Wills Financial Group LLC Purchases in Q1 2025

Wills Financial Group LLC

  • $226 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46.1K
New
$442.66 - $534.52 $20.4M - $24.6M
46.1K $24.6B
MSFT
Microsoft Corp

Technology
40.8K
New
$375.39 - $447.2 $15.3M - $18.3M
40.8K $15.3B
AAPL
Apple Inc.

Technology
58K
New
$209.68 - $247.1 $12.2M - $14.3M
58K $12.9B
LMT
Lockheed Martin Corp

Industrials
21.2K
New
$423.19 - $506.29 $8.97M - $10.7M
21.2K $9.47B
PG
Procter & Gamble CO

Consumer Defensive
50.6K
New
$158.56 - $176.26 $8.02M - $8.91M
50.6K $8.62B
DHR
Danaher Corp

Healthcare
41.2K
New
$201.62 - $250.59 $8.3M - $10.3M
41.2K $8.44B
PANW
Palo Alto Networks Inc

Technology
47.9K
New
$167.82 - $208.28 $8.04M - $9.97M
47.9K $8.17B
PEP
Pepsico Inc

Consumer Defensive
51.9K
New
$142.64 - $156.42 $7.4M - $8.11M
51.9K $7.78B
AMZN
Amazon Com Inc

Consumer Cyclical
39.6K
New
$190.26 - $242.06 $7.53M - $9.58M
39.6K $7.53B
Kenvue Inc
289K
New
N/A
289K $6.94B
CVX
Chevron Corp

Energy
40.3K
New
$146.71 - $167.97 $5.91M - $6.77M
40.3K $6.74B
GOOGL
Alphabet Inc.

Communication Services
43K
New
$154.33 - $206.19 $6.64M - $8.87M
43K $6.65B
WTRG
Essential Utilities, Inc.

Utilities
155K
New
$33.49 - $40.57 $5.2M - $6.3M
155K $6.14B
UNP
Union Pacific Corp

Industrials
25.5K
New
$225.21 - $254.42 $5.75M - $6.5M
25.5K $6.03B
Ge Healthcare Technologies I
65.8K
New
N/A
65.8K $5.31B
SHW
Sherwin Williams CO

Basic Materials
14.6K
New
$330.16 - $365.55 $4.83M - $5.35M
14.6K $5.11B
SPGI
S&P Global Inc.

Financial Services
9.1K
New
$478.26 - $543.77 $4.35M - $4.95M
9.1K $4.62B
ACN
Accenture PLC

Technology
13.8K
New
$300.91 - $398.25 $4.16M - $5.51M
13.8K $4.31B
D
Dominion Energy, Inc

Utilities
76.5K
New
$52.85 - $57.43 $4.04M - $4.39M
76.5K $4.29B
Ferguson PLC New
26.7K
New
N/A
26.7K $4.28B
JPM
Jpmorgan Chase & CO

Financial Services
16.8K
New
$225.19 - $279.95 $3.79M - $4.71M
16.8K $4.13B
V
Visa Inc.

Financial Services
11.2K
New
$306.92 - $362.71 $3.45M - $4.07M
11.2K $3.94B
SO
Southern CO

Utilities
41.5K
New
$80.96 - $92.96 $3.36M - $3.85M
41.5K $3.81B
Oaktree Specialty Lending CO
232K
New
N/A
232K $3.56B
ZTS
Zoetis Inc.

Healthcare
20.9K
New
$156.48 - $175.67 $3.27M - $3.67M
20.9K $3.44B
CF
Cf Industries Holdings, Inc.

Basic Materials
43.2K
New
$75.03 - $97.25 $3.24M - $4.2M
43.2K $3.38B
COP
Conocophillips

Energy
31K
New
$88.6 - $105.85 $2.74M - $3.28M
31K $3.25B
AVGO
Broadcom Inc.

Technology
17.9K
New
$167.43 - $244.7 $3M - $4.38M
17.9K $3B
MRK
Merck & Co., Inc.

Healthcare
32.8K
New
$83.01 - $101.02 $2.72M - $3.31M
32.8K $2.95B
VZ
Verizon Communications Inc

Communication Services
62.9K
New
$37.81 - $46.49 $2.38M - $2.92M
62.9K $2.85B
NEE
Nextera Energy Inc

Utilities
35.5K
New
$66.96 - $76.16 $2.38M - $2.71M
35.5K $2.52B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
59.9K
New
$27.01 - $28.54 $1.62M - $1.71M
59.9K $1.67B
MPC
Marathon Petroleum Corp

Energy
11.3K
New
$134.72 - $159.03 $1.52M - $1.79M
11.3K $1.64B
NSC
Norfolk Southern Corp

Industrials
6.29K
New
$227.69 - $259.76 $1.43M - $1.63M
6.29K $1.49B
XOM
Exxon Mobil Corp

Energy
10.5K
New
$105.44 - $118.93 $1.11M - $1.25M
10.5K $1.25B
CME
Cme Group Inc.

Financial Services
3.24K
New
$225.82 - $266.54 $731K - $863K
3.24K $858M
DUK
Duke Energy Corp

Utilities
6.84K
New
$105.87 - $121.97 $724K - $834K
6.84K $834M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
GOOG
Alphabet Inc.

Communication Services
4.94K
New
$156.06 - $207.71 $771K - $1.03M
4.94K $772M
JNJ
Johnson & Johnson

Healthcare
4.55K
New
$142.06 - $167.7 $646K - $763K
4.55K $754M
KO
Coca Cola CO

Consumer Defensive
10.2K
New
$60.81 - $72.32 $621K - $738K
10.2K $731M
BX
Blackstone Inc.

Financial Services
5.09K
New
$136.53 - $186.74 $694K - $950K
5.09K $711M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.33K
New
$497.6 - $606.74 $664K - $809K
1.33K $664M
ALB
Albemarle Corp

Basic Materials
8.75K
New
$69.95 - $97.49 $612K - $853K
8.75K $630M
HD
Home Depot, Inc.

Consumer Cyclical
1.69K
New
$347.25 - $424.87 $587K - $718K
1.69K $619M
PM
Philip Morris International Inc.

Consumer Defensive
3.66K
New
$117.15 - $158.79 $429K - $582K
3.66K $581M
RDVY
First Trust Rising Dividend Ac

ETFs
9.28K
New
$57.22 - $63.39 $531K - $588K
9.28K $543M
NKE
Nike, Inc.

Consumer Cyclical
6.49K
New
$63.29 - $81.72 $410K - $530K
6.49K $412M
IVV
Ishares Core S&P 500 ETF

ETFs
720
New
$554.06 - $615.85 $399K - $443K
720 $405M
Activity Summary
Buys All Purchases 62 New Holdings 62 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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