Investor Details
| Filer Name: | WILLS FINANCIAL GROUP, INC. |
|---|---|
| CIK: | 1525109 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 65 |
| Portfolio Value: | $0.23B |
Wills Financial Group, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 46,842 | $21M | 9.17% | -0.9% | - |
| AAPL | US | APPLE INC | 69,516 | $17M | 7.52% | -1.5% | - |
| MSFT | US | MICROSOFT CORP | 40,678 | $17M | 7.40% | -8.2% | - |
| LMT | US | LOCKHEED MARTIN CORP | 21,172 | $10M | 4.44% | -8.0% | - |
| DHR | US | DANAHER CORP | 41,797 | $10M | 4.14% | 1.4% | - |
| PANW | US | PALO ALTO NETWORKS INC | 49,878 | $9M | 3.92% | 77.1% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 50,351 | $8M | 3.64% | -0.1% | - |
| AMZN | US | AMAZON.COM INC | 37,365 | $8M | 3.54% | 5.6% | - |
| GOOGL | US | ALPHABET INC-CL A | 43,133 | $8M | 3.53% | 0.0% | - |
| PEP | US | PEPSICO INC | 49,654 | $8M | 3.26% | 1.0% | - |
| KVUE | US | KENVUE INC | 280,606 | $6M | 2.59% | 15.8% | - |
| CVX | US | CHEVRON CORP | 39,871 | $6M | 2.49% | 4.9% | - |
| UNP | US | UNION PACIFIC CORP | 25,167 | $6M | 2.48% | 1.8% | - |
| WTRG | US | ESSENTIAL UTILITIES INC | 156,788 | $6M | 2.46% | -2.6% | - |
| IAU | US | ISHARES GOLD TRUST | 114,462 | $6M | 2.45% | 0.1% | - |
| GEHC | US | GE HEALTHCARE TECHNOLOGY | 61,439 | $5M | 2.07% | 4.6% | - |
| SHW | US | SHERWIN-WILLIAMS CO/THE | 13,611 | $5M | 2.00% | 1.8% | - |
| AVGO | US | BROADCOM INC | 19,564 | $5M | 1.96% | -3.6% | - |
| SPGI | US | S&P GLOBAL INC | 9,112 | $5M | 1.96% | 1.4% | - |
| FERG | US | FERGUSON ENTERPRISES INC | 25,909 | $4M | 1.94% | 24.8% | - |