0001128213-23-000001.txt : 20230202 0001128213-23-000001.hdr.sgml : 20230202 20230202150121 ACCESSION NUMBER: 0001128213-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230202 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: 23580346 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 X0202 13F-HR LIVE false false false 0001128213 XXXXXXXX 12-31-2022 12-31-2022 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 02-02-2023 0 169 401170 false INFORMATION TABLE 2 inftable.xml 123122 FILING ISHARES TR SELECT DIVID ETF 464287168 202 1675 SH SOLE 1675 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 204 1187 SH SOLE 1187 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 205 769 SH SOLE 769 0 0 POST HLDGS INC COM 737446104 212 2350 SH SOLE 2350 0 0 CORTEVA INC COM 22052L104 214 3640 SH SOLE 3640 0 0 PACCAR INC COM 693718108 215 2175 SH SOLE 2175 0 0 TEXAS INSTRS INC COM 882508104 221 1339 SH SOLE 1339 0 0 V F CORP COM 918204108 226 8203 SH SOLE 8203 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 227 1620 SH SOLE 1620 0 0 CATERPILLAR INC COM 149123101 231 965 SH SOLE 965 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 233 4642 SH SOLE 4642 0 0 CONOCOPHILLIPS COM 20825C104 233 1978 SH SOLE 1978 0 0 GENERAL ELECTRIC CO COM NEW 369604301 236 2815 SH SOLE 2815 0 0 ISHARES TR ISHARES BIOTECH 464287556 239 1820 SH SOLE 1820 0 0 QUALCOMM INC COM 747525103 239 2175 SH SOLE 2175 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 245 4910 SH SOLE 4910 0 0 ISHARES TR US AER DEF ETF 464288760 251 2245 SH SOLE 2245 0 0 UNITEDHEALTH GROUP INC COM 91324P102 252 475 SH SOLE 475 0 0 ROCKWELL AUTOMATION INC COM 773903109 253 982 SH SOLE 982 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 257 890 SH SOLE 890 0 0 CONSOLIDATED EDISON INC COM 209115104 262 2750 SH SOLE 2750 0 0 ISHARES TR NATIONAL MUN ETF 464288414 277 2628 SH SOLE 2628 0 0 KRAFT HEINZ CO COM 500754106 282 6939 SH SOLE 6939 0 0 ISHARES TR US REGNL BKS ETF 464288778 286 6000 SH SOLE 6000 0 0 EMERSON ELEC CO COM 291011104 297 3093 SH SOLE 3093 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 298 1400 SH SOLE 1400 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 306 1503 SH SOLE 1503 0 0 WELLTOWER INC COM 95040Q104 309 4719 SH SOLE 4719 0 0 APPLIED MATLS INC COM 038222105 310 3180 SH SOLE 3180 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 312 3422 SH SOLE 3422 0 0 ISHARES TR US CONSUM DISCRE 464287580 313 5500 SH SOLE 5500 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 318 1486 SH SOLE 1486 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 318 2100 SH SOLE 2100 0 0 NORTHROP GRUMMAN CORP COM 666807102 322 590 SH SOLE 590 0 0 AMERICAN EXPRESS CO COM 025816109 325 2203 SH SOLE 2203 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 331 6895 SH SOLE 6895 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 336 6791 SH SOLE 6791 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 337 2120 SH SOLE 2120 0 0 ISHARES TR S&P MC 400VL ETF 464287705 338 3350 SH SOLE 3350 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 342 10005 SH SOLE 10005 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 356 3415 SH SOLE 3415 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 363 2675 SH SOLE 2675 0 0 MARATHON PETE CORP COM 56585A102 365 3140 SH SOLE 3140 0 0 COSTCO WHSL CORP NEW COM 22160K105 366 802 SH SOLE 802 0 0 NEXTERA ENERGY INC COM 65339F101 375 4480 SH SOLE 4480 0 0 3M CO COM 88579Y101 376 3138 SH SOLE 3138 0 0 CINCINNATI FINL CORP COM 172062101 384 3750 SH SOLE 3750 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 385 2099 SH SOLE 2099 0 0 SYNOVUS FINL CORP COM NEW 87161C501 390 10392 SH SOLE 10392 0 0 BARNES GROUP INC COM 067806109 393 9612 SH SOLE 9612 0 0 CANADIAN NATL RY CO COM 136375102 393 3310 SH SOLE 3310 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 