0001128213-20-000003.txt : 20200804 0001128213-20-000003.hdr.sgml : 20200804 20200804111238 ACCESSION NUMBER: 0001128213-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200804 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PETTYJOHN, WOOD & WHITE, INC CENTRAL INDEX KEY: 0001128213 IRS NUMBER: 541071683 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05957 FILM NUMBER: 201071810 BUSINESS ADDRESS: STREET 1: 1925 ATHERHOLT ROAD STREET 2: PO BOX 310 CITY: LYNCHBURG STATE: VA ZIP: 24505 BUSINESS PHONE: 4348451266 MAIL ADDRESS: STREET 1: 1925 ATHERHOLT ROAD CITY: LYNCHBURG STATE: VA ZIP: 24501 FORMER COMPANY: FORMER CONFORMED NAME: PETTYJOHN CO DATE OF NAME CHANGE: 20001114 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001128213 XXXXXXXX 06-30-2020 06-30-2020 PETTYJOHN, WOOD & WHITE, INC

1925 ATHERHOLT ROAD LYNCHBURG VA 24501

13F HOLDINGS REPORT 028-05957 N Annette A Bradley 4348451266 Annette A Bradley Lynchburg VA 08-04-2020 0 141 312930 false INFORMATION TABLE 2 qtr2-2020.xml 2020Q2PWW13FHOLDINGS AFLAC INC COM 001055102 227 6294 SH SOLE 6294 0 0 ABBOTT LABS COM 002824100 4794 52437 SH SOLE 52437 0 0 AMAZON COM INC COM 023135106 3369 1221 SH SOLE 1221 0 0 AMERICAN ELEC PWR CO INC COM 025537101 417 5236 SH SOLE 5236 0 0 AMERICAN EXPRESS CO COM 025816109 206 2169 SH SOLE 2169 0 0 AMGEN INC COM 031162100 701 2970 SH SOLE 2970 0 0 ANTHEM INC COM 036752103 1337 5084 SH SOLE 5084 0 0 APPLE INC COM 037833100 12637 34640 SH SOLE 34640 0 0 BK OF AMERICA CORP COM 060505104 4944 208174 SH SOLE 208174 0 0 BARNES GROUP INC COM 067806109 629 15902 SH SOLE 15902 0 0 BECTON DICKINSON & CO COM 075887109 582 2431 SH SOLE 2431 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5814 32568 SH SOLE 32568 0 0 BOEING CO COM 097023105 2092 11413 SH SOLE 11413 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 434 7384 SH SOLE 7384 0 0 CSX CORP COM 126408103 532 7625 SH SOLE 7625 0 0 CVS HEALTH CORP COM 126650100 5151 79279 SH SOLE 79279 0 0 CANADIAN NATL RY CO COM 136375102 378 4266 SH SOLE 4266 0 0 CARMAX INC COM 143130102 439 4900 SH SOLE 4900 0 0 CHEVRON CORP NEW COM 166764100 4396 49262 SH SOLE 49262 0 0 CINCINNATI FINL CORP COM 172062101 234 3650 SH SOLE 3650 0 0 COCA COLA CO COM 191216100 576 12890 SH SOLE 12890 0 0 COLGATE PALMOLIVE CO COM 194162103 210 2870 SH SOLE 2870 0 0 CONSOLIDATED EDISON INC COM 209115104 201 2800 SH SOLE 2800 0 0 DISNEY WALT CO COM DISNEY 254687106 5744 51509 SH SOLE 51509 0 0 EMERSON ELEC CO COM 291011104 212 3419 SH SOLE 3419 0 0 GENERAL ELECTRIC CO COM 369604103 188 27552 SH SOLE 27552 0 0 GENERAL MLS INC COM 370334104 469 7600 SH SOLE 7600 0 0 HOME DEPOT INC COM 437076102 9664 38579 SH SOLE 38579 0 0 HONEYWELL INTL INC COM 438516106 4827 33384 SH SOLE 33384 0 0 INTEL CORP COM 458140100 3296 55084 SH SOLE 55084 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 879 7274 SH SOLE 7274 0 0 ISHARES TR CORE S&P500 ETF 464287200 1204 3888 SH SOLE 3888 0 0 ISHARES TR CORE US AGGBD ET 464287226 6334 53585 SH SOLE 53585 0 0 ISHARES TR IBOXX INV CP ETF 464287242 844 6275 SH SOLE 6275 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 339 3918 SH SOLE 3918 0 0 ISHARES TR MSCI EAFE ETF 464287465 212 3481 SH SOLE 3481 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4371 24581 SH SOLE 24581 0 0 ISHARES TR U.S. CNSM SV ETF 464287580 308 1407 SH SOLE 1407 