Wills-Financial-Group-Llc
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "GOOGL", "AVGO", "LOW", null, "DUK", "D", "WTRG", "FERG", "HD", "MCD", null, "UNP", "ISRG", "MPC", "MSFT", "BX", null, "PANW", "PEP", "PNC", "IVV", "AAPL", "NVDA", "GEHC", "PFE", "LMT", "PG", "MRK", "VZ", "KVUE", "SPGI", "SHW", "TMO", "ALB", "AMZN", "HII", null, null, "VB", "V", "SCHD", "NSC", "MKL", "SO", "MCK", "BRK-A", "BRK-B", "CF", "CVX", "CME", "KO", "COP", "DHR", "NEE", "NKE", "GOOG", "XOM", "JNJ", "PM", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 62
- Total Value
- 225543751
- Accession Number
- 0002059579-25-000003
- Form Type
- 13F-HR
- Manager Name
- Wills-Financial-Group-Llc
Data Enrichment
92% identified57 identified5 unidentified
Holdings
62 positions • $225.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip09661T107)✕ | 2.0K | QoQ- YoY- | All Managers (Combined) | $213.4K | 0.1% ($213.4K/$225.5M) | QoQ- YoY- |
1.1K | QoQ- YoY- | All Managers (Combined) | $202.1K | 0.1% ($202.1K/$225.5M) | QoQ- YoY- |