Wills Financial Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 69 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 $22.3B, Microsoft Corp with a value of $20.4B, Apple Inc. with a value of $11.8B, Lockheed Martin Corp with a value of $9.92B, and Palo Alto Networks Inc with a value of $9.69B.
Examining the 13F form we can see an increase of $4.85B in the current position value, from $226B to 230B.
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
$230 Billion
Technology: $52.8 Billion
Financial Services: $38.5 Billion
Industrials: $18.2 Billion
Utilities: $17.6 Billion
Consumer Defensive: $16.6 Billion
Healthcare: $15.5 Billion
ETFs: $12.1 Billion
Energy: $11.4 Billion
Other: $30.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
