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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 $225,543,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 46,101 $24,552,488 10.89%
2.
Microsoft Corp
 MSFT 40,835 $15,329,171 6.8%
3.
Apple Inc.
 AAPL 58,016 $12,886,987 5.71%
4.
Lockheed Martin Corp
 LMT 21,203 $9,471,402 4.2%
5.
Procter & Gamble Co
 PG 50,559 $8,616,289 3.82%
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)