0001128213-20-000002.txt : 20200420 0001128213-20-000002.hdr.sgml : 20200420 20200420161935 ACCESSION NUMBER: 0001128213-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200420 DATE AS OF CHANGE: 20200420 EFFECTIVENESS DATE: 20200420 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: 20802758 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 03-31-2020 03-31-2020 PETTYJOHN, WOOD & WHITE, INC
1925 ATHERHOLT ROAD LYNCHBURG VA 24501
13F HOLDINGS REPORT 028-05957 N
Charles B White, CFA CCO 434-845-1266 Charles B White, CFA Lynchburg VA 04-20-2020 0 130 268117 false
INFORMATION TABLE 2 inftable.xml 2020Q1 PWW 13F HOLDINGS 3M CO COM 88579Y101 697 5103 SH SOLE 5103 0 0 ABBOTT LABORATORIES COM 002824100 4153 52627 SH SOLE 52627 0 0 ABBVIE INC. COM 00287Y109 2476 32497 SH SOLE 32497 0 0 ADOBE SYSTEMS INC COM 00724F101 2138 6717 SH SOLE 6717 0 0 AFLAC INC COM 001055102 219 6393 SH SOLE 6393 0 0 ALPHABET INC CL A COM 02079k305 5225 4497 SH SOLE 4497 0 0 ALPHABET INC (C) COM 02079k107 476 409 SH SOLE 409 0 0 ALTRIA GROUP INC COM 02209S103 592 15298 SH SOLE 15298 0 0 AMAZON COM INC COM 023135106 2262 1160 SH SOLE 1160 0 0 AMERICAN ELECTRIC POWER COM 025537101 419 5234 SH SOLE 5234 0 0 AMERICAN TOWER CORP CL A COM 03027X100 1586 7282 SH SOLE 7282 0 0 AMGEN INC COM 031162100 602 2970 SH SOLE 2970 0 0 ANHEUSER BUSCH INBEV ADR COM 03524A108 672 15220 SH SOLE 15220 0 0 ANTHEM INC COM 036752103 1158 5099 SH SOLE 5099 0 0 APPLE INC COM 037833100 8921 35082 SH SOLE 35082 0 0 AT & T INC COM 00206R102 2524 86590 SH SOLE 86590 0 0 BANK OF AMERICA CORP COM 060505104 3675 173115 SH SOLE 173115 0 0 BANK OF THE JAMES FINANCIAL COM 470299108 1410 165833 SH SOLE 165833 0 0 BARNES GROUP INC COM 067806109 694 16602 SH SOLE 16602 0 0 BECTON DICKINSON & CO COM 075887109 582 2531 SH SOLE 2531 0 0 BERKSHIRE HATHAWAY INC CL B COM 084670702 5883 32177 SH SOLE 32177 0 0 BERKSHIRE HTWY CLA 1/100 COM 084990175 272 100 SH SOLE 100 0 0 BOEING CO COM 097023105 1807 12118 SH SOLE 12118 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 426 7634 SH SOLE 7634 0 0 BWX TECHNOLOGIES CO COM 05605H100 303 6219 SH SOLE 6219 0 0 CANADIAN NATL RAIL COM 136375102 778 10016 SH SOLE 10016 0 0 CARMAX INC COM 143130102 1081 20085 SH SOLE 20085 0 0 CHEVRON CORPORATION COM 166764100 3473 47927 SH SOLE 47927 0 0 CINCINNATI FINANCIAL CORP COM 172062101 275 3650 SH SOLE 3650 0 0 CISCO SYSTEMS COM 17275R102 4250 108120 SH SOLE 108120 0 0 COCA COLA COMPANY COM 191216100 570 12890 SH SOLE 12890 0 0 COMCAST CORP NEW CL A COM 20030N101 3382 98380 SH SOLE 98380 0 0 CONSOLIDATED EDISON COM 209115104 224 2866 SH SOLE 2866 0 0 CSX CORP COM 126408103 451 7875 SH SOLE 7875 0 0 CVS HEALTH CORP COM 126650100 4361 73500 SH SOLE 73500 0 0 DOMINION ENERGY INC COM 25746U109 5303 73464 SH SOLE 73464 0 0 DUKE ENERGY CORP COM 26441C204 1116 13794 SH SOLE 13794 0 0 ENBRIDGE INC COM 29250N105 1753 60251 SH SOLE 60251 0 0 EXPEDIA INC DEL COM 