0001128213-24-000003.txt : 20240508 0001128213-24-000003.hdr.sgml : 20240508 20240508143212 ACCESSION NUMBER: 0001128213-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PETTYJOHN, WOOD & WHITE, INC CENTRAL INDEX KEY: 0001128213 ORGANIZATION NAME: 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: 24925398 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 X0202 13F-HR LIVE false false false 0001128213 XXXXXXXX 03-31-2024 03-31-2024 PETTYJOHN, WOOD & WHITE, INC

1925 ATHERHOLT ROAD LYNCHBURG VA 24501

13F HOLDINGS REPORT 028-05957 N Kate W Sigler, IAACP 434-845-1266 Kate W Sigler Lynchburg VA 05-08-2024 0 186 502489185 false INFORMATION TABLE 2 inftable.xml 2024Q1 PWW 13F HOLDINGS ANALOG DEVICES INC COM 032654105 201351 1018 SH SOLE 1018 0 0 EATON CORP PLC SHS G29183103 205119 656 SH SOLE 656 0 0 ISHARES TR SELECT DIVID ETF 464287168 206327 1675 SH SOLE 1675 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 206495 2525 SH SOLE 2525 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 209118 1284 SH SOLE 1284 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 210424 4194 SH SOLE 4194 0 0 US BANCORP DEL COM NEW 902973304 210806 4716 SH SOLE 4716 0 0 ISHARES TR US REGNL BKS ETF 464288778 211912 4885 SH SOLE 4625 0 260 GENERAL DYNAMICS CORP COM 369550108 213563 756 SH SOLE 756 0 0 CUMMINS INC COM 231021106 215095 730 SH SOLE 730 0 0 REPUBLIC SVCS INC COM 760759100 218434 1141 SH SOLE 1141 0 0 CHUBB LIMITED COM H1467J104 225703 871 SH SOLE 871 0 0 TEXAS INSTRS INC COM 882508104 226125 1298 SH SOLE 1298 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 229986 5818 SH SOLE 5784 0 34 CONSOLIDATED EDISON INC COM 209115104 240647 2650 SH SOLE 2650 0 0 POST HLDGS INC COM 737446104 249758 2350 SH SOLE 2350 0 0 KRAFT HEINZ CO COM 500754106 256050 6939 SH SOLE 6939 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 256481 2859 SH SOLE 2859 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 258507 1415 SH SOLE 1415 0 0 3M CO COM 88579Y101 268994 2536 SH SOLE 2536 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 282084 4810 SH SOLE 4810 0 0 BARNES GROUP INC COM 067806109 284198 7650 SH SOLE 7650 0 0 ROCKWELL AUTOMATION INC COM 773903109 286087 982 SH SOLE 982 0 0 ISHARES TR US AER DEF ETF 464288760 287608 2180 SH SOLE 2180 0 0 ARCH CAP GROUP LTD ORD G0450A105 293497 3175 SH SOLE 3175 0 0 ILLINOIS TOOL WKS INC COM 452308109 295163 1100 SH SOLE 1100 0 0 CONOCOPHILLIPS COM 20825C104 299108 2350 SH SOLE 2350 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 301401 1004 SH SOLE 1004 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 305730 5925 SH SOLE 5725 0 200 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 309093 6238 SH SOLE 6238 0 0 NORTHROP GRUMMAN CORP COM 666807102 315916 660 SH SOLE 660 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 317860 1455 SH SOLE 1455 0 0 ISHARES TR S&P MC 400VL ETF 464287705 337127 2850 SH SOLE 2850 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 337870 1300 SH SOLE 1300 0 0 NEXTERA ENERGY INC COM 65339F101 339235 5308 SH SOLE 5308 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 340207 1187 SH SOLE 1187 0 0 EMERSON ELEC CO COM 291011104 344684 3039 SH SOLE 3039 0 0 PHILLIPS 66 COM 718546104 345138 2113 SH SOLE 2113 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 350711 839 SH SOLE 839 0 0 ISHARES TR INTRM GOV