0001128213-22-000003.txt : 20220808 0001128213-22-000003.hdr.sgml : 20220808 20220808153907 ACCESSION NUMBER: 0001128213-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 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: 221144133 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 06-30-2022 06-30-2022 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 08-08-2022 0 164 422756 false INFORMATION TABLE 2 inftable.xml 063022 FILING REGENERON PHARMACEUTICALS COM 75886F107 316 535 SH SOLE 535 0 0 NORTHROP GRUMMAN CORP COM 666807102 275 575 SH SOLE 575 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 215 775 SH SOLE 775 0 0 COSTCO WHSL CORP NEW COM 22160K105 382 797 SH SOLE 797 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 251 890 SH SOLE 890 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 495 911 SH SOLE 911 0 0 ALPHABET INC CAP STK CL C 02079K107 2015 921 SH SOLE 921 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 216 1187 SH SOLE 1187 0 0 TEXAS INSTRS INC COM 882508104 206 1339 SH SOLE 1339 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 318 1425 SH SOLE 1425 0 0 LOCKHEED MARTIN CORP COM 539830109 632 1469 SH SOLE 1469 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 325 1486 SH SOLE 1486 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 312 1586 SH SOLE 1586 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 212 1611 SH SOLE 1611 0 0 LILLY ELI & CO COM 532457108 582 1796 SH SOLE 1796 0 0 ISHARES TR ISHARES BIOTECH 464287556 212 1800 SH SOLE 1800 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 432 1845 SH SOLE 1845 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 336 1910 SH SOLE 1910 0 0 AMGEN INC COM 031162100 499 2052 SH SOLE 2052 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 304 2100 SH SOLE 2100 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 318 2120 SH SOLE 2120 0 0 CIGNA CORP NEW COM 125523100 576 2185 SH SOLE 2185 0 0 AMERICAN EXPRESS CO COM 025816109 305 2203 SH SOLE 2203 0 0 ISHARES TR US AER DEF ETF 464288760 223 2245 SH SOLE 2245 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 298 2325 SH SOLE 2325 0 0 QUALCOMM INC COM 747525103 299 2340 SH SOLE 2340 0 0 BECTON DICKINSON & CO COM 075887109 594 2410 SH SOLE 2410 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 413 2430 SH SOLE 2430 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 423 2455 SH SOLE 2455 0 0 CARMAX INC COM 143130102 228 2516 SH SOLE 2516 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 483 2560 SH SOLE 2560 0 0 SHERWIN WILLIAMS CO COM 824348106 578 2583 SH SOLE 2583 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 568 2880 SH SOLE 2880 0 0 CONSOLIDATED EDISON INC COM 209115104 281 2950 SH SOLE 2950 0 0 PAYPAL HLDGS INC COM 70450Y103 207 2960 SH SOLE 2960 0 0 ISHARES TR NATIONAL MUN ETF 464288414 331 3111 SH SOLE 3111 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 658 3131 SH SOLE 3131 0 0 MARATHON PETE CORP COM 56585A102 258 3140 SH SOLE 3140 0 0 APPLIED MATLS INC COM 038222105 289 3180 SH SOLE 3180 0 0 EMERSON ELEC CO COM 291011104 254 3196 SH SOLE 3196 0 0 3M CO COM 88579Y101 419 3238 SH SOLE 3238 0 0 ISHARES TR S&P MC 400VL ETF 464287705 308 3260 SH SOLE 3260 0 0 ISHARES TR CORE S&P500 ETF 464287200 1236 3261 SH SOLE 3261 0 0 CANADIAN NATL RY CO COM 136375102 375 3335 SH SOLE 3335 0 0 DOLLAR TREE INC COM 256746108 537 3445 SH SOLE 3445 0 0 LOWES COS INC COM 548661107 625 3576 SH SOLE 3576 0 0 NIKE INC CL B 654106103 373 3647 SH SOLE 3647 0 0 CINCINNATI FINL CORP COM 172062101 446 3750 SH SOLE 3750 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 712 4206 SH SOLE 4206 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 350 4223 SH SOLE 4223 0 0 ALPHABET INC CAP STK