Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
POST | Exit | POST HLDGS INC | $0 | – | -2,350 | -100.0% | -0.05% | – |
SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,525 | -100.0% | -0.05% | – |
TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -1,000 | -100.0% | -0.05% | – |
TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,298 | -100.0% | -0.05% | – |
MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -2,684 | -100.0% | -0.05% | – |
ITA | Exit | ISHARES TRus aer def etf | $0 | – | -2,025 | -100.0% | -0.05% | – |
AUB | Exit | ATLANTIC UN BANKSHARES CORP | $0 | – | -7,546 | -100.0% | -0.05% | – |
GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,004 | -100.0% | -0.05% | – |
KHC | Exit | KRAFT HEINZ CO | $0 | – | -6,939 | -100.0% | -0.06% | – |
ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -2,750 | -100.0% | -0.06% | – |
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -4,693 | -100.0% | -0.06% | – |
BWXT | Exit | BWX TECHNOLOGIES INC | $0 | – | -3,269 | -100.0% | -0.06% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -2,260 | -100.0% | -0.06% | – |
IDCC | Exit | INTERDIGITAL INC | $0 | – | -3,150 | -100.0% | -0.06% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,100 | -100.0% | -0.06% | – |
ACGL | Exit | ARCH CAP GROUP LTDord | $0 | – | -3,180 | -100.0% | -0.06% | – |
COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,735 | -100.0% | -0.06% | – |
MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -1,187 | -100.0% | -0.06% | – |
B | Exit | BARNES GROUP INC | $0 | – | -8,150 | -100.0% | -0.06% | – |
PCAR | Exit | PACCAR INC | $0 | – | -3,262 | -100.0% | -0.06% | – |
MMM | Exit | 3M CO | $0 | – | -2,999 | -100.0% | -0.07% | – |
ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -982 | -100.0% | -0.07% | – |
NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -645 | -100.0% | -0.07% | – |
VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -1,905 | -100.0% | -0.07% | – |
COP | Exit | CONOCOPHILLIPS | $0 | – | -2,407 | -100.0% | -0.07% | – |
SNV | Exit | SYNOVUS FINL CORP | $0 | – | -10,392 | -100.0% | -0.07% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -1,087 | -100.0% | -0.07% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,148 | -100.0% | -0.07% | – |
VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -867 | -100.0% | -0.07% | – |
IGIB | Exit | ISHARES TR | $0 | – | -6,625 | -100.0% | -0.08% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -2,954 | -100.0% | -0.08% | – | |
IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,240 | -100.0% | -0.08% | – |
PSX | Exit | PHILLIPS 66 | $0 | – | -2,735 | -100.0% | -0.08% | – |
NEE | Exit | NEXTERA ENERGY INC | $0 | – | -5,781 | -100.0% | -0.08% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,203 | -100.0% | -0.08% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,091 | -100.0% | -0.08% | – |
CNI | Exit | CANADIAN NATL RY CO | $0 | – | -3,135 | -100.0% | -0.08% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -2,120 | -100.0% | -0.08% | – |
LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1,706 | -100.0% | -0.08% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -3,612 | -100.0% | -0.08% | – |
GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -3,492 | -100.0% | -0.08% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,360 | -100.0% | -0.08% | – |
DLTR | Exit | DOLLAR TREE INC | $0 | – | -3,450 | -100.0% | -0.09% | – |
IYC | Exit | ISHARES TRus consum discre | $0 | – | -5,500 | -100.0% | -0.09% | – |
CI | Exit | THE CIGNA GROUP | $0 | – | -1,318 | -100.0% | -0.09% | – |
WELL | Exit | WELLTOWER INC | $0 | – | -4,625 | -100.0% | -0.09% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -3,812 | -100.0% | -0.09% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,400 | -100.0% | -0.09% | – |
VTR | Exit | VENTAS INC | $0 | – | -9,000 | -100.0% | -0.09% | – |
VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -7,838 | -100.0% | -0.09% | – |
CINF | Exit | CINCINNATI FINL CORP | $0 | – | -3,750 | -100.0% | -0.09% | – |
XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -11,755 | -100.0% | -0.09% | – |
USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -5,492 | -100.0% | -0.09% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,961 | -100.0% | -0.10% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -3,160 | -100.0% | -0.10% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,577 | -100.0% | -0.10% | – |
SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -8,735 | -100.0% | -0.10% | – |
VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -4,860 | -100.0% | -0.10% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -6,600 | -100.0% | -0.10% | – |
