Wills Financial Group LLC Top Holdings and 13F Report (2025) About Wills Financial Group LLCInvestment ActivityWills Financial Group LLC has $225.54 million in total holdings as of March 31, 2025.Wills Financial Group LLC owns shares of 62 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway $24,552,488Microsoft $15,329,171Apple $12,886,987Lockheed Martin $9,471,402Procter & Gamble $8,616,289 Sector AllocationMap of 500 Largest Holdings ofWills Financial Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$24,552,48846,10110.9%FinanceMSFTMicrosoft$15,329,17140,8356.8%Computer and TechnologyAAPLApple$12,886,98758,0165.7%Computer and TechnologyLMTLockheed Martin$9,471,40221,2034.2%AerospacePGProcter & Gamble$8,616,28950,5593.8%Consumer StaplesDHRDanaher$8,442,26741,1823.7%MedicalPANWPalo Alto Networks$8,170,42847,8813.6%Computer and TechnologyPEPPepsiCo$7,778,16051,8753.4%Consumer StaplesAMZNAmazon.com$7,527,63739,5653.3%Retail/WholesaleKVUEKenvue$6,935,529289,2213.1%Consumer StaplesIAUiShares Gold Trust$6,787,298115,1173.0%FinanceCVXChevron$6,737,96640,2773.0%EnergyGOOGLAlphabet$6,654,34043,0313.0%Computer and TechnologyWTRGEssential Utilities$6,138,702155,2922.7%UtilitiesUNPUnion Pacific$6,033,74925,5412.7%TransportationGEHCGE HealthCare Technologies$5,308,73265,7752.4%MedicalSHWSherwin-Williams$5,112,65814,6412.3%Basic MaterialsSPGIS&P Global$4,624,4769,1022.1%Business ServicesACNAccenture$4,314,26513,8261.9%Computer and TechnologyDDominion Energy$4,288,62276,4871.9%UtilitiesFERGUSON PLC NEW$4,282,79326,7291.9%SHSJPMJPMorgan Chase & Co.$4,131,18616,8411.8%FinanceVVisa$3,937,23011,2341.7%Business ServicesSOSouthern$3,812,85941,4671.7%UtilitiesOCSLOaktree Specialty Lending$3,560,985231,8351.6%FinanceZTSZoetis$3,439,55120,8901.5%MedicalCFCF Industries$3,378,42343,2301.5%Basic MaterialsCOPConocoPhillips$3,253,43230,9791.4%EnergyAVGOBroadcom$2,996,20217,8951.3%Computer and TechnologyMRKMerck & Co., Inc.$2,945,38932,8141.3%MedicalVZVerizon Communications$2,851,88362,8721.3%Computer and TechnologyNEENextEra Energy$2,519,66235,5431.1%UtilitiesSCHDSchwab US Dividend Equity ETF$1,674,08759,8740.7%ETFMPCMarathon Petroleum$1,642,65511,2750.7%EnergyNSCNorfolk Southern$1,488,9546,2860.7%TransportationXOMExxon Mobil$1,249,90110,5100.6%EnergyCMECME Group$858,4453,2360.4%FinanceDUKDuke Energy$834,0766,8380.4%UtilitiesBRK.ABerkshire Hathaway$798,44210.4%FinanceGOOGAlphabet$771,7764,9400.3%Computer and TechnologyJNJJohnson & Johnson$754,1614,5480.3%MedicalKOCoca-Cola$731,11310,2080.3%Consumer StaplesBXBlackstone$710,8535,0860.3%FinanceTMOThermo Fisher Scientific$663,8391,3340.3%MedicalALBAlbemarle$629,8878,7460.3%Basic MaterialsHDHome Depot$618,8621,6890.3%Retail/WholesalePMPhilip Morris International$581,4283,6630.3%Consumer StaplesRDVYFirst Trust NASDAQ Rising Dividend Achievers$543,2229,2800.2%ManufacturingNKENIKE$411,6456,4850.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$404,5687200.2%ETFLOWLowe's Companies$396,4911,7000.2%Retail/WholesaleNVDANVIDIA$388,0013,5800.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$367,3536,4290.2%ETFMCKMcKesson$336,4955000.1%MedicalMKLMarkel Group$265,4851420.1%Multi-Sector ConglomeratesPFEPfizer$259,05510,2230.1%MedicalMCDMcDonald's$242,0877750.1%Retail/WholesaleVBVanguard Small-Cap ETF$231,9511,0460.1%ETFHIIHuntington Ingalls Industries$229,7351,1260.1%AerospaceISRGIntuitive Surgical$222,8724500.1%MedicalBKLCBNY Mellon US Large Cap Core Equity ETF$213,4152,0070.1%ETFPNCThe PNC Financial Services Group$202,1361,1500.1%FinanceShowing 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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