30212P303 264 4685 SH SOLE 4685 0 0 EXXON MOBIL CORP COM 30231G102 4190 110343 SH SOLE 110343 0 0 FACEBOOK INC CLASS A COM 30303M102 1124 6738 SH SOLE 6738 0 0 FEDEX CORPORATION COM 31428X106 2712 22366 SH SOLE 22366 0 0 GENERAL ELECTRIC CO COM 369604103 179 22552 SH SOLE 22552 0 0 GENERAL MILLS INC COM 370334104 420 7960 SH SOLE 7960 0 0 HOME DEPOT INC COM 437076102 7223 38683 SH SOLE 38683 0 0 HONEYWELL INTERNATIONAL COM 438516106 4449 33253 SH SOLE 33253 0 0 INTEL CORP COM 458140100 2688 49659 SH SOLE 49659 0 0 INTERCONTINENTAL EXCH COM 45866F104 717 8885 SH SOLE 8885 0 0 INTL BUSINESS MACH CORP COM 459200101 803 7234 SH SOLE 7234 0 0 INVESCO QQQ ETF ETF 46090E103 4547 23883 SH SOLE 23883 0 0 ISHARES AERO & DEF INDX INDEX FUND ETF 464288760 502 3490 SH SOLE 3490 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 3907 27157 SH SOLE 27157 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF 464287804 1559 27779 SH SOLE 27779 0 0 ISHARES CORE TOTAL U.S. BOND MKT ETF ETF 464287226 6222 53935 SH SOLE 53935 0 0 ISHARES DJ US REG BANKS ETF 464288778 260 9000 SH SOLE 9000 0 0 ISHARES DOW JNS US FINCL ETF 464287788 2719 27955 SH SOLE 27955 0 0 ISHARES EUROPE ETF ETF 464287861 308 8706 SH SOLE 8706 0 0 ISHARES FLOATING RATE BOND ETF ETF 46429B655 933 19150 SH SOLE 19150 0 0 ISHARES HEALTHCARE INDEX ETF 464287762 4621 24605 SH SOLE 24605 0 0 ISHARES HIGH DIV EQ ETF ETF 46429B663 1053 14720 SH SOLE 14720 0 0 ISHARES INT GOVT BOND INDEX ETF 464288612 449 3916 SH SOLE 3916 0 0 ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF ETF 464288638 2306 41980 SH SOLE 41980 0 0 ISHARES INV GR BOND ETF ETF 464287242 813 6584 SH SOLE 6584 0 0 ISHARES LEHMAN 1-3YR TRS ETF 464287457 318 3671 SH SOLE 3671 0 0 ISHARES S&P MIDCAP 400 ETF 464287705 318 2896 SH SOLE 2896 0 0 ISHARES S&P NATIONAL MUNI ETF 464288414 465 4112 SH SOLE 4112 0 0 ISHARES TECH INDEX ETF 464287721 2462 12045 SH SOLE 12045 0 0 ISHARES TR EAFE MIN VOL ETF ETF 46429B689 204 3283 SH SOLE 3283 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 229 1998 SH SOLE 1998 0 0 ISHARES TR U.S. CNSM SVC ETF ETF 464287580 249 1407 SH SOLE 1407 0 0 ISHARES TR USA MIN VOL ETF ETF 46429B697 314 5806 SH SOLE 5806 0 0 ISHARES TRUST RUSSELL 1000 GROWTH INDEX FD ETF 464287614 229 1521 SH SOLE 1521 0 0 ISHARES TRUST S&P 500 INDEX FUND ETF 464287200 1005 3888 SH SOLE 3888 0 0 ISHARES U.S. PFD STOCK ETF ETF 464288687 2488 78135 SH SOLE 78135 0 0 ISHS US MED DEVICES ETF ETF 464288810 522 2315 SH SOLE 2315 0 0 JOHNSON & JOHNSON COM 478160104 7328 55887 SH SOLE 55887 0 0 JPMORGAN CHASE & CO COM 46625h100 5499 61082 SH SOLE 61082 0 0 KIMBERLY-CLARK CORP COM 494368103 1816 14200 SH SOLE 14200 0 0 LOCKHEED MARTIN CORP COM 539830109 311 917 SH SOLE 917 0 0 LOWES COMPANIES INC COM 548661107 278 3225 SH SOLE 3225 0 0 MCDONALDS CORP COM 580135101 866 5240 SH SOLE 5240 0 0 MEDTRONIC INC COM G5960L103 2819 31256 SH SOLE 31256 0 0 MERCK & CO INC COM 