CL A 02079K305 9478 4349 SH SOLE 4349 0 0 NEXTERA ENERGY INC COM 65339F101 352 4540 SH SOLE 4540 0 0 ELEVANCE HEALTH INC COM 036752103 2268 4699 SH SOLE 4699 0 0 WELLTOWER INC COM 95040Q104 389 4719 SH SOLE 4719 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 245 4850 SH SOLE 4850 0 0 LINCOLN NATL CORP IND COM 534187109 234 4998 SH SOLE 4998 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 445 5090 SH SOLE 5090 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 626 5105 SH SOLE 5105 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 216 5275 SH SOLE 5275 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 493 5327 SH SOLE 5327 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 386 5492 SH SOLE 5492 0 0 ISHARES TR US CONSUM DISCRE 464287580 312 5500 SH SOLE 5500 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 276 5519 SH SOLE 5519 0 0 AMERICAN ELEC PWR CO INC COM 025537101 555 5788 SH SOLE 5788 0 0 MCDONALDS CORP COM 580135101 1444 5850 SH SOLE 5850 0 0 ISHARES TR IBOXX INV CP ETF 464287242 655 5954 SH SOLE 5954 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1109 6076 SH SOLE 6076 0 0 ISHARES TR INTRM GOV CR ETF 464288612 645 6109 SH SOLE 6109 0 0 AFLAC INC COM 001055102 348 6294 SH SOLE 6294 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 895 6337 SH SOLE 6337 0 0 ISHARES TR US REGNL BKS ETF 464288778 325 6600 SH SOLE 6600 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1697 6639 SH SOLE 6639 0 0 MONDELEZ INTL INC CL A 609207105 425 6852 SH SOLE 6852 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2536 6929 SH SOLE 6929 0 0 KRAFT HEINZ CO COM 500754106 265 6939 SH SOLE 6939 0 0 GENERAL MLS INC COM 370334104 532 7050 SH SOLE 7050 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 551 7157 SH SOLE 7157 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 394 7707 SH SOLE 7707 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1033 8124 SH SOLE 8124 0 0 V F CORP COM 918204108 378 8553 SH SOLE 8553 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1221 8881 SH SOLE 8881 0 0 UNION PAC CORP COM 907818108 1901 8913 SH SOLE 8913 0 0 BARNES GROUP INC COM 067806109 319 10234 SH SOLE 10234 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3604 10391 SH SOLE 10391 0 0 SYNOVUS FINL CORP COM NEW 87161C501 375 10392 SH SOLE 10392 0 0 ISHARES TR U.S. MED DVC ETF 464288810 526 10425 SH SOLE 10425 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 357 11355 SH SOLE 11355 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 799 11390 SH SOLE 11390 0 0 META PLATFORMS INC CL A 30303M102 1855 11506 SH SOLE 11506 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1273 12673 SH SOLE 12673 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 665 12883 SH SOLE 12883 0 0 WELLS FARGO CO NEW COM 949746101 522 13327 SH SOLE 13327 0 0 BOEING CO COM 097023105 1874 13708 SH SOLE 13708 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1349 14340 SH SOLE 14340 0 0 ALTRIA GROUP INC COM 02209S103 616 14753 SH SOLE 14753 0 0 PHILIP MORRIS INTL INC COM 718172109 1459 14780 SH SOLE 14780 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 757 15095 SH SOLE 15095 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 774 15498 SH SOLE 15498 0 0 ISHARES TR CORE US AGGBD ET 464287226 1663 16355 SH SOLE 16355 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1879 17524 SH SOLE 17524 0 0 SCHWAB CHARLES CORP COM 808513105 1108 17538 SH SOLE 17538 0 0 KIMBERLY-CLARK CORP COM 494368103 2564 18975 SH SOLE 18975 0 0 ISHARES TR US HLTHCARE ETF 464287762 5219 19407 SH SOLE 19407 0 0 VENTAS INC COM 92276F100 1015 19740 SH SOLE 19740 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5535 19749 SH SOLE 19749 0 0 CSX CORP COM 126408103 