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Home > Institutional Investor > Wills Financial Group Llc > Profile

Instuitional Investor - Wills Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Wills Financial Group Llc
Portfolio Value $230,398,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 45,982 $22,336,676 9.69%
2.
Microsoft Corp
 MSFT 40,963 $20,375,652 8.84%
3.
Apple Inc.
 AAPL 57,398 $11,776,300 5.11%
4.
Lockheed Martin Corp
 LMT 21,412 $9,916,935 4.3%
5.
Palo Alto Networks Inc
 PANW 47,343 $9,688,272 4.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)