Notify me when Wills Financial Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 65 | $231,605,629 | +$16,137,466 | -$8,828,159 | +$7,309,307 | BRKB, AAPL, MSFT, LMT, DHR | 13F-HR | 14 Feb 2025, 13:55 |
| Q3 2024 | 65 | $238,405,262 | +$9,173,450 | -$2,172,745 | +$7,000,705 | BRKB, MSFT, AAPL, LMT, DHR | 13F-HR | 14 Nov 2024, 15:50 |
| Q2 2024 | 63 | $217,100,557 | +$10,607,005 | -$8,147,938 | +$2,459,067 | MSFT, BRKB, AAPL, LMT, PANW | 13F-HR | 14 Aug 2024, 13:11 |
| Q1 2024 | 63 | $212,278,436 | +$5,893,588 | -$2,497,684 | +$3,395,904 | BRKB, MSFT, AAPL, LMT, DHR | 13F-HR | 09 May 2024, 14:14 |
| Q4 2023 | 58 | $198,078,466 | +$13,743,397 | -$16,287,811 | -$2,544,414 | MSFT, BRKB, AAPL, LMT, DHR | 13F-HR | 14 Feb 2024, 17:58 |
| Q3 2023 | 63 | $184,829,112 | +$7,678,838 | -$9,315,304 | -$1,636,466 | BRKB, MSFT, AAPL, DHR, LMT | 13F-HR | 14 Nov 2023, 16:55 |
| Q2 2023 | 66 | $197,099,651 | +$6,781,475 | -$5,027,847 | +$1,753,628 | BRKB, AAPL, MSFT, LMT, PEP | 13F-HR | 11 Aug 2023, 12:07 |
| Q1 2023 | 65 | $185,608,900 | +$11,848,713 | -$13,058,955 | -$1,210,242 | BRKB, AAPL, MSFT, LMT, PEP | 13F-HR | 12 May 2023, 14:35 |
| Q4 2022 | 57 | $175,402,279 | +$5,548,590 | -$14,009,017 | -$8,460,427 | BRKB, AAPL, MSFT, LMT, DHR | Restatement | 14 Feb 2023, 14:07 |
| Q3 2022 | 58 | $180,030,000 | +$11,489,040 | -$16,979,757 | -$5,490,717 | AAPL, BRKB, MSFT, DHR, LMT | 13F-HR | 14 Nov 2022, 13:15 |
| Q2 2022 | 62 | $203,321,000 | +$5,363,582 | -$4,832,919 | +$530,663 | AAPL, MSFT, BRKB, LMT, DHR | 13F-HR | 05 Aug 2022, 13:45 |
| Q1 2022 | 70 | $238,079,000 | +$3,460,747 | -$12,516,020 | -$9,055,273 | AAPL, BRKB, MSFT, DHR, LMT | 13F-HR | 13 May 2022, 15:01 |
| Q4 2021 | 68 | $252,819,000 | +$8,068,457 | -$630,949 | +$7,437,508 | AAPL, MSFT, BRKB, DHR, WTRG | 13F-HR | 14 Feb 2022, 12:48 |
| Q3 2021 | 67 | $222,711,000 | +$3,823,485 | -$15,358,725 | -$11,535,240 | AAPL, MSFT, BRKB, DHR, JNJ | 13F-HR | 12 Nov 2021, 12:43 |
| Q2 2021 | 71 | $230,754,000 | +$18,482,183 | -$5,194,980 | +$13,287,203 | AAPL, MSFT, BRKB, DHR, JNJ | 13F-HR | 13 Aug 2021, 12:25 |
| Q1 2021 | 57 | $205,895,000 | +$8,857,239 | -$5,407,660 | +$3,449,579 | AAPL, MSFT, BRKB, DHR, D | 13F-HR | 12 May 2021, 10:50 |
| Q4 2020 | 55 | $200,667,000 | +$21,483,722 | -$6,057,036 | +$15,426,686 | AAPL, MSFT, BRKB, DHR, D | 13F-HR | 17 Feb 2021, 14:18 |
| Q3 2020 | 51 | $172,022,000 | +$11,850,350 | -$3,435,348 | +$8,415,002 | AAPL, MSFT, BRKB, DHR, D | 13F-HR | 12 Nov 2020, 11:34 |
| Q2 2020 | 51 | $160,760,000 | +$6,081,662 | -$4,915,216 | +$1,166,446 | MSFT, AAPL, BRKB, D, WTRG | 13F-HR | 17 Aug 2020, 11:05 |
| Q1 2020 | 49 | $140,356,000 | +$14,744,422 | -$25,633,778 | -$10,889,356 | BRKB, MSFT, WTRG, AAPL, D | 13F-HR | 12 May 2020, 11:02 |
| Q4 2019 | 60 | $174,081,000 | +$14,388,660 | -$5,802,202 | +$8,586,458 | BRKB, WTR, AAPL, MSFT, D | 13F-HR | 14 Feb 2020, 12:22 |
| Q3 2019 | 54 | $155,892,000 | +$4,514,580 | -$5,648,637 | -$1,134,057 | BRKB, WTR, MSFT, D, AAPL | 13F-HR | 14 Nov 2019, 16:34 |
| Q2 2019 | 54 | $153,503,000 | +$4,685,547 | -$4,598,434 | +$87,113 | BRKB, WTR, JNJ, MSFT, D | 13F-HR | 14 Aug 2019, 14:15 |
| Q1 2019 | 57 | $147,411,000 | +$8,829,024 | -$5,078,934 | +$3,750,090 | BRKB, JNJ, WTR, D, AAPL | 13F-HR | 14 May 2019, 11:14 |
| Q4 2018 | 58 | $130,105,000 | +$5,327,037 | -$12,354,356 | -$7,027,319 | BRKB, JNJ, WTR, FPE, AAPL | 13F-HR | 14 Feb 2019, 17:23 |
| Q3 2018 | 69 | $151,498,000 | +$6,009,868 | -$2,897,443 | +$3,112,425 | BRKB, AAPL, WTR, JNJ, FPE | 13F-HR | 14 Nov 2018, 09:22 |
| Q2 2018 | 68 | $138,058,000 | +$9,434,969 | -$6,872,896 | +$2,562,073 | BRKB, WTR, AAPL, FPE, JNJ | 13F-HR | 14 Aug 2018, 17:17 |
| Q1 2018 | 66 | $135,083,000 | +$5,517,882 | -$7,106,625 | -$1,588,743 | BRKB, WTR, FPE, JNJ, AAPL | 13F-HR | 11 May 2018, 15:16 |
| Q4 2017 | 68 | $143,422,000 | +$7,638,517 | -$8,231,839 | -$593,322 | BRKB, WTR, JNJ, D, AAPL | 13F-HR | 08 Feb 2018, 11:23 |
| Q3 2017 | 69 | $136,048,000 | +$6,270,081 | -$9,900,703 | -$3,630,622 | BRKB, JNJ, WTR, D, AAPL | 13F-HR | 14 Nov 2017, 12:39 |
| Q2 2017 | 71 | $134,819,000 | +$6,498,768 | -$3,061,242 | +$3,437,526 | BRKB, JNJ, WTR, D, XOM | 13F-HR | 10 Aug 2017, 09:33 |
| Q1 2017 | 67 | $130,668,000 | +$8,299,212 | -$4,849,180 | +$3,450,032 | BRKB, JNJ, XOM, D, WTR | 13F-HR | 08 May 2017, 16:27 |
| Q4 2016 | 66 | $122,957,000 | +$8,415,072 | -$2,593,333 | +$5,821,739 | BRKB, XOM, D, JNJ, WTR | 13F-HR | 17 Feb 2017, 11:49 |
| Q3 2016 | 69 | $114,449,000 | +$9,787,306 | -$14,543,817 | -$4,756,511 | XOM, BRKB, D, JNJ, WTR | 13F-HR | 14 Nov 2016, 15:06 |
| Q2 2016 | 74 | $120,096,000 | +$3,603,987 | -$3,832,057 | -$228,070 | XOM, WTR, BRKB, D, JNJ | Restatement | 04 Aug 2016, 13:08 |
| Q1 2016 | 75 | $115,982,000 | +$4,709,386 | -$6,497,364 | -$1,787,978 | BRKB, XOM, WTR, D, JNJ | 13F-HR | 12 May 2016, 09:48 |
| Q4 2015 | 77 | $113,652,000 | +$8,408,064 | -$6,553,187 | +$1,854,877 | BRKB, XOM, WTR, D, JNJ | 13F-HR | 10 Feb 2016, 13:17 |
| Q3 2015 | 75 | $108,341,000 | +$9,566,371 | -$11,263,373 | -$1,697,002 | BRKB, XOM, D, WTR, JNJ | 13F-HR | 12 Nov 2015, 09:58 |
| Q2 2015 | 80 | $117,285,000 | +$8,862,158 | -$8,619,232 | +$242,926 | XOM, BRKB, D, JNJ, KMI | 13F-HR | 14 Aug 2015, 10:28 |
| Q1 2015 | 78 | $121,343,000 | +$9,703,346 | -$7,839,174 | +$1,864,172 | XOM, BRKB, KMI, D, JNJ | 13F-HR | 14 May 2015, 12:13 |
| Q4 2014 | 78 | $123,285,000 | +$9,772,315 | -$6,809,803 | +$2,962,512 | XOM, BRKB, KMI, D, WTR | 13F-HR | 12 Feb 2015, 17:09 |
| Q3 2014 | 79 | $118,169,000 | +$5,008,418 | -$5,085,760 | -$77,342 | XOM, BRKB, D, JNJ, CVX | 13F-HR | 13 Nov 2014, 09:23 |
| Q2 2014 | 81 | $120,637,000 | +$13,718,675 | -$568,490 | +$13,150,185 | XOM, BRKB, D, CVX, WTR | 13F-HR | 12 Aug 2014, 09:53 |
| Q1 2014 | 72 | $105,161,000 | +$8,929,531 | -$2,186,973 | +$6,742,558 | XOM, BRKB, D, WTR, CVX | 13F-HR | 12 May 2014, 15:00 |
| Q4 2013 | 70 | $97,193,000 | $0 | $0 | $0 | XOM, BRKB, CVX, D, WTR | 13F-HR | 07 Feb 2014, 15:02 |