58933Y105 2044 26571 SH SOLE 26571 0 0 MICROSOFT CORP COM 594918104 13374 84803 SH SOLE 84803 0 0 MONDELEZ INTL INC COM 609207105 400 7988 SH SOLE 7988 0 0 NEXTERA ENERGY INC COM 65339F101 313 1302 SH SOLE 1302 0 0 NIKE INC CLASS B COM 654106103 324 3917 SH SOLE 3917 0 0 NORDSTROM COM 655664100 318 20725 SH SOLE 20725 0 0 NORFOLK SOUTHERN CORP COM 655844108 3816 26140 SH SOLE 26140 0 0 NUVEEN MUNICIPAL VALUE F COM 670928100 684 70080 SH SOLE 70080 0 0 ORACLE CORP COM 68389X105 789 16315 SH SOLE 16315 0 0 PEPSICO INCORPORATED COM 713448108 7218 60096 SH SOLE 60096 0 0 PFIZER INC COM 717081103 2672 81864 SH SOLE 81864 0 0 PHILIP MORRIS INTL COM 718172109 1065 14600 SH SOLE 14600 0 0 PROCTER & GAMBLE CO COM 742718109 8876 80691 SH SOLE 80691 0 0 RAYTHEON COMPANY COM 755111507 330 2518 SH SOLE 2518 0 0 SCHWAB CHARLES CORP NEW COM 808513105 1014 30174 SH SOLE 30174 0 0 SCHWAB US LARGE CAP ETF ETF 808524201 598 9769 SH SOLE 9769 0 0 SHERWIN WILLIAMS CO COM COM 824348106 446 971 SH SOLE 971 0 0 SOUTHERN COMPANY COM 842587107 2755 50895 SH SOLE 50895 0 0 SPDR S&P 500 ETF 78462F103 9834 38155 SH SOLE 38155 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 621 7779 SH SOLE 7779 0 0 SPDR UTILITIES SECTOR ETF 81369Y886 596 10757 SH SOLE 10757 0 0 STARBUCKS CORP COM 855244109 228 3465 SH SOLE 3465 0 0 SYNOVUS FINL CORP COM NEW COM 87161C501 182 10392 SH SOLE 10392 0 0 THERMO FISHER SCI INC COM 883556102 244 861 SH SOLE 861 0 0 TRUIST FINANCIAL CORP COM 89832Q109 2648 85857 SH SOLE 85857 0 0 UNION PACIFIC CORP COM 907818108 1360 9643 SH SOLE 9643 0 0 UNITED PARCEL SERVICE COM 911312106 693 7421 SH SOLE 7421 0 0 UNITED TECHNOLOGIES CORP COM 913017109 3978 42175 SH SOLE 42175 0 0 V F CORP COM 918204108 775 14325 SH SOLE 14325 0 0 VANGUARD DIV APPREC ETF ETF 921908844 8006 77435 SH SOLE 77435 0 0 VANGUARD FTSE ALL WORLD EX-US ETF 922042775 213 5192 SH SOLE 5192 0 0 VANGUARD GROWTH ETF ETF 922908736 243 1554 SH SOLE 1554 0 0 VANGUARD LARGE CAP ETF ETF 922908637 476 4018 SH SOLE 4018 0 0 VANGUARD S&P 500 INDEX ETF 922908363 1493 6306 SH SOLE 6306 0 0 VANGUARD S&P 600 SMALL CAP ETF ETF 921932828 258 2519 SH SOLE 2519 0 0 VANGUARD SHORT INFLATION ETF 922020805 235 4832 SH SOLE 4832 0 0 VANGUARD SMALL CAP ETF ETF 922908751 298 2581 SH SOLE 2581 0 0 VANGUARD TOTAL BOND ETF ETF 921937835 203 2379 SH SOLE 2379 0 0 VANGUARD TOTAL INTL ETF ETF 921909768 787 18753 SH SOLE 18753 0 0 VANGUARD TOTL STK MK ETF ETF 922908769 753 5839 SH SOLE 5839 0 0 VENTAS INC COM 92276F100 1507 56238 SH SOLE 56238 0 0 VERIZON COMMUNICATIONS COM 92343V104 8787 163532 SH SOLE 163532 0 0 VISA COM 92826C839 6926 42986 SH SOLE 42986 0 0 WAL-MART INC COM 931142103 4662 41035 SH SOLE 41035 0 0 WALT DISNEY CO COM 254687106 5083 52619 SH SOLE 52619 0 0 WELLS FARGO COMPANY COM 949746101 529 18425 SH SOLE 18425 0 0 WELLTOWER, INC. COM 95040Q104 346 7562 SH SOLE 7562 0 0 WEYERHAEUSER CO COM 962166104 240 14149 SH SOLE 14149 0 0