$401 Thousand is the total value of PETTYJOHN, WOOD & WHITE, INC's 169 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CAPITAL GROUP GROWTH ETF | $581 | – | 29,150 | +100.0% | 0.14% | – | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $422 | – | 5,440 | +100.0% | 0.10% | – |
| XLC | New | SELECT SECTOR SPDR TR | $331 | – | 6,895 | +100.0% | 0.08% | – |
| New | GENERAL ELECTRIC CO | $236 | – | 2,815 | +100.0% | 0.06% | – | |
| CAT | New | CATERPILLAR INC | $231 | – | 965 | +100.0% | 0.06% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $227 | – | 1,620 | +100.0% | 0.06% | – |
| PCAR | New | PACCAR INC | $215 | – | 2,175 | +100.0% | 0.05% | – |
| POST | New | POST HLDGS INC | $212 | – | 2,350 | +100.0% | 0.05% | – |
| ACN | New | ACCENTURE PLC IRELAND | $205 | – | 769 | +100.0% | 0.05% | – |
| DVY | New | ISHARES TRselect divid etf | $202 | – | 1,675 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-02
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.