0001128213-23-000002.txt : 20230425 0001128213-23-000002.hdr.sgml : 20230425 20230425122600 ACCESSION NUMBER: 0001128213-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230425 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: 23843416 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 03-31-2023 03-31-2023 PETTYJOHN, WOOD & WHITE, INC

1925 ATHERHOLT ROAD LYNCHBURG VA 24501

13F HOLDINGS REPORT 028-05957 N Kate W Sigler 4348451266 Kate W Sigler Lynchburg VA 04-25-2023 0 172 409098283 false INFORMATION TABLE 2 inftable.xml UNITEDHEALTH GROUP INC COM 91324P102 267486 566 SH SOLE 566 0 0 NORTHROP GRUMMAN CORP COM 666807102 288575 625 SH SOLE 625 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 221503 775 SH SOLE 775 0 0 COSTCO WHSL CORP NEW COM 22160K105 418216 842 SH SOLE 842 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 280413 890 SH SOLE 890 0 0 CATERPILLAR INC COM 149123101 220831 965 SH SOLE 965 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 561961 975 SH SOLE 975 0 0 ROCKWELL AUTOMATION INC COM 773903109 288168 982 SH SOLE 982 0 0 BROADCOM INC COM 11135F101 668485 1042 SH SOLE 1042 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 242754 1187 SH SOLE 1187 0 0 THE CIGNA GROUP COM 125523100 327079 1280 SH SOLE 1280 0 0 TEXAS INSTRS INC COM 882508104 249068 1339 SH SOLE 1339 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 349216 1400 SH SOLE 1400 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 204638 1415 SH SOLE 1415 0 0 LOCKHEED MARTIN CORP COM 539830109 694441 1469 SH SOLE 1469 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 352018 1669 SH SOLE 1669 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 408276 1671 SH SOLE 1671 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 391162 1705 SH SOLE 1705 0 0 ISHARES TR ISHARES BIOTECH 464287556 229259 1775 SH SOLE 1775 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 261126 1780 SH SOLE 1780 0 0 LILLY ELI & CO COM 532457108 662458 1929 SH SOLE 1929 0 0 AMGEN INC COM 031162100 501732 2075 SH SOLE 2075 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 426569 2090 SH SOLE 2090 0 0 CONOCOPHILLIPS COM 20825C104 209730 2114 SH SOLE 2114 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 336572 2120 SH SOLE 2120 0 0 QUALCOMM INC COM 747525103 277487 2175 SH SOLE 2175 0 0 AMERICAN EXPRESS CO COM 025816109 363385 2203 SH SOLE 2203 0 0 BECTON DICKINSON & CO COM 075887109 553995 2238 SH SOLE 2238 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 422860 2264 SH SOLE 2264 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 431296 2275 SH SOLE 2275 0 0 ISHARES TR US AER DEF ETF 464288760 262958 2285 SH SOLE 2285 0 0 POST HLDGS INC COM 737446104 211195 2350 SH SOLE 2350 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 359334 2360 SH SOLE 2360 0 0 ISHARES TR NATIONAL MUN ETF 464288414 279586 2595 SH SOLE 2595 0 0 SHERWIN WILLIAMS CO COM 824348106 598788 2664 SH SOLE 2664 0 0 CONSOLIDATED EDISON INC COM 209115104 263093 2750 SH SOLE 2750 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 357310 2760 SH SOLE 2760 0 0 GENERAL ELECTRIC CO COM NEW 369604301 269114 2815 SH SOLE 2815 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 669255 2880 SH SOLE 2880 0 0 MARATHON PETE CORP COM 56585A102 423367 3140 SH SOLE 3140 0 0 EMERSON ELEC CO COM 291011104 273707 3141 SH SOLE 3141 0 0 INTERDIGITAL INC COM 45867G101 229635 3150 SH SOLE 3150 0 0 3M CO COM 88579Y101 331938 3158 SH SOLE 3158 0 0 ARCH CAP GROUP LTD ORD G0450A105 215488 3175 SH SOLE 3175 0 0 APPLIED MATLS INC COM 038222105 390600 3180 SH SOLE 3180 0 0 CANADIAN NATL RY CO COM 136375102 378684 3210 SH SOLE 3210 0 0 ISHARES TR S&P MC 400VL ETF 464287705 331948 3230 SH SOLE 3230 0 0 PACCAR INC COM 693718108 238779 3262 SH SOLE 3262 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 399655 3350 SH SOLE 3350 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 403728 3422 SH SOLE 3422 0 0 DOLLAR TREE INC COM 256746108 494530 3445 SH SOLE 3445 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 802804 3606 SH SOLE 3606 0 0 CORTEVA INC COM 22052L104 219529 3640 SH SOLE 