StockDriftsStockDriftsTop 50 Wills Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.06% | 44.1K | $21.4M | -2.00%(-900) | $492.93(-1.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.33% | 56.2K | $16.8M | -0.68%(-383) | $232.26(+28.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.38% | 35.3K | $14.3M | -0.55%(-194) | $398.57(+2.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.2% | 34.3K | $13.8M | -16.10%(-6.58K) | $171.97(+133.22%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.86% | 146.3K | $12.9M | -0.59%(-863) | $57.97(+51.00%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 4.25% | 49.5K | $11.3M | +2.11%(+1.02K) | $176.64(+34.86%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 4.04% | 20.6K | $10.7M | -2.82%(-599) | $466.24(+11.62%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.83% | 37.7K | $10.2M | -1.89%(-726) | $204.88(+30.43%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.27% | 171.6K | $8.7M | +1.28%(+2.17K) | $50.70(-0.37%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.89% | 41.3K | $7.7M | -1.34%(-562) | $155.92(+19.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.04% | +19.25% |
| Top 20 Holdings Unweighted | +6.36% | +20.33% |
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