0001128213-22-000005.txt : 20221028 0001128213-22-000005.hdr.sgml : 20221028 20221028145904 ACCESSION NUMBER: 0001128213-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221028 DATE AS OF CHANGE: 20221028 EFFECTIVENESS DATE: 20221028 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: 221341179 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 09-30-2022 09-30-2022 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 10-28-2022 0 163 374896 false INFORMATION TABLE 2 inftable.xml 093022 FILING VANGUARD INDEX FDS VALUE ETF 922908744 200 1621 SH SOLE 1621 0 0 CONOCOPHILLIPS COM 20825C104 205 2003 SH SOLE 2003 0 0 ISHARES TR US AER DEF ETF 464288760 205 2245 SH SOLE 2245 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 207 1187 SH SOLE 1187 0 0 TEXAS INSTRS INC COM 882508104 207 1339 SH SOLE 1339 0 0 CORTEVA INC COM 22052L104 208 3640 SH SOLE 3640 0 0 ROCKWELL AUTOMATION INC COM 773903109 211 982 SH SOLE 982 0 0 ISHARES TR ISHARES BIOTECH 464287556 211 1800 SH SOLE 1800 0 0 LINCOLN NATL CORP IND COM 534187109 219 4998 SH SOLE 4998 0 0 UNITEDHEALTH GROUP INC COM 91324P102 225 445 SH SOLE 445 0 0 EMERSON ELEC CO COM 291011104 230 3143 SH SOLE 3143 0 0 KRAFT HEINZ CO COM 500754106 231 6939 SH SOLE 6939 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 242 4910 SH SOLE 4910 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 246 5537 SH SOLE 5537 0 0 CONSOLIDATED EDISON INC COM 209115104 253 2950 SH SOLE 2950 0 0 PAYPAL HLDGS INC COM 70450Y103 255 2960 SH SOLE 2960 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 258 890 SH SOLE 890 0 0 APPLIED MATLS INC COM 038222105 261 3180 SH SOLE 3180 0 0 V F CORP COM 918204108 263 8783 SH SOLE 8783 0 0 QUALCOMM INC COM 747525103 264 2340 SH SOLE 2340 0 0 NORTHROP GRUMMAN CORP COM 666807102 270 575 SH SOLE 575 0 0 ISHARES TR NATIONAL MUN ETF 464288414 285 2778 SH SOLE 2778 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 286 2100 SH SOLE 2100 0 0 ISHARES TR US REGNL BKS ETF 464288778 286 6000 SH SOLE 6000 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 293 9655 SH SOLE 9655 0 0 BARNES GROUP INC COM 067806109 293 10134 SH SOLE 10134 0 0 AMERICAN EXPRESS CO COM 025816109 297 2203 SH SOLE 2203 0 0 ISHARES TR S&P MC 400VL ETF 464287705 302 3350 SH SOLE 3350 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 304 2120 SH SOLE 2120 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 304 2510 SH SOLE 2510 0 0 WELLTOWER INC COM 95040Q104 304 4719 SH SOLE 4719 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 305 1425 SH SOLE 1425 0 0 NIKE INC CL B 654106103 305 3666 SH SOLE 3666 0 0 MARATHON PETE CORP COM 56585A102 312 3140 SH SOLE 3140 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 313 1486 SH SOLE 1486 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 314 3682 SH SOLE 3682 0 0 ISHARES TR US CONSUM DISCRE 464287580 320 5500 SH SOLE 5500 0 0 BROADCOM INC COM 11135F101 325 732 SH SOLE 732 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 327 1912 SH SOLE 1912 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 335 6941 SH SOLE 6941 0 0 CINCINNATI FINL CORP COM 172062101 336 3750 SH SOLE 3750 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 343 4229 SH SOLE 4229 0 0 3M CO COM 88579Y101 347 3138 SH SOLE 3138 0 0 NEXTERA ENERGY INC COM 65339F101 351 4480 SH SOLE 4480 0 0 AFLAC INC COM 001055102 354 6294 SH SOLE 6294 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 356 1895 SH SOLE 1895 0 0 CANADIAN NATL RY CO COM 136375102 357 3310 SH SOLE 3310 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 363 5492 SH SOLE 5492 0 0 COSTCO WHSL CORP NEW COM 22160K105 376 797 SH SOLE 797 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 378 1845 SH SOLE 1845 0 0 MONDELEZ INTL INC CL A 609207105 378 6900 SH SOLE 6900 0 0 SYNOVUS FINL CORP COM NEW 87161C501 390 10392 SH SOLE 10392 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 392 2430 SH SOLE 2430 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 402 2459 SH SOLE 2459 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 427 5152 SH SOLE 5152 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 459 2560 SH SOLE 2560 0 0 AMGEN INC COM 031162100 460 2042 SH SOLE 2042 0 0 DOLLAR TREE INC COM 256746108 469 3445 SH SOLE 3445 0 0 ISHARES TR U.S. MED DVC ETF 464288810 477 10100 SH SOLE 10100 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 489 965 SH SOLE 965 0 0 BECTON DICKINSON & CO COM 075887109 494 2215 SH SOLE 2215 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 509 7157 SH SOLE 7157 0 0 SHERWIN WILLIAMS CO COM 824348106 529 2583 SH SOLE 2583 0 0 WELLS FARGO CO NEW COM 949746101 536 13329 SH SOLE 13329 0 0 GENERAL MLS INC COM 370334104 540 7050 SH SOLE 7050 0 0 AMERICAN ELEC PWR CO INC COM 025537101 544 6289 SH SOLE 6289 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 547 11958 SH SOLE 11958 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 548 5030 SH SOLE 5030 0 0 SHELL PLC SPON ADS 780259305 550 11050 SH SOLE 11050 0 0 ISHARES TR INTRM GOV CR ETF 464288612 553 5434 SH SOLE 5434 0 0 CSX CORP COM 126408103 553 20775 SH SOLE 20775 0 0 LOCKHEED MARTIN CORP COM 539830109 567 1469 SH SOLE 1469 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 579 2880 SH SOLE 2880 0 0 ALTRIA GROUP INC COM 02209S103 596 14753 SH SOLE 14753 0 0 CIGNA CORP NEW COM 125523100 605 2180 SH SOLE 2180 0 0 LILLY ELI & CO COM 532457108 624 1929 SH SOLE 1929 0 0 LOWES COS INC COM 548661107 672 3576 SH SOLE 3576 0 0 INTEL CORP COM 458140100 691 26803 SH SOLE 26803 0 0 GENERAL MTRS CO COM 37045V100 701 21841 SH SOLE 21841 0 0 AT&T INC COM 00206R102 707 46105 SH SOLE 46105 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 708 3131 SH SOLE 3131 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 708 4294 SH SOLE 4294 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 729 15158 SH SOLE 15158 0 0 VENTAS INC COM 92276F100 735 18292 SH SOLE 18292 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 740 6225 SH SOLE 6225 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 746 11390 SH SOLE 11390 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 756 15032 SH SOLE 15032 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 882 20834 SH SOLE 20834 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 904 23906 SH SOLE 23906 0 0 UNITED PARCEL SERVICE INC CL B 911312106 957 5926 SH SOLE 5926 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 992 8350 SH SOLE 8350 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1051 7375 SH SOLE 7375 0 0 VISA INC COM CL A 92826C839 1136 6396 SH SOLE 6396 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1157 12673 SH SOLE 12673 0 0 ISHARES TR CORE S&P500 ETF 464287200 1217 3394 SH SOLE 3394 0 0 PHILIP MORRIS INTL INC COM 718172109 1227 14780 SH SOLE 14780 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1247 27605 SH SOLE 27605 0 0 SCHWAB CHARLES CORP COM 808513105 1260 17538 SH SOLE 17538 0 0 MCDONALDS CORP COM 580135101 1322 5730 SH SOLE 5730 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1338 14810 SH SOLE 14810 0 0 ISHARES TR CORE US AGGBD ET 464287226 1345 13956 SH SOLE 13956 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1439 6704 SH SOLE 6704 0 0 ORACLE CORP COM 68389X105 1491 24422 SH SOLE 24422 0 0 COCA COLA CO COM 191216100 1492 26631 SH SOLE 26631 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1555 16720 SH SOLE 16720 0 0 META PLATFORMS INC CL A 30303M102 1567 11552 SH SOLE 11552 0 0 