Wills Financial Group, Inc. Top Holdings and 13F Report (2025) About Wills Financial Group, Inc.Investment ActivityWills Financial Group, Inc. has $231.61 million in total holdings as of December 31, 2024.Wills Financial Group, Inc. owns shares of 65 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.97% of the portfolio was purchased this quarter.About 3.81% of the portfolio was sold this quarter.This quarter, Wills Financial Group, Inc. has purchased 65 new stocks and bought additional shares in 33 stocks.Wills Financial Group, Inc. sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $21,232,557Apple $17,408,116Microsoft $17,145,625Lockheed Martin $10,288,214Danaher $9,594,399 Largest New Holdings this Quarter Oaktree Specialty Lending $2,544,096 HoldingTesla $265,727 Holding Largest Purchases this Quarter Palo Alto Networks 21,719 shares (about $3.95M)Oaktree Specialty Lending 166,498 shares (about $2.54M)Visa 4,882 shares (about $1.54M)Accenture 3,218 shares (about $1.13M)Schwab US Dividend Equity ETF 39,692 shares (about $1.08M) Largest Sales this Quarter Microsoft 3,644 shares (about $1.54M)NIKE 16,311 shares (about $1.23M)Lockheed Martin 1,838 shares (about $893.15K)ConocoPhillips 7,661 shares (about $759.75K)Dominion Energy 12,074 shares (about $650.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWills Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$21,232,557$190,378 ▼-0.9%46,8429.2%FinanceAAPLApple$17,408,116$260,185 ▼-1.5%69,5167.5%Computer and TechnologyMSFTMicrosoft$17,145,625$1,535,932 ▼-8.2%40,6787.4%Computer and TechnologyLMTLockheed Martin$10,288,214$893,148 ▼-8.0%21,1724.4%AerospaceDHRDanaher$9,594,399$132,678 ▲1.4%41,7974.1%MedicalPANWPalo Alto Networks$9,075,816$3,951,996 ▲77.1%49,8783.9%Computer and TechnologyPGProcter & Gamble$8,441,296$4,527 ▼-0.1%50,3513.6%Consumer StaplesAMZNAmazon.com$8,197,507$435,270 ▲5.6%37,3653.5%Retail/WholesaleGOOGLAlphabet$8,165,097$3,407 ▼0.0%43,1333.5%Computer and TechnologyPEPPepsiCo$7,550,367$74,509 ▲1.0%49,6543.3%Consumer StaplesKVUEKenvue$5,990,938$818,559 ▲15.8%280,6062.6%Consumer StaplesCVXChevron$5,774,925$270,417 ▲4.9%39,8712.5%Oils/EnergyUNPUnion Pacific$5,739,078$102,390 ▲1.8%25,1672.5%TransportationWTRGEssential Utilities$5,694,557$154,615 ▼-2.6%156,7882.5%UtilitiesIAUiShares Gold Trust$5,667,014$4,208 ▲0.1%114,4622.4%FinanceGEHCGE HealthCare Technologies$4,803,315$211,087 ▲4.6%61,4392.1%MedicalSHWSherwin-Williams$4,626,887$81,925 ▲1.8%13,6112.0%Basic MaterialsSPGIS&P Global$4,537,966$63,747 ▲1.4%9,1122.0%Business ServicesAVGOBroadcom$4,535,617$171,094 ▼-3.6%19,5642.0%Computer and TechnologyFERGUSON PLC NEW$4,497,032$894,928 ▲24.8%25,9091.9%SHSDDominion Energy$4,430,828$650,303 ▼-12.8%82,2661.9%UtilitiesACNAccenture$4,256,659$1,132,060 ▲36.2%12,1001.8%Computer and TechnologyJPMJPMorgan Chase & Co.