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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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:6.1K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$521.7M)

BOEING CO

BA|097023105

Shares:7.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$521.7M)

46429B663

Shares:10.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$521.7M)

464287168

DVY|464287168

Shares:9.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$521.7M)

DOMINION ENERGY, INC

D|25746U109

Shares:21.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$521.7M)

81369Y886

Shares:13.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$521.7M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.8K

Value:$954.9K

% of Portfolio:0.2% ($954.9K/$521.7M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:14.9K

Value:$947.7K

% of Portfolio:0.2% ($947.7K/$521.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:4.0K

Value:$925.0K

% of Portfolio:0.2% ($925.0K/$521.7M)

AT&T INC.

T|00206R102

Shares:32.2K

Value:$912.0K

% of Portfolio:0.2% ($912.0K/$521.7M)

81369Y852

Shares:9.3K

Value:$898.8K

% of Portfolio:0.2% ($898.8K/$521.7M)

UNITED RENTALS, INC.

URI|911363109

Shares:1.4K

Value:$857.3K

% of Portfolio:0.2% ($857.3K/$521.7M)

92206C409

Shares:10.8K

Value:$852.8K

% of Portfolio:0.2% ($852.8K/$521.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.0K

Value:$850.0K

% of Portfolio:0.2% ($850.0K/$521.7M)

AFLAC INC

AFL|001055102

Shares:7.6K

Value:$842.8K

% of Portfolio:0.2% ($842.8K/$521.7M)

81369Y209

Shares:5.7K

Value:$838.8K

% of Portfolio:0.2% ($838.8K/$521.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:850

Value:$803.6K

% of Portfolio:0.2% ($803.6K/$521.7M)

81369Y704

Shares:5.8K

Value:$766.4K

% of Portfolio:0.1% ($766.4K/$521.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:10.6K

Value:$759.1K

% of Portfolio:0.1% ($759.1K/$521.7M)

HERSHEY CO

HSY|427866108

Shares:4.4K

Value:$754.2K

% of Portfolio:0.1% ($754.2K/$521.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	6.1K	QoQ -1.27% (-79) YoY -8.99% (-607)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$521.7M)	QoQ +17.13% (-$195.4K) YoY +0.21% (-$2.9K)
BOEING CO(BAcusip097023105)	7.6K	QoQ -13.53% (-1.2K) YoY -58.74% (-10.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$521.7M)	QoQ -16.68% (-$259.7K) YoY -63.54% (-$2.3M)
(cusip46429B663)✕	10.4K	QoQ -7.38% (-825) YoY -9.47% (-1.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$521.7M)	QoQ -0.07% (-$904) YoY -0.51% (-$6.4K)
(DVYcusip464287168)	9.1K	QoQ 0.00% (+0) YoY +441.13% (+7.4K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$521.7M)	QoQ +2.28% (+$27.2K) YoY +489.93% (+$1.0M)
DOMINION ENERGY, INC(Dcusip25746U109)	21.1K	QoQ -27.11% (-7.8K) YoY -51.07% (-22.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$521.7M)	QoQ -24.12% (-$375.9K) YoY -44.23% (-$937.9K)
(cusip81369Y886)✕	13.0K	QoQ +1.96% (+250) YoY +14.22% (+1.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$521.7M)	QoQ +6.22% (+$59.9K) YoY +37.19% (+$276.9K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$954.9K	0.2% ($954.9K/$521.7M)	QoQ -6.33% (-$64.6K) YoY NEW(+$954.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	14.9K	QoQ -1.51% (-230) YoY +26.03% (+3.1K)	All Managers (Combined)	$947.7K	0.2% ($947.7K/$521.7M)	QoQ -8.52% (-$88.3K) YoY +37.46% (+$258.3K)
LOWES COMPANIES INC(LOWcusip548661107)	4.0K	QoQ +0.50% (-20) YoY -3.94% (-163)	All Managers (Combined)	$925.0K	0.2% ($925.0K/$521.7M)	QoQ -5.01% (-$48.9K) YoY -12.05% (-$126.8K)
AT&T INC.(Tcusip00206R102)	32.2K	QoQ -18.06% (-7.1K) YoY -15.70% (-6.0K)	All Managers (Combined)	$912.0K	0.2% ($912.0K/$521.7M)	QoQ +1.75% (-$15.8K) YoY +35.45% (-$238.7K)
(cusip81369Y852)✕	9.3K	QoQ +9.39% (+800) YoY +16.50% (+1.3K)	All Managers (Combined)	$898.8K	0.2% ($898.8K/$521.7M)	QoQ +8.98% (+$74.1K) YoY +37.60% (+$245.6K)
UNITED RENTALS, INC.(URIcusip911363109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$857.3K	0.2% ($857.3K/$521.7M)	QoQ NEW(+$857.3K) YoY NEW(+$857.3K)
(cusip92206C409)✕	10.8K	QoQ +0.46% (+50) YoY -1.95% (-215)	All Managers (Combined)	$852.8K	0.2% ($852.8K/$521.7M)	QoQ +1.66% (+$13.9K) YoY +0.11% (-$987)
SPDR GOLD TRUST(GLDcusip78463V107)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$850.0K	0.2% ($850.0K/$521.7M)	QoQ +19.00% (+$135.7K) YoY +40.06% (+$243.1K)
AFLAC INC(AFLcusip001055102)	7.6K	QoQ -0.02% (-2) YoY +18.84% (+1.2K)	All Managers (Combined)	$842.8K	0.2% ($842.8K/$521.7M)	QoQ +7.46% (-$58.5K) YoY +53.90% (+$295.2K)
(cusip81369Y209)✕	5.7K	QoQ +5.50% (+300) YoY +14.55% (+730)	All Managers (Combined)	$838.8K	0.2% ($838.8K/$521.7M)	QoQ +11.98% (+$89.8K) YoY +13.22% (+$98.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	850	QoQ 0.00% (+0) YoY +1.91% (+16)	All Managers (Combined)	$803.6K	0.2% ($803.6K/$521.7M)	QoQ +3.22% (+$25.1K) YoY +31.57% (+$192.8K)
(cusip81369Y704)✕	5.8K	QoQ +1.29% (+75) YoY +0.42% (+25)	All Managers (Combined)	$766.4K	0.1% ($766.4K/$521.7M)	QoQ +0.76% (+$5.8K) YoY +4.50% (+$33.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	10.6K	QoQ -5.16% (-576) YoY -15.50% (-1.9K)	All Managers (Combined)	$759.1K	0.1% ($759.1K/$521.7M)	QoQ -3.08% (-$24.1K) YoY +4.64% (-$33.7K)
HERSHEY CO(HSYcusip427866108)	4.4K	QoQ +13.07% (+510) YoY NEW(+4.4K)	All Managers (Combined)	$754.2K	0.1% ($754.2K/$521.7M)	QoQ +14.19% (+$93.8K) YoY NEW(+$754.2K)