CR ETF 464288612 353221 3397 SH SOLE 3397 0 0 BWX TECHNOLOGIES INC COM 05605H100 360402 3512 SH SOLE 3512 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 376280 2085 SH SOLE 2085 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 378152 1091 SH SOLE 1091 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 379177 6992 SH SOLE 6992 0 0 VENTAS INC COM 92276F100 379887 8725 SH SOLE 8725 0 0 NIKE INC CL B 654106103 383721 4083 SH SOLE 4083 0 0 WELLTOWER INC COM 95040Q104 385440 4125 SH SOLE 3909 0 216 CATERPILLAR INC COM 149123101 390248 1065 SH SOLE 1065 0 0 CANADIAN NATL RY CO COM 136375102 399740 3035 SH SOLE 3035 0 0 PACCAR INC COM 693718108 404130 3262 SH SOLE 3262 0 0 QUALCOMM INC COM 747525103 406320 2400 SH SOLE 2400 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 406786 2120 SH SOLE 2120 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 412710 8385 SH SOLE 8385 0 0 SYNOVUS FINL CORP COM NEW 87161C501 416304 10392 SH SOLE 10392 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 422700 2360 SH SOLE 2360 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 442704 4087 SH SOLE 4087 0 0 ISHARES TR US CONSUM DISCRE 464287580 450835 5500 SH SOLE 5500 0 0 DOLLAR TREE INC COM 256746108 458702 3445 SH SOLE 3445 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 459005 5492 SH SOLE 5492 0 0 UNITEDHEALTH GROUP INC COM 91324P102 460071 930 SH SOLE 930 0 0 GENERAL MLS INC COM 370334104 461802 6600 SH SOLE 6600 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 463855 4570 SH SOLE 4570 0 0 THE CIGNA GROUP COM 125523100 464884 1280 SH SOLE 1280 0 0 CINCINNATI FINL CORP COM 172062101 465638 3750 SH SOLE 3750 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 467399 7690 SH SOLE 7690 0 0 BEST BUY INC COM 086516101 475774 5800 SH SOLE 5800 0 0 MONDELEZ INTL INC CL A 609207105 479220 6846 SH SOLE 6846 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 481880 1400 SH SOLE 1400 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 491704 846 SH SOLE 846 0 0 ISHARES TR U.S. MED DVC ETF 464288810 492742 8410 SH SOLE 8410 0 0 AMERICAN EXPRESS CO COM 025816109 501602 2203 SH SOLE 2203 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 507056 2029 SH SOLE 2029 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 518287 12305 SH SOLE 11855 0 450 VANGUARD INDEX FDS LARGE CAP ETF 922908637 523377 2183 SH SOLE 2183 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 531528 1577 SH SOLE 1577 0 0 GENERAL ELECTRIC CO COM NEW 369604301 536420 3056 SH SOLE 3056 0 0 AFLAC INC COM 001055102 547616 6378 SH SOLE 6378 0 0 BECTON DICKINSON & CO COM 075887109 549834 2222 SH SOLE 2222 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 550951 11505 SH SOLE 11505 0 0 SPDR GOLD TR GOLD SHS 78463V107 606874 2950 SH SOLE 2950 0 0 COSTCO WHSL CORP NEW COM 22160K105 610794 834 SH SOLE 834 0 0 ALTRIA GROUP INC COM 02209S103 619972 14213 SH SOLE 14213 0 0 MARATHON PETE CORP COM 56585A102 646412 3208 SH SOLE 3208 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 653199 7999 SH SOLE 7999 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 656938 12866 SH SOLE 12866 0 0 LOCKHEED MARTIN CORP COM 539830109 663656 1459 SH SOLE 1459 0 0 APPLIED MATLS INC COM 038222105 668392 3241 SH SOLE 3241 0 0 AT&T INC COM 00206R102 673306 38256 SH SOLE 37624 0 632 VANGUARD STAR FDS VG TL INTL STK F 921909768 