Pettyjohn, Wood & White, Inc Top Holdings and 13F Report (2024) → Top 5 AI Stocks to Buy for 2024 (From Market Moving Trends) (Ad) About Pettyjohn, Wood & White, IncInvestment ActivityPettyjohn, Wood & White, Inc has $502.49 million in total holdings as of March 31, 2024.Pettyjohn, Wood & White, Inc owns shares of 186 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 0.88% of the portfolio was sold this quarter.This quarter, Pettyjohn, Wood & White, Inc has purchased 180 new stocks and bought additional shares in 65 stocks.Pettyjohn, Wood & White, Inc sold shares of 70 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $31,854,315SPDR S&P 500 ETF Trust $22,982,127Apple $22,475,884Berkshire Hathaway $14,862,859Procter & Gamble $14,246,848 Largest New Holdings this Quarter Invesco NASDAQ 100 ETF $258,507 HoldingChubb $225,703 HoldingRepublic Services $218,434 HoldingCummins $215,095 HoldingU.S. Bancorp $210,806 Holding Largest Purchases this Quarter Walmart 113,502 shares (about $6.83M)iShares Core S&P Mid-Cap ETF 99,660 shares (about $6.05M)iShares U.S. Healthcare ETF 65,266 shares (about $4.04M)InterDigital 8,450 shares (about $899.59K)Invesco S&P 500 Equal Weight ETF 4,685 shares (about $793.50K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,121 shares (about $1.11M)Dominion Energy 6,661 shares (about $327.65K)Vanguard Dividend Appreciation ETF 1,646 shares (about $300.57K)Medtronic 2,878 shares (about $250.82K)Vanguard Total Stock Market ETF 580 shares (about $150.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPettyjohn, Wood & White, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$31,854,315$447,224 ▲1.4%75,7146.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$22,982,127$1,109,431 ▼-4.6%43,9374.6%FinanceAAPLApple$22,475,884$158,448 ▲0.7%131,0704.5%Computer and TechnologyBRK.BBerkshire Hathaway$14,862,859$14,718 ▼-0.1%35,3443.0%FinancePGProcter & Gamble$14,246,848$73,986 ▲0.5%87,8082.8%Consumer StaplesJPMJPMorgan Chase & Co.$14,056,053$39,059 ▲0.3%70,1752.8%FinanceHDHome Depot$13,843,833$43,731 ▲0.3%36,0892.8%Retail/WholesaleXOMExxon Mobil$13,774,457$112,520 ▲0.8%118,5002.7%Oils/EnergyGOOGLAlphabet$13,745,950$116,216 ▲0.9%91,0752.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$12,662,830$300,574 ▼-2.3%69,3442.5%ETFPEPPepsiCo$10,981,178$106,931 ▲1.0%62,7462.2%Consumer StaplesJNJJohnson & Johnson$10,324,205$67,705 ▲0.7%65,2652.1%MedicalWMTWalmart$10,196,029$6,829,403 ▲202.9%169,4542.0%Retail/WholesaleBACBank of America$9,461,334$11,983 ▲0.1%249,5081.9%FinanceABBVAbbVie$9,062,025$46,982 ▼-0.5%49,7641.8%MedicalQQQInvesco QQQ$8,752,326$99,458 ▼-1.1%19,7121.7%FinanceAMZNAmazon.com$8,750,234$213,750 ▲2.5%48,5101.7%Retail/WholesaleCVSCVS