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 222 1975 SH SOLE 1975 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 292 1521 SH SOLE 1521 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 286 1998 SH SOLE 1998 0 0 ISHARES TR S&P MC 400VL ETF 464287705 302 2273 SH SOLE 2273 0 0 ISHARES TR U.S. TECH ETF 464287721 3209 11895 SH SOLE 11895 0 0 ISHARES TR US HLTHCARE ETF 464287762 5198 24105 SH SOLE 24105 0 0 ISHARES TR U.S. FINLS ETF 464287788 2919 26505 SH SOLE 26505 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1863 27287 SH SOLE 27287 0 0 ISHARES TR EUROPE ETF 464287861 314 7766 SH SOLE 7766 0 0 ISHARES TR NATIONAL MUN ETF 464288414 463 4012 SH SOLE 4012 0 0 ISHARES TR INTRM GOV CR ETF 464288612 461 3916 SH SOLE 3916 0 0 ISHARES TR INTRM TR CRP ETF 464288638 2535 41980 SH SOLE 41980 0 0 ISHARES TR PFD AND INCM SEC 464288687 2698 77885 SH SOLE 77885 0 0 ISHARES TR US AER DEF ETF 464288760 398 2415 SH SOLE 2415 0 0 ISHARES TR US REGNL BKS ETF 464288778 277 8200 SH SOLE 8200 0 0 ISHARES TR U.S. MED DVC ETF 464288810 613 2315 SH SOLE 2315 0 0 BANK OF THE ST JAMES FINL GP COM 470299108 1558 165567 SH SOLE 165567 0 0 JOHNSON & JOHNSON COM 478160104 7787 55373 SH SOLE 55373 0 0 KIMBERLY CLARK CORP COM 494368103 2014 14250 SH SOLE 14250 0 0 LILLY ELI & CO COM 532457108 235 1432 SH SOLE 1432 0 0 LINCOLN NATL CORP IND COM 534187109 217 5898 SH SOLE 5898 0 0 LOCKHEED MARTIN CORP COM 539830109 335 917 SH SOLE 917 0 0 LOWES COS INC COM 548661107 436 3225 SH SOLE 3225 0 0 MCDONALDS CORP COM 580135101 967 5240 SH SOLE 5240 0 0 MICROSOFT CORP COM 594918104 16532 81235 SH SOLE 81235 0 0 MONDELEZ INTL INC CL A 609207105 408 7988 SH SOLE 7988 0 0 NIKE INC CL B 654106103 384 3917 SH SOLE 3917 0 0 NORDSTROM INC COM 655664100 195 12575 SH SOLE 12575 0 0 NORFOLK SOUTHERN CORP COM 655844108 4590 26145 SH SOLE 26145 0 0 NUVEEN MUN VALUE FD INC COM 670928100 715 70119 SH SOLE 70119 0 0 PEPSICO INC COM 713448108 7935 59992 SH SOLE 59992 0 0 PFIZER INC COM 717081103 2757 84314 SH SOLE 84314 0 0 PHILIP MORRIS INTL INC COM 718172109 1023 14600 SH SOLE 14600 0 0 PROCTER AND GAMBLE CO COM 742718109 9721 81296 SH SOLE 81296 0 0 ROCKWELL AUTOMATION INC COM 773903109 233 1095 SH SOLE 1095 0 0 SCHWAB CHARLES CORP COM 808513105 798 23649 SH SOLE 23649 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 724 9769 SH SOLE 9769 0 0 SHERWIN WILLIAMS CO COM 824348106 532 921 SH SOLE 921 0 0 SOUTHERN CO COM 842587107 2623 50595 SH SOLE 50595 0 0 STARBUCKS CORP COM 855244109 713 9690 SH SOLE 9690 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 305 841 SH SOLE 841 0 0 UNION PAC CORP COM 907818108 1609 9518 SH SOLE 9518 0 0 UNITED PARCEL SERVICE INC CL B 911312106 794 7146 SH SOLE 7146 0 0 V F CORP COM 918204108 576 9460 SH SOLE 9460 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8944 76325 SH SOLE 76325 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 874 17778 SH SOLE 17778 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 221 1350 SH SOLE 1350 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 315 2519 SH SOLE 2519 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 211 2384 SH SOLE 2384 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 242 4832 SH SOLE 4832 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 248 5207 SH SOLE 5207 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1759 6206 