NKE | Exit | NIKE INCcl b | $0 | – | -4,496 | -100.0% | -0.10% | – |
BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -7,430 | -100.0% | -0.10% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,072 | -100.0% | -0.10% | – |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2,270 | -100.0% | -0.10% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -9,210 | -100.0% | -0.10% | – |
AMAT | Exit | APPLIED MATLS INC | $0 | – | -3,234 | -100.0% | -0.11% | – |
CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -8,230 | -100.0% | -0.11% | – |
BBY | Exit | BEST BUY INC | $0 | – | -6,725 | -100.0% | -0.11% | – |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -3,352 | -100.0% | -0.11% | – |
MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -6,846 | -100.0% | -0.11% | – |
XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -7,295 | -100.0% | -0.11% | – |
NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,102 | -100.0% | -0.11% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -950 | -100.0% | -0.11% | – |
MPC | Exit | MARATHON PETE CORP | $0 | – | -3,208 | -100.0% | -0.12% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -986 | -100.0% | -0.12% | – |
VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -2,733 | -100.0% | -0.12% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -933 | -100.0% | -0.12% | – |
WFC | Exit | WELLS FARGO CO NEW | $0 | – | -13,302 | -100.0% | -0.13% | – |
VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -11,592 | -100.0% | -0.13% | – |
AFL | Exit | AFLAC INC | $0 | – | -7,313 | -100.0% | -0.13% | – |
XLI | Exit | SELECT SECTOR SPDR TRindl | $0 | – | -5,552 | -100.0% | -0.13% | – |
AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -7,663 | -100.0% | -0.14% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,444 | -100.0% | -0.14% | – |
WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -2,880 | -100.0% | -0.14% | – |
BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -11,122 | -100.0% | -0.14% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -14,563 | -100.0% | -0.14% | – |
BDX | Exit | BECTON DICKINSON & CO | $0 | – | -2,410 | -100.0% | -0.15% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -11,643 | -100.0% | -0.15% | – |
T | Exit | AT&T INC | $0 | – | -42,070 | -100.0% | -0.15% | – |
INTC | Exit | INTEL CORP | $0 | – | -18,711 | -100.0% | -0.16% | – |
FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -13,316 | -100.0% | -0.16% | – |
CSX | Exit | CSX CORP | $0 | – | -22,124 | -100.0% | -0.16% | – |
AMGN | Exit | AMGEN INC | $0 | – | -2,572 | -100.0% | -0.16% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -11,792 | -100.0% | -0.16% | – |
Exit | CAPITAL GROUP GROWTH ETF | $0 | – | -28,800 | -100.0% | -0.17% | – | |
GM | Exit | GENERAL MTRS CO | $0 | – | -23,171 | -100.0% | -0.18% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -4,384 | -100.0% | -0.18% | – |
SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -3,215 | -100.0% | -0.19% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -11,903 | -100.0% | -0.21% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -5,787 | -100.0% | -0.21% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -1,162 | -100.0% | -0.23% | – |
LOW | Exit | LOWES COS INC | $0 | – | -4,645 | -100.0% | -0.23% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -7,035 | -100.0% | -0.23% | – |
Exit | SHELL PLCspon ads | $0 | – | -16,067 | -100.0% | -0.24% | – | |
SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -25,246 | -100.0% | -0.25% | – |
LLY | Exit | ELI LILLY & CO | $0 | – | -1,969 | -100.0% | -0.25% | – |
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -7,865 | -100.0% | -0.26% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -21,032 | -100.0% | -0.27% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -7,226 | -100.0% | -0.28% | – |
HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -12,136 | -100.0% | -0.28% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -16,092 | -100.0% | -0.29% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -14,682 | -100.0% | -0.32% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -8,607 | -100.0% | -0.33% | – |
DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -16,106 | -100.0% | -0.34% | – |
KO | Exit | COCA COLA CO | $0 | – | -26,706 | -100.0% | -0.35% | – |
PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -49,725 | -100.0% | -0.35% | – |
V | Exit | VISA INC | $0 | – | -6,588 | -100.0% | -0.36% | – |
SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -30,214 | -100.0% | -0.36% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -5,934 | -100.0% | -0.37% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -9,636 | -100.0% | -0.37% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -6,768 | -100.0% | -0.38% | – |
ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -15,738 | -100.0% | -0.41% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -18,852 | -100.0% | -0.42% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -4,338 | -100.0% | -0.44% | – |
UNP | Exit | UNION PAC CORP | $0 | – | -9,430 | -100.0% | -0.45% | – |
PFE | Exit | PFIZER INC | $0 | – | -59,647 | -100.0% | -0.47% | – |
ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -4,549 | -100.0% | -0.47% | – |
BOTJ | Exit | BANK OF THE JAMES FINL GP IN | $0 | – | -198,344 | -100.0% | -0.48% | – |
KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -18,247 | -100.0% | -0.52% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -18,400 | -100.0% | -0.57% | – |
ENB | Exit | ENBRIDGE INC | $0 | – | -73,024 | -100.0% | -0.58% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -32,013 | -100.0% | -0.59% | – |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -8,480 | -100.0% | -0.60% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -36,996 | -100.0% | -0.60% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -90,224 | -100.0% | -0.61% | – |
SO | Exit | SOUTHERN CO | $0 | – | -40,430 | -100.0% | -0.62% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -30,090 | -100.0% | -0.65% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -26,152 | -100.0% | -0.65% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -64,127 | -100.0% | -0.68% | – |
IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -39,107 | -100.0% | -0.69% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -31,851 | -100.0% | -0.71% | – |
BA | Exit | BOEING CO | $0 | – | -16,856 | -100.0% | -0.76% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -33,888 | -100.0% | -0.82% | – |
IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -34,257 | -100.0% | -0.85% | – |
ADBE | Exit | ADOBE INC | $0 | – | -7,361 | -100.0% | -0.89% | – |
XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -41,675 | -100.0% | -0.89% | – |
SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -36,827 | -100.0% | -1.00% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -11,114 | -100.0% | -1.03% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -53,958 | -100.0% | -1.03% | – |
RTX | Exit | RTX CORPORATION | $0 | – | -63,905 | -100.0% | -1.09% | – |
IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -17,154 | -100.0% | -1.09% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -153,202 | -100.0% | -1.17% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -115,467 | -100.0% | -1.21% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -27,812 | -100.0% | -1.29% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -59,703 | -100.0% | -1.36% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -45,950 | -100.0% | -1.38% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -24,365 | -100.0% | -1.43% | – |
FDX | Exit | FEDEX CORP | $0 | – | -23,595 | -100.0% | -1.48% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -36,776 | -100.0% | -1.60% | – |
BAC | Exit | BANK AMERICA CORP | $0 | – | -248,376 | -100.0% | -1.60% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -130,337 | -100.0% | -1.65% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -101,088 | -100.0% | -1.67% | – |
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -19,737 | -100.0% | -1.67% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -50,140 | -100.0% | -1.76% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -47,555 | -100.0% | -1.89% | – |
WMT | Exit | WALMART INC | $0 | – | -55,922 | -100.0% | -2.11% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -65,004 | -100.0% | -2.39% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -70,187 | -100.0% | -2.40% | – |
PEP | Exit | PEPSICO INC | $0 | – | -62,076 | -100.0% | -2.48% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -35,585 | -100.0% | -2.54% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -71,571 | -100.0% | -2.62% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -89,808 | -100.0% | -2.77% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -35,585 | -100.0% | -2.94% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -87,353 | -100.0% | -3.01% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -116,640 | -100.0% | -3.24% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -45,932 | -100.0% | -4.64% | – |
AAPL | Exit | APPLE INC | $0 | – | -128,676 | -100.0% | -5.20% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -75,297 | -100.0% | -5.61% | – |
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.