PETTYJOHN, WOOD & WHITE, INC.
Adviser information for PETTYJOHN, WOOD & WHITE, INC. last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 970 | $734.4M |
| Non-Discretionary | 0 | $0 |
| Total | 970 | $734.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 299 | $101.5M |
| HNW Individuals | 247 | $559.8M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $12.2M |
| Charitable organizations | 7 | $42.4M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 10 | $18.6M |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHOURLY AND FIXED FEES FOR FINANCIAL PLANNING SERVICES |
Principal Office
1925 ATHERHOLT ROADLYNCHBURG
VA
United States
Monday - Friday, 8:30 A.M.TO 5:00 P.M.
Tel: 434-845-1266, Fax: 434-845-2904
Websites
Chief Compliance Officer
KATE W SIGLER
1925 ATHERHOLT ROAD
LYNCHBURG
VA
United States
Tel:
4348451266
K******@*********M
(Full email address available in API data)
Regulatory Contact
CHARLES B. WHITE
EXECUTIVE VICE PRESIDENT
1925 ATHERHOLT ROAD
LYNCHBURG
VA
United States
Tel:
434-845-1266
C*****@*********M
(Full email address available in API data)
Industry Affiliates
| BANK OF THE JAMES | Broker-dealer, municipal securities dealer, or gov securities broker or dealerBanking or thrift institution |
| BANK OF THE JAMES | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SORENSON, ERIC, J | Individual | – | DIRECTOR | 01/2024 | < 5% |
| WOOD, GORHAM, BARNEY | Individual | – | DIRECTOR/PRESIDENT | 12/2012 | < 5% |
| WHITE, CHARLES, BABER | Individual | – | DIRECTOR/EXECUTIVE VICE-PRESIDENT | 12/2012 | < 5% |
| BANK OF THE JAMES FINANCIAL GROUP, INC. | Domestic Entity | – | SHAREHOLDER | 12/2021 | > 75% |
| SCRUGGS, JEFFREY, TODD | Individual | – | CHAIRMAN OF THE BOARD OF DIRECTORS | 01/2022 | < 5% |
| Chapman, Robert, R | Individual | – | DIRECTOR | 01/2022 | < 5% |
| Sigler, Kate, Worthington | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| CUMMINS INC | COM | 202K | 730 | Pettyjohn Wood & White Inc. |
| PRUDENTIAL FINL INC | COM | 203K | 2K | Pettyjohn Wood & White Inc. |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 205K | 4K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | VALUE ETF | 206K | 1K | Pettyjohn Wood & White Inc. |
| ISHARES TR | 1 3 YR TREAS BD | 206K | 3K | Pettyjohn Wood & White Inc. |
| CONSOLIDATED EDISON INC | COM | 208K | 2K | Pettyjohn Wood & White Inc. |
| CHUBB LIMITED | COM | 212K | 833 | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 213K | 6K | Pettyjohn Wood & White Inc. |
| GENERAL DYNAMICS CORP | COM | 219K | 756 | Pettyjohn Wood & White Inc. |
| REPUBLIC SVCS INC | COM | 222K | 1K | Pettyjohn Wood & White Inc. |
| MICROCHIP TECHNOLOGY INC. | COM | 223K | 2K | Pettyjohn Wood & White Inc. |
| KRAFT HEINZ CO | COM | 224K | 7K | Pettyjohn Wood & White Inc. |
| 3M CO | COM | 225K | 2K | Pettyjohn Wood & White Inc. |
| PROGRESSIVE CORP | COM | 225K | 1K | Pettyjohn Wood & White Inc. |
| EATON CORP PLC | SHS | 234K | 746 | Pettyjohn Wood & White Inc. |
| POST HLDGS INC | COM | 245K | 2K | Pettyjohn Wood & White Inc. |
| TEXAS INSTRS INC | COM | 251K | 1K | Pettyjohn Wood & White Inc. |
| ILLINOIS TOOL WKS INC | COM | 261K | 1K | Pettyjohn Wood & White Inc. |
