0001128213-22-000002.txt : 20220422 0001128213-22-000002.hdr.sgml : 20220422 20220422152357 ACCESSION NUMBER: 0001128213-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220422 DATE AS OF CHANGE: 20220422 EFFECTIVENESS DATE: 20220422 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: 22845284 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 03-31-2022 03-31-2022 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 04-22-2022 0 159 468003 false INFORMATION TABLE 2 inftable.xml 2022Q1FILING ALPHABET INC CAP STK CL C 02079K107 1039 372 SH SOLE 372 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 208 616 SH SOLE 616 0 0 COSTCO WHSL CORP NEW COM 22160K105 459 797 SH SOLE 797 0 0 LOCKHEED MARTIN CORP COM 539830109 401 909 SH SOLE 909 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 538 911 SH SOLE 911 0 0 CATERPILLAR INC COM 149123101 215 965 SH SOLE 965 0 0 ROCKWELL AUTOMATION INC COM 773903109 275 982 SH SOLE 982 0 0 EXPEDIA GROUP INC COM NEW 30212P303 201 1025 SH SOLE 1025 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 279 1187 SH SOLE 1187 0 0 TEXAS INSTRS INC COM 882508104 246 1339 SH SOLE 1339 0 0 AMERICAN EXPRESS CO COM 025816109 261 1397 SH SOLE 1397 0 0 QUALCOMM INC COM 747525103 216 1415 SH SOLE 1415 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 410 1425 SH SOLE 1425 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 413 1486 SH SOLE 1486 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 377 1583 SH SOLE 1583 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 237 1603 SH SOLE 1603 0 0 ISHARES TR ISHARES BIOTECH 464287556 224 1720 SH SOLE 1720 0 0 ISHARES TR SELECT DIVID ETF 464287168 227 1775 SH SOLE 1775 0 0 AMAZON COM INC COM 023135106 6031 1850 SH SOLE 1850 0 0 LILLY ELI & CO COM 532457108 543 1896 SH SOLE 1896 0 0 CONOCOPHILLIPS COM 20825C104 200 2003 SH SOLE 2003 0 0 AMGEN INC COM 031162100 494 2042 SH SOLE 2042 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 349 2100 SH SOLE 2100 0 0 APPLIED MATLS INC COM 038222105 277 2100 SH SOLE 2100 0 0 ISHARES TR US AER DEF ETF 464288760 249 2245 SH SOLE 2245 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 468 2281 SH SOLE 2281 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 314 2290 SH SOLE 2290 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 481 2430 SH SOLE 2430 0 0 CARMAX INC COM 143130102 236 2450 SH SOLE 2450 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 511 2451 SH SOLE 2451 0 0 MARATHON PETE CORP COM 56585A102 214 2500 SH SOLE 2500 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 583 2560 SH SOLE 2560 0 0 SHERWIN WILLIAMS CO COM 824348106 645 2583 SH SOLE 2583 0 0 BECTON DICKINSON & CO COM 075887109 694 2610 SH SOLE 2610 0 0 GENERAL ELECTRIC CO COM NEW 369604301 251 2740 SH SOLE 2740 0 0 CONSOLIDATED EDISON INC COM 209115104 265 2800 SH SOLE 2800 0 0 ISHARES TR S&P MC 400VL ETF 464287705 338 3080 SH SOLE 3080 0 0 PAYPAL HLDGS INC COM 70450Y103 359 3100 SH SOLE 3100 0 0 EMERSON ELEC CO COM 291011104 313 3196 SH SOLE 3196 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 427 3207 SH SOLE 3207 0 0 3M CO COM 88579Y101 482 3238 SH SOLE 3238 0 0 ISHARES TR CORE S&P500 ETF 464287200 1479 3261 SH SOLE 3261 0 0 CANADIAN NATL RY CO COM 136375102 449 3350 SH SOLE 3350 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 746 3509 SH SOLE 3509 0 0 ISHARES TR NATIONAL MUN ETF 464288414 385 3512 SH SOLE 3512 0 0 LOWES COS INC COM 548661107 723 3576 SH SOLE 3576 0 0 NIKE INC CL B 654106103 491 3647 SH SOLE 3647 0 0 CINCINNATI FINL CORP COM 172062101 496 3650 SH SOLE 3650 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 352 4220 SH SOLE 4220 0 