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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 $545,623,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 126,272 $31,621,035 5.79%
2.
Microsoft Corp
 MSFT 72,698 $30,642,128 5.61%
3.
Spdr S & P 500 Etf Trust
 SPY 44,566 $26,119,242 4.78%
4.
Alphabet Inc.
 GOOGL 90,029 $17,042,490 3.12%
5.
Jpmorgan Chase & Co
 JPM 68,520 $16,424,930 3.01%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)