PETTYJOHN, WOOD & WHITE, INC Diversified Active

Location: Lynchburg, VA

CIK: 0001128213 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value: $606M (100.0% shares, 0.0% debt)

Holdings (203)

MSFT MICROSOFT CORP 5.9%
Value $35.62M Shares 68,770 Est. Cost $59.49 Unrealized +755.2%
AAPL APPLE INC 5.4%
Value $32.44M Shares 127,393 Est. Cost $96.41 Unrealized +134.0%
SPY SPDR S&P 500 ETF TR 5.0%
Value $30.33M Shares 45,527 Est. Cost $303.29 Unrealized
GOOGL ALPHABET INC 3.6%
Value $22.08M Shares 90,808 Est. Cost $108.03 Unrealized +93.7%
JPM JPMORGAN CHASE & CO. 3.3%
Value $20.27M Shares 64,274 Est. Cost $85.29 Unrealized +247.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value $16.36M Shares 32,549 Est. Cost $152.77 Unrealized +217.0%
WMT WALMART INC 2.6%
Value $15.97M Shares 154,984 Est. Cost $49.82 Unrealized +99.2%
QQQ INVESCO QQQ TR 2.4%
Value $14.83M Shares 24,700 Est. Cost $387.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.4%
Value $14.28M Shares 66,191 Est. Cost $86.03 Unrealized
HD HOME DEPOT INC 2.2%
Value $13.39M Shares 33,050 Est. Cost $118.61 Unrealized +228.1%
PG PROCTER AND GAMBLE CO 2.1%
Value $12.71M Shares 82,702 Est. Cost $64.09 Unrealized +141.7%
XOM EXXON MOBIL CORP 2.0%
Value $12.02M Shares 106,646 Est. Cost $60.23 Unrealized +82.1%
AMZN AMAZON COM INC 1.9%
Value $11.46M Shares 52,198 Est. Cost $131.23 Unrealized +72.5%
ABBV ABBVIE INC 1.8%
Value $10.98M Shares 47,435 Est. Cost $66.74 Unrealized +202.6%
JNJ JOHNSON & JOHNSON 1.8%
Value $10.94M Shares 59,013 Est. Cost $116.75 Unrealized +45.2%
RTX RTX CORPORATION 1.8%
Value $10.77M Shares 64,350 Est. Cost $59.33 Unrealized +160.0%
BAC BANK AMERICA CORP 1.7%
Value $10.2M Shares 197,760 Est. Cost $19.56 Unrealized +147.1%
ORCL ORACLE CORP 1.5%
Value $9.246M Shares 32,876 Est. Cost $70.56 Unrealized +260.2%
PEP PEPSICO INC 1.5%
Value $8.828M Shares 62,862 Est. Cost $64.35 Unrealized +118.2%
CSCO CISCO SYS INC 1.4%
Value $8.673M Shares 126,760 Est. Cost $37.73 Unrealized +78.6%
IJH ISHARES TR 1.4%
Value $8.31M Shares 127,331 Est. Cost $77.45 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value $8.154M Shares 13,315 Est. Cost $340.77 Unrealized
NSC NORFOLK SOUTHN CORP 1.3%
Value $8.054M Shares 26,810 Est. Cost $90.44 Unrealized +205.2%
ABT ABBOTT LABS 1.3%
Value $7.953M Shares 59,381 Est. Cost $47.63 Unrealized +174.2%
CVX CHEVRON CORP NEW 1.3%
Value $7.622M Shares 49,084 Est. Cost $77.07 Unrealized +97.6%
META META PLATFORMS INC 1.2%
Value $7.47M Shares 10,172 Est. Cost $276.60 Unrealized +168.7%
HON HONEYWELL INTL INC 1.2%
Value $7.389M Shares 35,102 Est. Cost $75.00 Unrealized +176.1%
AVGO BROADCOM INC 1.1%
Value $6.38M Shares 19,338 Est. Cost $161.07 Unrealized +89.8%
IYW ISHARES TR 1.0%
Value $6.226M Shares 31,789 Est. Cost $85.20 Unrealized
DIS DISNEY WALT CO 1.0%
Value $5.9M Shares 51,532 Est. Cost $130.75 Unrealized -10.5%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $5.86M Shares 133,342 Est. Cost $34.28 Unrealized +24.0%
IJR ISHARES TR 0.9%
Value $5.291M Shares 44,527 Est. Cost $92.09 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value $5.004M Shares 26,381 Est. Cost $160.14 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $4.963M Shares 26,598 Est. Cost $111.67 Unrealized +56.1%
SDY SPDR SERIES TRUST 0.8%
Value $4.858M Shares 34,689 Est. Cost $105.48 Unrealized
GOOG ALPHABET INC 0.7%
Value $4.531M Shares 18,604 Est. Cost $117.69 Unrealized +78.4%
IYH ISHARES TR 0.7%
Value $4.381M Shares 74,600 Est. Cost $75.51 Unrealized
IYF ISHARES TR 0.7%
Value $4.37M Shares 34,510 Est. Cost $73.64 Unrealized
FDX FEDEX CORP 0.7%
Value $4.268M Shares 18,101 Est. Cost $203.75 Unrealized +12.0%