0 ALPHABET INC CAP STK CL A 02079K305 11960 4300 SH SOLE 4300 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 228 4400 SH SOLE 4400 0 0 NEXTERA ENERGY INC COM 65339F101 373 4408 SH SOLE 4408 0 0 WELLTOWER INC COM 95040Q104 454 4719 SH SOLE 4719 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 735 4780 SH SOLE 4780 0 0 ANTHEM INC COM 036752103 2353 4791 SH SOLE 4791 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 514 4990 SH SOLE 4990 0 0 LINCOLN NATL CORP IND COM 534187109 327 4998 SH SOLE 4998 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 255 5275 SH SOLE 5275 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 316 5485 SH SOLE 5485 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 426 5492 SH SOLE 5492 0 0 ISHARES TR US CONSUM DISCRE 464287580 413 5500 SH SOLE 5500 0 0 AMERICAN ELEC PWR CO INC COM 025537101 567 5687 SH SOLE 5687 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 292 5698 SH SOLE 5698 0 0 MCDONALDS CORP COM 580135101 1426 5765 SH SOLE 5765 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1289 6011 SH SOLE 6011 0 0 ISHARES TR IBOXX INV CP ETF 464287242 746 6171 SH SOLE 6171 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 811 6237 SH SOLE 6237 0 0 AFLAC INC COM 001055102 405 6294 SH SOLE 6294 0 0 ISHARES TR US REGNL BKS ETF 464288778 389 6600 SH SOLE 6600 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3093 6789 SH SOLE 6789 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1712 6814 SH SOLE 6814 0 0 MONDELEZ INTL INC CL A 609207105 430 6852 SH SOLE 6852 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 505 6909 SH SOLE 6909 0 0 ISHARES TR INTRM GOV CR ETF 464288612 753 6937 SH SOLE 6937 0 0 GENERAL MLS INC COM 370334104 477 7050 SH SOLE 7050 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1326 8345 SH SOLE 8345 0 0 META PLATFORMS INC CL A 30303M102 1907 8575 SH SOLE 8575 0 0 V F CORP COM 918204108 490 8618 SH SOLE 8618 0 0 UNION PAC CORP COM 907818108 2436 8915 SH SOLE 8915 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3718 8955 SH SOLE 8955 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1659 8968 SH SOLE 8968 0 0 SYNOVUS FINL CORP COM NEW 87161C501 509 10392 SH SOLE 10392 0 0 ISHARES TR U.S. MED DVC ETF 464288810 636 10425 SH SOLE 10425 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 414 10805 SH SOLE 10805 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 848 11390 SH SOLE 11390 0 0 BARNES GROUP INC COM 067806109 460 11434 SH SOLE 11434 0 0 WELLS FARGO CO NEW COM 949746101 583 12028 SH SOLE 12028 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1379 12903 SH SOLE 12903 0 0 BOEING CO COM 097023105 2489 12998 SH SOLE 12998 0 0 PHILIP MORRIS INTL INC COM 718172109 1259 13405 SH SOLE 13405 0 0 SCHWAB CHARLES CORP COM 808513105 1158 13733 SH SOLE 13733 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 827 13838 SH SOLE 13838 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1831 13860 SH SOLE 13860 0 0 ALTRIA GROUP INC COM 02209S103 763 14603 SH SOLE 14603 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 758 15000 SH SOLE 15000 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1928 17263 SH SOLE 17263 0 0 COCA COLA CO COM 191216100 1137 18333 SH SOLE 18333 0 0 KIMBERLY-CLARK CORP COM 494368103 2317 18810 SH SOLE 18810 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 7023 19372 SH SOLE 19372 0 0 ISHARES TR US HLTHCARE ETF 464287762 5602 19398 SH SOLE 19398 0 0 INTEL CORP COM 458140100 1010 20375 SH SOLE 20375 0 0 GENERAL MTRS CO COM 37045V100 893 20421 SH SOLE 20421 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1115 20704 SH SOLE 20704 0 0 VENTAS INC