3640 0 0 LOWES COS INC COM 548661107 747288 3737 SH SOLE 3737 0 0 CINCINNATI FINL CORP COM 172062101 420300 3750 SH SOLE 3750 0 0 ISHARES TR CORE S&P500 ETF 464287200 1614723 3928 SH SOLE 3928 0 0 NIKE INC CL B 654106103 497060 4053 SH SOLE 4053 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 779965 4372 SH SOLE 4372 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 203817 4455 SH SOLE 4455 0 0 ELEVANCE HEALTH INC COM 036752103 2067306 4496 SH SOLE 4496 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 248919 4655 SH SOLE 4655 0 0 NEXTERA ENERGY INC COM 65339F101 362970 4709 SH SOLE 4709 0 0 WELLTOWER INC COM 95040Q104 338306 4719 SH SOLE 4719 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 431520 4860 SH SOLE 4860 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 248152 4910 SH SOLE 4910 0 0 ISHARES TR INTRM GOV CR ETF 464288612 525794 5032 SH SOLE 5032 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 546575 5402 SH SOLE 5402 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 399474 5492 SH SOLE 5492 0 0 ISHARES TR US CONSUM DISCRE 464287580 355795 5500 SH SOLE 5500 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 207048 5539 SH SOLE 5539 0 0 MCDONALDS CORP COM 580135101 1618663 5789 SH SOLE 5789 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1147645 5916 SH SOLE 5916 0 0 ISHARES TR US REGNL BKS ETF 464288778 214383 5990 SH SOLE 5990 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 814132 6210 SH SOLE 6210 0 0 AMERICAN ELEC PWR CO INC COM 025537101 572538 6292 SH SOLE 6292 0 0 VISA INC COM CL A 92826C839 1437984 6378 SH SOLE 6378 0 0 AFLAC INC COM 001055102 412799 6398 SH SOLE 6398 0 0 GENERAL MLS INC COM 370334104 564036 6600 SH SOLE 6600 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 349986 6825 SH SOLE 6825 0 0 MONDELEZ INTL INC CL A 609207105 477304 6846 SH SOLE 6846 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 399704 6895 SH SOLE 6895 0 0 KRAFT HEINZ CO COM 500754106 268332 6939 SH SOLE 6939 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 489121 7057 SH SOLE 7057 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2741908 7115 SH SOLE 7115 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1456740 7129 SH SOLE 7129 0 0 BARNES GROUP INC COM 067806109 338836 8412 SH SOLE 8412 0 0 META PLATFORMS INC CL A 30303M102 1788138 8437 SH SOLE 8437 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1282377 8492 SH SOLE 8492 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1275128 8527 SH SOLE 8527 0 0 UNION PAC CORP COM 907818108 1780145 8845 SH SOLE 8845 0 0 ISHARES TR U.S. MED DVC ETF 464288810 499315 9250 SH SOLE 9250 0 0 SYNOVUS FINL CORP COM NEW 87161C501 320386 10392 SH SOLE 10392 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 336932 10480 SH SOLE 10480 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4069467 10821 SH SOLE 10821 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 553243 11569 SH SOLE 11569 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 787220 11630 SH SOLE 11630 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 660202 11958 SH SOLE 11958 0 0 WELLS FARGO CO NEW COM 949746101 468414 12531 SH SOLE 12531 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1293421 12723 SH SOLE 12723 0 0 SHELL PLC SPON ADS 780259305 763269 13265 SH SOLE 13265 0 0 ISHARES TR CORE US AGGBD ET 464287226 1329397 13342 SH SOLE 13342 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1075751 13410 SH SOLE 13410 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 663207 13680 SH SOLE 13680 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 691150 13716 SH SOLE 13716 0 0 VENTAS INC COM 92276F100 600181 13845 SH SOLE 13845 0 0 ALTRIA GROUP INC COM 02209S103 658279 14753 SH SOLE 14753 0 0 PHILIP MORRIS INTL INC COM 718172109 1437355 14780 SH SOLE 14780 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1627759 15608 SH SOLE 15608 0 0 BOEING CO COM 097023105 3349172 15766 SH SOLE 15766 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1579986 16378 SH SOLE 16378 0 0 ALPHABET INC CAP STK CL C 02079K107 1913600 18400 SH SOLE 18400 0 0 ISHARES