680667 11288 SH SOLE 11088 0 200 VANGUARD INDEX FDS SMALL CP ETF 922908751 685770 3000 SH SOLE 3000 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 689422 11860 SH SOLE 11860 0 0 AMERICAN ELEC PWR CO INC COM 025537101 696318 8087 SH SOLE 8087 0 0 WELLS FARGO CO NEW COM 949746101 725422 12516 SH SOLE 12472 0 44 SELECT SECTOR SPDR TR INDL 81369Y704 733340 5822 SH SOLE 5822 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 740866 5015 SH SOLE 5015 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 744391 11339 SH SOLE 11339 0 0 AMGEN INC COM 031162100 745605 2622 SH SOLE 2622 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 792000 2880 SH SOLE 2880 0 0 CSX CORP COM 126408103 799044 21555 SH SOLE 19725 0 1830 INTEL CORP COM 458140100 803276 18186 SH SOLE 18186 0 0 UNITED PARCEL SERVICE INC CL B 911312106 838571 5642 SH SOLE 5432 0 210 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 851802 11018 SH SOLE 11018 0 0 CAPITAL ONE FINL CORP COM 14040H105 853885 5735 SH SOLE 5135 0 600 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 923552 28870 SH SOLE 28870 0 0 NVIDIA CORPORATION COM 67066G104 1042709 1154 SH SOLE 1154 0 0 LOWES COS INC COM 548661107 1051781 4129 SH SOLE 4129 0 0 SHERWIN WILLIAMS CO COM 824348106 1153136 3320 SH SOLE 3320 0 0 INTERDIGITAL INC COM 45867G101 1176383 11050 SH SOLE 11050 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1260142 11434 SH SOLE 11302 0 132 ISHARES TR RUSSELL 2000 ETF 464287655 1305753 6209 SH SOLE 6209 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1312178 6871 SH SOLE 6571 0 300 PHILIP MORRIS INTL INC COM 718172109 1322260 14432 SH SOLE 14432 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1332745 6745 SH SOLE 6713 0 32 PFIZER INC COM 717081103 1364059 49155 SH SOLE 49155 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1378917 28004 SH SOLE 28004 0 0 ELI LILLY & CO COM 532457108 1520134 1954 SH SOLE 1954 0 0 ISHARES TR PFD AND INCM SEC 464288687 1572341 48785 SH SOLE 48485 0 300 COCA COLA CO COM 191216100 1577099 25778 SH SOLE 25778 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1585081 19688 SH SOLE 19688 0 0 BROADCOM INC COM 11135F101 1587842 1198 SH SOLE 1198 0 0 MCDONALDS CORP COM 580135101 1602040 5682 SH SOLE 5682 0 0 SCHWAB CHARLES CORP COM 808513105 1604015 22173 SH SOLE 22173 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1610415 16652 SH SOLE 16652 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1680387 9138 SH SOLE 9138 0 0 VISA INC COM CL A 92826C839 1822951 6532 SH SOLE 6426 0 106 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1875081 30214 SH SOLE 30214 0 0 MEDTRONIC PLC SHS G5960L103 2029637 23289 SH SOLE 23129 0 160 DOMINION ENERGY INC COM 25746U109 2120286 43104 SH SOLE 42572 0 532 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2182878 10481 SH SOLE 10481 0 0 ISHARES TR CORE S&P500 ETF 464287200 2242239 4265 SH SOLE 4265 0 0 UNION PAC CORP COM 907818108 2282723 9282 SH SOLE 9282 0 0 SHELL PLC SPON ADS 780259305 2284657 34079 SH SOLE 34079 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2285874 16633 SH SOLE 16633 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2325080 9310 SH SOLE 8510 0 800 KIMBERLY-CLARK CORP COM 494368103 2329853 18012 SH SOLE 18012 0 0 ISHARES TR CORE US AGGBD ET 464287226 2355164 24047 SH SOLE 23747 0 300 ELEVANCE HEALTH INC COM 