COM 92276F100 1281 20740 SH SOLE 20740 0 0 CSX CORP COM 126408103 779 20800 SH SOLE 20800 0 0 ORACLE CORP COM 68389X105 1842 22262 SH SOLE 22262 0 0 FEDEX CORP COM 31428X106 5289 22858 SH SOLE 22858 0 0 MERCK & CO INC COM 58933Y105 1882 22942 SH SOLE 22942 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1896 23835 SH SOLE 23835 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1141 24086 SH SOLE 24086 0 0 ISHARES TR CORE S&P MCP ETF 464287507 6468 24104 SH SOLE 24104 0 0 STARBUCKS CORP COM 855244109 2354 25882 SH SOLE 25882 0 0 NORFOLK SOUTHN CORP COM 655844108 7658 26849 SH SOLE 26849 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1639 27282 SH SOLE 27282 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3133 29045 SH SOLE 29045 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11623 32934 SH SOLE 32934 0 0 HOME DEPOT INC COM 437076102 10275 34328 SH SOLE 34328 0 0 HONEYWELL INTL INC COM 438516106 6758 34730 SH SOLE 34730 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 1933 35230 SH SOLE 35230 0 0 ISHARES TR U.S. TECH ETF 464287721 3729 36192 SH SOLE 36192 0 0 MEDTRONIC PLC SHS G5960L103 4154 37436 SH SOLE 37436 0 0 SPDR SER TR S&P DIVID ETF 78464A763 5005 39065 SH SOLE 39065 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3017 39465 SH SOLE 39465 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 19019 42111 SH SOLE 42111 0 0 ISHARES TR U.S. FINLS ETF 464287788 3676 43484 SH SOLE 43484 0 0 SOUTHERN CO COM 842587107 3205 44203 SH SOLE 44203 0 0 VISA INC COM CL A 92826C839 10122 45641 SH SOLE 45641 0 0 ABBVIE INC COM 00287Y109 7756 47842 SH SOLE 47842 0 0 CHEVRON CORP NEW COM 166764100 7804 47930 SH SOLE 47930 0 0 WALMART INC COM 931142103 7183 48231 SH SOLE 48231 0 0 AT&T INC COM 00206R102 1175 49709 SH SOLE 49709 0 0 ISHARES TR CORE US AGGBD ET 464287226 5551 51830 SH SOLE 51830 0 0 ABBOTT LABS COM 002824100 6377 53878 SH SOLE 53878 0 0 DISNEY WALT CO COM 254687106 7452 54330 SH SOLE 54330 0 0 PFIZER INC COM 717081103 2836 54771 SH SOLE 54771 0 0 JOHNSON & JOHNSON COM 478160104 10035 56623 SH SOLE 56623 0 0 PEPSICO INC COM 713448108 10144 60604 SH SOLE 60604 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 6139 61962 SH SOLE 61962 0 0 JPMORGAN CHASE & CO COM 46625H100 8870 65067 SH SOLE 65067 0 0 MICROSOFT CORP COM 594918104 21362 69287 SH SOLE 69287 0 0 NUVEEN MUN VALUE FD INC COM 670928100 666 69544 SH SOLE 69544 0 0 DOMINION ENERGY INC COM 25746U109 6033 71003 SH SOLE 71003 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 11609 71588 SH SOLE 71588 0 0 ENBRIDGE INC COM 29250N105 3410 73994 SH SOLE 73994 0 0 PROCTER AND GAMBLE CO COM 742718109 11907 77924 SH SOLE 77924 0 0 TRUIST FINL CORP COM 89832Q109 4626 81596 SH SOLE 81596 0 0 CVS HEALTH CORP COM 126650100 8581 84781 SH SOLE 84781 0 0 ISHARES TR PFD AND INCM SEC 464288687 3675 100895 SH SOLE 100895 0 0 COMCAST CORP NEW CL A 20030N101 4867 103952 SH SOLE 103952 0 0 EXXON MOBIL CORP COM 30231G102 9276 112316 SH SOLE 112316 0 0 CISCO SYS INC COM 17275R102 6465 115946 SH SOLE 115946 0 0 APPLE INC COM 037833100 20955 120009 SH SOLE 120009 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 6032 122128 SH SOLE 122128 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 7772 152563 SH SOLE 152563 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12970 166086 SH SOLE 166086 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 8376 169687 SH SOLE 169687 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 5290 175565 SH SOLE 175565 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 2616 179147 SH SOLE 179147 0 0 BK OF AMERICA CORP COM 060505104 8520 206684 SH SOLE 206684 0 0