| CONOCOPHILLIPS | COM | 267K | 2K | Pettyjohn Wood & White Inc. |
| ATLANTIC UN BANKSHARES CORP | COM | 269K | 8K | Pettyjohn Wood & White Inc. |
| ROCKWELL AUTOMATION INC | COM | 270K | 982 | Pettyjohn Wood & White Inc. |
| ANALOG DEVICES INC | COM | 279K | 1K | Pettyjohn Wood & White Inc. |
| BRISTOL-MYERS SQUIBB CO | COM | 282K | 7K | Pettyjohn Wood & White Inc. |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 283K | 5K | Pettyjohn Wood & White Inc. |
| NORTHROP GRUMMAN CORP | COM | 288K | 660 | Pettyjohn Wood & White Inc. |
| ISHARES TR | US AER DEF ETF | 288K | 2K | Pettyjohn Wood & White Inc. |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 289K | 6K | Pettyjohn Wood & White Inc. |
| PHILLIPS 66 | COM | 295K | 2K | Pettyjohn Wood & White Inc. |
| LABCORP HOLDINGS INC | COM SHS | 296K | 1K | Pettyjohn Wood & White Inc. |
| ISHARES TR | ISHS 5-10YR INVT | 300K | 6K | Pettyjohn Wood & White Inc. |
| NEXTERA ENERGY INC | COM | 301K | 4K | Pettyjohn Wood & White Inc. |
| NIKE INC | CL B | 308K | 4K | Pettyjohn Wood & White Inc. |
| BARNES GROUP INC | COM | 317K | 8K | Pettyjohn Wood & White Inc. |
| ISHARES TR | S&P MC 400VL ETF | 323K | 3K | Pettyjohn Wood & White Inc. |
| ACCENTURE PLC IRELAND | SHS CLASS A | 329K | 1K | Pettyjohn Wood & White Inc. |
| MARATHON PETE CORP | COM | 331K | 2K | Pettyjohn Wood & White Inc. |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 332K | 6K | Pettyjohn Wood & White Inc. |
| BWX TECHNOLOGIES INC | COM | 334K | 4K | Pettyjohn Wood & White Inc. |
| PACCAR INC | COM | 336K | 3K | Pettyjohn Wood & White Inc. |
| CANADIAN NATL RY CO | COM | 345K | 3K | Pettyjohn Wood & White Inc. |
| VENTAS INC | COM | 346K | 7K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | TOTAL STK MKT | 348K | 1K | Pettyjohn Wood & White Inc. |
| EMERSON ELEC CO | COM | 350K | 3K | Pettyjohn Wood & White Inc. |
| ISHARES TR | INTRM GOV CR ETF | 352K | 3K | Pettyjohn Wood & White Inc. |
| CATERPILLAR INC | COM | 355K | 1K | Pettyjohn Wood & White Inc. |
| ARCH CAP GROUP LTD | ORD | 357K | 4K | Pettyjohn Wood & White Inc. |
| TRANE TECHNOLOGIES PLC | SHS | 368K | 1K | Pettyjohn Wood & White Inc. |
| DOLLAR TREE INC | COM | 368K | 3K | Pettyjohn Wood & White Inc. |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 372K | 2K | Pettyjohn Wood & White Inc. |
| VANGUARD WORLD FD | MEGA GRWTH IND | 373K | 1K | Pettyjohn Wood & White Inc. |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 384K | 2K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | SM CP VAL ETF | 387K | 2K | Pettyjohn Wood & White Inc. |
| WELLTOWER INC | COM | 397K | 4K | Pettyjohn Wood & White Inc. |
| ISHARES TR | 0-5YR INVT GR CP | 400K | 8K | Pettyjohn Wood & White Inc. |
| SKYWORKS SOLUTIONS INC | COM | 404K | 4K | Pettyjohn Wood & White Inc. |
| GENERAL MLS INC | COM | 408K | 6K | Pettyjohn Wood & White Inc. |
| ISHARES TR | RUS 1000 VAL ETF | 412K | 2K | Pettyjohn Wood & White Inc. |
| VERTEX PHARMACEUTICALS INC | COM | 417K | 889 | Pettyjohn Wood & White Inc. |
| SYNOVUS FINL CORP | COM NEW | 418K | 10K | Pettyjohn Wood & White Inc. |
| THE CIGNA GROUP | COM | 423K | 1K | Pettyjohn Wood & White Inc. |