BOTJ BANK OF THE JAMES FINL GP IN 0.7%
Value $3.993M Shares 255,975 Est. Cost $8.99 Unrealized +59.8%
CVS CVS HEALTH CORP 0.7%
Value $3.971M Shares 52,670 Est. Cost $54.17 Unrealized +25.2%
EFA ISHARES TR 0.6%
Value $3.879M Shares 41,549 Est. Cost $65.50 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value $3.867M Shares 11,783 Est. Cost $259.94 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value $3.766M Shares 12,830 Est. Cost $233.18 Unrealized +27.7%
XLE SELECT SECTOR SPDR TR 0.6%
Value $3.732M Shares 41,773 Est. Cost $42.65 Unrealized
IVV ISHARES TR 0.6%
Value $3.684M Shares 5,505 Est. Cost $353.94 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value $3.457M Shares 12,264 Est. Cost $162.57 Unrealized
ADBE ADOBE INC 0.5%
Value $3.127M Shares 8,864 Est. Cost $284.24 Unrealized +26.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value $3.125M Shares 18,548 Est. Cost $98.63 Unrealized +80.2%
SO SOUTHERN CO 0.5%
Value $3.062M Shares 32,315 Est. Cost $28.68 Unrealized +221.5%
SBUX STARBUCKS CORP 0.5%
Value $3.062M Shares 36,193 Est. Cost $77.70 Unrealized +14.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $3.017M Shares 4 Est. Cost $729330.75 Unrealized -0.3%
TFC TRUIST FINL CORP 0.5%
Value $2.973M Shares 65,030 Est. Cost $39.81 Unrealized +11.4%
AGG ISHARES TR 0.5%
Value $2.792M Shares 27,852 Est. Cost $104.22 Unrealized
SHEL SHELL PLC 0.4%
Value $2.645M Shares 36,977 Est. Cost $61.43 Unrealized
UBER UBER TECHNOLOGIES INC 0.4%
Value $2.581M Shares 26,345 Est. Cost $74.72 Unrealized +25.2%
SCHW SCHWAB CHARLES CORP 0.4%
Value $2.456M Shares 25,728 Est. Cost $55.99 Unrealized +68.8%
ENB ENBRIDGE INC 0.4%
Value $2.434M Shares 48,227 Est. Cost $23.89 Unrealized +93.0%
MRK MERCK & CO INC 0.4%
Value $2.405M Shares 28,652 Est. Cost $55.11 Unrealized +47.0%
XLY SELECT SECTOR SPDR TR 0.4%
Value $2.353M Shares 9,817 Est. Cost $170.51 Unrealized
V VISA INC 0.4%
Value $2.26M Shares 6,621 Est. Cost $104.86 Unrealized +229.1%
UNP UNION PAC CORP 0.4%
Value $2.202M Shares 9,317 Est. Cost $90.86 Unrealized +145.6%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value $2.191M Shares 26,054 Est. Cost $79.90 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value $2.153M Shares 81,736 Est. Cost $33.88 Unrealized
IDCC INTERDIGITAL INC 0.3%
Value $2.089M Shares 6,050 Est. Cost $97.21 Unrealized +179.5%
IWM ISHARES TR 0.3%
Value $1.956M Shares 8,083 Est. Cost $180.48 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value $1.956M Shares 5,648 Est. Cost $268.15 Unrealized +31.0%
URI UNITED RENTALS INC 0.3%
Value $1.916M Shares 2,007 Est. Cost $730.41 Unrealized +21.6%
CMCSA COMCAST CORP NEW 0.3%
Value $1.899M Shares 60,431 Est. Cost $33.78 Unrealized -1.8%
KMB KIMBERLY-CLARK CORP 0.3%
Value $1.895M Shares 15,243 Est. Cost $78.94 Unrealized +60.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $1.839M Shares 6,517 Est. Cost $126.88 Unrealized +104.6%
MDT MEDTRONIC PLC 0.3%
Value $1.788M Shares 18,771 Est. Cost $76.05 Unrealized +20.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value $1.774M Shares 14,337 Est. Cost $63.02 Unrealized +90.1%
MCD MCDONALDS CORP 0.3%
Value $1.712M Shares 5,633 Est. Cost $106.49 Unrealized +183.0%
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value $1.611M Shares 36,686 Est. Cost $24.03 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value $1.582M Shares 56,708 Est. Cost $43.69 Unrealized
BA BOEING CO 0.3%
Value $1.557M Shares 7,212 Est. Cost $159.61 Unrealized +41.3%
PM PHILIP MORRIS INTL INC 0.3%
Value $1.527M Shares 9,414 Est. Cost $75.83 Unrealized +117.8%
LLY ELI LILLY & CO 0.2%
Value $1.499M Shares 1,965 Est. Cost $176.57 Unrealized +320.4%
