Filling information for PETTYJOHN, WOOD & WHITE, INC as Treemap, investor disclosed 172 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 553243 | 11569 | |
37045V100 | 37045V100 | GENERAL MTRS CO | COM | 775452 | 21141 | |
172062101 | 172062101 | CINCINNATI FINL CORP | COM | 420300 | 3750 | |
00206R102 | 00206R102 | AT&T INC | COM | 817259 | 42455 | |
136375102 | 136375102 | CANADIAN NATL RY CO | COM | 378684 | 3210 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 1147645 | 5916 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 209730 | 2114 | |
002824100 | 002824100 | ABBOTT LABS | COM | 5698812 | 56279 | |
464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 1690688 | 54154 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 6084809 | 24324 | |
464288778 | 464288778 | ISHARES TR | US REGNL BKS ETF | 214383 | 5990 | |
921932828 | 921932828 | VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 431520 | 4860 | |
92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 280413 | 890 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 1329397 | 13342 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 1456740 | 7129 | |
464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 248152 | 4910 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 431296 | 2275 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 1293421 | 12723 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 1282377 | 8492 | |
907818108 | 907818108 | UNION PAC CORP | COM | 1780145 | 8845 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 220831 | 965 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 408276 | 1671 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 1627759 | 15608 | |
025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 572538 | 6292 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 561961 | 975 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 662458 | 1929 | |
001055102 | 001055102 | AFLAC INC | COM | 412799 | 6398 | |
464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 262958 | 2285 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1913600 | 18400 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 363385 | 2203 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 787220 | 11630 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 9227821 | 88960 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 4069467 | 10821 | |
45867G101 | 45867G101 | INTERDIGITAL INC | COM | 229635 | 3150 | |
464288612 | 464288612 | ISHARES TR | INTRM GOV CR ETF | 525794 | 5032 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 338306 | 4719 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 17806009 | 43494 | |
25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 3722991 | 66589 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1788138 | 8437 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 349216 | 1400 | |
470299108 | 470299108 | BANK OF THE JAMES FINL GP IN | COM | 1977451 | 188149 | |
097023105 | 097023105 | BOEING CO | COM | 3349172 | 15766 | |
780259305 | 780259305 | SHELL PLC | SPON ADS | 763269 | 13265 | |
824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 598788 | 2664 | |
808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1491441 | 30834 | |
92203C303 | 92203C303 | VANGUARD BD INDEX FDS | VANGUARD ULTRA | 1402257 | 28478 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 2951499 | 36610 | |
126408103 | 126408103 | CSX CORP | COM | 636824 | 21270 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 362970 | 4709 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 2506559 | 18675 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 814132 | 6210 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 546575 | 5402 | |
14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 640672 | 28525 | |
693718108 | 693718108 | PACCAR INC | COM | 238779 | 3262 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 204638 | 1415 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 6186337 | 63171 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 983083 | 18768 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 390600 | 3180 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 5657008 | 26684 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 7977266 | 50055 | |
464287580 | 464287580 | ISHARES TR | US CONSUM DISCRE | 355795 | 5500 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 8975753 | 68880 | |
921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 242754 | 1187 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 10412025 | 35281 | |
88579Y101 | 88579Y101 | 3M CO | COM | 331938 | 3158 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 1579986 | 16378 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 2581586 | 36096 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 6494568 | 227083 | |
46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 399474 | 5492 | |
548661107 | 548661107 | LOWES COS INC | COM | 747288 | 3737 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 6413466 | 19984 | |
609207105 | 609207105 | MONDELEZ INTL INC | CL A | 477304 | 6846 | |
92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1075751 | 13410 | |
G0450A105 | G0450A105 | ARCH CAP GROUP LTD | ORD | 215488 | 3175 | |
03524A108 | 03524A108 | ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 1643694 | 24632 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 660202 | 11958 | |
922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 352018 | 1669 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 1039697 | 24796 | |
464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 349986 | 6825 | |
87161C501 | 87161C501 | SYNOVUS FINL CORP | COM NEW | 320386 | 10392 | |
067806109 | 067806109 | BARNES GROUP INC | COM | 338836 | 8412 | |
874054109 | 874054109 | TAKE-TWO INTERACTIVE SOFTWAR | COM | 399655 | 3350 | |
81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 399704 | 6895 | |
G96629103 | G96629103 | WILLIS TOWERS WATSON PLC LTD | SHS | 669255 | 2880 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 489121 | 7057 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 779965 | 4372 | |
