Wills Financial Group, Inc. - Portfolio overview

Wills Financial Group, Inc. has 65 reported holdings in this dataset, with the latest filing dated 2025-02-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BRKB - Berkshire Hathaway Inc DEL, 9.17%
2. AAPL - APPLE INC, 7.52%
3. MSFT - MICROSOFT CORP, 7.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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