Wills Financial Group, Inc. Portfolio Holdings
Wills Financial Group, Inc.
- $204 Million
- Q2 2024
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.