Wills Financial Group, Inc. Portfolio Holdings
Wills Financial Group, Inc.
- $214 Million
- Q4 2024
Wills Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $214 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $21.2M, Apple Inc. with a value of $17.4M, Microsoft Corp with a value of $17.1M, Lockheed Martin Corp with a value of $10.3M, and Danaher Corp with a value of $9.59M.
Examining the 13F form we can see an decrease of $9.28M in the current position value, from $223M to 214M.
Below you can find more details about Wills Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
Technology: $53.8 Million
Financial Services: $35.3 Million
Industrials: $19.6 Million
Healthcare: $18.8 Million
Consumer Defensive: $18.4 Million
Utilities: $16.5 Million
Communication Services: $11.8 Million
Consumer Cyclical: $11.2 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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