PETTYJOHN, WOOD & WHITE, INC

Q3 2025 13F-HR Holdings

Location
Lynchburg, VA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
203
Total value ($000)
$605,696
Net value change ($000)
+45,923 (8.2%)
New positions
8
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,308 24.1%
GOOGL 6,128 38.4%
SPY 2,277 8.1%
ABBV 2,191 24.9%
JNJ 2,021 22.7%
ORCL 2,011 27.8%
JPM 1,640 8.8%
RTX 1,519 16.4%
QQQ 1,517 11.4%
MSFT 1,357 4.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -815 -9.9%
BAC -612 -5.7%
CMCSA -503 -20.9%
FDX -486 -10.2%
PG -378 -2.9%
DIS -322 -5.2%
ELV -278 -16.6%
SNV -273 -50.7%
KO -270 -16.1%
ICE -229 -6.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type