WF
| |
Wills Financial Group, Inc.13F | |
| Wills Financial Group, Inc. | |
| Last update 2025-02-16 | 65 Stocks (2 new) |
| Value $232.00 Mil | Turnover 5 % |
Wills Financial Group, Inc. Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 46,842 | 21,232.6 | -0.89% | 9.170 | -0.08% | 0.000 | -8.57% | +4.53% | 1,021,993.2 | Insurance | |
AAPL | Apple Inc | 69,516 | 17,408.1 | -1.47% | 7.520 | -0.10% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 40,678 | 17,145.6 | -8.22% | 7.400 | -0.66% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
LMT | Lockheed Martin Corp | 21,172 | 10,288.2 | -7.99% | 4.440 | -0.45% | 0.010 | +0.66% | -3.16% | 108,704.0 | Aerospace & Defense | |
DHR | Danaher Corp | 41,797 | 9,594.4 | +1.40% | 4.140 | +0.06% | 0.010 | +1.89% | -16.95% | 136,013.0 | Medical Diagnostics & Research | |
PANW | Palo Alto Networks Inc | 49,878 | 9,075.8 | -11.44% | 3.920 | -0.46% | 0.010 | +16.75% | +7.60% | 130,546.1 | Software | |
PG | Procter & Gamble Co | 50,351 | 8,441.3 | -0.05% | 3.640 | 0% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
AMZN | Amazon.com Inc | 37,365 | 8,197.5 | +5.61% | 3.540 | +0.19% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 43,133 | 8,165.1 | -0.04% | 3.530 | 0% | 0.000 | +22.57% | -2.01% | 2,251,820.4 | Interactive Media | |
PEP | PepsiCo Inc | 49,654 | 7,550.4 | +1.00% | 3.260 | +0.03% | 0.000 | +1.38% | -3.93% | 196,106.6 | Beverages - Non-Alcoholic |
Wills Financial Group, Inc.'s Historical Top Holdings Breakdowns
Wills Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL | Oaktree Specialty Lending Corp | 2024-12-31 | New Buy New Buy | +1.10% | 14.99 ($16.02) 16.62 | $14.26 | -10.99% | New holding | 166,498 | 166,498 | |
SWK | Stanley Black & Decker Inc | 2024-12-31 | Sold Out Sold Out | -0.74% | 79.07 ($92.47) 109.25 | $70.11 | -24.18% | Sold Out | 0 | -15,919 | |
V | Visa Inc | 2024-12-31 | Add Add | +0.67% | 273.79 ($301.07) 320.91 | $349.05 | 15.94% | Add 79.16% | 11,049 | 4,882 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce Reduce | -0.66% | 406.35 ($426.03) 454.46 | $510.05 | 19.72% | Reduce -8.22% | 40,678 | -3,644 | |
NKE | Nike Inc | 2024-12-31 | Reduce Reduce | -0.60% | 73.36 ($78.38) 83.94 | $72.47 | -7.54% | Reduce -45.79% | 19,312 | -16,311 | |
ACN | Accenture PLC | 2024-12-31 | Add Add | +0.49% | 343.9 ($360.1) 376.86 | $282.44 | -21.57% | Add 36.23% | 12,100 | 3,218 | |
PANW | Palo Alto Networks Inc | 2024-12-31 | Reduce Reduce | -0.46% | 166.07 ($189.3) 202.95 | $195.78 | 3.42% | Reduce -11.44% | 49,878 | -6,440 | |
LMT | Lockheed Martin Corp | 2024-12-31 | Reduce Reduce | -0.45% | 479.66 ($544.15) 614.61 | $463.96 | -14.74% | Reduce -7.99% | 21,172 | -1,838 | |
FERG | Ferguson Enterprises Inc | 2024-12-31 | Add Add | +0.39% | 173.57 ($198.58) 222.84 | $222.79 | 12.19% | Add 24.84% | 25,909 | 5,156 | |
KVUE | Kenvue Inc | 2024-12-31 | Add Add | +0.35% | 21.18 ($22.67) 24.26 | $22.00 | -2.96% | Add 15.83% | 280,606 | 38,340 |
Wills Financial Group, Inc. Total Holding History ($B)
Wills Financial Group, Inc.'s Asset Allocation
Wills Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wills Financial Group, Inc.'s Hypothetical Growth since 2024-12-31
Wills Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Wills Financial Group, Inc.'s Holdings Heat Map
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Wills Financial Group, Inc.'s Holdings Bubble Chart
Wills Financial Group, Inc. News
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