TR US HLTHCARE ETF 464287762 5044784 18475 SH SOLE 18475 0 0 KIMBERLY-CLARK CORP COM 494368103 2506559 18675 SH SOLE 18675 0 0 SCHWAB CHARLES CORP COM 808513105 983083 18768 SH SOLE 18768 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1443034 18930 SH SOLE 18930 0 0 INTEL CORP COM 458140100 625729 19153 SH SOLE 19153 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 576571 19459 SH SOLE 19459 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6413466 19984 SH SOLE 19984 0 0 GENERAL MTRS CO COM 37045V100 775452 21141 SH SOLE 21141 0 0 CSX CORP COM 126408103 636824 21270 SH SOLE 21270 0 0 FEDEX CORP COM 31428X106 5376370 23530 SH SOLE 23530 0 0 ISHARES TR CORE S&P MCP ETF 464287507 6084809 24324 SH SOLE 24324 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1643694 24632 SH SOLE 24632 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1039697 24796 SH SOLE 24796 0 0 ORACLE CORP COM 68389X105 2318076 24947 SH SOLE 24947 0 0 COCA COLA CO COM 191216100 1651921 26631 SH SOLE 26631 0 0 NORFOLK SOUTHN CORP COM 655844108 5657008 26684 SH SOLE 26684 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 1402257 28478 SH SOLE 28478 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 640672 28525 SH SOLE 28525 0 0 STARBUCKS CORP COM 855244109 3059861 29385 SH SOLE 29385 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1491441 30834 SH SOLE 30834 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3050733 31548 SH SOLE 31548 0 0 MERCK & CO INC COM 58933Y105 3549069 33359 SH SOLE 33359 0 0 ISHARES TR U.S. TECH ETF 464287721 3243896 34952 SH SOLE 34952 0 0 HOME DEPOT INC COM 437076102 10412025 35281 SH SOLE 35281 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10990051 35593 SH SOLE 35593 0 0 ISHARES TR MSCI EAFE ETF 464287465 2581586 36096 SH SOLE 36096 0 0 HONEYWELL INTL INC COM 438516106 6940906 36317 SH SOLE 36317 0 0 MEDTRONIC PLC SHS G5960L103 2951499 36610 SH SOLE 36610 0 0 SPDR SER TR S&P DIVID ETF 78464A763 4659043 37661 SH SOLE 37661 0 0 SOUTHERN CO COM 842587107 2878595 41371 SH SOLE 41371 0 0 ISHARES TR U.S. FINLS ETF 464287788 2955654 41547 SH SOLE 41547 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3485073 42075 SH SOLE 42075 0 0 AT&T INC COM 00206R102 817259 42455 SH SOLE 42455 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 17806009 43494 SH SOLE 43494 0 0 AMAZON COM INC COM 023135106 4601777 44552 SH SOLE 44552 0 0 CHEVRON CORP NEW COM 166764100 7701642 47203 SH SOLE 47203 0 0 ABBVIE INC COM 00287Y109 7977266 50055 SH SOLE 50055 0 0 ISHARES TR PFD AND INCM SEC 464288687 1690688 54154 SH SOLE 54154 0 0 WALMART INC COM 931142103 8139127 55199 SH SOLE 55199 0 0 DISNEY WALT CO COM 254687106 5529580 55224 SH SOLE 55224 0 0 ABBOTT LABS COM 002824100 5698812 56279 SH SOLE 56279 0 0 PEPSICO INC COM 713448108 11149104 61158 SH SOLE 61158 0 0 PFIZER INC COM 717081103 2500235 61280 SH SOLE 61280 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 6186337 63171 SH SOLE 63171 0 0 JOHNSON & JOHNSON COM 478160104 9897879 63857 SH SOLE 63857 0 0 DOMINION ENERGY INC COM 25746U109 3722991 66589 SH SOLE 66589 0 0 JPMORGAN CHASE & CO COM 46625H100 8975753 68880 SH SOLE 68880 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10942191 71049 SH SOLE 71049 0 0 MICROSOFT CORP COM 594918104 21331552 73991 SH SOLE 73991 0 0 ENBRIDGE INC COM 29250N105 2875519 75374 SH SOLE 75374 0 0 TRUIST FINL CORP COM 89832Q109 2795109 81968 SH SOLE 81968 0 0 PROCTER AND GAMBLE CO COM 742718109 12882353 86639 SH SOLE 86639 0 0 ALPHABET INC CAP STK CL A 02079K305 9227821 88960 SH SOLE 88960 0 0 CVS HEALTH CORP COM 126650100 7079143 95265 SH SOLE 95265 0 0 EXXON MOBIL CORP COM 30231G102 12232276 111547 SH SOLE 111547 0 0 COMCAST CORP NEW CL A 20030N101 4396315 115967 SH SOLE 115967 0 0 CISCO SYS INC COM 17275R102 6643901 127095 SH SOLE 127095 0 0 APPLE INC COM 037833100 21222795 128701 SH SOLE 128701 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5914991 152095 SH SOLE 152095 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 1977451 188149 SH SOLE 188149 0 0 BANK AMERICA CORP COM 060505104 6494568 227083 SH SOLE 227083 0 0