| THERMO FISHER SCIENTIFIC INC | COM | 440K | 796 | Pettyjohn Wood & White Inc. |
| CINCINNATI FINL CORP | COM | 443K | 4K | Pettyjohn Wood & White Inc. |
| ISHARES TR | US CONSUM DISCRE | 447K | 6K | Pettyjohn Wood & White Inc. |
| MONDELEZ INTL INC | CL A | 448K | 7K | Pettyjohn Wood & White Inc. |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 449K | 5K | Pettyjohn Wood & White Inc. |
| HERSHEY CO | COM | 455K | 2K | Pettyjohn Wood & White Inc. |
| ISHARES TR | MSCI USA MIN VOL | 461K | 5K | Pettyjohn Wood & White Inc. |
| QUALCOMM INC | COM | 468K | 2K | Pettyjohn Wood & White Inc. |
| ISHARES TR | U.S. MED DVC ETF | 468K | 8K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | MID CAP ETF | 476K | 2K | Pettyjohn Wood & White Inc. |
| BEST BUY INC | COM | 480K | 6K | Pettyjohn Wood & White Inc. |
| UNITEDHEALTH GROUP INC | COM | 484K | 951 | Pettyjohn Wood & White Inc. |
| GE AEROSPACE | COM NEW | 485K | 3K | Pettyjohn Wood & White Inc. |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 498K | 10K | Pettyjohn Wood & White Inc. |
| INTEL CORP | COM | 502K | 16K | Pettyjohn Wood & White Inc. |
| AMERICAN EXPRESS CO | COM | 510K | 2K | Pettyjohn Wood & White Inc. |
| BECTON DICKINSON & CO | COM | 514K | 2K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | FINANCIAL | 518K | 13K | Pettyjohn Wood & White Inc. |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 522K | 1K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | GROWTH ETF | 524K | 1K | Pettyjohn Wood & White Inc. |
| ISHARES TR | RUS MD CP GR ETF | 537K | 5K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | LARGE CAP ETF | 545K | 2K | Pettyjohn Wood & White Inc. |
| CAPITAL ONE FINL CORP | COM | 548K | 4K | Pettyjohn Wood & White Inc. |
| AFLAC INC | COM | 562K | 6K | Pettyjohn Wood & White Inc. |
| ISHARES TR | RUS 1000 GRW ETF | 573K | 2K | Pettyjohn Wood & White Inc. |
| ISHARES TR | FLTG RATE NT ETF | 619K | 12K | Pettyjohn Wood & White Inc. |
| SPDR GOLD TR | GOLD SHS | 634K | 3K | Pettyjohn Wood & White Inc. |
| ALTRIA GROUP INC | COM | 638K | 14K | Pettyjohn Wood & White Inc. |
| AMERICAN ELEC PWR CO INC | COM | 648K | 7K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | SMALL CP ETF | 654K | 3K | Pettyjohn Wood & White Inc. |
| CSX CORP | COM | 660K | 20K | Pettyjohn Wood & White Inc. |
| VANGUARD STAR FDS | VG TL INTL STK F | 669K | 11K | Pettyjohn Wood & White Inc. |
| LOCKHEED MARTIN CORP | COM | 696K | 1K | Pettyjohn Wood & White Inc. |
| COSTCO WHSL CORP NEW | COM | 706K | 831 | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | INDL | 706K | 6K | Pettyjohn Wood & White Inc. |
| WELLS FARGO CO NEW | COM | 708K | 12K | Pettyjohn Wood & White Inc. |
| UNITED PARCEL SERVICE INC | CL B | 719K | 5K | Pettyjohn Wood & White Inc. |
| AT&T INC | COM | 738K | 39K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | COMMUNICATION | 738K | 9K | Pettyjohn Wood & White Inc. |
| AMGEN INC | COM | 747K | 2K | Pettyjohn Wood & White Inc. |
| CARRIER GLOBAL CORPORATION | COM | 753K | 12K | Pettyjohn Wood & White Inc. |
| WILLIS TOWERS WATSON PLC LTD | SHS | 755K | 3K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 776K | 11K | Pettyjohn Wood & White Inc. |