394 2260 SH SOLE 2260 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 396 5492 SH SOLE 5492 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 401 1705 SH SOLE 1705 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 421 2430 SH SOLE 2430 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 422 5440 SH SOLE 5440 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 430 2251 SH SOLE 2251 0 0 AFLAC INC COM 001055102 453 6294 SH SOLE 6294 0 0 MONDELEZ INTL INC CL A 609207105 456 6846 SH SOLE 6846 0 0 NIKE INC CL B 654106103 464 3966 SH SOLE 3966 0 0 DOLLAR TREE INC COM 256746108 487 3445 SH SOLE 3445 0 0 ISHARES TR INTRM GOV CR ETF 464288612 508 4959 SH SOLE 4959 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 515 7157 SH SOLE 7157 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 516 5252 SH SOLE 5252 0 0 ISHARES TR U.S. MED DVC ETF 464288810 523 9950 SH SOLE 9950 0 0 AMGEN INC COM 031162100 523 1992 SH SOLE 1992 0 0 BROADCOM INC COM 11135F101 528 944 SH SOLE 944 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 531 965 SH SOLE 965 0 0 WELLS FARGO CO NEW COM 949746101 532 12880 SH SOLE 12880 0 0 INTEL CORP COM 458140100 534 20203 SH SOLE 20203 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 540 11569 SH SOLE 11569 0 0 GENERAL MLS INC COM 370334104 560 6675 SH SOLE 6675 0 0 BECTON DICKINSON & CO COM 075887109 563 2215 SH SOLE 2215 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 581 29150 SH SOLE 29150 0 0 AMERICAN ELEC PWR CO INC COM 025537101 597 6291 SH SOLE 6291 0 0 SHERWIN WILLIAMS CO COM 824348106 612 2578 SH SOLE 2578 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 618 11958 SH SOLE 11958 0 0 CSX CORP COM 126408103 652 21050 SH SOLE 21050 0 0 ALTRIA GROUP INC COM 02209S103 674 14753 SH SOLE 14753 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 704 2880 SH SOLE 2880 0 0 LILLY ELI & CO COM 532457108 706 1929 SH SOLE 1929 0 0 LOCKHEED MARTIN CORP COM 539830109 715 1469 SH SOLE 1469 0 0 CIGNA CORP NEW COM 125523100 722 2180 SH SOLE 2180 0 0 GENERAL MTRS CO COM 37045V100 728 21641 SH SOLE 21641 0 0 LOWES COS INC COM 548661107 732 3676 SH SOLE 3676 0 0 SHELL PLC SPON ADS 780259305 748 13135 SH SOLE 13135 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 749 4294 SH SOLE 4294 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 755 15007 SH SOLE 15007 0 0 VENTAS INC COM 92276F100 777 17255 SH SOLE 17255 0 0 AT&T INC COM 00206R102 784 42605 SH SOLE 42605 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 815 11565 SH SOLE 11565 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 842 3527 SH SOLE 3527 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 877 6225 SH SOLE 6225 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 903 30750 SH SOLE 30750 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 972 24006 SH SOLE 24006 0 0 META PLATFORMS INC CL A 30303M102 1027 8537 SH SOLE 8537 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1030 5926 SH SOLE 5926 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1033 8300 SH SOLE 8300 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1107 8567 SH SOLE 8567 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 1110 23190 SH SOLE 23190 0 0 ISHARES TR CORE US AGGBD ET 464287226 1281 13205 SH SOLE 13205 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1318 12648 SH SOLE 12648 0 0 VISA INC COM CL A 92826C839 1336 6431 SH SOLE 6431 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1392 30834 SH SOLE 30834 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1395 28478 SH SOLE 28478 0 0 ISHARES TR CORE S&P500 ETF 464287200 1416 3686 SH SOLE 3686 0 0 SCHWAB CHARLES CORP COM 808513105 1460 17538 SH SOLE 17538 0 0 PHILIP MORRIS INTL INC COM 718172109 1496 14780 SH SOLE 14780 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1505 7102 SH SOLE 7102 0 0 MCDONALDS CORP COM 580135101 