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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 $461,790,607
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 74,651 $28,071,692 6.07%
2.
Apple Inc.
 AAPL 130,146 $25,057,010 5.42%
3.
Spdr S & P 500 Etf Trust
 SPY 46,058 $21,891,828 4.74%
4.
Procter & Gamble Co
 PG 87,352 $12,800,563 2.77%
5.
Berkshire Hathaway Inc
 BRK.A 35,379 $12,618,275 2.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)