| APPLIED MATLS INC | COM | 815K | 3K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 823K | 6K | Pettyjohn Wood & White Inc. |
| ISHARES TR | RUS 2000 GRW ETF | 825K | 3K | Pettyjohn Wood & White Inc. |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 825K | 11K | Pettyjohn Wood & White Inc. |
| ISHARES TR | SELECT DIVID ETF | 872K | 7K | Pettyjohn Wood & White Inc. |
| LOWES COS INC | COM | 884K | 4K | Pettyjohn Wood & White Inc. |
| INTERDIGITAL INC | COM | 962K | 8K | Pettyjohn Wood & White Inc. |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 1M | 30K | Pettyjohn Wood & White Inc. |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1M | 2K | Pettyjohn Wood & White Inc. |
| SHERWIN WILLIAMS CO | COM | 1M | 4K | Pettyjohn Wood & White Inc. |
| INTERNATIONAL BUSINESS MACHS | COM | 1M | 7K | Pettyjohn Wood & White Inc. |
| ISHARES TR | CORE HIGH DV ETF | 1M | 11K | Pettyjohn Wood & White Inc. |
| AMERICAN TOWER CORP NEW | COM | 1M | 7K | Pettyjohn Wood & White Inc. |
| ISHARES TR | RUSSELL 2000 ETF | 1M | 7K | Pettyjohn Wood & White Inc. |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 1M | 28K | Pettyjohn Wood & White Inc. |
| PFIZER INC | COM | 1M | 47K | Pettyjohn Wood & White Inc. |
| PHILIP MORRIS INTL INC | COM | 1M | 14K | Pettyjohn Wood & White Inc. |
| MCDONALDS CORP | COM | 1M | 6K | Pettyjohn Wood & White Inc. |
| NVIDIA CORPORATION | COM | 2M | 13K | Pettyjohn Wood & White Inc. |
| COCA COLA CO | COM | 2M | 26K | Pettyjohn Wood & White Inc. |
| SCHWAB CHARLES CORP | COM | 2M | 23K | Pettyjohn Wood & White Inc. |
| DUKE ENERGY CORP NEW | COM NEW | 2M | 17K | Pettyjohn Wood & White Inc. |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2M | 21K | Pettyjohn Wood & White Inc. |
| ISHARES TR | PFD AND INCM SEC | 2M | 54K | Pettyjohn Wood & White Inc. |
| VISA INC | COM CL A | 2M | 7K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 2M | 10K | Pettyjohn Wood & White Inc. |
| MEDTRONIC PLC | SHS | 2M | 23K | Pettyjohn Wood & White Inc. |
| ELI LILLY & CO | COM | 2M | 2K | Pettyjohn Wood & White Inc. |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2M | 30K | Pettyjohn Wood & White Inc. |
| DOMINION ENERGY INC | COM | 2M | 42K | Pettyjohn Wood & White Inc. |
| UNION PAC CORP | COM | 2M | 9K | Pettyjohn Wood & White Inc. |
| AUTOMATIC DATA PROCESSING IN | COM | 2M | 10K | Pettyjohn Wood & White Inc. |
| INTERCONTINENTAL EXCHANGE IN | COM | 2M | 17K | Pettyjohn Wood & White Inc. |
| ISHARES TR | CORE US AGGBD ET | 2M | 25K | Pettyjohn Wood & White Inc. |
| ENBRIDGE INC | COM | 2M | 68K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 11K | Pettyjohn Wood & White Inc. |
| KIMBERLY-CLARK CORP | COM | 2M | 18K | Pettyjohn Wood & White Inc. |
| ELEVANCE HEALTH INC | COM | 2M | 5K | Pettyjohn Wood & White Inc. |
| BROADCOM INC | COM | 3M | 2K | Pettyjohn Wood & White Inc. |
| SHELL PLC | SPON ADS | 3M | 36K | Pettyjohn Wood & White Inc. |
| STARBUCKS CORP | COM | 3M | 35K | Pettyjohn Wood & White Inc. |
| SOUTHERN CO | COM | 3M | 36K | Pettyjohn Wood & White Inc. |
| BANK OF THE JAMES FINL GP IN | COM | 3M | 249K | Pettyjohn Wood & White Inc. |
| ISHARES TR | MSCI EAFE ETF | 3M | 37K | Pettyjohn Wood & White Inc. |