22052L104 | 22052L104 | CORTEVA INC | COM | 219529 | 3640 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 248919 | 4655 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 802804 | 3606 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 668485 | 1042 | |
713448108 | 713448108 | PEPSICO INC | COM | 11149104 | 61158 | |
464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 2955654 | 41547 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 4396315 | 115967 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 2741908 | 7115 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 6643901 | 127095 | |
747525103 | 747525103 | QUALCOMM INC | COM | 277487 | 2175 | |
46434V100 | 46434V100 | ISHARES TR | 0-5YR INVT GR CP | 663207 | 13680 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 221503 | 775 | |
14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 203817 | 4455 | |
209115104 | 209115104 | CONSOLIDATED EDISON INC | COM | 263093 | 2750 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 1618663 | 5789 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 3050733 | 31548 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 3549069 | 33359 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1443034 | 18930 | |
56585A102 | 56585A102 | MARATHON PETE CORP | COM | 423367 | 3140 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 553995 | 2238 | |
464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 229259 | 1775 | |
50540R409 | 50540R409 | LABORATORY CORP AMER HLDGS | COM NEW | 391162 | 1705 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 7701642 | 47203 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 3485073 | 42075 | |
370334104 | 370334104 | GENERAL MLS INC | COM | 564036 | 6600 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 269114 | 2815 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 2318076 | 24947 | |
89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 2795109 | 81968 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 10990051 | 35593 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 10942191 | 71049 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 3059861 | 29385 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1614723 | 3928 | |
882508104 | 882508104 | TEXAS INSTRS INC | COM | 249068 | 1339 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 694441 | 1469 | |
773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 288168 | 982 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 12882353 | 86639 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 6940906 | 36317 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 357310 | 2760 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 336932 | 10480 | |
654106103 | 654106103 | NIKE INC | CL B | 497060 | 4053 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 21331552 | 73991 | |
921932703 | 921932703 | VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 261126 | 1780 | |
46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 691150 | 13716 | |
29250N105 | 29250N105 | ENBRIDGE INC | COM | 2875519 | 75374 | |
464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 3243896 | 34952 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 12232276 | 111547 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 5529580 | 55224 | |
125523100 | 125523100 | THE CIGNA GROUP | COM | 327079 | 1280 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 1437984 | 6378 | |
464287762 | 464287762 | ISHARES TR | US HLTHCARE ETF | 5044784 | 18475 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 576571 | 19459 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 1437355 | 14780 | |
023135106 | 023135106 | AMAZON COM INC | COM | 4601777 | 44552 | |
464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 331948 | 3230 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 359334 | 2360 | |
922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 422860 | 2264 | |
717081103 | 717081103 | PFIZER INC | COM | 2500235 | 61280 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 4659043 | 37661 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 5376370 | 23530 | |
500754106 | 500754106 | KRAFT HEINZ CO | COM | 268332 | 6939 | |
191216100 | 191216100 | COCA COLA CO | COM | 1651921 | 26631 | |
83088M102 | 83088M102 | SKYWORKS SOLUTIONS INC | COM | 403728 | 3422 | |
931142103 | 931142103 | WALMART INC | COM | 8139127 | 55199 | |
737446104 | 737446104 | POST HLDGS INC | COM | 211195 | 2350 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 7079143 | 95265 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 9897879 | 63857 | |
291011104 | 291011104 | EMERSON ELEC CO | COM | 273707 | 3141 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 426569 | 2090 | |
464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 499315 | 9250 | |
842587107 | 842587107 | SOUTHERN CO | COM | 2878595 | 41371 | |
256746108 | 256746108 | DOLLAR TREE INC | COM | 494530 | 3445 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 5914991 | 152095 | |
037833100 | 037833100 | APPLE INC | COM | 21222795 | 128701 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 418216 | 842 | |
92276F100 | 92276F100 | VENTAS INC | COM | 600181 | 13845 | |
666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 288575 | 625 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 267486 | 566 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 658279 | 14753 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 336572 | 2120 | |
458140100 | 458140100 | INTEL CORP | COM | 625729 | 19153 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 1275128 | 8527 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 279586 | 2595 | |
031162100 | 031162100 | AMGEN INC | COM | 501732 | 2075 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 468414 | 12531 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 207048 | 5539 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 2067306 | 4496 |