036752103 2395655 4620 SH SOLE 4596 0 24 ENBRIDGE INC COM 29250N105 2535459 70079 SH SOLE 70079 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 2631060 253963 SH SOLE 253963 0 0 SOUTHERN CO COM 842587107 2642543 36835 SH SOLE 36385 0 450 ALPHABET INC CAP STK CL C 02079K107 2766565 18170 SH SOLE 18170 0 0 ISHARES TR MSCI EAFE ETF 464287465 2896603 36271 SH SOLE 36271 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3059670 18065 SH SOLE 18065 0 0 STARBUCKS CORP COM 855244109 3190425 34910 SH SOLE 34910 0 0 TRUIST FINL CORP COM 89832Q109 3266563 83801 SH SOLE 82358 0 1443 BOEING CO COM 097023105 3556227 18427 SH SOLE 18327 0 100 ISHARES TR U.S. FINLS ETF 464287788 3578937 37417 SH SOLE 37417 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3736950 33812 SH SOLE 33812 0 0 ORACLE CORP COM 68389X105 3750338 29857 SH SOLE 29857 0 0 ADOBE INC COM 00724F101 3860695 7651 SH SOLE 7651 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3936897 41700 SH SOLE 41625 0 75 META PLATFORMS INC CL A 30303M102 4092959 8429 SH SOLE 8429 0 0 MERCK & CO INC COM 58933Y105 4443530 33676 SH SOLE 33676 0 0 ISHARES TR U.S. TECH ETF 464287721 4540177 33616 SH SOLE 33616 0 0 SPDR SER TR S&P DIVID ETF 78464A763 4815459 36692 SH SOLE 36692 0 0 COMCAST CORP NEW CL A 20030N101 4908310 113225 SH SOLE 112779 0 446 ISHARES TR US HLTHCARE ETF 464287762 5075491 81995 SH SOLE 81165 0 830 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5629014 11710 SH SOLE 11710 0 0 RTX CORPORATION COM 75513E101 6307266 64670 SH SOLE 64340 0 330 VERIZON COMMUNICATIONS INC COM 92343V104 6629739 158001 SH SOLE 157037 0 964 DISNEY WALT CO COM 254687106 6642191 54284 SH SOLE 53917 0 367 CISCO SYS INC COM 17275R102 6794457 136134 SH SOLE 135602 0 532 FEDEX CORP COM 31428X106 6896971 23804 SH SOLE 23804 0 0 NORFOLK SOUTHN CORP COM 655844108 6931700 27197 SH SOLE 27131 0 66 ABBOTT LABS COM 002824100 6974633 61364 SH SOLE 60882 0 482 ISHARES TR CORE S&P MCP ETF 464287507 7556165 124402 SH SOLE 124402 0 0 HONEYWELL INTL INC COM 438516106 7637558 37211 SH SOLE 36945 0 266 CHEVRON CORP NEW COM 166764100 7797877 49435 SH SOLE 49153 0 282 CVS HEALTH CORP COM 126650100 8167584 102402 SH SOLE 101545 0 857 AMAZON COM INC COM 023135106 8750234 48510 SH SOLE 48418 0 92 INVESCO QQQ TR UNIT SER 1 46090E103 8752326 19712 SH SOLE 19612 0 100 ABBVIE INC COM 00287Y109 9062025 49764 SH SOLE 49564 0 200 BANK AMERICA CORP COM 060505104 9461334 249508 SH SOLE 237112 0 12396 WALMART INC COM 931142103 10196029 169454 SH SOLE 169004 0 450 JOHNSON & JOHNSON COM 478160104 10324205 65265 SH SOLE 65265 0 0 PEPSICO INC COM 713448108 10981178 62746 SH SOLE 62416 0 330 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 12662830 69344 SH SOLE 69114 0 230 ALPHABET INC CAP STK CL A 02079K305 13745950 91075 SH SOLE 91075 0 0 EXXON MOBIL CORP COM 30231G102 13774457 118500 SH SOLE 116566 0 1934 HOME DEPOT INC COM 437076102 13843833 36089 SH SOLE 35979 0 110 JPMORGAN CHASE & CO COM 46625H100 14056053 70175 SH SOLE 69845 0 330 PROCTER AND GAMBLE CO COM 742718109 14246848 87808 SH SOLE 87342 0 466 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14862859 35344 SH SOLE 35244 0 100 APPLE INC COM 037833100 22475884 131070 SH SOLE 130544 0 526 SPDR S&P 500 ETF TR TR UNIT 78462F103 22982127 43937 SH SOLE 43937 0 0 MICROSOFT CORP COM 594918104 31854315 75714 SH SOLE 75187 0 527