| ISHARES TR | CORE S&P500 ETF | 3M | 5K | Pettyjohn Wood & White Inc. |
| TRUIST FINL CORP | COM | 3M | 81K | Pettyjohn Wood & White Inc. |
| BOEING CO | COM | 3M | 17K | Pettyjohn Wood & White Inc. |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3M | 20K | Pettyjohn Wood & White Inc. |
| ALPHABET INC | CAP STK CL C | 3M | 19K | Pettyjohn Wood & White Inc. |
| ISHARES TR | U.S. FINLS ETF | 3M | 37K | Pettyjohn Wood & White Inc. |
| SELECT SECTOR SPDR TR | ENERGY | 4M | 42K | Pettyjohn Wood & White Inc. |
| MERCK & CO INC | COM | 4M | 34K | Pettyjohn Wood & White Inc. |
| ORACLE CORP | COM | 4M | 30K | Pettyjohn Wood & White Inc. |
| COMCAST CORP NEW | CL A | 4M | 114K | Pettyjohn Wood & White Inc. |
| ADOBE INC | COM | 4M | 8K | Pettyjohn Wood & White Inc. |
| SPDR SER TR | S&P DIVID ETF | 5M | 36K | Pettyjohn Wood & White Inc. |
| META PLATFORMS INC | CL A | 5M | 9K | Pettyjohn Wood & White Inc. |
| ISHARES TR | CORE S&P SCP ETF | 5M | 44K | Pettyjohn Wood & White Inc. |
| ISHARES TR | US HLTHCARE ETF | 5M | 80K | Pettyjohn Wood & White Inc. |
| ISHARES TR | U.S. TECH ETF | 5M | 34K | Pettyjohn Wood & White Inc. |
| DISNEY WALT CO | COM | 5M | 54K | Pettyjohn Wood & White Inc. |
| NORFOLK SOUTHN CORP | COM | 6M | 27K | Pettyjohn Wood & White Inc. |
| CVS HEALTH CORP | COM | 6M | 99K | Pettyjohn Wood & White Inc. |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 6M | 12K | Pettyjohn Wood & White Inc. |
| ABBOTT LABS | COM | 6M | 61K | Pettyjohn Wood & White Inc. |
| CISCO SYS INC | COM | 6M | 135K | Pettyjohn Wood & White Inc. |
| RTX CORPORATION | COM | 6M | 64K | Pettyjohn Wood & White Inc. |
| VERIZON COMMUNICATIONS INC | COM | 7M | 158K | Pettyjohn Wood & White Inc. |
| FEDEX CORP | COM | 7M | 24K | Pettyjohn Wood & White Inc. |
| ISHARES TR | CORE S&P MCP ETF | 7M | 125K | Pettyjohn Wood & White Inc. |
| CHEVRON CORP NEW | COM | 8M | 50K | Pettyjohn Wood & White Inc. |
| HONEYWELL INTL INC | COM | 8M | 37K | Pettyjohn Wood & White Inc. |
| ABBVIE INC | COM | 8M | 49K | Pettyjohn Wood & White Inc. |
| BANK AMERICA CORP | COM | 9M | 238K | Pettyjohn Wood & White Inc. |
| JOHNSON & JOHNSON | COM | 9M | 65K | Pettyjohn Wood & White Inc. |
| AMAZON COM INC | COM | 10M | 49K | Pettyjohn Wood & White Inc. |
| PEPSICO INC | COM | 10M | 61K | Pettyjohn Wood & White Inc. |
| WALMART INC | COM | 11M | 168K | Pettyjohn Wood & White Inc. |
| INVESCO QQQ TR | UNIT SER 1 | 12M | 24K | Pettyjohn Wood & White Inc. |
| HOME DEPOT INC | COM | 12M | 36K | Pettyjohn Wood & White Inc. |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 13M | 69K | Pettyjohn Wood & White Inc. |
| EXXON MOBIL CORP | COM | 13M | 117K | Pettyjohn Wood & White Inc. |
| JPMORGAN CHASE & CO. | COM | 14M | 70K | Pettyjohn Wood & White Inc. |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 14M | 35K | Pettyjohn Wood & White Inc. |
| PROCTER AND GAMBLE CO | COM | 14M | 87K | Pettyjohn Wood & White Inc. |
| ALPHABET INC | CAP STK CL A | 17M | 91K | Pettyjohn Wood & White Inc. |
| SPDR S&P 500 ETF TR | TR UNIT | 25M | 46K | Pettyjohn Wood & White Inc. |
| APPLE INC | COM | 27M | 129K | Pettyjohn Wood & White Inc. |
| MICROSOFT CORP | COM | 33M | 74K | Pettyjohn Wood & White Inc. |