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| Happy Holidays!! thanks for using AUM13F!! |
| Pettyjohn Wood & White Inc
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| CRD # | 106403 |
| SEC # | 801-13803 |
| CIK # | 0001128213 |
| AUM | $853.8 M (2025-03-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 434-845-1266 |
| Address | 1925 Atherholt Road Lynchburg, VA 24501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 34.3 | ||
| Apple Inc | 26.1 | ||
| J P Morgan Chase & Co | 18.6 | ||
| Alphabet Inc | 15.9 | ||
| Wal Mart Stores Inc | 15.2 | ||
| Home Depot Inc | 13.2 | ||
| Procter & Gamble Co | 13.1 | ||
| Exxon Mobil Corp | 11.6 | ||
| Amazon Com Inc | 11.2 | ||
| Bank of America Corp /DE/ | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 101.9 |
| (b) Individuals (high net worth individuals) | 264 | 675.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 11.2 |
| (h) Charitable organizations | 8 | 47.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 976 | 853.8 |
| By Discretionary | ||
| Discretionary | 976 | 853.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 976 | 853.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 853.5 | |
| Total | 976 | 853.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001128213] | |
| SC 13G | [0001128213] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Pettyjohn Wood & White Inc | Bank of the James Financial Group Inc | [2024-11-12] |
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