Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. is one of the oldest registered investment advisory firms in central Virginia, headquartered in Lynchburg, VA. Founded in 1978 as The Pettyjohn Company, it now operates as a subsidiary of Bank of the James Financial Group, Inc. The firm serves individuals, families, retirement plans, trusts, estates, endowments, foundations, small businesses, and charitable organizations. With a staff of approximately 6–9 professionals, Pettyjohn, Wood & White specializes in customized portfolio management and financial planning for a select group of clients, emphasizing personal commitment and deep client relationships.
Investment Strategy
Pettyjohn, Wood & White, Inc. provides discretionary and customized investment portfolio management, focusing on meeting the unique objectives and risk tolerances of each client. Their approach is built on trusted professional guidance, detail-oriented portfolio construction, long-term planning, and diversification. They also offer financial planning that includes retirement, legacy, and estate planning services, with an emphasis on personalized service for individuals, families, small businesses, nonprofits, and retirement plans. The firm commits to transparency in fee structure and comprehensive, client-focused solutions.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.12% | $34.3M | 68,881 | $70.90 | $497.41 | +$8.4M |
S SPY | SPDR S&P 500 ETF TR | 5.01% | $28.1M | 45,402 | $259.63 | $617.85 | +$3.0M |
A AAPL | APPLE INC | 4.67% | $26.1M | 127,356 | $46.91 | $205.17 | -$1.0M |
J JPM | JPMORGAN CHASE & CO. | 3.33% | $18.6M | 64,275 | $88.38 | $289.91 | +$2.8M |
G GOOGL | ALPHABET INC | 2.85% | $15.9M | 90,491 | $52.06 | $176.23 | +$2.1M |