Wills Financial Group, Inc. 13F Holdings

CIK 0001525109

As of Dec 31, 2024, Wills Financial Group, Inc. reported 65 positions worth $231.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services46,842$21.2M9.17%
APPLE INCAAPLTechnology69,516 7.4M7.52%
MICROSOFT CORPMSFTTechnology40,678 7.1M7.40%
LOCKHEED MARTIN CORPLMTIndustrials21,172 0.3M4.44%
DANAHER CORPDHRHealthcare41,797$9.6M4.14%
PALO ALTO NETWORKS INCPANWTechnology49,878$9.1M3.92%
PROCTER & GAMBLE COPGConsumer Defensive50,351$8.4M3.64%
AMAZON.COM INCAMZNEquity37,365$8.2M3.54%
ALPHABET INCGOOGLEquity43,133$8.2M3.53%
PEPSICO INCPEPConsumer Defensive49,654$7.6M3.26%
KENVUE INCKVUEConsumer Defensive280,606$6.0M2.59%
CHEVRON CORPCHVEnergy39,871$5.8M2.49%
UNION PACIFIC CORPUNPIndustrials25,167$5.7M2.48%
ESSENTIAL UTILITIES INCWTRGUtilities156,788$5.7M2.46%
ISHARES GOLD TRUSTIAU—114,462$5.7M2.45%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare61,439$4.8M2.07%
SHERWIN WILLIAMS COSHWBasic Materials13,611$4.6M2.00%
S&P GLOBAL INCSPGIFinancial Services9,112$4.5M1.96%
BROADCOM INCAVGOTechnology19,564$4.5M1.96%
FERGUSON ENTERPRISES INCFERGIndustrials25,909$4.5M1.94%
DOMINION ENERGY INCDUtilities82,266$4.4M1.91%
ACCENTURE PLCACNTechnology12,100$4.3M1.84%
JPMORGAN CHASE & COJPMFinancial Services16,861$4.0M1.75%
CF INDUSTRIES HOLDINGS INCCFBasic Materials42,969$3.7M1.58%
VISA INC-CLASS A SHARESVFinancial Services11,049$3.5M1.51%