Equal-WT
WhaleScore 2.0
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Pettyjohn, Wood & White is based out of Lynchburg. Pettyjohn, Wood & White is a large advisory firm with 569 clients and discretionary assets under management (AUM) of $734,420,311 (Form ADV from 2024-02-02). Their last reported 13F filing for Q4 2023 included $461,790,607 in managed 13F securities
and a top 10 holdings concentration of 34.92%. Pettyjohn, Wood & White's largest holding is Microsoft Corp. with shares held of 74,651. Whalewisdom has at least 97 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| BA Boeing Company | 0.25% |
| AAPL Apple Inc | 0.23% |
| BAC Bank of America Corp | 0.21% |
| RSP Invesco S&P 500 Equa | 0.19% |
| AMZN Amazon.com Inc. | 0.18% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PG Procter & Gamble Co. | 0.24% |
| BRK.B Berkshire Hathaway I | 0.21% |
| JNJ Johnson & Johnson Co | 0.19% |
| GM General Motors Co | 0.18% |
| D Dominion Energy Inc | 0.17% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 6.08% |
| AAPL Apple Inc | 5.43% |
| SPY SPDR S&P 500 ETF TRU | 4.74% |
| PG Procter & Gamble Co. | 2.77% |
| BRK.B Berkshire Hathaway I | 2.73% |
2023-12-31
13F Activity
| Market Value | $462m, Prior: $424m |
| New Purchases | 5 stocks |
| Added To | 61 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 79 stocks |
| Top 10 Holdings % | 34.92% |
| Turnover %[1] | 3.89% |
| Turnover Alt %[2] | 1.18% |
| Time Held Top 20 | 27.8 quarters |
| Time Held Top 10 | 23.9 quarters |
| Time Held All | 32.39 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31