SH SOLE 6206 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 257 1569 SH SOLE 1569 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 596 4170 SH SOLE 4170 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 314 1554 SH SOLE 1554 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 376 2581 SH SOLE 2581 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 914 5839 SH SOLE 5839 0 0 WALMART INC COM 931142103 4785 39945 SH SOLE 39945 0 0 WELLS FARGO CO NEW COM 949746101 435 17011 SH SOLE 17011 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 3287 53350 SH SOLE 53350 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5956 24054 SH SOLE 24054 0 0 AT&T INC COM 00206R102 2575 85195 SH SOLE 85195 0 0 ABBVIE INC COM 00287Y109 3310 33715 SH SOLE 33715 0 0 ADOBE INC COM 00724F101 2695 6192 SH SOLE 6192 0 0 ALPHABET INC CAP STK CL C 02079K107 564 399 SH SOLE 399 0 0 ALPHABET INC CAP STK CL A 02079K305 6360 4485 SH SOLE 4485 0 0 ALTRIA GROUP INC COM 02209S103 600 15298 SH SOLE 15298 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1860 7195 SH SOLE 7195 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1203 24400 SH SOLE 24400 0 0 CISCO SYS INC COM 17275R102 5091 109165 SH SOLE 109165 0 0 COMCAST CORP NEW CL A 20030N101 3850 98780 SH SOLE 98780 0 0 COSTCO WHSL CORP NEW COM 22160K105 209 689 SH SOLE 689 0 0 DOMINION ENERGY INC COM 25746U109 5964 73471 SH SOLE 73471 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1081 13531 SH SOLE 13531 0 0 ENBRIDGE INC COM 29250N105 1810 59497 SH SOLE 59497 0 0 EXPEDIA GROUP INC COM NEW 30212P303 279 3400 SH SOLE 3400 0 0 EXXON MOBIL CORP COM 30231G102 4850 108455 SH SOLE 108455 0 0 FACEBOOK INC CL A 30303M102 1490 6563 SH SOLE 6563 0 0 FEDEX CORP COM 31428X106 3161 22546 SH SOLE 22546 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 844 9210 SH SOLE 9210 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 918 18150 SH SOLE 18150 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1158 14270 SH SOLE 14270 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 217 3283 SH SOLE 3283 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 352 5806 SH SOLE 5806 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 1183 22700 SH SOLE 22700 0 0 JPMORGAN CHASE & CO COM 46625H100 5836 62042 SH SOLE 62042 0 0 MERCK & CO. INC COM 58933Y105 2053 26551 SH SOLE 26551 0 0 NEXTERA ENERGY INC COM 65339F101 288 1200 SH SOLE 1200 0 0 ORACLE CORP COM 68389X105 893 16165 SH SOLE 16165 0 0 OTIS WORLDWIDE CORP COM 68902V107 859 15111 SH SOLE 15111 0 0 PAYPAL HLDGS INC COM 70450Y103 226 1300 SH SOLE 1300 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11860 38460 SH SOLE 38460 0 0 SPDR SER TR S&P DIVID ETF 78464A763 705 7729 SH SOLE 7729 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 661 11707 SH SOLE 11707 0 0 SYNOVUS FINL CORP COM NEW 87161C501 213 10392 SH SOLE 10392 0 0 3M CO COM 88579Y101 750 4811 SH SOLE 4811 0 0 TRUIST FINL CORP COM 89832Q109 3234 86135 SH SOLE 86135 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3457 41818 SH SOLE 41818 0 0 VENTAS INC COM 92276F100 1739 47498 SH SOLE 47498 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 9070 164521 SH SOLE 164521 0 0 VISA INC COM CL A 92826C839 8251 42713 SH SOLE 42713 0 0 WELLTOWER INC COM 95040Q104 363 7012 SH SOLE 7012 0 0 MEDTRONIC PLC SHS G5960L103 3157 34431 SH SOLE 34431 0 0