Wills Financial Group, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationrichmond, VA
- CIK0001525109
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
65 | $231.61M | BRK.B, AAPL, MSFT, LMT | 13F-HR | Feb 14, 2025 | 000152510925000001 | ||
65 | $238.41M | BRK.B, MSFT, AAPL, LMT | 13F-HR | Nov 14, 2024 | 000152510924000006 | ||
63 | $217.10M | MSFT, BRK.B, AAPL, LMT | 13F-HR | Aug 14, 2024 | 000152510924000005 | ||
63 | $212.28M | BRK.B, MSFT, AAPL, LMT | 13F-HR | May 9, 2024 | 000152510924000002 | ||
58 | $198.08M | MSFT, BRK.B, AAPL, LMT | 13F-HR | Feb 15, 2024 | 000152510924000001 | ||
63 | $184.83M | BRK.B, MSFT, AAPL, DHR | 13F-HR | Nov 14, 2023 | 000152510923000005 | ||
66 | $197.10M | BRK.B, AAPL, MSFT, LMT | 13F-HR | Aug 11, 2023 | 000152510923000004 | ||
65 | $185.61M | BRK.B, AAPL, MSFT, LMT | 13F-HR | May 12, 2023 | 000152510923000003 | ||
57 | $179.53M | BRK.B, AAPL, MSFT, LMT | RESTATEMENT | Feb 14, 2023 | 000152510923000002 | ||
58 | $180.03M | AAPL, BRK.B, MSFT, DHR | 13F-HR | Nov 14, 2022 | 000152510922000005 | ||
62 | $203.32M | AAPL, MSFT, BRK.B, LMT | 13F-HR | Aug 5, 2022 | 000152510922000004 | ||
70 | $238.09M | AAPL, BRK.B, MSFT, DHR | 13F-HR | May 13, 2022 | 000152510922000003 | ||
68 | $252.82M | AAPL, MSFT, BRK.B, DHR | 13F-HR | Feb 14, 2022 | 000152510922000002 | ||
67 | $222.71M | AAPL, MSFT, BRK.B, DHR | 13F-HR | Nov 12, 2021 | 000152510921000005 | ||
71 | $230.75M | AAPL, MSFT, BRK.B, DHR | 13F-HR | Aug 13, 2021 | 000152510921000004 | ||
57 | $205.90M | AAPL, MSFT, BRK.B, DHR | 13F-HR | May 12, 2021 | 000152510921000002 | ||
55 | $200.67M | AAPL, MSFT, BRK.B, DHR | 13F-HR | Feb 17, 2021 | 000152510921000001 | ||
51 | $172.02M | AAPL, MSFT, BRK.B, DHR | 13F-HR | Nov 12, 2020 | 000152510920000004 | ||
51 | $160.76M | MSFT, AAPL, BRK.B, D | 13F-HR | Aug 17, 2020 | 000152510920000003 | ||
49 | $140.36M | BRK.B, MSFT, WTRG, AAPL | 13F-HR | May 12, 2020 | 000152510920000002 | ||
60 | $174.08M | BRK.B, AQUA AMERICA INC, AAPL, MSFT | 13F-HR | Feb 14, 2020 | 000152510920000001 | ||
54 | $155.89M | BRK.B, AQUA AMERICA INC, MSFT, D | 13F-HR | Nov 14, 2019 | 000152510919000004 | ||
54 | $153.50M | BRK.B, AQUA AMERICA INC, JNJ, MSFT | 13F-HR | Aug 14, 2019 | 000152510919000003 | ||
57 | $147.41M | BRK.B, JNJ, AQUA AMERICA INC, D | 13F-HR | May 14, 2019 | 000152510919000002 | ||
58 | $130.10M | BRK.B, JNJ, AQUA AMERICA INC, FPE | 13F-HR | Feb 14, 2019 | 000152510919000001 | ||
69 | $151.50M | BRK.B, AAPL, AQUA AMERICA INC, JNJ | 13F-HR | Nov 14, 2018 | 000152510918000004 | ||
68 | $138.06M | BRK.B, AQUA AMERICA INC, AAPL, FPE | 13F-HR | Aug 14, 2018 | 000152510918000003 | ||
66 | $135.08M | BRK.B, AQUA AMERICA INC, FPE, JNJ | 13F-HR | May 11, 2018 | 000152510918000002 | ||
68 | $143.42M | BRK.B, AQUA AMERICA INC, JNJ, D | 13F-HR | Feb 8, 2018 | 000152510918000001 | ||
69 | $136.05M | BRK.B, JNJ, AQUA AMERICA INC, D | 13F-HR | Nov 14, 2017 | 000152510917000006 | ||
71 | $134.82M | BRK.B, JNJ, AQUA AMERICA INC, D | 13F-HR | Aug 10, 2017 | 000152510917000005 | ||
67 | $130.67M | BRK.B, JNJ, XOM, D | 13F-HR | May 8, 2017 | 000152510917000003 | ||
66 | $122.96M | BRK.B, XOM, D, JNJ | 13F-HR | Feb 17, 2017 | 000152510917000002 | ||
69 | $114.45M | XOM, BRK.B, D, JNJ | 13F-HR | Nov 14, 2016 | 000152510916000009 | ||
74 | $120.10M | XOM, AQUA AMERICA INC, BRK.B, D | RESTATEMENT | Aug 4, 2016 | 000152510916000008 | ||
75 | $115.98M | BRK.B, XOM, AQUA AMERICA INC, D | 13F-HR | May 12, 2016 | 000152510916000006 | ||
77 | $113.65M | BRK.B, XOM, AQUA AMERICA INC, D | 13F-HR | Feb 10, 2016 | 000152510916000005 | ||
75 | $108.34M | BRK.B, XOM, D, AQUA AMERICA INC | 13F-HR | Nov 12, 2015 | 000152510915000004 | ||
80 | $117.28M | XOM, BRK.B, D, JNJ | 13F-HR | Aug 14, 2015 | 000152510915000003 | ||
78 | $121.34M | XOM, BRK.B, KMI, D | 13F-HR | May 14, 2015 | 000152510915000002 | ||
78 | $123.28M | XOM, BRK.B, KMI, D | 13F-HR | Feb 12, 2015 | 000152510915000001 | ||
79 | $118.17M | XOM, BRK.B, D, JNJ | 13F-HR | Nov 13, 2014 | 000152510914000007 | ||
81 | $120.64M | XOM, BRK.B, D, CHV | 13F-HR | Aug 12, 2014 | 000152510914000006 | ||
72 | $105.16M | XOM, BRK.B, D, AQUA AMERICA INC | 13F-HR | May 12, 2014 | 000152510914000005 | ||
70 | $97.19M | XOM, BRK.B, CHV, D | 13F-HR | Feb 7, 2014 | 000152510914000004 |