KO COCA COLA CO 0.2%
Value $1.404M Shares 21,163 Est. Cost $44.48 Unrealized +52.7%
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value $1.396M Shares 4,319 Est. Cost $272.95 Unrealized +12.9%
PFF ISHARES TR 0.2%
Value $1.393M Shares 44,050 Est. Cost $37.37 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value $1.341M Shares 11,331 Est. Cost $67.47 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value $1.33M Shares 22,277 Est. Cost $58.74 Unrealized +15.1%
DVY ISHARES TR 0.2%
Value $1.288M Shares 9,064 Est. Cost $124.28 Unrealized
HDV ISHARES TR 0.2%
Value $1.256M Shares 10,261 Est. Cost $71.26 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value $1.154M Shares 5,998 Est. Cost $123.04 Unrealized +66.3%
D DOMINION ENERGY INC 0.2%
Value $1.114M Shares 18,213 Est. Cost $53.79 Unrealized +8.4%
XLU SELECT SECTOR SPDR TR 0.2%
Value $1.099M Shares 12,602 Est. Cost $22.90 Unrealized
GLD SPDR GOLD TR 0.2%
Value $1.097M Shares 3,085 Est. Cost $196.14 Unrealized
HSY HERSHEY CO 0.2%
Value $1.082M Shares 5,785 Est. Cost $178.51 Unrealized +0.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value $1.067M Shares 1,790 Est. Cost $535.08 Unrealized
LOW LOWES COS INC 0.2%
Value $997K Shares 3,966 Est. Cost $121.99 Unrealized +100.2%
XLI SELECT SECTOR SPDR TR 0.2%
Value $922K Shares 5,980 Est. Cost $103.92 Unrealized
T AT&T INC 0.1%
Value $899K Shares 31,836 Est. Cost $16.06 Unrealized +74.8%
WFC WELLS FARGO CO NEW 0.1%
Value $883K Shares 10,539 Est. Cost $37.03 Unrealized +117.3%
IWO ISHARES TR 0.1%
Value $883K Shares 2,760 Est. Cost $262.53 Unrealized
IWP ISHARES TR 0.1%
Value $865K Shares 6,074 Est. Cost $112.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $863K Shares 10,803 Est. Cost $82.79 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $852K Shares 4,008 Est. Cost $141.06 Unrealized +54.4%
AFL AFLAC INC 0.1%
Value $847K Shares 7,580 Est. Cost $47.07 Unrealized +121.3%
COST COSTCO WHSL CORP NEW 0.1%
Value $787K Shares 850 Est. Cost $344.58 Unrealized +177.6%
XLV SELECT SECTOR SPDR TR 0.1%
Value $780K Shares 5,604 Est. Cost $131.88 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value $755K Shares 10,275 Est. Cost $48.96 Unrealized
ACWI ISHARES TR 0.1%
Value $749K Shares 5,420 Est. Cost $128.60 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $748K Shares 2,944 Est. Cost $162.65 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value $740K Shares 4,012 Est. Cost $70.38 Unrealized +128.1%
IWF ISHARES TR 0.1%
Value $737K Shares 1,573 Est. Cost $128.61 Unrealized
NFLX NETFLIX INC 0.1%
Value $725K Shares 605 Est. Cost $119.05 Unrealized +2.5%
AMAT APPLIED MATLS INC 0.1%
Value $705K Shares 3,445 Est. Cost $112.83 Unrealized +60.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value $704K Shares 13,077 Est. Cost $36.00 Unrealized
CSX CSX CORP 0.1%
Value $683K Shares 19,225 Est. Cost $24.68 Unrealized +37.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $676K Shares 6,008 Est. Cost $52.23 Unrealized +107.1%
VUG VANGUARD INDEX FDS 0.1%
Value $671K Shares 1,400 Est. Cost $127.22 Unrealized
GE GE AEROSPACE 0.1%
Value $649K Shares 2,158 Est. Cost $61.47 Unrealized +343.6%
MO ALTRIA GROUP INC 0.1%
Value $642K Shares 9,719 Est. Cost $40.65 Unrealized +51.1%
VV VANGUARD INDEX FDS 0.1%
Value $641K Shares 2,083 Est. Cost $94.94 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $619K Shares 1,335 Est. Cost $391.13 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value $593K Shares 3,750 Est. Cost $36.34 Unrealized +313.4%
AMGN AMGEN INC 0.1%
Value $589K Shares 2,085 Est. Cost $148.17 Unrealized +93.4%
PFE PFIZER INC 0.1%