604 20775 SH SOLE 20775 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 930 20834 SH SOLE 20834 0 0 GENERAL MTRS CO COM 37045V100 676 21271 SH SOLE 21271 0 0 ORACLE CORP COM 68389X105 1559 22312 SH SOLE 22312 0 0 FEDEX CORP COM 31428X106 5347 23584 SH SOLE 23584 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 931 23886 SH SOLE 23886 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5417 23945 SH SOLE 23945 0 0 COCA COLA CO COM 191216100 1675 26631 SH SOLE 26631 0 0 NORFOLK SOUTHN CORP COM 655844108 6183 27201 SH SOLE 27201 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1502 27845 SH SOLE 27845 0 0 STARBUCKS CORP COM 855244109 2197 28757 SH SOLE 28757 0 0 INTEL CORP COM 458140100 1129 30178 SH SOLE 30178 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2827 30587 SH SOLE 30587 0 0 MERCK & CO INC COM 58933Y105 3061 33573 SH SOLE 33573 0 0 HOME DEPOT INC COM 437076102 9630 35111 SH SOLE 35111 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9662 35389 SH SOLE 35389 0 0 ISHARES TR U.S. TECH ETF 464287721 2880 36027 SH SOLE 36027 0 0 ISHARES TR MSCI EAFE ETF 464287465 2264 36231 SH SOLE 36231 0 0 HONEYWELL INTL INC COM 438516106 6298 36236 SH SOLE 36236 0 0 MEDTRONIC PLC SHS G5960L103 3433 38252 SH SOLE 38252 0 0 AMAZON COM INC COM 023135106 4157 39144 SH SOLE 39144 0 0 SPDR SER TR S&P DIVID ETF 78464A763 4661 39269 SH SOLE 39269 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2985 41744 SH SOLE 41744 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 16041 42520 SH SOLE 42520 0 0 ISHARES TR U.S. FINLS ETF 464287788 2994 42784 SH SOLE 42784 0 0 SOUTHERN CO COM 842587107 3139 44023 SH SOLE 44023 0 0 VISA INC COM CL A 92826C839 9019 45807 SH SOLE 45807 0 0 CHEVRON CORP NEW COM 166764100 6815 47074 SH SOLE 47074 0 0 AT&T INC COM 00206R102 1013 48320 SH SOLE 48320 0 0 ABBVIE INC COM 00287Y109 7648 49934 SH SOLE 49934 0 0 WALMART INC COM 931142103 6662 54796 SH SOLE 54796 0 0 ABBOTT LABS COM 002824100 6086 56015 SH SOLE 56015 0 0 DISNEY WALT CO COM 254687106 5326 56423 SH SOLE 56423 0 0 PFIZER INC COM 717081103 3150 60082 SH SOLE 60082 0 0 PEPSICO INC COM 713448108 10151 60906 SH SOLE 60906 0 0 JOHNSON & JOHNSON COM 478160104 11107 62571 SH SOLE 62571 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 6016 62595 SH SOLE 62595 0 0 NUVEEN MUN VALUE FD INC COM 670928100 584 65392 SH SOLE 65392 0 0 JPMORGAN CHASE & CO COM 46625H100 7670 68113 SH SOLE 68113 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10119 70530 SH SOLE 70530 0 0 MICROSOFT CORP COM 594918104 19017 74044 SH SOLE 74044 0 0 ENBRIDGE INC COM 29250N105 3181 75274 SH SOLE 75274 0 0 DOMINION ENERGY INC COM 25746U109 6393 80098 SH SOLE 80098 0 0 TRUIST FINL CORP COM 89832Q109 3916 82568 SH SOLE 82568 0 0 PROCTER AND GAMBLE CO COM 742718109 12231 85064 SH SOLE 85064 0 0 CVS HEALTH CORP COM 126650100 8789 94856 SH SOLE 94856 0 0 ISHARES TR PFD AND INCM SEC 464288687 3174 96542 SH SOLE 96542 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 5426 110281 SH SOLE 110281 0 0 EXXON MOBIL CORP COM 30231G102 9597 112067 SH SOLE 112067 0 0 COMCAST CORP NEW CL A 20030N101 4721 120317 SH SOLE 120317 0 0 APPLE INC COM 037833100 17916 131043 SH SOLE 131043 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 6389 131847 SH SOLE 131847 0 0 CISCO SYS INC COM 17275R102 5624 131894 SH SOLE 131894 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10491 137567 SH SOLE 137567 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 4183 140715 SH SOLE 140715 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 8511 167711 SH SOLE 167711 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 2322 178597 SH SOLE 178597 0 0 BK OF AMERICA CORP COM 060505104 6954 223391 SH SOLE 223391 0 0