UNION PAC CORP COM 907818108 1715 8801 SH SOLE 8801 0 0 ALPHABET INC CAP STK CL C 02079K107 1779 18500 SH SOLE 18500 0 0 BOEING CO COM 097023105 1851 15290 SH SOLE 15290 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1916 6962 SH SOLE 6962 0 0 ISHARES TR MSCI EAFE ETF 464287465 2031 36256 SH SOLE 36256 0 0 ELEVANCE HEALTH INC COM 036752103 2076 4570 SH SOLE 4570 0 0 KIMBERLY-CLARK CORP COM 494368103 2120 18840 SH SOLE 18840 0 0 ISHARES TR PFD AND INCM SEC 464288687 2128 67204 SH SOLE 67204 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 2177 45927 SH SOLE 45927 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 2257 178597 SH SOLE 178597 0 0 STARBUCKS CORP COM 855244109 2446 29032 SH SOLE 29032 0 0 ISHARES TR U.S. TECH ETF 464287721 2619 35702 SH SOLE 35702 0 0 PFIZER INC COM 717081103 2687 61407 SH SOLE 61407 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2715 31142 SH SOLE 31142 0 0 ENBRIDGE INC COM 29250N105 2795 75324 SH SOLE 75324 0 0 SOUTHERN CO COM 842587107 2856 42005 SH SOLE 42005 0 0 ISHARES TR U.S. FINLS ETF 464287788 2857 42289 SH SOLE 42289 0 0 MERCK & CO INC COM 58933Y105 2888 33534 SH SOLE 33534 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2965 41175 SH SOLE 41175 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 3051 104420 SH SOLE 104420 0 0 MEDTRONIC PLC SHS G5960L103 3140 38881 SH SOLE 38881 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3503 47161 SH SOLE 47161 0 0 COMCAST CORP NEW CL A 20030N101 3506 119551 SH SOLE 119551 0 0 FEDEX CORP COM 31428X106 3529 23767 SH SOLE 23767 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3556 10833 SH SOLE 10833 0 0 TRUIST FINL CORP COM 89832Q109 3595 82560 SH SOLE 82560 0 0 SPDR SER TR S&P DIVID ETF 78464A763 4404 39494 SH SOLE 39494 0 0 ISHARES TR US HLTHCARE ETF 464287762 4873 19259 SH SOLE 19259 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 5003 102215 SH SOLE 102215 0 0 AMAZON COM INC COM 023135106 5103 45159 SH SOLE 45159 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 5172 63187 SH SOLE 63187 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5278 24072 SH SOLE 24072 0 0 CISCO SYS INC COM 17275R102 5311 132783 SH SOLE 132783 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5326 19927 SH SOLE 19927 0 0 DISNEY WALT CO COM 254687106 5402 57262 SH SOLE 57262 0 0 ABBOTT LABS COM 002824100 5415 55962 SH SOLE 55962 0 0 DOMINION ENERGY INC COM 25746U109 5475 79228 SH SOLE 79228 0 0 NORFOLK SOUTHN CORP COM 655844108 5627 26841 SH SOLE 26841 0 0 HONEYWELL INTL INC COM 438516106 6062 36305 SH SOLE 36305 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6221 163848 SH SOLE 163848 0 0 ABBVIE INC COM 00287Y109 6644 49505 SH SOLE 49505 0 0 CHEVRON CORP NEW COM 166764100 6829 47534 SH SOLE 47534 0 0 BK OF AMERICA CORP COM 060505104 6868 227434 SH SOLE 227434 0 0 JPMORGAN CHASE & CO COM 46625H100 7158 68493 SH SOLE 68493 0 0 WALMART INC COM 931142103 7182 55371 SH SOLE 55371 0 0 ALPHABET INC CAP STK CL A 02079K305 8678 90730 SH SOLE 90730 0 0 CVS HEALTH CORP COM 126650100 9047 94865 SH SOLE 94865 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9484 35518 SH SOLE 35518 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9574 70838 SH SOLE 70838 0 0 HOME DEPOT INC COM 437076102 9760 35370 SH SOLE 35370 0 0 EXXON MOBIL CORP COM 30231G102 9833 112619 SH SOLE 112619 0 0 PEPSICO INC COM 713448108 9954 60972 SH SOLE 60972 0 0 JOHNSON & JOHNSON COM 478160104 10211 62508 SH SOLE 62508 0 0 PROCTER AND GAMBLE CO COM 742718109 10855 85979 SH SOLE 85979 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 15160 42443 SH SOLE 42443 0 0 MICROSOFT CORP COM 594918104 17186 73793 SH SOLE 73793 0 0 APPLE INC COM 037833100 18112 131057 SH SOLE 131057 0 0