Wills Financial Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WF Wills Financial Group LLC | Institutional Filer | ▲ 1.40% | $265.3M | 75 |
Current Portfolio Holdings
Showing all 75 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 44K | $21.4M | 8.06% |
| 2 | AAPL | Apple Inc. | Technology | 56K | $16.8M | 6.33% |
| 3 | MSFT | Microsoft Corporation | Technology | 35K | $14.3M | 5.38% |
| 4 | GOOGL | Alphabet Inc. | Technology | 34K | $13.8M | 5.20% |
| 5 | IAU | ISHARES GOLD TR | — | 146K | $12.9M | 4.86% |
| 6 | PANW | Palo Alto Networks, Inc. | Technology | 50K | $11.3M | 4.25% |
| 7 | LMT | Lockheed Martin Corporation | Industrials | 21K | $10.7M | 4.04% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 38K | $10.2M | 3.83% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | — | 172K | $8.7M | 3.27% |
| 10 | CVX | Chevron Corporation | Energy | 41K | $7.7M | 2.89% |
| 11 | PEP | PepsiCo, Inc. | Consumer Defensive | 50K | $7.4M | 2.81% |
| 12 | PG | The Procter & Gamble Company | Consumer Defensive | 50K | $7.1M | 2.67% |
| 13 | AVGO | Broadcom Inc. | Technology | 17K | $6.9M | 2.60% |
| 14 | UNP | Union Pacific Corporation | Industrials | 25K | $6.7M | 2.54% |
| 15 | WTRG | Essential Utilities, Inc. | Utilities | 153K | $5.8M | 2.18% |
Showing 1 to 15 of 75 holdings