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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 $687,332,893
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 131,897 $38,165,719 5.55%
2.
Spdr S & P 500 Etf Trust
 SPY 48,180 $35,979,581 5.23%
3.
Alphabet Inc.
 GOOGL 93,534 $33,426,246 4.86%
4.
Microsoft Corp
 MSFT 70,956 $26,467,937 3.85%
5.
Invesco Qqq Tr
 28,316 $20,851,903 3.03%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.