Health$8,167,584$34,377 ▲0.4%102,4021.6%Retail/WholesaleCVXChevron$7,797,877$185,502 ▲2.4%49,4351.6%Oils/EnergyHONHoneywell International$7,637,558$73,890 ▲1.0%37,2111.5%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$7,556,165$6,053,338 ▲402.8%124,4021.5%ETFABTAbbott Laboratories$6,974,633$85,927 ▲1.2%61,3641.4%MedicalNSCNorfolk Southern$6,931,700$52,758 ▼-0.8%27,1971.4%TransportationFDXFedEx$6,896,971$1,738 ▼0.0%23,8041.4%TransportationCSCOCisco Systems$6,794,457$280,794 ▲4.3%136,1341.4%Computer and TechnologyDISWalt Disney$6,642,191$102,538 ▲1.6%54,2841.3%Consumer DiscretionaryVZVerizon Communications$6,629,739$46,869 ▲0.7%158,0011.3%Computer and TechnologyRTXRTX$6,307,266$57,543 ▲0.9%64,6701.3%AerospaceVOOVanguard S&P 500 ETF$5,629,014$32,688 ▲0.6%11,7101.1%ETFIYHiShares U.S. Healthcare ETF$5,075,491$4,039,966 ▲390.1%81,9951.0%ETFCMCSAComcast$4,908,310$10,361 ▼-0.2%113,2251.0%Consumer DiscretionarySDYSPDR S&P Dividend ETF$4,815,4590.0%36,6921.0%ETFIYWiShares U.S. Technology ETF$4,540,177$42,409 ▼-0.9%33,6160.9%ManufacturingMRKMerck & Co., Inc.$4,443,530$1,979 ▼0.0%33,6760.9%MedicalMETAMeta Platforms$4,092,959$19,423 ▼-0.5%8,4290.8%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,936,897$15,578 ▲0.4%41,7000.8%ETFADBEAdobe$3,860,695$150,371 ▲4.1%7,6510.8%Computer and TechnologyORCLOracle$3,750,338$339,775 ▲10.0%29,8570.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,736,950$51,503 ▲1.4%33,8120.7%ETFIYFiShares U.S. Financials ETF$3,578,937$66,955 ▼-1.8%37,4170.7%ETFBABoeing$3,556,227$99,583 ▲2.9%18,4270.7%AerospaceTFCTruist Financial$3,266,563$113,783 ▼-3.4%83,8010.7%FinanceSBUXStarbucks$3,190,425$342,256 ▲12.0%34,9100.6%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$3,059,670$793,499 ▲35.0%18,0650.6%ETFEFAiShares MSCI EAFE ETF$2,896,6030.0%36,2710.6%FinanceGOOGAlphabet$2,766,5650.0%18,1700.6%Computer and TechnologySOSouthern$2,642,543$148,861 ▼-5.3%36,8350.5%UtilitiesBOTJBank of the James Financial Group$2,631,060$599,389 ▲29.5%253,9630.5%FinanceENBEnbridge$2,535,459$65,775 ▼-2.5%70,0790.5%Oils/EnergyELVElevance Health$2,395,655$36,816 ▲1.6%4,6200.5%MedicalAGGiShares Core U.S. Aggregate Bond ETF$2,355,164$289,903 ▲14.0%24,0470.5%FinanceKMBKimberly-Clark$2,329,853$27,164 ▼-1.2%18,0120.5%Consumer StaplesADPAutomatic Data Processing$2,325,080$165,328 ▲7.7%9,3100.5%Business ServicesICEIntercontinental Exchange$2,285,874$112,693 ▲5.2%16,6330.5%FinanceSHELShell$2,284,657$607,316 ▲36.2%34,0790.5%Oils/EnergyUNPUnion Pacific$2,282,723$19,674 ▼-0.9%9,2820.5%TransportationIVViShares Core S&P 500 ETF$2,242,239$85,694 ▼-3.7%4,2650.4%ETFXLKTechnology Select Sector SPDR Fund$2,182,878$113,507 ▲5.5%10,4810.4%ETFDDominion Energy$2,120,286$327,655 ▼-13.4%43,1040.4%UtilitiesMDTMedtronic$2,029,637$250,818 ▼-11.0%23,2890.4%MedicalSCHXSchwab US Large-Cap ETF$1,875,0810.0%30,2140.4%ETFVVisa$1,822,951$5,582 ▼-0.3%6,5320.4%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$1,680,387$66,017 ▲4.1%9,1380.3%FinanceDUKDuke Energy$1,610,415$24,178 ▲1.5%16,6520.3%UtilitiesSCHWCharles Schwab$1,604,015$58,234 ▲3.8%22,1730.3%FinanceMCDMcDonald's$1,602,040$14,098 ▼-0.9%5,6820.3%Retail/WholesaleAVGOBroadcom$1,587,842$17,230 ▲1.1%1,1980.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,585,081$171,567 ▲12.1%19,6880.3%ETFKOCoca-Cola$1,577,099$38,421 ▼-2.4%25,7780.3%Consumer StaplesPFFiShares Preferred and Income Securities ETF$1,572,341$3,223 ▼-0.2%48,7850.3%ETFLLYEli Lilly and Company$1,520,1340.0%1,9540.3%MedicalSCHASchwab US Small-Cap ETF$1,378,917$81,640 ▲6.3%28,0040.3%ETFPFEPfizer$1,364,059$49,950 ▼-3.5%49,1550.3%MedicalAMTAmerican Tower$1,332,745$24,699 ▼-1.8%6,7450.3%FinancePMPhilip Morris International$1,322,260$22,905 ▼-1.7%14,4320.3%Consumer StaplesIBMInternational Business Machines$1,312,178$43,160 ▼-3.2%6,8710.3%Computer and TechnologyIWMiShares Russell 2000 ETF$1,305,753$325,965 ▲33.3%6,2090.3%FinanceHDViShares Core High Dividend ETF$1,260,142$56,207 ▼-4.3%11,4340.3%ETFIDCCInterDigital$1,176,383$899,587 ▲325.0%11,0500.2%Computer and TechnologySHWSherwin-Williams$1,153,136$10,073 ▼-0.9%3,3200.2%ConstructionLOWLowe's Companies$1,051,7810.0%4,1290.2%Retail/WholesaleNVDANVIDIA$1,042,709$9,036 ▲0.9%1,1540.2%Computer and TechnologyCGGRCapital Group Growth ETF$923,552$1,759 ▼-0.2%28,8700.2%ETFCOFCapital One Financial$853,885$446,670 ▲109.7%5,7350.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$851,802$2,551 ▲0.3%11,0180.2%ETFUPSUnited Parcel Service$838,571$14,120 ▼-1.7%5,6420.2%TransportationINTCIntel$803,276$14,355 ▼-1.8%18,1860.2%Computer and TechnologyCSXCSX$799,0440.0%21,5550.2%TransportationWTWWillis Towers Watson Public$792,0000.0%2,8800.2%FinanceAMGNAmgen$745,605$14,218 ▲1.9%2,6220.1%MedicalXLUUtilities Select Sector SPDR Fund$744,391$29,739 ▼-3.8%11,3390.1%ETFXLVHealth Care Select Sector SPDR Fund$740,866$96,763 ▲15.0%5,0150.1%ETFXLIIndustrial Select Sector SPDR Fund$733,340$30,230 ▲4.3%5,8220.1%ETFWFCWells Fargo & Company$725,422$4,173 ▼-0.6%12,5160.1%FinanceAEPAmerican Electric Power$696,318$19,804 ▲2.9%8,0870.1%UtilitiesCARRCarrier Global$689,422$128,177 ▲22.8%11,8600.1%Computer and TechnologyVBVanguard Small-Cap ETF$685,770$37,946 ▲5.9%3,0000.1%ETFVXUSVanguard Total International Stock ETF$680,667$1,809 ▼-0.3%11,2880.1%ETFTAT&T$673,306$2,411 ▼-0.4%38,2560.1%Computer and TechnologyAMATApplied Materials$668,3920.0%3,2410.1%Computer and TechnologyShowing largest 100 holdings. 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