Wills Financial Group, Inc. Portfolio Holdings
Wills Financial Group, Inc.
- $223 Million
- Q3 2024
Wills Financial Group, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 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 $21.8M, Microsoft Corp with a value of $19.1M, Apple Inc. with a value of $16.4M, Lockheed Martin Corp with a value of $13.5M, and Danaher Corp with a value of $11.5M.
Examining the 13F form we can see an increase of $18.8M in the current position value, from $204M to 223M.
Below you can find more details about Wills Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
Technology: $53.4 Million
Financial Services: $33.1 Million
Industrials: $25.4 Million
Healthcare: $21.5 Million
Consumer Defensive: $19.8 Million
Utilities: $17.9 Million
Communication Services: $11.3 Million
Consumer Cyclical: $11.1 Million
Other: $29.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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