Wills-Financial-Group-Llc

Filing Details

13F-HR2025-03-31
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% identified
57 identified5 unidentified

Holdings

62 positions • $225.5M total value
Manager:
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Page 4 of 4
09661T107
Shares:2.0K
Value:$213.4K
% of Portfolio:0.1% ($213.4K/$225.5M)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:1.1K
Value:$202.1K
% of Portfolio:0.1% ($202.1K/$225.5M)