Wills Financial Group LLC Purchases in Q3 2025

Wills Financial Group LLC

  • $244 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
147K
+ 2256.92%
$50.47 - $50.74 $7.41M - $7.45M
153K $7.78B
IAU
Ishares Gold Trust

ETFs
18.9K
+ 16.44%
$61.62 - $72.77 $1.17M - $1.38M
134K $9.75B
LLY
Eli Lilly & CO

Healthcare
699
New
$625.65 - $812.69 $437K - $568K
699 $533M
MOGA
Moog Inc Cla
98
+ 0.59%
N/A
16.8K $3.48B
MPC
Marathon Petroleum Corp

Energy
369
+ 3.19%
$158.59 - $198.69 $58.5K - $73.3K
12K $2.3B
GOOG
Alphabet Inc.

Communication Services
85
+ 1.72%
$175.16 - $255.24 $14.9K - $21.7K
5.03K $1.22B
ASML
Asml Holding Nv

Technology
223
+ 63.53%
$689.63 - $968.09 $154K - $216K
574 $556M
GLD
Spdr Gold Trust

ETFs
627
New
$300.96 - $355.47 $189K - $223K
627 $223M
MRK
Merck & Co., Inc.

Healthcare
801
+ 2.52%
$77.6 - $87.37 $62.2K - $70K
32.6K $2.74B
IVV
Ishares Core S&P 500 ETF

ETFs
119
+ 5.68%
$620.67 - $670.08 $73.9K - $79.7K
2.21K $1.48B
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$155.17 - $185.42 $155 - $185
4.85K $899M
SO
Southern CO

Utilities
299
+ 0.69%
$90.83 - $96.0 $27.2K - $28.7K
43.8K $4.15B
NVDA
Nvidia Corp

Technology
267
+ 7.34%
$153.3 - $186.58 $40.9K - $49.8K
3.91K $729M
TSCO
Tractor Supply CO

Consumer Cyclical
2.01K
+ 31.06%
$54.08 - $62.65 $108K - $126K
8.46K $481M
BX
Blackstone Inc.

Financial Services
56
+ 1.04%
$152.77 - $188.68 $8.56K - $10.6K
5.46K $932M
RDVY
First Trust Rising Dividend Ac

ETFs
885
+ 9.02%
$62.38 - $67.29 $55.2K - $59.6K
10.7K $719M
HON
Honeywell International Inc

Industrials
631
+ 43.88%
$207.7 - $240.4 $131K - $152K
2.07K $436M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.15%
$293.94 - $444.72 $294 - $445
671 $298M
DUK
Duke Energy Corp

Utilities
313
+ 4.57%
$116.31 - $125.93 $36.4K - $39.4K
7.16K $885M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 1.89%
$357.4 - $423.42 $11.1K - $13.1K
1.67K $676M
PNC
Pnc Financial Services Group, Inc.

Financial Services
54
+ 4.2%
$185.88 - $207.44 $10K - $11.2K
1.34K $269M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
5
+ 0.29%
$118.33 - $128.54 $592 - $643
1.71K $219M
PFE
Pfizer Inc

Healthcare
134
+ 1.25%
$23.29 - $25.88 $3.12K - $3.47K
10.8K $276M
JCPB
J P Morgan Exchange Traded Fd

ETFs
20
+ 0.29%
$46.37 - $47.77 $927 - $955
7K $333M
CME
Cme Group Inc.

Financial Services
1
+ 0.04%
$258.83 - $287.1 $259 - $287
2.86K $772M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.67%
$433.66 - $544.47 $1.3K - $1.63K
453 $203M
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 2.73%
$157.77 - $183.27 $15.8K - $18.3K
3.76K $610M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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