1510 5730 SH SOLE 5730 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1512 25182 SH SOLE 25182 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1607 15665 SH SOLE 15665 0 0 ALPHABET INC CAP STK CL C 02079K107 1642 18500 SH SOLE 18500 0 0 COCA COLA CO COM 191216100 1694 26631 SH SOLE 26631 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1707 16570 SH SOLE 16570 0 0 UNION PAC CORP COM 907818108 1828 8826 SH SOLE 8826 0 0 ISHARES TR PFD AND INCM SEC 464288687 1833 60054 SH SOLE 60054 0 0 ORACLE CORP COM 68389X105 2056 25147 SH SOLE 25147 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 2281 185123 SH SOLE 185123 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2330 30985 SH SOLE 30985 0 0 ELEVANCE HEALTH INC COM 036752103 2338 4558 SH SOLE 4558 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2340 6952 SH SOLE 6952 0 0 ISHARES TR MSCI EAFE ETF 464287465 2369 36086 SH SOLE 36086 0 0 KIMBERLY-CLARK CORP COM 494368103 2530 18640 SH SOLE 18640 0 0 ISHARES TR U.S. TECH ETF 464287721 2643 35477 SH SOLE 35477 0 0 MEDTRONIC PLC SHS G5960L103 2850 36671 SH SOLE 36671 0 0 STARBUCKS CORP COM 855244109 2915 29385 SH SOLE 29385 0 0 ENBRIDGE INC COM 29250N105 2945 75324 SH SOLE 75324 0 0 BOEING CO COM 097023105 2972 15601 SH SOLE 15601 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2972 31403 SH SOLE 31403 0 0 SOUTHERN CO COM 842587107 2978 41705 SH SOLE 41705 0 0 PFIZER INC COM 717081103 3144 61355 SH SOLE 61355 0 0 ISHARES TR U.S. FINLS ETF 464287788 3192 42289 SH SOLE 42289 0 0 TRUIST FINL CORP COM 89832Q109 3540 82265 SH SOLE 82265 0 0 AMAZON COM INC COM 023135106 3645 43388 SH SOLE 43388 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3694 42235 SH SOLE 42235 0 0 MERCK & CO INC COM 58933Y105 3704 33384 SH SOLE 33384 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3864 10998 SH SOLE 10998 0 0 DOMINION ENERGY INC COM 25746U109 4071 66389 SH SOLE 66389 0 0 FEDEX CORP COM 31428X106 4081 23560 SH SOLE 23560 0 0 COMCAST CORP NEW CL A 20030N101 4097 117151 SH SOLE 117151 0 0 SPDR SER TR S&P DIVID ETF 78464A763 4722 37739 SH SOLE 37739 0 0 DISNEY WALT CO COM 254687106 4823 55516 SH SOLE 55516 0 0 ISHARES TR US HLTHCARE ETF 464287762 5262 18548 SH SOLE 18548 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5313 19952 SH SOLE 19952 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5864 24244 SH SOLE 24244 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6007 152469 SH SOLE 152469 0 0 ABBOTT LABS COM 002824100 6112 55672 SH SOLE 55672 0 0 CISCO SYS INC COM 17275R102 6325 132758 SH SOLE 132758 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 6354 62962 SH SOLE 62962 0 0 NORFOLK SOUTHN CORP COM 655844108 6630 26907 SH SOLE 26907 0 0 BANK AMERICA CORP COM 060505104 7496 226334 SH SOLE 226334 0 0 HONEYWELL INTL INC COM 438516106 7775 36279 SH SOLE 36279 0 0 WALMART INC COM 931142103 7830 55221 SH SOLE 55221 0 0 ALPHABET INC CAP STK CL A 02079K305 7913 89682 SH SOLE 89682 0 0 ABBVIE INC COM 00287Y109 7968 49305 SH SOLE 49305 0 0 CHEVRON CORP NEW COM 166764100 8506 47389 SH SOLE 47389 0 0 CVS HEALTH CORP COM 126650100 8832 94775 SH SOLE 94775 0 0 JPMORGAN CHASE & CO COM 46625H100 9156 68278 SH SOLE 68278 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10797 71105 SH SOLE 71105 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11018 35669 SH SOLE 35669 0 0 PEPSICO INC COM 713448108 11090 61387 SH SOLE 61387 0 0 JOHNSON & JOHNSON COM 478160104 11159 63170 SH SOLE 63170 0 0 HOME DEPOT INC COM 437076102 11166 35351 SH SOLE 35351 0 0 EXXON MOBIL CORP COM 30231G102 12359 112051 SH SOLE 112051 0 0 PROCTER AND GAMBLE CO COM 742718109 13101 86443 SH SOLE 86443 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 16030 41915 SH SOLE 41915 0 0 APPLE INC COM 037833100 17062 131319 SH SOLE 131319 0 0 MICROSOFT CORP COM 594918104 17781 74145 SH SOLE 74145 0 0