Wills Financial Group, Inc. Buys ISHARES TRUST, First Trust Managed Municipal ETF, Albemarle Corp, Sells Consolidated Edison Inc, Cisco Systems Inc

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Richmond, VA, based Investment company Wills Financial Group, Inc. (Current Portfolio) buys ISHARES TRUST, First Trust Managed Municipal ETF, Albemarle Corp, Taiwan Semiconductor Manufacturing Co, Lowe's Inc, sells Consolidated Edison Inc, Cisco Systems Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Wills Financial Group, Inc.. As of 2020Q2, Wills Financial Group, Inc. owns 51 stocks with a total value of $161 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 https://www.gurufocus.com/guru/wills+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Wills Financial Group, Inc.
  1. Microsoft Corp (MSFT) - 55,238 shares, 6.99% of the total portfolio. Shares reduced by 0.44%
  2. Apple Inc (AAPL) - 28,948 shares, 6.57% of the total portfolio. Shares reduced by 0.48%
  3. Berkshire Hathaway Inc (BRK.B) - 48,007 shares, 5.33% of the total portfolio. Shares reduced by 1.08%
  4. Dominion Energy Inc (D) - 98,434 shares, 4.97% of the total portfolio. Shares reduced by 0.65%
  5. Essential Utilities Inc (WTRG) - 188,844 shares, 4.96% of the total portfolio. Shares reduced by 0.92%
New Purchase: ISHARES TRUST (TIP)

Wills Financial Group, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $126.12. The impact to a portfolio due to this purchase was 2.22%. The holding were 29,057 shares as of .

New Purchase: First Trust Managed Municipal ETF (FMB)

Wills Financial Group, Inc. initiated holding in First Trust Managed Municipal ETF. The purchase prices were between $52.19 and $55.04, with an estimated average price of $53.85. The stock is now traded at around $56.16. The impact to a portfolio due to this purchase was 0.99%. The holding were 29,035 shares as of .

New Purchase: Albemarle Corp (ALB)

Wills Financial Group, Inc. initiated holding in Albemarle Corp. The purchase prices were between $52.7 and $86.74, with an estimated average price of $67.77. The stock is now traded at around $92.20. The impact to a portfolio due to this purchase was 0.65%. The holding were 13,506 shares as of .

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Wills Financial Group, Inc. initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $46.51 and $57.55, with an estimated average price of $52.52. The stock is now traded at around $79.41. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,843 shares as of .

New Purchase: Lowe's Companies Inc (LOW)

Wills Financial Group, Inc. initiated holding in Lowe's Companies Inc. The purchase prices were between $80.42 and $135.65, with an estimated average price of $113.61. The stock is now traded at around $157.91. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,168 shares as of .

Added: Walmart Inc (WMT)

Wills Financial Group, Inc. added to a holding in Walmart Inc by 71.82%. The purchase prices were between $113.62 and $132.33, with an estimated average price of $123.24. The stock is now traded at around $134.71. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,098 shares as of .

Sold Out: Consolidated Edison Inc (ED)

Wills Financial Group, Inc. sold out a holding in Consolidated Edison Inc. The sale prices were between $69.92 and $89.56, with an estimated average price of $76.89.

Sold Out: Cisco Systems Inc (CSCO)

Wills Financial Group, Inc. sold out a holding in Cisco Systems Inc. The sale prices were between $38.33 and $48.13, with an estimated average price of $43.76.



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