Wills Financial Group LLC Reduced Holdings in Q3 2025

Wills Financial Group LLC

  • $244 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Kenvue Inc
-1.39K
- 0.48%
N/A
290K $4.71B
PG
Procter & Gamble CO

Consumer Defensive
-431
- 0.85%
$150.47 - $161.22 $64.9K - $69.5K
50.2K $7.72B
SPGI
S&P Global Inc.

Financial Services
-6
- 0.07%
$484.94 - $564.15 $2.91K - $3.38K
8.6K $4.18B
Ge Healthcare Technologies I
-3.69K
- 5.93%
N/A
58.5K $4.39B
V
Visa Inc.

Financial Services
-80
- 0.73%
$332.09 - $358.86 $26.6K - $28.7K
10.9K $3.73B
AMZN
Amazon Com Inc

Consumer Cyclical
-771
- 1.97%
$211.65 - $238.24 $163K - $184K
38.3K $8.41B
CF
Cf Industries Holdings, Inc.

Basic Materials
-518
- 1.22%
$80.91 - $98.75 $41.9K - $51.2K
42.1K $3.78B
Oaktree Specialty Lending CO
-79
- 0.03%
N/A
233K $3.04B
DHR
Danaher Corp

Healthcare
-456
- 1.17%
$181.46 - $212.2 $82.7K - $96.8K
38.5K $7.63B
PANW
Palo Alto Networks Inc

Technology
-49
- 0.1%
$167.06 - $208.19 $8.19K - $10.2K
47.3K $9.63B
KO
Coca Cola CO

Consumer Defensive
-119
- 1.18%
$65.67 - $71.67 $7.81K - $8.53K
10K $664M
VZ
Verizon Communications Inc

Communication Services
-1.84K
- 2.89%
$40.84 - $45.06 $75.2K - $83K
61.8K $2.71B
SHW
Sherwin Williams CO

Basic Materials
-120
- 0.82%
$330.88 - $375.23 $39.7K - $45K
14.5K $5.04B
RTX
Raytheon Technologies Corp

Industrials
-136
- 9.3%
$144.19 - $167.33 $19.6K - $22.8K
1.33K $222M
COP
Conocophillips

Energy
-1.31K
- 4.46%
$91.0 - $98.99 $119K - $129K
28K $2.65B
ALB
Albemarle Corp

Basic Materials
-1.15K
- 17.47%
$62.9 - $88.1 $72.3K - $101K
5.43K $441M
XOM
Exxon Mobil Corp

Energy
-122
- 1.1%
$105.83 - $117.22 $12.9K - $14.3K
11K $1.24B
UNP
Union Pacific Corp

Industrials
-180
- 0.7%
$214.91 - $237.16 $38.7K - $42.7K
25.6K $6.06B
NEE
Nextera Energy Inc

Utilities
-669
- 1.91%
$69.77 - $77.54 $46.7K - $51.9K
34.4K $2.6B
D
Dominion Energy, Inc

Utilities
-2.9K
- 3.75%
$56.32 - $62.1 $163K - $180K
74.3K $4.55B
NSC
Norfolk Southern Corp

Industrials
-18
- 0.29%
$259.49 - $300.41 $4.67K - $5.41K
6.28K $1.89B
WTRG
Essential Utilities, Inc.

Utilities
-1.93K
- 1.19%
$36.73 - $39.9 $70.7K - $76.8K
159K $6.36B
PEP
Pepsico Inc

Consumer Defensive
-435
- 0.83%
$133.81 - $152.16 $58.2K - $66.2K
51.9K $7.29B
JPM
Jpmorgan Chase & CO

Financial Services
-85
- 0.5%
$282.78 - $316.06 $24K - $26.9K
16.8K $5.3B
CVX
Chevron Corp

Energy
-274
- 0.69%
$145.57 - $161.83 $39.9K - $44.3K
39.2K $6.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-605
- 1.32%
$459.11 - $506.91 $278K - $307K
45.4K $22.8B
MSFT
Microsoft Corp

Technology
-514
- 1.25%
$491.09 - $535.64 $252K - $275K
40.4K $21B
LMT
Lockheed Martin Corp

Industrials
-232
- 1.08%
$410.74 - $499.21 $95.3K - $116K
21.2K $10.6B
AVGO
Broadcom Inc.

Technology
-232
- 1.08%
$264.74 - $369.57 $61.4K - $85.7K
21.3K $7.04B
AAPL
Apple Inc.

Technology
-543
- 0.95%
$202.38 - $256.87 $110K - $139K
56.9K $14.5B
GOOGL
Alphabet Inc.

Communication Services
-456
- 1.08%
$174.36 - $254.72 $79.5K - $116K
41.8K $10.2B
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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