Wills Financial Group, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.8M, Berkshire Hathaway Inc Class B with a value of $19.1M, Apple Inc. with a value of $14.9M, Lockheed Martin Corp with a value of $10.7M, and Palo Alto Networks Inc with a value of $10.3M.

Examining the 13F form we can see an increase of $1.86M in the current position value, from $202M to 204M.

Below you can find more details about Wills Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
Technology: $52.4 Million
Financial Services: $28.8 Million
Industrials: $21.1 Million
Healthcare: $19.9 Million
Consumer Defensive: $18.7 Million
Utilities: $16 Million
Communication Services: $11.7 Million
Energy: $11.4 Million
Other: $24.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $204 Million
  • Prior Value $202 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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