StockDriftsStockDriftsTop 50 Wills Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | Berkshire Hathaway Inc DEL | 9.17% | 46.8K | $21.2M | -0.89%(-420) | — | 2024-12-31 | |
| AAPL | APPLE INC | 7.52% | 69.5K | $17.4M | -1.47%(-1.04K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 7.4% | 40.7K | $17.1M | -8.22%(-3.64K) | — | 2024-12-31 | |
| LMT | LOCKHEED MARTIN CORP | 4.44% | 21.2K | $10.3M | -7.99%(-1.84K) | — | 2024-12-31 | |
| DHR | DANAHER CORP DEL | 4.14% | 41.8K | $9.6M | +1.40%(+578) | — | 2024-12-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.92% | 49.9K | $9.1M | +77.13%(+21.72K) | — | 2024-12-31 | |
| PG | PROCTER AND GAMBLE CO | 3.64% | 50.4K | $8.4M | -0.05%(-27) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.54% | 37.4K | $8.2M | +5.61%(+1.98K) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 3.53% | 43.1K | $8.2M | -0.04%(-18) | — | 2024-12-31 | |
| PEP | PEPSICO INC | 3.26% | 49.7K | $7.6M | +1.00%(+490) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wills Financial Group, Inc. reports $231.61M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (9.2%), AAPL (7.5%) and MSFT (7.4%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wills Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1525109). View Wills Financial Group, Inc.’s 13F filings on SEC