Wills Financial Group LLC Portfolio Holdings

Wills Financial Group LLC

  • $226 Billion
  • Q1 2025

Wills Financial Group LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 62 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 $24.6B, Microsoft Corp with a value of $15.3B, Apple Inc. with a value of $12.9B, Lockheed Martin Corp with a value of $9.47B, and Procter & Gamble CO with a value of $8.62B.

Examining the 13F form we can see an increase of $226B in the current position value.

Wills Financial Group LLC is based out at Richmond, VA

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

Portfolio value $226 Billion
Technology: $44.1 Billion
Financial Services: $40.1 Billion
Consumer Defensive: $17.7 Billion
Utilities: $17.6 Billion
Industrials: $17.2 Billion
Healthcare: $17.1 Billion
Energy: $12.9 Billion
Communication Services: $10.3 Billion
Other: $28.5 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$9.47 Billion 4.2% of portfolio
21,203
Q1 2025 New
$144B
$8.44 Billion 3.74% of portfolio
41,182
Q1 2025 New
$56.3B
$8.17 Billion 3.62% of portfolio
47,881
Q1 2025 New
$182B
$7.78 Billion 3.45% of portfolio
51,875
Q1 2025 New
$10.7B
$6.14 Billion 2.72% of portfolio
155,292
Q1 2025 New
$133B
$6.03 Billion 2.68% of portfolio
25,541
Q1 2025 New
$93.2B
$5.11 Billion 2.27% of portfolio
14,641
Q1 2025 New
$165B
$4.62 Billion 2.05% of portfolio
9,102
Q1 2025 New
$194B
$4.31 Billion 1.91% of portfolio
13,826
Q1 2025 New
$45.3B
$4.29 Billion 1.9% of portfolio
76,487
Q1 2025 New
$99.1B
$3.81 Billion 1.69% of portfolio
41,467
Q1 2025 New
$74B
$3.44 Billion 1.53% of portfolio
20,890
Q1 2025 New
$16.1B
$3.38 Billion 1.5% of portfolio
43,230
Q1 2025 New
$112B
$3.25 Billion 1.44% of portfolio
30,979
Q1 2025 New
$81.3B
$3 Billion 1.33% of portfolio
17,895
Q1 2025 New
$183B
$2.85 Billion 1.26% of portfolio
62,872
Q1 2025 New
$71.5B
$1.64 Billion 0.73% of portfolio
11,275
Q1 2025 New
$51.5B
$1.49 Billion 0.66% of portfolio
6,286
Q1 2025 New
$102B
$858 Million 0.38% of portfolio
3,236
Q1 2025 New
$93B
$834 Million 0.37% of portfolio
6,838
Q1 2025 New
$96.5B
$711 Million 0.32% of portfolio
5,086
Q1 2025 New
$165B
$664 Million 0.29% of portfolio
1,334
Q1 2025 New
$72.2B
$412 Million 0.18% of portfolio
6,485
Q1 2025 New
$140B
$396 Million 0.18% of portfolio
1,700
Q1 2025 New
$102B
$336 Million 0.15% of portfolio
500
Q1 2025 New
$25.3B
$265 Million 0.12% of portfolio
142
Q1 2025 New
$134B
$259 Million 0.11% of portfolio
10,223
Q1 2025 New
$188B
$223 Million 0.1% of portfolio
450
Q1 2025 New
$66.9B
$202 Million 0.09% of portfolio
1,150
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $226 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 62 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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