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Wills Financial Group, Inc.

Portfolio Manager
Wills Financial Group, Inc.
Performance
0% (N/A)
AUM (13F)
$231.61M
# of Holdings
65
Performance Rank
N/A
Allocation (Top 20)
N/A

Wills Financial Group, Inc. Holdings Map

Top 50 Wills Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRKB
Berkshire Hathaway Inc DEL
9.17%46.8K$21.2M
-0.89%(-420)
2023-Q4: 46.9K shares2024-Q1: 46.7K shares2024-Q2: 46.9K shares2024-Q3: 47.3K shares2024-Q4: 46.8K shares2024-12-31
AAPL
APPLE INC
7.52%69.5K$17.4M
-1.47%(-1.04K)
2023-Q4: 78.8K shares2024-Q1: 78.9K shares2024-Q2: 70.5K shares2024-Q3: 70.6K shares2024-Q4: 69.5K shares2024-12-31
MSFT
MICROSOFT CORP
7.4%40.7K$17.1M
-8.22%(-3.64K)
2023-Q4: 44.5K shares2024-Q1: 44.4K shares2024-Q2: 44.2K shares2024-Q3: 44.3K shares2024-Q4: 40.7K shares2024-12-31
LMT
LOCKHEED MARTIN CORP
4.44%21.2K$10.3M
-7.99%(-1.84K)
2023-Q4: 21.9K shares2024-Q1: 22.8K shares2024-Q2: 23.0K shares2024-Q3: 23.0K shares2024-Q4: 21.2K shares2024-12-31
DHR
DANAHER CORP DEL
4.14%41.8K$9.6M
+1.40%(+578)
2023-Q4: 40.5K shares2024-Q1: 40.8K shares2024-Q2: 40.8K shares2024-Q3: 41.2K shares2024-Q4: 41.8K shares2024-12-31
PANW
PALO ALTO NETWORKS INC
3.92%49.9K$9.1M
+77.13%(+21.72K)
2023-Q4: 30.3K shares2024-Q1: 30.5K shares2024-Q2: 30.5K shares2024-Q3: 28.2K shares2024-Q4: 49.9K shares2024-12-31
PG
PROCTER AND GAMBLE CO
3.64%50.4K$8.4M
-0.05%(-27)
2023-Q4: 50.2K shares2024-Q1: 50.4K shares2024-Q2: 50.4K shares2024-Q3: 50.4K shares2024-Q4: 50.4K shares2024-12-31
AMZN
AMAZON COM INC
3.54%37.4K$8.2M
+5.61%(+1.98K)
2023-Q4: 34.5K shares2024-Q1: 34.7K shares2024-Q2: 35.2K shares2024-Q3: 35.4K shares2024-Q4: 37.4K shares2024-12-31
GOOGL
ALPHABET INC
3.53%43.1K$8.2M
-0.04%(-18)
2023-Q4: 41.1K shares2024-Q1: 42.1K shares2024-Q2: 42.2K shares2024-Q3: 43.2K shares2024-Q4: 43.1K shares2024-12-31
PEP
PEPSICO INC
3.26%49.7K$7.6M
+1.00%(+490)
2023-Q4: 48.2K shares2024-Q1: 48.2K shares2024-Q2: 48.1K shares2024-Q3: 49.2K shares2024-Q4: 49.7K shares2024-12-31

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