Value $588K Shares 23,091 Est. Cost $22.92 Unrealized +5.4%
IYC ISHARES TR 0.1%
Value $576K Shares 5,500 Est. Cost $89.33 Unrealized
WELL WELLTOWER INC 0.1%
Value $570K Shares 3,200 Est. Cost $48.54 Unrealized +236.6%
BBY BEST BUY INC 0.1%
Value $566K Shares 7,479 Est. Cost $68.73 Unrealized +1.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value $555K Shares 1,111 Est. Cost $335.88 Unrealized +33.4%
CAT CATERPILLAR INC 0.1%
Value $550K Shares 1,153 Est. Cost $276.09 Unrealized +54.1%
VO VANGUARD INDEX FDS 0.1%
Value $548K Shares 1,867 Est. Cost $181.43 Unrealized
FLOT ISHARES TR 0.1%
Value $538K Shares 10,541 Est. Cost $50.77 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $532K Shares 1,603 Est. Cost $182.42 Unrealized +73.5%
ITA ISHARES TR 0.1%
Value $522K Shares 2,495 Est. Cost $171.53 Unrealized
USMV ISHARES TR 0.1%
Value $515K Shares 5,417 Est. Cost $44.23 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value $512K Shares 10,110 Est. Cost $49.96 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value $504K Shares 2,040 Est. Cost $190.43 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $504K Shares 8,407 Est. Cost $55.43 Unrealized
IWD ISHARES TR 0.1%
Value $480K Shares 2,360 Est. Cost $119.77 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value $478K Shares 1,187 Est. Cost $163.70 Unrealized
ETN EATON CORP PLC 0.1%
Value $472K Shares 1,260 Est. Cost $287.11 Unrealized +26.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $470K Shares 1,114 Est. Cost $207.78 Unrealized +105.3%
IHI ISHARES TR 0.1%
Value $453K Shares 7,535 Est. Cost $84.34 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $442K Shares 2,120 Est. Cost $150.00 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $442K Shares 3,367 Est. Cost $67.35 Unrealized +101.2%
GVI ISHARES TR 0.1%
Value $428K Shares 3,981 Est. Cost $109.30 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $417K Shares 859 Est. Cost $355.30 Unrealized +30.8%
VTR VENTAS INC 0.1%
Value $415K Shares 5,925 Est. Cost $42.58 Unrealized +55.8%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value $412K Shares 2,065 Est. Cost $146.95 Unrealized
SLQD ISHARES TR 0.1%
Value $411K Shares 8,090 Est. Cost $51.98 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $410K Shares 2,188 Est. Cost $162.98 Unrealized +12.9%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value $392K Shares 3,550 Est. Cost $95.23 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $369K Shares 605 Est. Cost $445.02 Unrealized +26.6%
IJJ ISHARES TR 0.1%
Value $359K Shares 2,764 Est. Cost $123.84 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $350K Shares 4,909 Est. Cost $44.78 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $343K Shares 982 Est. Cost $219.91 Unrealized +56.2%
MDLZ MONDELEZ INTL INC 0.1%
Value $342K Shares 5,469 Est. Cost $45.43 Unrealized +39.6%
GEV GE VERNOVA INC 0.1%
Value $339K Shares 551 Est. Cost $311.89 Unrealized +94.1%
BLK BLACKROCK INC 0.1%
Value $338K Shares 290 Est. Cost $1013.78 Unrealized +9.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $328K Shares 3,921 Est. Cost $83.91 Unrealized +5.0%
MMM 3M CO 0.1%
Value $327K Shares 2,106 Est. Cost $140.80 Unrealized +8.7%
CMI CUMMINS INC 0.1%
Value $323K Shares 765 Est. Cost $254.55 Unrealized +49.5%
PCAR PACCAR INC 0.1%
Value $323K Shares 3,282 Est. Cost $60.33 Unrealized +60.6%
NEE NEXTERA ENERGY INC 0.1%
Value $322K Shares 4,261 Est. Cost $62.73 Unrealized +15.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $318K Shares 1,140 Est. Cost $226.49 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value $314K Shares 1,093 Est. Cost $204.92 Unrealized +30.2%
IGIB ISHARES TR 0.1%
