$375 Million is the total value of PETTYJOHN, WOOD & WHITE, INC's 163 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | SHELL PLCspon ads | $550,000 | – | 11,050 | +100.0% | 0.15% | – | |
AVGO | New | BROADCOM INC | $325,000 | – | 732 | +100.0% | 0.09% | – |
UNH | New | UNITEDHEALTH GROUP INC | $225,000 | – | 445 | +100.0% | 0.06% | – |
ROK | New | ROCKWELL AUTOMATION INC | $211,000 | – | 982 | +100.0% | 0.06% | – |
COP | New | CONOCOPHILLIPS | $205,000 | – | 2,003 | +100.0% | 0.06% | – |
CTVA | New | CORTEVA INC | $208,000 | – | 3,640 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-28
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.