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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$24.6 Billion 10.89% of portfolio
46,101
Q1 2025 New
$3.25T
$15.3 Billion 6.8% of portfolio
40,835
Q1 2025 New
$3.2T
$12.9 Billion 5.71% of portfolio
58,016
Q1 2025 New
$376B
$8.62 Billion 3.82% of portfolio
50,559
Q1 2025 New
$1.9T
$7.53 Billion 3.34% of portfolio
39,565
Q1 2025 New
$265B
$6.74 Billion 2.99% of portfolio
40,277
Q1 2025 New
$957B
$6.65 Billion 2.95% of portfolio
43,031
Q1 2025 New
$741B
$4.13 Billion 1.83% of portfolio
16,841
Q1 2025 New
$570B
$3.94 Billion 1.75% of portfolio
11,234
Q1 2025 New
$210B
$2.95 Billion 1.31% of portfolio
32,814
Q1 2025 New
$430B
$1.25 Billion 0.55% of portfolio
10,510
Q1 2025 New
$462B
$798 Million 0.35% of portfolio
1
Q1 2025 New
$1.01T
$772 Million 0.34% of portfolio
4,940
Q1 2025 New
$405B
$754 Million 0.33% of portfolio
4,548
Q1 2025 New
$310B
$731 Million 0.32% of portfolio
10,208
Q1 2025 New
$370B
$619 Million 0.27% of portfolio
1,689
Q1 2025 New
$284B
$388 Million 0.17% of portfolio
3,580
Q1 2025 New
$232B
$242 Million 0.11% of portfolio
775
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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