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⚲
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| Pettyjohn Wood & White Inc
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|
|---|---|
| CRD # | 106403 |
| SEC # | 801-13803 |
| CIK # | 0001128213 |
| AUM | $648.5 MM (2023-03-30) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 434-845-1266 |
| Address | 1925 Atherholt Road Lynchburg, VA 24501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001128213 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 21.3 | |
| Apple Inc | 2,382,844.0 | 21.2 | |
| Procter & Gamble Co | 338,108.9 | 12.9 | |
| Exxon Mobil Corp | 385,508.3 | 12.2 | |
| PepsiCo Inc | 226,773.9 | 11.1 | |
| Home Depot Inc | 277,648.0 | 10.4 | |
| Johnson & Johnson | 465,600.2 | 9.9 | |
| Alphabet Inc | 1,475,138.5 | 9.2 | |
| J P Morgan Chase & Co | 340,169.2 | 9.0 | |
| Wal Mart Stores Inc | 335,434.5 | 8.1 | |
| AbbVie Inc | 269,466.6 | 8.0 | |
| Chevron Corp | 294,604.1 | 7.7 | |
| CVS Caremark Corp | 122,214.0 | 7.1 | |
| Honeywell International Inc | 119,775.0 | 6.9 | |
| Cisco Systems Inc | 178,309.9 | 6.6 | |
| Bank of America Corp /DE/ | 278,315.2 | 6.5 | |
| United Technologies Corp /DE/ | 139,471.0 | 6.2 | |
| Verizon Communications Inc | 211,914.0 | 5.9 | |
| Abbott Laboratories | 187,298.3 | 5.7 | |
| Norfolk Southern Corp | 53,956.1 | 5.7 | |
| Walt Disney Co | 174,716.7 | 5.5 | |
| Fedex Corp | 62,226.1 | 5.4 | |
| Amazon Com Inc | 1,092,997.8 | 4.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 108.5 |
| (b) Individuals (high net worth individuals) | 233 | 474.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 11.6 |
| (h) Charitable organizations | 6 | 37.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 648.5 |
| By Discretionary | ||
| Discretionary | 917 | 648.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 917 | 648.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 648.5 | |
| Total | 917 | 648.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001128213] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capstone Wealth Advisors LLC
✚
|
OR | 0.7 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.7 |
|
Sachetta LLC
✚
|
MA | 0.6 |
|
William Mack & Associates Inc
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|
MI | 0.6 |
|
FutureAdvisor Inc
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|
CA | 0.6 |
|
Giraffes Inc
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|
MS | 0.6 |
|
The Family Firm Inc
✚
|
MD | 0.6 |
|
One Way Holdings LLC
✚
|
TX | 0.6 |
|
Private Advisory Group LLC
✚
|
WA | 0.6 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.6 |