Wills Financial Group LLC Purchases and Sells in Q2 2025

Wills Financial Group LLC

$230 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	128 + 0.31%	$354.56 - $497.45 $45.4K - $63.7K	41K $20.4B
AVGO	3.68K + 20.56%	$146.29 - $275.65 $538K - $1.01M	21.6K $5.95B
IVV	1.37K + 190.83%	$498.8 - $620.9 $685K - $853K	2.09K $1.3B
JPM	60 + 0.36%	$210.28 - $289.91 $12.6K - $17.4K	16.9K $4.9B
LMT	209 + 0.99%	$430.82 - $486.45 $90K - $102K	21.4K $9.92B
MPC	308 + 2.73%	$118.55 - $170.08 $36.5K - $52.4K	11.6K $1.92B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOGA	16.7K New	N/A	16.7K $3.02B
TSCO	6.46K New	$47.86 - $55.77 $309K - $360K	6.46K $341M
HON	1.44K New	$182.86 - $232.88 $263K - $335K	1.44K $335M
JPST	6.51K New	$50.36 - $50.68 $328K - $330K	6.51K $330M
JCPB	6.98K New	$45.9 - $47.2 $320K - $330K	6.98K $329M
ASML	351 New	$595.37 - $815.24 $209K - $286K	351 $281M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-119 - 0.26%	$483.48 - $539.8 $57.5K - $64.2K	46K $22.3B
AAPL	-618 - 1.07%	$172.42 - $223.89 $107K - $138K	57.4K $11.8B
CVX	-846 - 2.1%	$133.73 - $168.51 $113K - $143K	39.4K $5.65B
DHR	-2.27K - 5.5%	$174.64 - $205.16 $396K - $465K	38.9K $7.69B
GE HEALTHCARE TECHNOLOGIES I	-3.63K - 5.52%	N/A	62.1K $4.6B
COP	-1.65K - 5.31%	$82.66 - $106.1 $136K - $175K	29.3K $2.63B

Activity Summary All Purchases 35 New Holdings 9 Increased Positions 26 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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