Fund Update: Wills Financial Group, Inc. Just Disclosed New Holdings

Wills Financial Group, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 39,692 shares of $SCHD (~$15,426). This was a increase of ~206.47% from their previous position.
• An increase of 3,791 shares of $RDVY (~$223,912). This was a increase of ~83.43% from their previous position.
• A decrease of 16,311 shares of $NKE (~$1,687,755). This was a increase of ~-45.79% from their previous position.
• A decrease of 542 shares of $BKLC (~$54,377). This was a increase of ~-21.31% from their previous position.
• An increase of 4,882 shares of $V (~$1,796,224). This was a increase of ~79.16% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Wills Financial Group, Inc. for more details.