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Showing Q4 2024 data
Wills Financial Group, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wills Financial Group, Inc.
•CIK: 1525109•Filing: Q4 2024
**Wills Financial Group, Inc.** manages $232M across a diversified portfolio of 65 positions. The strategy exhibits significant conviction in established mega-cap technology and industrials, highlighted by top holdings including BRK/B at $21.2M and AAPL at $17.4M. Further allocations to MSFT ($17.1M), LMT ($10.3M), and DHR ($9.6M) underscore a focus on defensive growth and market leaders. This concentration suggests a value-oriented approach targeting resilient, blue-chip compounders.
Total AUM
$231.6M
QoQ Performance
-2.9%
Positions
64
Top 10 Concentration
50.6%
Latest Filing
Q4 2024
Top Holdings Allocation
BRK/B
AAPL
MSFT
BRK/B9.2%
AAPL7.5%
MSFT7.4%
LMT4.4%
DHR4.1%
PANW3.9%
PG3.6%
AMZN3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other32.7%
Technology23.2%
Financial13.6%
Industrial7.1%
Healthcare6.4%
Consumer4.9%
Utilities4.7%
Consumer Staples3.5%
🚪 Exited Positionssold since Q3 2024
Changes from Q3 2024
NEW2 new positions
↑33 increased
↓22 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023