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Home > Institutional Investor > Pettyjohn, Wood & White, Inc > Profile

Instuitional Investor - Pettyjohn, Wood & White, Inc

Fund Profile
Filing Period:
Fund Name: Pettyjohn, Wood & White, Inc
Portfolio Value $521,699,293
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 122,171 $27,137,845 5.2%
2.
Microsoft Corp
 MSFT 68,825 $25,836,147 4.95%
3.
Spdr S & P 500 Etf Trust
 SPY 44,857 $25,092,558 4.81%
4.
Berkshire Hathaway Inc
 BRK.A 32,168 $17,132,034 3.28%
5.
Jpmorgan Chase & Co
 JPM 64,397 $15,796,585 3.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)