Value $314K Shares 5,800 Est. Cost $79.75 Unrealized
IWR ISHARES TR 0.0%
Value $302K Shares 3,124 Est. Cost $91.97 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $301K Shares 1,224 Est. Cost $178.18 Unrealized +34.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value $290K Shares 2,657 Est. Cost $82.56 Unrealized +22.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $287K Shares 1,100 Est. Cost $222.41 Unrealized +15.7%
NKE NIKE INC 0.0%
Value $276K Shares 3,965 Est. Cost $64.28 Unrealized +14.8%
GIS GENERAL MLS INC 0.0%
Value $275K Shares 5,451 Est. Cost $41.32 Unrealized +19.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $273K Shares 2,487 Est. Cost $91.75 Unrealized +16.5%
FNDX SCHWAB STRATEGIC TR 0.0%
Value $269K Shares 10,225 Est. Cost $23.70 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value $265K Shares 7,830 Est. Cost $33.89 Unrealized
SYNOVUS FINL CORP 0.0%
Value $265K Shares 5,392 Est. Cost $30.02 Unrealized
CI THE CIGNA GROUP 0.0%
Value $261K Shares 905 Est. Cost $242.30 Unrealized +21.0%
TJX TJX COS INC NEW 0.0%
Value $259K Shares 1,789 Est. Cost $132.28 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value $258K Shares 1,340 Est. Cost $147.88 Unrealized +18.0%
GD GENERAL DYNAMICS CORP 0.0%
Value $257K Shares 754 Est. Cost $255.81 Unrealized +22.7%
PSX PHILLIPS 66 0.0%
Value $253K Shares 1,860 Est. Cost $103.33 Unrealized +22.3%
VTV VANGUARD INDEX FDS 0.0%
Value $250K Shares 1,339 Est. Cost $138.74 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $249K Shares 2,640 Est. Cost $42.84 Unrealized +124.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $248K Shares 4,165 Est. Cost $65.44 Unrealized
QCOM QUALCOMM INC 0.0%
Value $242K Shares 1,456 Est. Cost $135.74 Unrealized +15.8%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $238K Shares 6,750 Est. Cost $30.60 Unrealized +8.5%
TXN TEXAS INSTRS INC 0.0%
Value $235K Shares 1,280 Est. Cost $134.60 Unrealized +43.6%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $235K Shares 680 Est. Cost $203.98 Unrealized +57.9%
ANET ARISTA NETWORKS INC 0.0%
Value $233K Shares 1,600 Est. Cost $128.77 Unrealized 0.0%
IYJ ISHARES TR 0.0%
Value $229K Shares 1,570 Est. Cost $133.67 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $229K Shares 8,077 Est. Cost $19.86 Unrealized +35.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value $228K Shares 924 Est. Cost $274.05 Unrealized -4.9%
VUSB VANGUARD BD INDEX FDS 0.0%
Value $227K Shares 4,538 Est. Cost $50.08 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $227K Shares 988 Est. Cost $173.59 Unrealized +34.4%
IAT ISHARES TR 0.0%
Value $225K Shares 4,275 Est. Cost $49.55 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $220K Shares 115 Est. Cost $1878.91 Unrealized +4.3%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $216K Shares 3,430 Est. Cost $60.05 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $213K Shares 4,729 Est. Cost $37.52 Unrealized +21.3%
XLRE SELECT SECTOR SPDR TR 0.0%
Value $212K Shares 5,034 Est. Cost $40.06 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $211K Shares 757 Est. Cost $265.92 Unrealized 0.0%
SHY ISHARES TR 0.0%
Value $209K Shares 2,525 Est. Cost $80.97 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $209K Shares 2,214 Est. Cost $93.28 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value $206K Shares 630 Est. Cost $326.36 Unrealized
MCK MCKESSON CORP 0.0%
Value $205K Shares 266 Est. Cost $703.03 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value $200K Shares 631 Est. Cost $304.73 Unrealized 0.0%
LXP INDUSTRIAL TRUST 0.0%
Value $90,774 Shares 10,131 Est. Cost $8.26 Unrealized