Wills Financial Group, Inc. Buys First Trust Low Duration Opportunities ETF, BlackRock Inc, Southwest Airlines Co, Sells United Parcel Service Inc, Target Corp, Merck Inc

Richmond, VA, based Investment company Wills Financial Group, Inc. buys First Trust Low Duration Opportunities ETF, BlackRock Inc, Southwest Airlines Co, Medtronic PLC, 3M Co, Blue Bird Corp, Consolidated Edison Inc, Union Bankshares Corp, sells United Parcel Service Inc, Target Corp, Merck Inc, The Kraft Heinz Co, Allergan PLC during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Wills Financial Group, Inc.. As of 2018-06-30, Wills Financial Group, Inc. owns 64 stocks with a total value of $129 million. These are the details of the buys and sells.

For the details of Wills Financial Group, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Wills+Financial+Group%2C+Inc.

These are the top 5 holdings of Wills Financial Group, Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 48,001 shares, 6.92% of the total portfolio. Shares added by 4.60%
  2. Aqua America Inc (WTR) - 185,717 shares, 5.05% of the total portfolio. Shares added by 5.30%
  3. Apple Inc (AAPL) - 33,225 shares, 4.75% of the total portfolio. Shares added by 0.24%
  4. First Trust Preferred Securities and Income ETF (FPE) - 313,763 shares, 4.62% of the total portfolio. Shares added by 5.15%
  5. Johnson & Johnson (JNJ) - 48,119 shares, 4.51% of the total portfolio. Shares added by 8.69%
New Purchase: First Trust Low Duration Opportunities ETF (LMBS)

Wills Financial Group, Inc. initiated holding in First Trust Low Duration Opportunities ETF. The purchase prices were between $51.03 and $51.43, with an estimated average price of $51.23. The stock is now traded at around $51.24. The impact to a portfolio due to this purchase was 1.06%. The holding were 26,910 shares as of 2018-06-30.

New Purchase: BlackRock Inc (BLK)

Wills Financial Group, Inc. initiated holding in BlackRock Inc. The purchase prices were between $499.04 and $551.86, with an estimated average price of $528.39. The stock is now traded at around $470.82. The impact to a portfolio due to this purchase was 0.98%. The holding were 2,538 shares as of 2018-06-30.

New Purchase: Southwest Airlines Co (LUV)

Wills Financial Group, Inc. initiated holding in Southwest Airlines Co. The purchase prices were between $50.32 and $56.86, with an estimated average price of $52.68. The stock is now traded at around $60.33. The impact to a portfolio due to this purchase was 0.94%. The holding were 24,036 shares as of 2018-06-30.

New Purchase: Blue Bird Corp (BLBD)

Wills Financial Group, Inc. initiated holding in Blue Bird Corp. The purchase prices were between $18.75 and $24.6, with an estimated average price of $21.88. The stock is now traded at around $21.15. The impact to a portfolio due to this purchase was 0.27%. The holding were 15,858 shares as of 2018-06-30.

New Purchase: Union Bankshares Corp (UBSH)

Wills Financial Group, Inc. initiated holding in Union Bankshares Corp. The purchase prices were between $35.88 and $42.12, with an estimated average price of $39.43. The stock is now traded at around $40.67. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,381 shares as of 2018-06-30.

Added: Medtronic PLC (MDT)

Wills Financial Group, Inc. added to a holding in Medtronic PLC by 105.16%. The purchase prices were between $77.48 and $87.83, with an estimated average price of $83.48. The stock is now traded at around $90.99. The impact to a portfolio due to this purchase was 0.51%. The holding were 15,100 shares as of 2018-06-30.

Added: 3M Co (MMM)

Wills Financial Group, Inc. added to a holding in 3M Co by 26.25%. The purchase prices were between $194.39 and $220.09, with an estimated average price of $204.21. The stock is now traded at around $201.39. The impact to a portfolio due to this purchase was 0.44%. The holding were 14,087 shares as of 2018-06-30.

Added: Consolidated Edison Inc (ED)

Wills Financial Group, Inc. added to a holding in Consolidated Edison Inc by 31.39%. The purchase prices were between $71.39 and $80.43, with an estimated average price of $76.4. The stock is now traded at around $79.79. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,640 shares as of 2018-06-30.

Sold Out: United Parcel Service Inc (UPS)

Wills Financial Group, Inc. sold out a holding in United Parcel Service Inc. The sale prices were between $103.84 and $118.34, with an estimated average price of $112.26.

Sold Out: Bristol-Myers Squibb Company (BMY)

Wills Financial Group, Inc. sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $50.53 and $62.98, with an estimated average price of $54.03.



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