$4,041,752$215,020 ▲5.6%16,8611.7%FinanceCFCF Industries$3,666,120$153,406 ▲4.4%42,9691.6%Basic MaterialsVVisa$3,491,851$1,542,874 ▲79.2%11,0491.5%Business ServicesZTSZoetis$3,486,612$179,553 ▲5.4%21,3991.5%MedicalMRKMerck & Co., Inc.$3,480,280$479,788 ▲16.0%34,9851.5%MedicalCOPConocoPhillips$3,472,964$759,748 ▼-17.9%35,0201.5%Oils/EnergySOSouthern$3,158,185$687,120 ▲27.8%38,3651.4%UtilitiesVZVerizon Communications$2,684,823$256,057 ▼-8.7%67,1371.2%Computer and TechnologyOCSLOaktree Specialty Lending$2,544,096$2,544,096 ▲New Holding166,4981.1%FinanceNEENextEra Energy$2,447,481$102,158 ▲4.4%34,1401.1%UtilitiesSCHDSchwab US Dividend Equity ETF$1,609,584$1,084,385 ▲206.5%58,9160.7%ETFNOCNorthrop Grumman$1,599,648$48,801 ▼-3.0%3,4090.7%AerospaceNSCNorfolk Southern$1,473,814$1,643 ▼-0.1%6,2800.6%TransportationNKENIKE$1,461,302$1,234,222 ▼-45.8%19,3120.6%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$1,313,334$166,816 ▼-11.3%17,2260.6%Consumer StaplesGOOGAlphabet$940,7740.0%4,9400.4%Computer and TechnologyALBAlbemarle$916,097$184,648 ▼-16.8%10,6420.4%Basic MaterialsTXNTexas Instruments$908,035$81,373 ▲9.8%4,8430.4%Computer and TechnologyCMECME Group$824,698$232 ▲0.0%3,5510.4%FinanceXOMExxon Mobil$797,874$430 ▲0.1%7,4170.3%Oils/EnergyJNJJohnson & Johnson$787,904$46,568 ▼-5.6%5,4480.3%MedicalDUKDuke Energy$740,206$4,094 ▼-0.6%6,8700.3%UtilitiesBXBlackstone$728,813$234,662 ▲47.5%4,2270.3%FinanceTMOThermo Fisher Scientific$707,028$18,729 ▼-2.6%1,3590.3%MedicalHDHome Depot$659,038$389 ▲0.1%1,6940.3%Retail/WholesaleKOCoca-Cola$642,102$1,681 ▲0.3%10,3130.3%Consumer StaplesRDVYFirst Trust NASDAQ Rising Dividend Achievers$492,940$224,203 ▲83.4%8,3350.2%ManufacturingNVDANVIDIA$455,915$1,074 ▲0.2%3,3950.2%Computer and TechnologyPMPhilip Morris International$440,842$24,070 ▲5.8%3,6630.2%Consumer StaplesLOWLowe's Companies$431,9000.0%1,7500.2%Retail/WholesaleIVViShares Core S&P 500 ETF$367,925$11,774 ▲3.3%6250.2%ETFJEPIJPMorgan Equity Premium Income ETF$352,601$124,955 ▲54.9%6,1290.2%ETFRTXRTX$324,595$9,836 ▼-2.9%2,8050.1%AerospaceVBVanguard Small-Cap ETF$311,4030.0%1,2960.1%ETFMCKMcKesson$284,9550.0%5000.1%MedicalPFEPfizer$278,597$75,134 ▼-21.2%10,5010.1%MedicalTSLATesla$265,727$265,727 ▲New Holding6580.1%Auto/Tires/TrucksMKLMarkel Group$245,1250.0%1420.1%Multi-Sector ConglomeratesISRGIntuitive Surgical$234,8820.0%4500.1%MedicalMCDMcDonald's$224,6650.0%7750.1%Retail/WholesaleBKLCBNY Mellon US Large Cap Core Equity ETF$224,229$60,736 ▼-21.3%2,0010.1%ETFHIIHuntington Ingalls Industries$219,354$4,723 ▲2.2%1,1610.1%AerospacePNCThe PNC Financial Services Group$211,7490.0%1,0980.1%FinanceSWKStanley Black & Decker$0$1,753,137 ▼-100.0%00.0%Industrial ProductsZBRAZebra Technologies$0$344,398 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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