7M)	QoQ +16.46% (+$428.3K) YoY +32.57% (+$744.6K)
SOUTHERN CO(SOcusip842587107)	32.1K	QoQ -2.57% (-851) YoY -12.73% (-4.7K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$521.7M)	QoQ +8.81% (-$239.5K) YoY +11.85% (-$313.2K)
COMCAST CORP(CMCSAcusip20030N101)	79.7K	QoQ -20.89% (-21.0K) YoY -29.62% (-33.5K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$521.7M)	QoQ -22.22% (-$840.0K) YoY -40.09% (-$2.0M)
(IVVcusip464287200)	5.1K	QoQ -0.67% (-35) YoY +20.23% (+863)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$521.7M)	QoQ -5.19% (-$157.9K) YoY +28.50% (+$639.2K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	67.3K	QoQ -16.95% (-13.8K) YoY -19.65% (-16.5K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$521.7M)	QoQ -21.22% (-$746.6K) YoY -15.17% (-$495.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	29.2K	QoQ -16.63% (-5.8K) YoY -13.42% (-4.5K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$521.7M)	QoQ -24.78% (-$862.2K) YoY -41.10% (-$1.8M)
Alphabet Inc.(GOOGcusip02079K107)	16.6K	QoQ -10.67% (-2.0K) YoY -8.82% (-1.6K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$521.7M)	QoQ -26.72% (-$943.8K) YoY -6.44% (-$178.2K)
Shell plc(SHELcusip780259305)	34.8K	QoQ -5.82% (-2.2K) YoY +2.12% (+723)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$521.7M)	QoQ +10.15% (-$235.1K) YoY +11.62% (+$265.6K)
(cusip464287226)✕	25.7K	QoQ +1.84% (+465) YoY +6.79% (+1.6K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$521.7M)	QoQ +3.96% (+$96.9K) YoY +7.86% (+$185.3K)
(XLKcusip81369Y803)	11.8K	QoQ +5.15% (-579) YoY +12.76% (+1.3K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$521.7M)	QoQ -6.62% (-$173.1K) YoY +11.79% (+$257.5K)
ENBRIDGE INC(ENBcusip29250N105)	54.8K	QoQ -10.61% (-6.5K) YoY -21.80% (-15.3K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$521.7M)	QoQ -6.65% (-$173.0K) YoY -4.23% (-$107.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	16.5K	QoQ -4.70% (-815) YoY -8.25% (-1.5K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$521.7M)	QoQ +3.43% (-$78.0K) YoY +0.87% (-$20.3K)
VISA INC.(Vcusip92826C839)	6.6K	QoQ +3.87% (+248) YoY +1.74% (+114)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$521.7M)	QoQ +15.18% (+$307.1K) YoY +27.76% (+$506.2K)
NVIDIA CORP(NVDAcusip67066G104)	21.3K	QoQ +9.41% (-1.8K) YoY +1749.65% (+20.2K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$521.7M)	QoQ -11.69% (-$306.5K) YoY +121.86% (+$1.3M)