$258 Million is the total value of PETTYJOHN, WOOD & WHITE, INC's 237 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Exit | ISHARES TR MSCI EMERGING MKTSetf | $0 | – | -5,380 | -100.0% | -0.10% | – |
| IBB | Exit | ISHARES NASDQ BIOTEC ETFetf | $0 | – | -695 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2017-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STANDARD & POORS DEPOSITARY RE | 42 | Q3 2023 | 4.6% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.8% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 6.1% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 3.9% |
| VANGUARD SPECIALIZED P DIV APP | 42 | Q3 2023 | 3.5% |
| PEPSICO INCORPORATED | 42 | Q3 2023 | 3.4% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 3.6% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.3% |
| CVS HEALTH CORP | 42 | Q3 2023 | 3.3% |
| ISHARES TR S&P MIDCAP 400 | 42 | Q3 2023 | 2.3% |
View PETTYJOHN, WOOD & WHITE, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-28 |
| 13F-HR/A | 2022-08-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-22 |
View PETTYJOHN, WOOD & WHITE, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (257591000.0 != 257588000.0)
- The reported number of holdings is incorrect (237 != 137)
- The reported has been restated
- The reported has been amended
Export PETTYJOHN, WOOD & WHITE, INC's holdings